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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Dutch Asset Corp
Selkirk,
New York
| USD 215 M | +USD 14 M | +7% | 1.57% | – | 131 | 25.19% | 0.6 |
|
| 1677 |
1677
Andrews Advisory Associates
Honolulu,
Hawaii
| USD 215 M | +USD 6.85 M | +3% | 1.25% | – | 88 | 6.82% | 0.7 |
|
| 1678 |
1678
Constitution Capital
Shelton,
Connecticut
| USD 215 M | +USD 20 M | +10% | 6.09% | 91.1% | 63 | 3.17% | 4.1 |
|
| 1679 |
1679
CWC Advisors
Lake Oswego,
Oregon
| USD 215 M | -USD 10.4 M | -5% | 2.22% | – | 160 | 5.63% | 1.5 |
|
| 1680 |
1680
Stegner Investment Associates
Louisville,
Kentucky
| USD 215 M | +USD 4.24 M | +2% | 1.56% | 84.8% | 31 | 6.45% | 4 |
|
| 1681 |
1681
Clay Northam Wealth Management
Huntington Beach,
California
| USD 214 M | +USD 11 M | +5% | 5.78% | 125% | 114 | 8.77% | 2.9 |
|
| 1682 |
1682
Clark Financial Services Group
Chesterfield,
Missouri
| USD 214 M | +USD 2.38 M | +1% | 2.45% | 116% | 101 | 11.88% | 2.5 |
|
| 1683 |
1683
PUREfi Wealth
Boston,
Massachusetts
| USD 214 M | +USD 31.9 M | +18% | 0.99% | – | 250 | 25.6% | 1 |
|
| 1684 |
MF
1684
Meridian Financial
Holliston,
Massachusetts
| USD 214 M | +USD 5.73 M | +3% | 0.3% | 58.5% | 158 | 10.13% | 2.9 |
|
| 1685 |
1685
Fortitude Financial
Spokane,
Washington
| USD 213 M | +USD 102 M | +92% | 1.19% | – | 43 | 34.88% | 0.7 |
|
| 1686 |
1686
Financial Harvest
Winter Park,
Florida
| USD 213 M | -USD 28.8 M | -12% | 1.02% | – | 72 | 19.44% | 1 |
|
| 1687 |
1687
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 213 M | +USD 12.4 M | +6% | 4.66% | 157% | 73 | 16.44% | 1.6 |
|
| 1688 |
1688
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 213 M | -USD 2.31 M | -1% | 1.24% | 151% | 116 | 26.72% | 1.9 |
|
| 1689 |
1689
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 213 M | +USD 4.5 M | +2% | 0.64% | 68.6% | 51 | 19.61% | 2 |
|
| 1690 |
1690
ELCO Management
New York
| USD 213 M | -USD 19.1 M | -8% | 1.99% | 98.3% | 189 | 17.46% | 4.2 |
|
| 1691 |
1691
Values First Advisors
Gray,
Tennessee
| USD 213 M | -USD 6.26 M | -3% | 2.82% | 87.6% | 195 | 12.31% | 3.1 |
|
| 1692 |
1692
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 213 M | -USD 1.93 M | -0.9% | 1.03% | 70.7% | 65 | 12.31% | 4.4 |
|
| 1693 |
1693
Islay Capital Management
Lubbock,
Texas
| USD 213 M | -USD 3.77 M | -2% | 3.37% | 72% | 235 | 61.28% | 3.8 |
|
| 1694 |
SPI
1694
Sutton Place Investors
Katonah,
New York
| USD 212 M | +USD 5.84 M | +3% | 1.73% | 84% | 158 | 10.13% | 2.2 |
|
| 1695 |
1695
BFI Infinity
Zurich,
Switzerland
| USD 212 M | -USD 125 M | -37% | 3.6% | – | 79 | 27.85% | 0.9 |
|
| 1696 |
1696
Commerce Advisors
Memphis,
Tennessee
| USD 212 M | +USD 27.9 M | +15% | 1.91% | – | 137 | 13.14% | 0.4 |
|
| 1697 |
1697
Crown Oak Advisors
Piedmont,
California
| USD 212 M | -USD 3.11 M | -1% | 0.9% | 53.3% | 23 | 0% | 2.5 |
|
| 1698 |
1698
Gouws Capital LLC
Charlotte,
North Carolina
| USD 212 M | -USD 3.37 M | -2% | 0.44% | 114% | 56 | 7.14% | 3.5 |
|
| 1699 |
1699
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| USD 211 M | -USD 1.4 M | -0.7% | 0.11% | – | 95 | 15.79% | 0.6 |
|
| 1700 |
1700
Code Waechter
Tampa,
Florida
| USD 211 M | +USD 18.1 M | +9% | 0.57% | – | 132 | 8.33% | 1.4 |
|