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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, 2,467 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Blue Sky Capital Consultants Group
Poway,
California
| USD 239 M | +USD 4.73 M | +2% | 7.41% | – | 81 | 11.11% | 1.2 |
|
| 1552 |
1552
Oasis Advisors
Forest City,
Iowa
| USD 238 M | +USD 84.3 M | +55% | 0.12% | – | 93 | 50.54% | 0.2 |
|
| 1553 |
1553
Brucke Financial
Indianapolis,
Indiana
| USD 238 M | +USD 13.3 M | +6% | 2.36% | – | 202 | 21.78% | 1.1 |
|
| 1554 |
1554
Saxony Capital Management
St. Louis,
Missouri
| USD 238 M | +USD 19.8 M | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 1555 |
FCFC
1555
First Citizens Financial Corp
Mason City,
Iowa
| USD 238 M | -USD 1.26 M | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 1556 |
1556
Wealth Science Advisors
Alpharetta,
Georgia
| USD 238 M | +USD 12.9 M | +6% | 0.01% | – | 98 | 19.39% | 0.6 |
|
| 1557 |
EV
1557
EJMK Ventures
Itasca,
Illinois
| USD 237 M | +USD 17 M | +8% | 1.75% | – | 185 | 18.38% | 0.6 |
|
| 1558 |
1558
Ardent Capital Management
Cincinnati,
Ohio
| USD 237 M | -USD 3.46 M | -1% | 3.06% | 87.2% | 49 | 38.78% | 3 |
|
| 1559 |
1559
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 237 M | +USD 521 k | +0.2% | 0.08% | 38.1% | 29 | 27.59% | 3.4 |
|
| 1560 |
AIFS
1560
A&I Financial Services
Lone Tree,
Colorado
| USD 237 M | +USD 6.9 M | +3% | 1.12% | – | 83 | 16.87% | 1.9 |
|
| 1561 |
1561
Braeburn Wealth Management
Muskegon,
Michigan
| USD 236 M | +USD 3.4 M | +1% | 2.45% | – | 122 | 38.52% | 0.5 |
|
| 1562 |
1562
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 236 M | -USD 431 k | -0.2% | 1.5% | 83.9% | 100 | 11% | 3.4 |
|
| 1563 |
1563
Signature Resources Capital Management
Newport Beach,
California
| USD 236 M | -USD 17.4 M | -7% | 0.81% | 67.8% | 1,001 | 37.46% | 1.2 |
|
| 1564 |
1564
PFG Private Wealth Management
Lutz,
Florida
| USD 236 M | +USD 5.31 M | +2% | 0.44% | 52.6% | 84 | 25% | 1.7 |
|
| 1565 |
RCS
1565
R2 Capital Strategies
Lincoln,
Nebraska
| USD 236 M | +USD 15 M | +7% | 3.82% | – | 118 | 5.93% | 0.2 |
|
| 1566 |
FG
1566
Franchise GP
Grand Cayman,
| USD 236 M | +USD 20.4 M | +9% | 7.66% | – | 48 | 31.25% | 0.5 |
|
| 1567 |
1567
LCM Capital Management
Chicago,
Illinois
| USD 235 M | +USD 5.36 M | +2% | 4.98% | 128% | 136 | 13.24% | 3.5 |
|
| 1568 |
1568
PTM Wealth Management
North Wales,
United States
| USD 235 M | +USD 13.2 M | +6% | 1.19% | – | 63 | 4.76% | 1.2 |
|
| 1569 |
1569
Lauterbach Financial Advisors
El Paso,
Texas
| USD 235 M | +USD 2.06 M | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|
| 1570 |
1570
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 234 M | +USD 19.9 M | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 1571 |
1571
Whalen Wealth Management
Las Vegas,
Nevada
| USD 234 M | +USD 12.1 M | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 1572 |
1572
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 234 M | +USD 5.18 M | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 1573 |
GBI
1573
GP Brinson Investments
Chicago,
Illinois
| USD 234 M | -USD 10.8 M | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 1574 |
1574
tru Independence
Portland,
Oregon
| USD 234 M | +USD 5.24 M | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 1575 |
1575
Flower City Capital
Pittsford,
New York
| USD 234 M | +USD 6.49 M | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|