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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, 2,164 fondos (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
1376
Asset Advisory Group
Kinnelon,
New Jersey
| USD 232 M | +USD 2.93 M | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
| 1377 |
1377
OxenFree Capital
Satellite Beach,
Florida
| USD 231 M | +USD 13.3 M | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
| 1378 |
1378
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 231 M | -USD 8.57 M | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 1379 |
1379
Tuttle Capital Management
Riverside,
Connecticut
| USD 230 M | +USD 81.2 M | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 1380 |
1380
Cresta Advisors
Laredo,
Texas
| USD 229 M | -USD 49.3 M | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 1381 |
1381
Trust Investment Advisors
Indianapolis,
Indiana
| USD 229 M | +USD 19.6 M | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 1382 |
1382
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 229 M | +USD 13.5 M | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 1383 |
1383
Beach Point Capital Management
Santa Monica,
California
| USD 229 M | -USD 29.3 M | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|
| 1384 |
1384
BankPlus Wealth Management
Jackson,
Mississippi
| USD 229 M | +USD 6.46 M | +3% | 0.99% | – | 128 | 10.16% | 1.4 |
|
| 1385 |
1385
Smith Thornton Advisors
Huntsville,
Alabama
| USD 229 M | +USD 1.56 M | +0.7% | 0.32% | – | 145 | 7.59% | 1.8 |
|
| 1386 |
1386
Castleview Partners
Dallas,
Texas
| USD 228 M | +USD 665 k | +0.3% | 1.49% | 61.3% | 240 | 17.92% | 2.6 |
|
| 1387 |
1387
Main Line Retirement Advisors
Whitefish,
Montana
| USD 228 M | +USD 9.6 M | +4% | 1% | 47.6% | 49 | 2.04% | 2.3 |
|
| 1388 |
1388
Pacific Wealth Management
San Diego,
California
| USD 227 M | +USD 1.8 M | +0.8% | 0.51% | 72.8% | 23 | 30.43% | 2.1 |
|
| 1389 |
1389
Disciplined Equity Management
Neptune Beach,
Florida
| USD 227 M | +USD 1.29 M | +0.6% | 0.93% | 72.3% | 48 | 8.33% | 3.4 |
|
| 1390 |
1390
Lexington Hill Partners
Dallas,
Texas
| USD 227 M | +USD 20.8 M | +10% | 0.45% | – | 88 | 15.91% | 0.6 |
|
| 1391 |
1391
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 227 M | -USD 4.45 M | -2% | 2.26% | 104% | 278 | 3.6% | 8.5 |
|
| 1392 |
1392
Avondale Wealth Management
West Lake Hills,
Texas
| USD 227 M | -USD 18.3 M | -7% | 0.44% | 83.8% | 70 | 18.57% | 4 |
|
| 1393 |
1393
Capital Square
Chattanooga,
Tennessee
| USD 227 M | -USD 952 k | -0.4% | 0.7% | 62.5% | 266 | 14.66% | 2.4 |
|
| 1394 |
1394
CMG Global Holdings
Plano,
Texas
| USD 226 M | -USD 9.48 M | -4% | 2.69% | 80.8% | 112 | 12.5% | 3.6 |
|
| 1395 |
1395
Tandem Capital Management
Woodcliff Lake,
New Jersey
| USD 226 M | -USD 11.8 M | -5% | 0.87% | 128% | 119 | 5.88% | 3.8 |
|
| 1396 |
1396
Wynn Capital
Augusta,
Georgia
| USD 226 M | +USD 1.86 M | +0.8% | 2.06% | 115% | 120 | 6.67% | 2.3 |
|
| 1397 |
1397
Envision Financial
Brookfield,
Wisconsin
| USD 225 M | +USD 8.24 M | +4% | 1.43% | – | 52 | 15.38% | 1.4 |
|
| 1398 |
KCM
1398
KRS Capital Management
Bloomfield,
Michigan
| USD 225 M | +USD 10.2 M | +5% | 7.86% | 272% | 132 | 13.64% | 3.1 |
|
| 1399 |
1399
Base Wealth Management
Lakewood Ranch,
Florida
| USD 225 M | +USD 10 M | +5% | 0.46% | – | 74 | 13.51% | 1.1 |
|
| 1400 |
1400
Chronos Wealth Management
Clearwater,
Florida
| USD 225 M | -USD 731 k | -0.3% | 1.68% | 92.3% | 38 | 2.63% | 4.8 |
|