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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Altus Wealth Group
Colorado Springs,
Colorado
| USD 266 M | -USD 10.9 M | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 1427 |
1427
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 266 M | +USD 491 k | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 1428 |
AAG
1428
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 266 M | -USD 4.9 M | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 1429 |
1429
Exeter Financial
Scottsdale,
Arizona
| USD 265 M | +USD 3.85 M | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 1430 |
1430
Yoder Wealth Management
Walnut Creek,
California
| USD 265 M | +USD 9.18 M | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 1431 |
1431
Cambridge Capital Management
O'fallon,
Illinois
| USD 265 M | +USD 1.58 M | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 1432 |
1432
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 264 M | +USD 739 k | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
| 1433 |
1433
Aspect Partners
Fairfax,
Virginia
| USD 264 M | -USD 3.69 M | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
| 1434 |
1434
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 264 M | +USD 8.19 M | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
| 1435 |
1435
Snow Phipps Group
New York
| USD 264 M | -USD 61.8 M | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
| 1436 |
1436
HMS Capital Management
Nashville,
Tennessee
| USD 264 M | -USD 3.3 M | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|
| 1437 |
1437
VMS Asset Management
Hong Kong,
| USD 264 M | -USD 51.4 M | -16% | 2.01% | – | 48 | 64.58% | 0.2 |
|
| 1438 |
1438
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 263 M | +USD 3.65 M | +1% | 0.51% | 73% | 27 | 3.7% | 4.6 |
|
| 1439 |
SCM
1439
Sage Capital Management
Stockton,
New Jersey
| USD 263 M | +USD 7.1 M | +3% | 0.64% | 94.3% | 181 | 15.47% | 2.1 |
|
| 1440 |
1440
N10 Assets
Greenwich,
Connecticut
| USD 263 M | +USD 31.8 M | +14% | 0.04% | – | 36 | 11.11% | 0.2 |
|
| 1441 |
1441
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 263 M | +USD 1.33 M | +0.5% | 1.22% | 85% | 121 | 6.61% | 1.9 |
|
| 1442 |
1442
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 263 M | -USD 14.9 M | -5% | 0.54% | 125% | 268 | 7.46% | 3.3 |
|
| 1443 |
1443
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 263 M | +USD 7.61 M | +3% | 0.57% | 62% | 405 | 39.26% | 2.1 |
|
| 1444 |
1444
Private Wealth Group
Tampa,
Florida
| USD 263 M | +USD 3.71 M | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 1445 |
FAG
1445
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 262 M | +USD 740 k | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 1446 |
1446
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 262 M | -USD 5.52 M | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 1447 |
1447
Robbins Farley
Bedford,
New Hampshire
| USD 262 M | +USD 1.83 M | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 1448 |
1448
Level Wealth Management
Greensboro,
North Carolina
| USD 262 M | +USD 12.5 M | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 1449 |
1449
Five Oceans Advisors
Santa Monica,
California
| USD 262 M | -USD 49.3 M | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 1450 |
1450
Emprise Bank
Wichita,
Kansas
| USD 262 M | -USD 9.9 M | -4% | 1.3% | – | 114 | 11.4% | 2 |
|