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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 1877 |
1877
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 1878 |
WWL
1878
Wavvest Wealth LLC
Chicago,
Illinois
| USD 124 M | – | – | 0.52% | – | 97 | – | 0 |
|
| 1879 |
1879
Miller Global Investments
Dallas,
Texas
| USD 124 M | +USD 3.28 M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 1880 |
PIS
1880
POM Investment Strategies
Raleigh,
North Carolina
| USD 124 M | +USD 35.6 M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 1881 |
1881
Waycross Investment Management
Bellingham,
Washington
| USD 124 M | -USD 7.55 M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 1882 |
1882
Milestones Private Investment Advisors
Fairport,
New York
| USD 123 M | -USD 2.23 M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 1883 |
1883
Wolfstich Capital
Medfield,
Massachusetts
| USD 123 M | -USD 6.32 M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 1884 |
1884
Smith Asset Management
Chiefland,
Florida
| USD 123 M | -USD 4.38 M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 1885 |
1885
Hicks Capital Management
Columbus,
Ohio
| USD 122 M | USD 0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 1886 |
1886
Hobbs Wealth Management
Zionsville,
Indiana
| USD 122 M | +USD 3.58 M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 1887 |
1887
Crescent Sterling
Metairie,
Louisiana
| USD 122 M | +USD 10.1 M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 1888 |
LCS
1888
Luma Capital SA
Luxembourg,
| USD 122 M | +USD 9.7 M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 1889 |
1889
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 122 M | +USD 114 k | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 1890 |
1890
Lotus Asset Management
Nashville,
Tennessee
| USD 122 M | +USD 8.52 M | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 1891 |
1891
ETF Store
Overland Park,
Kansas
| USD 122 M | +USD 2 M | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 1892 |
1892
DB Fitzpatrick & Co
Boise,
Idaho
| USD 121 M | -USD 2.26 M | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 1893 |
1893
Hardworking Capital Advisors
Palm Desert,
California
| USD 121 M | -USD 1.19 M | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 1894 |
1894
Wall Capital Group
Phoenix,
Arizona
| USD 121 M | -USD 994 k | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 1895 |
1895
North Forty Two & Co
Lake Oswego,
Oregon
| USD 121 M | +USD 3.31 M | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 1896 |
1896
Forteris Wealth Management
Armonk,
New York
| USD 121 M | -USD 1.28 M | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 1897 |
1897
MKD Wealth Coaches
Troy,
Michigan
| USD 121 M | +USD 3.87 M | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 1898 |
1898
3 Factor Indexing
Sacramento,
California
| USD 121 M | +USD 2.7 M | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 1899 |
1899
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 121 M | +USD 2.59 M | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 1900 |
1900
Drum Hill Capital
Westport,
Connecticut
| USD 121 M | +USD 22.8 M | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|