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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 234 M | +USD 19.9 M | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 1577 |
1577
Whalen Wealth Management
Las Vegas,
Nevada
| USD 234 M | +USD 12.1 M | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 1578 |
1578
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 234 M | +USD 5.18 M | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 1579 |
GBI
1579
GP Brinson Investments
Chicago,
Illinois
| USD 234 M | -USD 10.8 M | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 1580 |
1580
tru Independence
Portland,
Oregon
| USD 234 M | +USD 5.24 M | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 1581 |
1581
Flower City Capital
Pittsford,
New York
| USD 234 M | +USD 6.49 M | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 1582 |
CA
1582
Continental Advisors
Park City,
Utah
| USD 233 M | -USD 3.37 M | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 1583 |
LMHBHCT
1583
Leona M. & Harry B. Helmsley Charitable Trust
New York
| USD 233 M | +USD 18.1 M | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 1584 |
1584
Attessa Capital
Tucson,
Arizona
| USD 233 M | +USD 10.1 M | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 1585 |
1585
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 233 M | +USD 9.9 M | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 1586 |
1586
Steinberganna Wealth Management
Huntington,
New York
| USD 233 M | -USD 13.4 M | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 1587 |
1587
Lantern Wealth Advisors
Melville,
New York
| USD 232 M | +USD 14 M | +6% | 1.77% | – | 205 | 14.15% | 1.6 |
|
| 1588 |
1588
EPIQ Partners
Minneapolis,
Minnesota
| USD 232 M | -USD 3.65 M | -2% | 0.64% | 49.6% | 102 | 6.86% | 3.3 |
|
| 1589 |
1589
Downshift Financial
Boulder,
Colorado
| USD 232 M | +USD 9.27 M | +4% | 0% | – | 745 | 13.02% | 0.3 |
|
| 1590 |
1590
Asset Advisory Group
Kinnelon,
New Jersey
| USD 232 M | +USD 2.93 M | +1% | 2.08% | – | 126 | 4.76% | 0.7 |
|
| 1591 |
1591
OxenFree Capital
Satellite Beach,
Florida
| USD 231 M | +USD 13.3 M | +6% | 0.74% | 56.4% | 58 | 5.17% | 1.9 |
|
| 1592 |
BWG
1592
Boomfish Wealth Group
Alpharetta,
Georgia
| USD 231 M | +USD 11.5 M | +5% | 3.68% | 86% | 106 | 14.15% | 1.9 |
|
| 1593 |
1593
Tower View Wealth Management
Shorewood,
Wisconsin
| USD 231 M | +USD 3.6 M | +2% | 0.08% | 135% | 211 | 11.37% | 3.9 |
|
| 1594 |
1594
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 231 M | -USD 8.57 M | -4% | 0.42% | 98.3% | 128 | 3.91% | 9.2 |
|
| 1595 |
1595
Tuttle Capital Management
Riverside,
Connecticut
| USD 230 M | +USD 81.2 M | +55% | 1.41% | 115% | 267 | 61.8% | 0.2 |
|
| 1596 |
1596
Cresta Advisors
Laredo,
Texas
| USD 229 M | -USD 49.3 M | -18% | 0.34% | 66.8% | 54 | 7.41% | 2.9 |
|
| 1597 |
1597
Trust Investment Advisors
Indianapolis,
Indiana
| USD 229 M | +USD 19.6 M | +9% | 1.99% | 178% | 114 | 25.44% | 4.5 |
|
| 1598 |
1598
Yardley Wealth Management
Yardley,
Pennsylvania
| USD 229 M | +USD 8.91 M | +4% | 1.25% | – | 41 | 12.2% | 1.7 |
|
| 1599 |
1599
Capital Wealth Alliance
Scottsdale,
Arizona
| USD 229 M | +USD 13.5 M | +6% | 6.19% | 124% | 108 | 15.74% | 2.6 |
|
| 1600 |
1600
Beach Point Capital Management
Santa Monica,
California
| USD 229 M | -USD 29.3 M | -11% | 20.3% | 84.1% | 21 | 42.86% | 1 |
|