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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1076 |
1076
Weybosset Research & Management
Province,
Rhode Island
| USD 347 M | -USD 33.7 M | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 1077 |
1077
First United Bank & Trust
Oakland,
Maryland
| USD 347 M | -USD 813 k | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 1078 |
1078
Hixon Zuercher
Findlay,
Ohio
| USD 347 M | +USD 5.96 M | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 1079 |
1079
Spectrum Asset Management (California)
Newport Beach,
California
| USD 346 M | -USD 14.1 M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 1080 |
1080
Forza Wealth Management
Sarasota,
Florida
| USD 346 M | +USD 19.7 M | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 1081 |
1081
Mayfair Advisory Group
Birmingham,
Alabama
| USD 345 M | +USD 13 M | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 1082 |
1082
Acima Private Wealth
Richmond,
Virginia
| USD 344 M | +USD 33.8 k | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 1083 |
1083
Ferguson Shapiro
Decatur,
Georgia
| USD 344 M | +USD 1.93 M | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 1084 |
1084
Mosley Wealth Management
Anaheim,
California
| USD 343 M | +USD 29.2 M | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 1085 |
1085
Worth Asset Management
Dallas,
Texas
| USD 343 M | +USD 30.5 M | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 1086 |
1086
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 343 M | +USD 10.6 M | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 1087 |
MCG
1087
McCollum Christoferson Group
Amherst,
New York
| USD 343 M | +USD 1.72 M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 1088 |
1088
Realta Investment Advisors
Wilmington,
Delaware
| USD 342 M | +USD 20.4 M | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 1089 |
1089
Iams Wealth Management
Omaha,
Nebraska
| USD 342 M | +USD 9.7 M | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 1090 |
1090
Amtrust Financial Services
New York
| USD 342 M | +USD 5.44 M | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 1091 |
1091
Greenbush Financial Group
Albany,
New York
| USD 341 M | +USD 1.35 M | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 1092 |
1092
Quaker Wealth Management
Moorestown,
New Jersey
| USD 341 M | -USD 2.13 M | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 1093 |
1093
S.A. Mason
Holland,
Michigan
| USD 341 M | +USD 15.1 M | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 1094 |
1094
Act Wealth Management
Plano,
Texas
| USD 340 M | -USD 191 k | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 1095 |
1095
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 340 M | -USD 10.1 M | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 1096 |
1096
Lazari Capital Management
Woodland Hills,
California
| USD 339 M | +USD 14.9 M | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 1097 |
1097
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 339 M | +USD 61.8 M | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 1098 |
1098
Penney Financial
Houston,
Texas
| USD 339 M | +USD 52.8 M | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 1099 |
1099
Consilium Wealth Advisory
Richardson,
Texas
| USD 338 M | +USD 1.48 M | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 1100 |
FP
1100
FFG Partners
Fort Lauderdale,
Florida
| USD 338 M | -USD 14.6 M | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|