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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1226 |
1226
Tred Avon Family Wealth
Easton,
Maryland
| USD 329 M | +USD 2.68 M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 1227 |
1227
New Perspectives Inc
Ridgeland,
Mississippi
| USD 329 M | +USD 3.19 M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 1228 |
1228
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 |
|
| 1229 |
1229
TMB Capital Partners
Little Rock,
Arkansas
| USD 329 M | +USD 8.18 M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 1230 |
1230
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 329 M | -USD 11.1 M | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|
| 1231 |
1231
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 |
|
| 1232 |
1232
Sunpointe
St. Louis,
Missouri
| USD 328 M | -USD 23.8 M | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 1233 |
1233
Wealth Quarterback
Toms River,
New Jersey
| USD 328 M | +USD 4.28 M | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 1234 |
1234
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| USD 328 M | +USD 110 M | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 1235 |
1235
Richards, Merrill & Peterson
Spokane,
Washington
| USD 328 M | +USD 12.9 M | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 1236 |
1236
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 |
|
| 1237 |
1237
Bennett Selby Investments
Falmouth,
Maine
| USD 327 M | +USD 14 M | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 1238 |
1238
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 326 M | +USD 8.2 M | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 1239 |
1239
Raub Brock Capital Management
Larkspur,
California
| USD 326 M | -USD 37.3 M | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 1240 |
1240
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 326 M | -USD 57.2 M | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 1241 |
1241
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 325 M | +USD 1.25 M | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 1242 |
1242
Berkeley Inc
Boise,
Idaho
| USD 324 M | +USD 5.54 M | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 1243 |
1243
Robinswood Financial
Kirkland,
Washington
| USD 324 M | -USD 24.8 M | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 1244 |
1244
River Street Advisors
Aurora,
Illinois
| USD 324 M | -USD 15.4 M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 1245 |
1245
Traveka Wealth
Los Altos,
California
| USD 324 M | +USD 23.4 M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 1246 |
1246
ticino wealth
Mission Viejo,
California
| USD 324 M | +USD 6.87 M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 1247 |
1247
Wealth Management Resources
Smithfield,
Rhode Island
| USD 324 M | -USD 427 k | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 1248 |
VPCL
1248
VALEN PRIVATE CAPITAL, LLC
Paoli,
Pennsylvania
| USD 323 M | – | – | 0.58% | – | 88 | – | 0 |
|
| 1249 |
1249
Harper Investing
Santa Clara,
California
| USD 323 M | +USD 26.5 M | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 1250 |
1250
Biltmore Wealth Management
Tempe,
Arizona
| USD 323 M | +USD 2.48 M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|