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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
AI
1776
Axecap Investments
Mason,
Ohio
| USD 169 M | -USD 12.1 M | -7% | 0.41% | – | 87 | 27.59% | 0.8 |
|
| 1777 |
3WPFIPFL
1777
365 WMG Private Fund I: Primus Fund LLC
Mason,
Ohio
| USD 169 M | – | – | 0.41% | – | 77 | – | 0 |
|
| 1778 |
MWS
1778
MFA Wealth Services
Thousand Oaks,
California
| USD 169 M | +USD 1.06 M | +0.6% | 0.03% | – | 136 | 3.68% | 1.4 |
|
| 1779 |
1779
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 168 M | +USD 4.69 M | +3% | 2.58% | – | 134 | 14.93% | 0.6 |
|
| 1780 |
1780
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 168 M | -USD 61.4 M | -27% | 2.53% | 58.2% | 24 | 8.33% | 2.8 |
|
| 1781 |
1781
Vann Equity Management
Plano,
Texas
| USD 168 M | +USD 3.5 M | +2% | 5.18% | – | 189 | 19.05% | 0.4 |
|
| 1782 |
CSI
1782
Cross Staff Investments
Pittsford,
New York
| USD 168 M | -USD 9.5 M | -5% | 1.32% | 80.3% | 136 | 6.62% | 3.7 |
|
| 1783 |
1783
RiverTree Advisors
Winter Park,
Florida
| USD 168 M | -USD 1.48 M | -0.9% | 1.01% | 25.4% | 84 | 30.95% | 1.7 |
|
| 1784 |
1784
Orca Wealth Management
New Port Richey,
Florida
| USD 168 M | +USD 1.2 M | +0.7% | 0.64% | – | 89 | 12.36% | 1.3 |
|
| 1785 |
1785
Vilga Financial Planning
Fair Lawn,
New Jersey
| USD 168 M | +USD 35.6 M | +27% | 1.72% | – | 105 | 14.29% | 0.6 |
|
| 1786 |
1786
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 168 M | -USD 9.41 M | -5% | 3.65% | – | 46 | 10.87% | 1.3 |
|
| 1787 |
1787
Davis Capital Management
Jacksonville,
Florida
| USD 167 M | -USD 1.66 M | -1% | 1.78% | – | 1,379 | 22.7% | 1.5 |
|
| 1788 |
1788
Jordan Park Trust
Portsmouth,
New Hampshire
| USD 167 M | +USD 23.9 M | +17% | 16.6% | – | 17 | 11.76% | 1.3 |
|
| 1789 |
1789
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| USD 167 M | +USD 10.4 M | +7% | 4.77% | – | 178 | 16.29% | 1.1 |
|
| 1790 |
BRWM
1790
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| USD 167 M | -USD 12.9 M | -7% | 3.02% | – | 120 | 18.33% | 1.3 |
|
| 1791 |
1791
Silvia McColl Wealth Management
San Diego,
California
| USD 167 M | +USD 314 k | +0.2% | 1.73% | 82.7% | 125 | 8% | 3 |
|
| 1792 |
1792
Westco Advisory Services
Lynbrook,
New York
| USD 166 M | +USD 775 k | +0.5% | 2.85% | – | 103 | 8.74% | 0.7 |
|
| 1793 |
1793
Hickory Point Bank & Trust
Decatur,
Illinois
| USD 166 M | +USD 1.4 M | +0.8% | 1.53% | – | 485 | 12.99% | 0.8 |
|
| 1794 |
1794
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 166 M | +USD 176 k | +0.1% | 1.42% | 79% | 91 | 4.4% | 3.9 |
|
| 1795 |
1795
LDIC Inc
Toronto,
| USD 166 M | +USD 6.39 M | +4% | 4.54% | – | 25 | 24% | 0.3 |
|
| 1796 |
1796
Seven Hills Financial, LLC
Tallahassee,
Florida
| USD 166 M | – | – | 1.69% | – | 109 | – | 0 |
|
| 1797 |
MJPCFAI
1797
Michael J. Porro & Co. Financial Advisors, Inc.
Old Tappan,
New Jersey
| USD 166 M | -USD 10.1 M | -6% | 2.02% | – | 150 | 18% | 0.6 |
|
| 1798 |
1798
JDH Wealth Management
Santa Rosa,
California
| USD 165 M | +USD 1.09 M | +0.7% | 0.08% | – | 64 | 12.5% | 1.4 |
|
| 1799 |
1799
Nautilus Advisors
La Jolla,
California
| USD 165 M | -USD 4.33 M | -3% | 1.5% | – | 186 | 11.29% | 1.3 |
|
| 1800 |
1800
Navigate Wealth Management
Birmingham,
Alabama
| USD 165 M | +USD 3.87 M | +2% | 0.22% | – | 87 | 16.09% | 0.4 |
|