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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, 2,291 fondos (~26%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1126 |
1126
Family Wealth Partners
Matthews,
North Carolina
| USD 331 M | +USD 5.23 M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 1127 |
1127
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 331 M | +USD 2.33 M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 1128 |
1128
Tenon Financial
Metuchen,
New Jersey
| USD 331 M | +USD 19.8 M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 1129 |
1129
Powers Advisory Group
Highland,
Illinois
| USD 330 M | +USD 10.9 M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 1130 |
1130
Henry James International Management
New York
| USD 330 M | -USD 3.83 M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 1131 |
1131
Flagstar Advisors
New York
| USD 330 M | -USD 1.5 M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 1132 |
1132
Tred Avon Family Wealth
Easton,
Maryland
| USD 329 M | +USD 2.68 M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1133 |
1133
New Perspectives Inc
Ridgeland,
Mississippi
| USD 329 M | +USD 3.19 M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 1134 |
1134
Norman Fields Gottscho Capital Management
New York
| USD 329 M | -USD 1.34 M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
| 1135 |
1135
TMB Capital Partners
Little Rock,
Arkansas
| USD 329 M | +USD 8.18 M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 1136 |
1136
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 329 M | -USD 11.1 M | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|
| 1137 |
1137
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 328 M | +USD 9.7 M | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 1138 |
1138
Sunpointe
St. Louis,
Missouri
| USD 328 M | -USD 23.8 M | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 1139 |
1139
Wealth Quarterback
Toms River,
New Jersey
| USD 328 M | +USD 4.28 M | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 1140 |
1140
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| USD 328 M | +USD 110 M | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 1141 |
1141
Richards, Merrill & Peterson
Spokane,
Washington
| USD 328 M | +USD 12.9 M | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 1142 |
1142
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 328 M | -USD 37.8 M | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 1143 |
1143
Bennett Selby Investments
Falmouth,
Maine
| USD 327 M | +USD 14 M | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 1144 |
1144
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 326 M | +USD 8.2 M | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 1145 |
1145
Raub Brock Capital Management
Larkspur,
California
| USD 326 M | -USD 37.3 M | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 1146 |
1146
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 326 M | -USD 57.2 M | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 1147 |
1147
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 325 M | +USD 1.25 M | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 1148 |
1148
Berkeley Inc
Boise,
Idaho
| USD 324 M | +USD 5.54 M | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 1149 |
1149
Robinswood Financial
Kirkland,
Washington
| USD 324 M | -USD 24.8 M | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 1150 |
1150
River Street Advisors
Aurora,
Illinois
| USD 324 M | -USD 15.4 M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|