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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
StoryOne LLC
Overland Park,
Kansas
| USD 223 M | +USD 11.3 M | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 1627 |
1627
Grant Private Wealth Management
Pleasanton,
California
| USD 223 M | -USD 14.2 M | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 1628 |
1628
Two Point Capital Management
Pittsford,
New York
| USD 223 M | -USD 25.5 M | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 1629 |
1629
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 223 M | +USD 8.39 M | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 1630 |
1630
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 222 M | -USD 3.09 M | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|
| 1631 |
LF
1631
Lighthouse Financial
Largo,
Florida
| USD 222 M | +USD 29.2 M | +15% | 1.62% | – | 98 | 20.41% | 1.1 |
|
| 1632 |
1632
Burrus Financial Services
Salt Lake City,
Utah
| USD 222 M | -USD 8.63 M | -4% | 2.16% | 31.3% | 11 | 0% | 2.5 |
|
| 1633 |
1633
Sitrin Capital Management
Century City,
California
| USD 222 M | -USD 4 M | -2% | 5.06% | 139% | 41 | 7.32% | 4.8 |
|
| 1634 |
1634
Meriwether Wealth & Planning
Minden,
Louisiana
| USD 222 M | +USD 19.9 M | +10% | 0.4% | – | 874 | 86.27% | 0.2 |
|
| 1635 |
1635
Bull Street Advisors
Savannah,
Georgia
| USD 221 M | +USD 2.22 M | +1% | 2.73% | 48.5% | 96 | 5.21% | 6.1 |
|
| 1636 |
1636
Kennicott Capital Management
Corte Madera,
California
| USD 221 M | +USD 5.35 M | +2% | 1.21% | 98% | 49 | 6.12% | 3.6 |
|
| 1637 |
1637
Seven Bridges Advisors
New York
| USD 221 M | +USD 13.8 M | +7% | 1.08% | – | 17 | 5.88% | 1.3 |
|
| 1638 |
1638
Summit Place Financial Advisors
Summit,
New Jersey
| USD 221 M | -USD 7.18 M | -3% | 2.6% | 111% | 124 | 16.94% | 3.1 |
|
| 1639 |
1639
Wealth Forward LLC
Fargo,
North Dakota
| USD 221 M | +USD 20.1 M | +10% | 1.02% | 48.8% | 55 | 20% | 1.8 |
|
| 1640 |
1640
Grove Street Fiduciary
Peterborough,
New Hampshire
| USD 221 M | -USD 16.1 M | -7% | 1.21% | – | 80 | 10% | 1.4 |
|
| 1641 |
1641
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 221 M | +USD 4.23 M | +2% | 0.09% | 59.9% | 143 | 7.69% | 2 |
|
| 1642 |
1642
Baugh & Associates
Atlanta,
Georgia
| USD 221 M | -USD 5.37 M | -2% | 3.43% | 98.8% | 42 | 2.38% | 6.3 |
|
| 1643 |
1643
Founders Capital Management (Texas)
Houston,
Texas
| USD 220 M | -USD 10.8 M | -5% | 2.72% | 131% | 420 | 84.05% | 7.6 |
|
| 1644 |
1644
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| USD 220 M | +USD 20.9 M | +10% | 2.71% | – | 185 | 12.43% | 1.3 |
|
| 1645 |
SCA
1645
Sander Capital Advisors
Seattle,
Washington
| USD 220 M | +USD 30.9 M | +16% | 19.8% | 113% | 13 | 15.38% | 5.9 |
|
| 1646 |
1646
Nipun Capital
Foster City,
California
| USD 220 M | +USD 5.16 M | +2% | 0.91% | 30.2% | 10 | 30% | 1.6 |
|
| 1647 |
SWP
1647
Semus Wealth Partners
Boca Raton,
Florida
| USD 220 M | +USD 12.7 M | +6% | 5% | 107% | 119 | 14.29% | 2.5 |
|
| 1648 |
1648
Gerber LLC
Columbus,
Ohio
| USD 220 M | +USD 6.97 M | +3% | 1.75% | 137% | 97 | 12.37% | 2.1 |
|
| 1649 |
1649
Echo45 Advisors
Walnut Creek,
California
| USD 219 M | +USD 25.8 M | +13% | 0.77% | 53.6% | 122 | 37.7% | 1.6 |
|
| 1650 |
1650
Essential Partners
Rancho Santa Fe,
California
| USD 219 M | +USD 2.18 M | +1% | 3.12% | – | 3,035 | 12.03% | 1 |
|