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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Bradley & Co Private Wealth Management
Miami,
Florida
| USD 219 M | +USD 9.03 M | +4% | 4.53% | – | 237 | 12.24% | 3.5 |
|
| 1652 |
1652
Ayrshire Capital Management
Westport,
Connecticut
| USD 219 M | +USD 5.29 M | +2% | 1.53% | 84.8% | 54 | 14.81% | 3.4 |
|
| 1653 |
MH
1653
Mishpacha Holdings
Road Town,
| USD 219 M | -USD 47.7 M | -18% | 11.6% | – | 5 | 40% | 0.4 |
|
| 1654 |
1654
Draper Asset Management
Smithtown,
New York
| USD 219 M | +USD 20.8 M | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 1655 |
1655
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 218 M | +USD 3.95 M | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 1656 |
CIA
1656
Citadel Investment Advisory
Chesterland,
Ohio
| USD 218 M | -USD 2.03 M | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 1657 |
1657
CAP Partners LLC
Franklin,
Tennessee
| USD 218 M | +USD 13.7 M | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 1658 |
1658
Canerector Inc
Toronto,
Ontario, Canada
| USD 218 M | -USD 1.08 M | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 1659 |
1659
Wolff Wiese Magana
Carslbad,
California
| USD 218 M | +USD 630 k | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|
| 1660 |
1660
Northland Capital Management
Virginia,
Minnesota
| USD 218 M | +USD 32.4 M | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 1661 |
1661
Lake Hills Wealth Management
Austin,
Texas
| USD 218 M | -USD 2.36 M | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 1662 |
KA
1662
Kearns & Associates
Palos Verdes Estates,
California
| USD 218 M | +USD 3.43 M | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 1663 |
1663
David J. Yvars Group
University Park,
Florida
| USD 218 M | +USD 5.7 M | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 1664 |
1664
American Financial & Tax Strategies
New York
| USD 217 M | -USD 4.11 M | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 1665 |
1665
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 217 M | +USD 5.96 M | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 1666 |
1666
Successful Portfolios
Clearwater,
Florida
| USD 217 M | +USD 2.7 M | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 1667 |
1667
Wernau Asset Management
Gloucester,
Massachusetts
| USD 217 M | +USD 24.2 M | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 1668 |
1668
Milestone Asset Management Group
Avon,
Connecticut
| USD 216 M | +USD 17.9 M | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
| 1669 |
1669
Kure Advisory
Plymouth,
Minnesota
| USD 216 M | +USD 5.5 M | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
| 1670 |
1670
SWP Financial
San Diego,
California
| USD 216 M | +USD 148 k | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
| 1671 |
1671
First County Bank
Stamford,
Connecticut
| USD 216 M | +USD 3.81 M | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
| 1672 |
1672
Lipe & Dalton
Syracuse,
New York
| USD 216 M | +USD 1.03 M | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
| 1673 |
1673
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 216 M | +USD 8.83 M | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
| 1674 |
MKW
1674
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 216 M | +USD 9.26 M | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
| 1675 |
1675
Sightline Wealth Advisors
Groton,
Connecticut
| USD 215 M | -USD 58.1 M | -21% | 1.42% | 48.5% | 98 | 33.67% | 3.3 |
|