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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, 2,277 fondos (~26%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Blue Jean Financial
Albany,
New York
| USD 163 M | +USD 19.1 M | +13% | 6.9% | – | 108 | 66.67% | 0.2 |
|
| 1827 |
1827
Clark & Stuart Inc
Portland,
Maine
| USD 162 M | +USD 3.1 M | +2% | 2.03% | – | 59 | 15.25% | 1.5 |
|
| 1828 |
1828
Paladin Partners
Hartland,
Wisconsin
| USD 162 M | +USD 11.2 M | +7% | 2.39% | – | 218 | 9.63% | 0.7 |
|
| 1829 |
1829
Reyes Financial Architecture
San Diego,
California
| USD 162 M | -USD 16.4 M | -9% | 2.54% | – | 579 | 50.43% | 0.7 |
|
| 1830 |
1830
AMG Asset Management Group
Cartersville,
Georgia
| USD 162 M | +USD 2.22 M | +1% | 2.34% | – | 113 | 25.66% | 0.4 |
|
| 1831 |
1831
Hegarty Advisors
Garden City,
New York
| USD 162 M | +USD 16.5 M | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 1832 |
1832
Aureum Wealth Management
North Palm Beach,
Florida
| USD 162 M | +USD 477 k | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 1833 |
1833
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 162 M | +USD 2.09 M | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 1834 |
1834
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 162 M | +USD 20.1 M | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 1835 |
1835
Exchange Bank
Santa Rosa,
California
| USD 162 M | +USD 955 k | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 1836 |
1836
Gibson Wealth Advisors
Tyler,
Texas
| USD 162 M | +USD 1.2 M | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|
| 1837 |
1837
Mendota Financial Group
Madison,
Wisconsin
| USD 161 M | -USD 127 k | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 1838 |
1838
Porter White Investment Advisors
Birmingham,
Alabama
| USD 161 M | -USD 98.5 M | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 1839 |
KFO
1839
Kopp Family Office
Bloomington,
Minnesota
| USD 161 M | -USD 2.39 M | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 1840 |
1840
Blue Capital Inc
Omaha,
Nebraska
| USD 161 M | +USD 3.2 M | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 1841 |
1841
Arbor Wealth Advisors
Troy,
Michigan
| USD 161 M | -USD 2.99 M | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 1842 |
1842
Horizons Wealth Management
Asheville,
North Carolina
| USD 160 M | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 1843 |
1843
Cultivar Capital
Denton,
Texas
| USD 160 M | +USD 4.95 M | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 1844 |
CCP
1844
Crocodile Capital Partners
Ursensollen,
Germany
| USD 160 M | +USD 13.1 M | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
| 1845 |
1845
Lauer Wealth
Valparaiso,
Indiana
| USD 160 M | -USD 6.49 M | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
| 1846 |
1846
Fairway Financial
Casselberry,
Florida
| USD 160 M | +USD 13.6 M | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
| 1847 |
1847
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 159 M | +USD 6.22 M | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
| 1848 |
1848
S.R. Schill & Associates
Mercer Island,
Washington
| USD 159 M | -USD 6.24 M | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|
| 1849 |
1849
Seed Wealth Management
Evanston,
Illinois
| USD 159 M | +USD 1.27 M | +0.8% | 0.75% | 62% | 102 | 21.57% | 2.8 |
|
| 1850 |
BTC
1850
Bank & Trust Company
Litchfield,
Illinois
| USD 159 M | +USD 573 k | +0.4% | 4% | – | 309 | 2.27% | 2 |
|