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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 2,475 fondos (~28%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Shikiar Asset Management
New York
| USD 398 M | +USD 1.92 M | +0.5% | 4.84% | 117% | 124 | 17.74% | 3.8 |
|
| 1052 |
IWN
1052
Independent Wealth Network
Urbandale,
Iowa
| USD 397 M | +USD 3.97 M | +1% | 0.1% | 78.2% | 371 | 18.06% | 2.4 |
|
| 1053 |
1053
TSP Capital Management Group
Summit,
New Jersey
| USD 397 M | -USD 21 M | -5% | 3.05% | 186% | 44 | 2.27% | 0.5 |
|
| 1054 |
1054
Net Worth Advisory Group
Sandy,
Utah
| USD 397 M | +USD 119 k | +0% | 0.79% | – | 470 | 21.06% | 1.3 |
|
| 1055 |
IFS
1055
Ifrah Financial Services
Little Rock,
Arkansas
| USD 396 M | -USD 13.7 M | -3% | 0.85% | 64.1% | 228 | 16.23% | 5.4 |
|
| 1056 |
1056
Prairiewood Capital
Fargo,
North Dakota
| USD 396 M | +USD 9.9 M | +3% | 1.69% | 42.6% | 82 | 6.1% | 3.3 |
|
| 1057 |
1057
Parkshore Wealth Management
Granite Bay,
California
| USD 394 M | +USD 45.4 M | +13% | 1.36% | – | 74 | 9.46% | 1.5 |
|
| 1058 |
1058
Retail Employees Superannuation Trust
Sydney,
| USD 393 M | +USD 19.5 M | +5% | 6.46% | – | 30 | 10% | 0.6 |
|
| 1059 |
SC
1059
Steph & Co
Marinette,
Wisconsin
| USD 392 M | -USD 2.59 M | -0.7% | 0.46% | 61.6% | 293 | 8.19% | 3.9 |
|
| 1060 |
1060
Hoxton Planning & Management
Shepherdstown,
West Virginia
| USD 392 M | +USD 8.91 M | +2% | 0.86% | 77.8% | 242 | 12.4% | 2.3 |
|
| 1061 |
1061
Newton One Investments
Newark,
Delaware
| USD 392 M | -USD 5.05 M | -1% | 1.48% | 42% | 175 | 30.29% | 2.4 |
|
| 1062 |
MI
1062
M3F Inc
Salt Lake City,
Utah
| USD 391 M | -USD 30.8 M | -7% | 12.3% | 139% | 25 | 28% | 4.5 |
|
| 1063 |
1063
Neumann Capital Management
Foster City,
California
| USD 391 M | +USD 240 M | +159% | 1.66% | 89.9% | 108 | 49.07% | 4.3 |
|
| 1064 |
1064
Client 1st Advisory Group
Dunedin,
Florida
| USD 391 M | +USD 7.25 M | +2% | 1.37% | 64.5% | 151 | 9.27% | 3.3 |
|
| 1065 |
1065
Quantum Private Wealth
Tampa,
Florida
| USD 391 M | +USD 375 k | +0.1% | 5.76% | 240% | 176 | 9.66% | 3 |
|
| 1066 |
1066
Juncture Wealth Strategies
Scottsdale,
Arizona
| USD 390 M | +USD 5.91 M | +2% | 0.7% | 76.5% | 193 | 11.4% | 2.6 |
|
| 1067 |
1067
SRH Advisors
Salina,
Kansas
| USD 389 M | -USD 3.21 M | -0.8% | 0.24% | 55.7% | 282 | 6.38% | 7.5 |
|
| 1068 |
1068
Patton Fund Management
Dallas,
Texas
| USD 389 M | -USD 73.2 M | -16% | 4.15% | 211% | 114 | 57.02% | 1.8 |
|
| 1069 |
1069
Windsor Capital Management
Phoenix,
Arizona
| USD 389 M | +USD 4.15 M | +1% | 0.94% | 49.1% | 133 | 5.26% | 6.6 |
|
| 1070 |
1070
Sensible Money
Scottsdale,
Arizona
| USD 389 M | +USD 11.7 M | +3% | 0.52% | 69.1% | 113 | 17.7% | 2.5 |
|
| 1071 |
FP
1071
Fiduciary Planning
Englewood,
Florida
| USD 389 M | +USD 6.41 M | +2% | 0.54% | 71.4% | 84 | 10.71% | 2.5 |
|
| 1072 |
1072
Trinity Financial Advisors
Columbus,
Ohio
| USD 388 M | -USD 596 k | -0.2% | 0.94% | 74.5% | 101 | 7.92% | 2.9 |
|
| 1073 |
CIA
1073
Cape Investment Advisory
Mcdonough,
Georgia
| USD 388 M | +USD 14.3 M | +4% | 1.63% | 72.5% | 1,541 | 10.25% | 0.6 |
|
| 1074 |
1074
Sterling Wealth Management
Champaign,
Illinois
| USD 388 M | -USD 14.4 M | -4% | 0.94% | – | 118 | 4.24% | 2.2 |
|
| 1075 |
1075
Leeward Financial Partners
Bellevue,
Washington
| USD 388 M | +USD 6.65 M | +2% | 4.58% | 97.9% | 115 | 9.57% | 2.8 |
|