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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Brewster Financial Planning
Brooklyn,
New York
| USD 181 M | -USD 644 k | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 1852 |
1852
Addis & Hill
Wayne,
Pennsylvania
| USD 181 M | USD 0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 1853 |
1853
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 181 M | -USD 6.88 M | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 1854 |
1854
TI-Trust
Quincy,
Illinois
| USD 181 M | -USD 4.64 M | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 1855 |
1855
Columbia Advisory Partners
Spokane,
Washington
| USD 181 M | -USD 112 k | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 1856 |
1856
WealthTrust Asset Management
Destin,
Florida
| USD 181 M | -USD 3.79 M | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 1857 |
1857
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 181 M | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 1858 |
1858
Holcombe Financial
Atlanta,
Georgia
| USD 181 M | +USD 3.7 M | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 1859 |
WFG
1859
Wormser Freres Gestion
Paris,
France
| USD 181 M | +USD 3.74 M | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|
| 1860 |
1860
Innovative Wealth Building
California,
Maryland
| USD 181 M | +USD 8.56 M | +5% | 1.06% | – | 92 | 15.22% | 1.1 |
|
| 1861 |
1861
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| USD 181 M | -USD 848 k | -0.5% | 3.02% | 59.7% | 79 | 8.86% | 2.8 |
|
| 1862 |
1862
Nolet Wealth Management
Fort Worth,
Texas
| USD 181 M | -USD 537 k | -0.3% | 2.22% | – | 121 | 15.7% | 0.6 |
|
| 1863 |
CIG
1863
Cascade Investment Group
Colorado Springs,
Colorado
| USD 181 M | +USD 2.21 M | +1% | 1.83% | 93.2% | 169 | 13.02% | 2.4 |
|
| 1864 |
1864
Sunrise Financial Services
Burien,
Washington
| USD 180 M | +USD 12.1 M | +7% | 1% | – | 601 | 23.63% | 0.7 |
|
| 1865 |
1865
Shotwell Rutter Baer
Lansing,
Michigan
| USD 180 M | -USD 2.22 M | -1% | 1.7% | 45.5% | 39 | 2.56% | 2.3 |
|
| 1866 |
1866
Accredited Investor Services
St. Cloud,
Minnesota
| USD 179 M | +USD 2.43 M | +1% | 0.03% | – | 88 | 12.5% | 1.3 |
|
| 1867 |
1867
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| USD 179 M | +USD 30.7 M | +21% | 9.17% | 167% | 25 | 68% | 1.1 |
|
| 1868 |
1868
Thryve Wealth Management
Irving,
Texas
| USD 179 M | +USD 294 k | +0.2% | 0.82% | – | 41 | 9.76% | 0.6 |
|
| 1869 |
RFMS
1869
RWQ Financial Management Services
Naples,
Florida
| USD 179 M | -USD 28.2 M | -14% | 3.38% | 446% | 28 | 25% | 1.8 |
|
| 1870 |
1870
Byrne Asset Management
Kingston,
New Jersey
| USD 179 M | -USD 5.93 M | -3% | 1.34% | 126% | 672 | 19.64% | 1.8 |
|
| 1871 |
1871
Fort Henry Capital
Wheeling,
West Virginia
| USD 179 M | -USD 2.55 M | -1% | 2.28% | 39.3% | 18 | 5.56% | 4.4 |
|
| 1872 |
1872
SummerHaven Investment Management
Stamford,
Connecticut
| USD 179 M | -USD 7.72 M | -4% | 4.81% | 150% | 323 | 78.33% | 0.7 |
|
| 1873 |
1873
Capstone Capital
Henderson,
Nevada
| USD 179 M | +USD 3.63 M | +2% | 0.32% | 62.8% | 27 | 11.11% | 2 |
|
| 1874 |
1874
Refined Wealth Management
Salt Lake City,
Utah
| USD 179 M | +USD 12.9 M | +8% | 6.91% | 99.4% | 50 | 6% | 2.6 |
|
| 1875 |
1875
Cox Capital Management
Andover,
Massachusetts
| USD 179 M | -USD 1.14 M | -0.6% | 2.04% | 106% | 84 | 15.48% | 3.2 |
|