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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
JCFM
1451
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 261 M | -USD 12.8 M | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 1452 |
1452
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 261 M | +USD 6.68 M | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 1453 |
CSA
1453
Cottage Street Advisors
Marion,
Massachusetts
| USD 261 M | +USD 2 M | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|
| 1454 |
1454
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 260 M | +USD 19.3 M | +8% | 1.9% | – | 85 | 11.76% | 0.6 |
|
| 1455 |
1455
Family Office Research
Bethesda,
Maryland
| USD 260 M | -USD 6.57 M | -2% | 0.93% | – | 94 | 19.15% | 1.2 |
|
| 1456 |
1456
William John Sempolinski
Easton,
Massachusetts
| USD 259 M | +USD 11.2 M | +5% | 5.33% | – | 112 | 12.5% | 0.6 |
|
| 1457 |
NERM
1457
New England Research & Management
Chicago,
Illinois
| USD 259 M | +USD 1.9 M | +0.7% | 0.63% | 65% | 159 | 33.33% | 4.7 |
|
| 1458 |
WAM
1458
Werlinich Asset Management
Stamford,
Connecticut
| USD 258 M | -USD 3.32 M | -1% | 2.26% | 232% | 58 | 1.72% | 3.8 |
|
| 1459 |
DCM
1459
Dudley Capital Management
Middleburg,
Virginia
| USD 258 M | +USD 7.99 M | +3% | 6.63% | 129% | 157 | 12.74% | 2.6 |
|
| 1460 |
1460
Gainplan
Bloomfield Hills,
Michigan
| USD 258 M | +USD 3.94 M | +2% | 1.99% | 103% | 70 | 30% | 2.3 |
|
| 1461 |
1461
Hiley Hunt Wealth Management
Omaha,
Nebraska
| USD 257 M | +USD 4.3 M | +2% | 1.18% | 48.4% | 51 | 7.84% | 2.2 |
|
| 1462 |
1462
Eastover Investment Advisors
Charlotte,
North Carolina
| USD 257 M | +USD 3.27 M | +1% | 0.9% | 105% | 50 | 4% | 3.6 |
|
| 1463 |
1463
Long Island Wealth Management
Melville,
New York
| USD 256 M | +USD 14.1 M | +6% | 1.3% | 58.2% | 103 | 12.62% | 2 |
|
| 1464 |
SFC
1464
Sprinkle Financial Consultants
Littleton,
Colorado
| USD 256 M | +USD 1.15 M | +0.5% | 0.97% | 64.1% | 114 | 14.04% | 1.8 |
|
| 1465 |
1465
Innova Wealth Partners
Newtown,
Pennsylvania
| USD 256 M | +USD 11.7 M | +5% | 1.59% | 72.5% | 195 | 13.85% | 1.2 |
|
| 1466 |
1466
Diesslin Group
Fort Worth,
Texas
| USD 256 M | -USD 3.48 M | -1% | 0.59% | – | 61 | 11.48% | 0.7 |
|
| 1467 |
1467
State Insurance Fund
New York
| USD 255 M | +USD 459 k | +0.2% | 0.18% | 77.9% | 1 | 0% | 2.8 |
|
| 1468 |
1468
Melone Private Wealth
Auburn Hills,
Michigan
| USD 255 M | -USD 7.63 M | -3% | 4.85% | 30.4% | 58 | 6.9% | 3.6 |
|
| 1469 |
1469
Seamount Financial Group
Colorado Springs,
Colorado
| USD 255 M | +USD 6.76 M | +3% | 1.92% | 79.7% | 148 | 8.11% | 1.9 |
|
| 1470 |
1470
Woodward Diversified Capital
Bakersfield,
California
| USD 254 M | +USD 27.8 M | +12% | 3.85% | 118% | 209 | 17.7% | 2.7 |
|
| 1471 |
1471
Shelton Wealth Management
Fort Worth,
Texas
| USD 254 M | -USD 498 k | -0.2% | 1.07% | 89.4% | 166 | 28.31% | 2.1 |
|
| 1472 |
CCAM
1472
Capelight Capital Asset Management
New York
| USD 254 M | +USD 45.9 M | +22% | 5.78% | – | 64 | 67.19% | 0.3 |
|
| 1473 |
1473
Kaizen Financial Strategies
Campbell,
California
| USD 254 M | -USD 53.5 M | -17% | 1.19% | 126% | 190 | 14.21% | 2.4 |
|
| 1474 |
1474
Physician Wealth Solutions
North Las Vegas,
Nevada
| USD 254 M | -USD 9.6 M | -4% | 1.86% | 43.6% | 47 | 8.51% | 2.5 |
|
| 1475 |
1475
Hippocratic Financial Advisors
Westlake Village,
California
| USD 254 M | -USD 11 M | -4% | 0.35% | – | 54 | 33.33% | 0.8 |
|