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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, 2,380 fondos (~27%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Choice Wealth Advisors
Waterville,
Maine
| USD 289 M | +USD 4.35 M | +2% | 1.31% | 60.3% | 37 | 10.81% | 2.6 |
|
| 1302 |
1302
Burns Matteson Capital Management
Corning,
New York
| USD 289 M | -USD 31 M | -10% | 6.91% | 137% | 256 | 51.56% | 1.6 |
|
| 1303 |
1303
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 289 M | -USD 11.4 M | -4% | 1.15% | 44% | 4 | 0% | 4.6 |
|
| 1304 |
1304
Tranquility Partners
Brentwood,
Tennessee
| USD 288 M | -USD 2.66 M | -0.9% | 3.95% | 77.3% | 241 | 12.03% | 4.2 |
|
| 1305 |
1305
Stableford Capital II
Scottsdale,
Arizona
| USD 288 M | -USD 376 k | -0.1% | 4.47% | 66.9% | 164 | 22.56% | 2 |
|
| 1306 |
YP
1306
YANKCOM Partnership
Yankton,
South Dakota
| USD 288 M | +USD 9.42 M | +3% | 1.34% | – | 344 | 16.86% | 1.3 |
|
| 1307 |
1307
Shira Ridge Wealth Management
Larkspur,
California
| USD 288 M | +USD 1.05 M | +0.4% | 0.84% | 72.8% | 87 | 9.2% | 2.6 |
|
| 1308 |
1308
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| USD 288 M | +USD 525 k | +0.2% | 3.86% | 83% | 146 | 11.64% | 6.1 |
|
| 1309 |
1309
Wealth Analytics Partners
San Diego,
California
| USD 287 M | +USD 11 M | +4% | 2.13% | – | 200 | 74.5% | 0.2 |
|
| 1310 |
1310
Mid-American Wealth Advisory Group
Kansas City,
Missouri
| USD 287 M | +USD 10 M | +4% | 0.41% | 14.4% | 75 | 13.33% | 1.4 |
|
| 1311 |
1311
Bluestem Financial Advisors
Champaign,
Illinois
| USD 286 M | +USD 825 k | +0.3% | 2.03% | 42.2% | 34 | 0% | 4.9 |
|
| 1312 |
1312
McNaughton Wealth Management
San Diego,
California
| USD 286 M | +USD 4.6 M | +2% | 0.19% | 55.6% | 78 | 7.69% | 4 |
|
| 1313 |
1313
Boyd Wealth Management
Sacramento,
California
| USD 286 M | +USD 21.6 M | +8% | 0.36% | 56.8% | 63 | 26.98% | 2.7 |
|
| 1314 |
1314
Chris Bulman
Roseville,
California
| USD 285 M | +USD 11.5 M | +4% | 1.07% | – | 179 | 13.41% | 1.3 |
|
| 1315 |
1315
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 285 M | +USD 4.25 M | +2% | 2.01% | 84.1% | 103 | 8.74% | 2.8 |
|
| 1316 |
1316
Agate Pass Investment Management
Bainbridge Island,
Washington
| USD 285 M | +USD 13.7 M | +5% | 2.55% | 76% | 119 | 15.13% | 3.3 |
|
| 1317 |
1317
Foronjy Financial
Santa Barbara,
California
| USD 285 M | +USD 12.4 M | +5% | 0.44% | – | 119 | 14.29% | 1 |
|
| 1318 |
1318
Advantage Trust Company
Salina,
Kansas
| USD 285 M | +USD 302 k | +0.1% | 0.57% | 77.6% | 197 | 2.03% | 1.6 |
|
| 1319 |
1319
Selby Wealth Management
Emeryville,
California
| USD 284 M | +USD 2.2 M | +0.8% | 0.9% | – | 88 | 7.95% | 0.7 |
|
| 1320 |
1320
Towerpoint Wealth
Sacramento,
California
| USD 284 M | -USD 4.84 M | -2% | 0.43% | 67.7% | 120 | 10.83% | 3.9 |
|
| 1321 |
1321
ShariaPortfolio
Lake Mary,
Florida
| USD 284 M | +USD 1.49 M | +0.5% | 1.74% | 254% | 47 | 29.79% | 1.2 |
|
| 1322 |
1322
First Financial Corp
Terre Haute,
Indiana
| USD 284 M | -USD 4.96 M | -2% | 1.5% | 95.3% | 310 | 7.42% | 8.7 |
|
| 1323 |
1323
NavPoint Financial
Prior Lake,
Minnesota
| USD 283 M | +USD 13.4 M | +5% | 1.39% | 58.5% | 76 | 3.95% | 2 |
|
| 1324 |
1324
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 283 M | -USD 3.9 M | -1% | 0.64% | 98.4% | 96 | 4.17% | 4.2 |
|
| 1325 |
1325
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 282 M | +USD 3.01 M | +1% | 1.45% | 58.7% | 57 | 5.26% | 5.3 |
|