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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
IFS
1726
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 206 M | -USD 1.77 M | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 1727 |
1727
Instrumental Wealth
Tampa,
Florida
| USD 206 M | +USD 8.46 M | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 1728 |
1728
Cyr Financial
Hennepin,
Illinois
| USD 206 M | +USD 13.8 M | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 1729 |
1729
Fortress Financial Group
Rochester,
Minnesota
| USD 205 M | +USD 5.1 M | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
| 1730 |
1730
Washburn Capital Management
Vero Beach,
Florida
| USD 205 M | +USD 2.21 M | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
| 1731 |
1731
Baron Financial Group
Fair Lawn,
New Jersey
| USD 205 M | -USD 4.22 M | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
| 1732 |
1732
BCK Partners
Corning,
New York
| USD 205 M | -USD 2.19 M | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
| 1733 |
1733
Hardin Capital Partners
Greenville,
South Carolina
| USD 205 M | -USD 10.6 M | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
| 1734 |
1734
Clarity Asset Management
Ames,
Iowa
| USD 205 M | +USD 711 k | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
| 1735 |
1735
AtlasMark Financial
Austin,
Texas
| USD 204 M | +USD 1.38 M | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
| 1736 |
1736
Stephens Group
Little Rock,
Arkansas
| USD 204 M | -USD 1.93 M | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|
| 1737 |
MG
1737
McHugh Group
Bratenahl,
Ohio
| USD 204 M | +USD 8.42 M | +4% | 5.02% | – | 90 | 6.67% | 1.4 |
|
| 1738 |
1738
Pacific Asset Management
Gig Harbor,
Washington
| USD 204 M | +USD 256 k | +0.1% | 0.51% | – | 83 | 15.66% | 1.3 |
|
| 1739 |
1739
Echo Wealth Management
Plymouth,
Minnesota
| USD 204 M | +USD 7.94 M | +4% | 1.14% | 42.9% | 50 | 8% | 3.2 |
|
| 1740 |
1740
Optivise Advisory Services
Franklin,
Tennessee
| USD 204 M | +USD 6.67 M | +3% | 1.85% | – | 253 | 18.18% | 1.2 |
|
| 1741 |
1741
Promethium Advisors
Bethesda,
Maryland
| USD 203 M | -USD 4.88 M | -2% | 1.87% | – | 128 | 12.5% | 1.6 |
|
| 1742 |
1742
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 203 M | +USD 2.2 M | +1% | 0.71% | 54.2% | 245 | 17.14% | 1.2 |
|
| 1743 |
1743
Spectrum Strategic Capital Management
Corvallis,
Oregon
| USD 203 M | +USD 1.57 M | +0.8% | 5.08% | 85.6% | 79 | 8.86% | 1.4 |
|
| 1744 |
1744
BDFS Capital
Rehoboth Beach,
Delaware
| USD 203 M | -USD 27.2 M | -12% | 0.04% | – | 125 | 13.6% | 0.6 |
|
| 1745 |
1745
Virginia Wealth Management Group
Virginia Beach,
Virginia
| USD 203 M | +USD 2.04 M | +1% | 2.53% | 49.4% | 58 | 1.72% | 3.2 |
|
| 1746 |
1746
Tassel Capital Management
Matthews,
North Carolina
| USD 202 M | -USD 11.4 M | -5% | 1.45% | – | 48 | 10.42% | 1.2 |
|
| 1747 |
1747
Jericho Financial
Westerville,
Ohio
| USD 202 M | +USD 8.98 M | +5% | 6.61% | – | 41 | 4.88% | 1.7 |
|
| 1748 |
1748
Merrion Investment Management
Cranford,
New Jersey
| USD 202 M | -USD 9.6 M | -5% | 1.91% | 161% | 113 | 9.73% | 3.5 |
|
| 1749 |
1749
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 201 M | +USD 35.9 M | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 1750 |
1750
Two West Capital Advisors
Overland Park,
Kansas
| USD 201 M | +USD 136 k | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|