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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, 2,815 fondos (~32%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Kerusso Capital Management
Winston Salem,
North Carolina
| USD 306 M | +USD 31.8 M | +12% | 3.27% | – | 63 | 14.29% | 1.6 |
|
| 1502 |
1502
Bull Oak Capital
San Diego,
California
| USD 306 M | +USD 5.97 M | +2% | 1.23% | 62.1% | 41 | 7.32% | 1.6 |
|
| 1503 |
1503
Meridian Financial Partners
Warrenton,
Virginia
| USD 306 M | +USD 12.8 M | +4% | 2.33% | 80.8% | 128 | 10.16% | 2.6 |
|
| 1504 |
1504
Freedom Financial Partners
Oakdale,
Minnesota
| USD 305 M | -USD 1.64 M | -0.5% | 0.24% | – | 94 | 10.64% | 1.4 |
|
| 1505 |
1505
Silphium Asset Management
London,
United Kingdom
| USD 305 M | +USD 8.53 M | +3% | 2.98% | 118% | 58 | 12.07% | 1.4 |
|
| 1506 |
1506
Rede Wealth
Charlottesville,
Virginia
| USD 304 M | +USD 2.4 M | +0.8% | 1.83% | 84.4% | 119 | 4.2% | 1.8 |
|
| 1507 |
1507
Equity Wealth Partners
Independence,
Missouri
| USD 304 M | +USD 25.6 M | +9% | 0.42% | – | 115 | 10.43% | 0.7 |
|
| 1508 |
1508
FCG Investment Company
Germantown,
Tennessee
| USD 304 M | +USD 14.5 M | +5% | 3.18% | – | 130 | 13.08% | 1 |
|
| 1509 |
1509
Clarus Group
Houston,
Texas
| USD 303 M | +USD 8.27 M | +3% | 1.95% | 67.5% | 134 | 13.43% | 2.8 |
|
| 1510 |
1510
Shaker Financial Services
Arlington,
Virginia
| USD 303 M | -USD 16.1 M | -5% | 5.35% | 12.9% | 167 | 25.15% | 2.4 |
|
| 1511 |
1511
Ted Buchan & Co
San Diego,
California
| USD 303 M | -USD 2.63 M | -0.9% | 0.75% | 65.2% | 100 | 11% | 2.2 |
|
| 1512 |
1512
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| USD 303 M | -USD 2.41 M | -0.8% | 0.37% | – | 245 | 13.06% | 1.3 |
|
| 1513 |
1513
FIDELIS iM
Medford,
Oregon
| USD 302 M | +USD 9.21 M | +3% | 0.65% | 44.8% | 36 | 27.78% | 2.5 |
|
| 1514 |
1514
David Kennon
Sarasota,
Florida
| USD 302 M | -USD 294 k | -0.1% | 0.21% | 52.4% | 45 | 0% | 2.8 |
|
| 1515 |
1515
Decker Retirement Planning
Levi,
Utah
| USD 302 M | +USD 8.18 M | +3% | 4.27% | – | 497 | 39.03% | 0.8 |
|
| 1516 |
1516
Breakwater Investment Management
Seattle,
Washington
| USD 302 M | +USD 7.97 M | +3% | 1.36% | – | 845 | 37.4% | 1 |
|
| 1517 |
1517
Denver PWM
Denver,
Colorado
| USD 301 M | -USD 4.32 M | -1% | 0.76% | 48.6% | 91 | 3.3% | 3.2 |
|
| 1518 |
1518
Muzinich & Co
New York
| USD 301 M | +USD 8.59 M | +3% | 0.15% | 13.5% | 38 | 39.47% | 9.7 |
|
| 1519 |
1519
Western Financial Corp
San Diego,
California
| USD 300 M | -USD 41.1 M | -12% | 0.89% | 275% | 159 | 31.45% | 1.7 |
|
| 1520 |
1520
First Community Trust
Dubuque,
Iowa
| USD 300 M | +USD 78.8 M | +36% | 3.05% | 128% | 360 | 13.61% | 3.2 |
|
| 1521 |
1521
Kondo Wealth Advisors
Pasadena,
California
| USD 300 M | +USD 1.01 M | +0.3% | 0.17% | – | 79 | 11.39% | 1.4 |
|
| 1522 |
1522
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 300 M | -USD 31.6 M | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 1523 |
1523
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 299 M | +USD 7.93 M | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 1524 |
1524
Maestria Partners
Atlanta,
Georgia
| USD 298 M | +USD 10.3 M | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 1525 |
1525
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 298 M | +USD 75.3 M | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|