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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, 2,069 fondos (~23%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 146 M | -USD 3.54 M | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 1752 |
PR
1752
PSP Research
Newtown Square,
Pennsylvania
| USD 146 M | -USD 42.1 M | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 1753 |
1753
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 146 M | -USD 225 k | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 1754 |
1754
Post Resch Tallon Group
Pittsford,
New York
| USD 146 M | +USD 1.07 M | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 1755 |
1755
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 146 M | +USD 5.6 M | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 1756 |
1756
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 146 M | -USD 2.61 M | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 1757 |
1757
Greenhouse Wealth Management
Westport,
Connecticut
| USD 145 M | +USD 3.18 M | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 1758 |
1758
Platt Investment Counsel
Lake Mary,
Florida
| USD 145 M | -USD 3.96 M | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|
| 1759 |
1759
Tepp RIA
Westfield,
New Jersey
| USD 145 M | -USD 2.38 M | -2% | 0.43% | – | 53 | 11.32% | 0.9 |
|
| 1760 |
1760
Leibman Financial Services
Louisville,
Nebraska
| USD 145 M | -USD 5.45 M | -4% | 1.84% | 59.2% | 49 | 14.29% | 1.6 |
|
| 1761 |
ML
1761
MILFAM LLC
Stuart,
Florida
| USD 145 M | +USD 16.5 M | +13% | 20.9% | – | 16 | 31.25% | 0.3 |
|
| 1762 |
1762
Vanguard Capital Wealth Advisors
Denver,
Colorado
| USD 145 M | -USD 3.02 M | -2% | 1.23% | 234% | 151 | 27.81% | 3.4 |
|
| 1763 |
1763
4Wealth Advisors
Burr Ridge,
Illinois
| USD 145 M | +USD 14.3 M | +11% | 0.15% | – | 169 | 25.44% | 1.2 |
|
| 1764 |
1764
Ares Financial Consulting
Calabasas,
California
| USD 145 M | +USD 5.17 M | +4% | 0.94% | – | 1,148 | 8.28% | 0.7 |
|
| 1765 |
LC
1765
Lawood & Co
Williamsport,
Pennsylvania
| USD 145 M | -USD 3.1 M | -2% | 0.5% | – | 97 | 5.15% | 0.7 |
|
| 1766 |
1766
New Covenant Trust Company
Jeffersonville,
Indiana
| USD 144 M | +USD 11.8 M | +9% | 2.38% | – | 115 | 10.43% | 1.7 |
|
| 1767 |
1767
DWR Wealth Management
San Jose,
California
| USD 144 M | +USD 10.7 M | +8% | 0.83% | – | 59 | 6.78% | 0.7 |
|
| 1768 |
1768
Merited Wealth
North Bay Village,
Florida
| USD 144 M | +USD 2.68 M | +2% | 0.52% | – | 77 | 12.99% | 0.7 |
|
| 1769 |
1769
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 144 M | -USD 16.3 M | -10% | 0.09% | 62.1% | 46 | 30.43% | 3.9 |
|
| 1770 |
GPCM
1770
Guardsman Private Capital Management
Sarasota,
Florida
| USD 144 M | +USD 1.26 M | +0.9% | 0.28% | – | 44 | 2.27% | 0.7 |
|
| 1771 |
1771
Fulcrum Wealth Advisors
Bellevue,
Washington
| USD 144 M | +USD 12.8 M | +10% | 3.61% | – | 92 | 25% | 0.6 |
|
| 1772 |
1772
Madson Wealth Advisors
Santa Rosa,
California
| USD 144 M | -USD 3.47 M | -2% | 1.14% | – | 101 | 11.88% | 0.4 |
|
| 1773 |
1773
Hofer & Associates
Thousand Oaks,
California
| USD 143 M | -USD 63.5 M | -31% | 1.85% | 61.7% | 130 | 86.15% | 0.8 |
|
| 1774 |
1774
Red Crane Wealth Management
San Francisco,
California
| USD 143 M | +USD 7.4 M | +5% | 1.85% | – | 82 | 8.54% | 1.4 |
|
| 1775 |
1775
SIMA Wealth Partners
North Chesterfield,
Virginia
| USD 143 M | +USD 2.21 M | +2% | 0.55% | – | 138 | 5.8% | 2 |
|