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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, 2,384 fondos (~27%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Flagship Capital Management
Media,
Pennsylvania
| USD 164 M | +USD 5.9 M | +4% | 5.79% | – | 53 | 7.55% | 0.7 |
|
| 1902 |
1902
Beacon Hill Wealth Management
Victoria,
| USD 164 M | +USD 19.9 M | +14% | 1.05% | – | 28 | 17.86% | 0.2 |
|
| 1903 |
1903
Lancaster Investment Management
London,
United Kingdom
| USD 164 M | -USD 1.72 M | -1% | 5.92% | 0.78% | 12 | 33.33% | 0.7 |
|
| 1904 |
1904
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 164 M | -USD 3.25 M | -2% | 1.11% | 62.6% | 100 | 3% | 2 |
|
| 1905 |
1905
Climber Capital
Nyon,
Switzerland
| USD 164 M | +USD 125 k | +0.1% | 0.83% | – | 68 | 8.82% | 1.5 |
|
| 1906 |
1906
Income Research & Management
Boston,
Massachusetts
| USD 164 M | -USD 20.9 M | -11% | 0.5% | 1.19% | 33 | 9.09% | 1.5 |
|
| 1907 |
BFS
1907
Burr Financial Services
Pleasant Hill,
California
| USD 164 M | +USD 2.39 M | +1% | 3.08% | 478% | 31 | 32.26% | 1.7 |
|
| 1908 |
KLCM
1908
KG&L Capital Management
Saint Francisville,
Louisiana
| USD 163 M | -USD 4.8 M | -3% | 1.14% | 91.9% | 150 | 16.67% | 3.9 |
|
| 1909 |
1909
Cooksen Wealth
The Woodlands,
Texas
| USD 163 M | +USD 4.49 M | +3% | 0.08% | 70.7% | 45 | 2.22% | 2.7 |
|
| 1910 |
1910
Zeit Capital
Greenwood Village,
Colorado
| USD 163 M | -USD 2.78 M | -2% | 0.47% | 56.5% | 53 | 15.09% | 3.1 |
|
| 1911 |
1911
Cushing Capital Partners
Delafield,
Wisconsin
| USD 163 M | +USD 17.8 M | +12% | 2.04% | – | 115 | 15.65% | 1.1 |
|
| 1912 |
1912
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 163 M | +USD 2.56 M | +2% | 0.96% | 65.2% | 142 | 16.9% | 3.2 |
|
| 1913 |
1913
Opulen Financial Group
Arlington,
Virginia
| USD 163 M | +USD 3.96 M | +2% | 0.27% | – | 119 | 5.04% | 1.5 |
|
| 1914 |
TF
1914
TME Financial
Huntington Beach,
California
| USD 163 M | +USD 934 k | +0.6% | 1.89% | – | 71 | 2.82% | 1.5 |
|
| 1915 |
1915
Blue Jean Financial
Albany,
New York
| USD 163 M | +USD 19.1 M | +13% | 6.9% | – | 108 | 66.67% | 0.2 |
|
| 1916 |
1916
Clark & Stuart Inc
Portland,
Maine
| USD 162 M | +USD 3.1 M | +2% | 2.03% | – | 59 | 15.25% | 1.5 |
|
| 1917 |
1917
Paladin Partners
Hartland,
Wisconsin
| USD 162 M | +USD 11.2 M | +7% | 2.39% | – | 218 | 9.63% | 0.7 |
|
| 1918 |
1918
Reyes Financial Architecture
San Diego,
California
| USD 162 M | -USD 16.4 M | -9% | 2.54% | – | 579 | 50.43% | 0.7 |
|
| 1919 |
1919
AMG Asset Management Group
Cartersville,
Georgia
| USD 162 M | +USD 2.22 M | +1% | 2.34% | – | 113 | 25.66% | 0.4 |
|
| 1920 |
1920
Hegarty Advisors
Garden City,
New York
| USD 162 M | +USD 16.5 M | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 1921 |
1921
Aureum Wealth Management
North Palm Beach,
Florida
| USD 162 M | +USD 477 k | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 1922 |
1922
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 162 M | +USD 2.09 M | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 1923 |
1923
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 162 M | +USD 20.1 M | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 1924 |
1924
Exchange Bank
Santa Rosa,
California
| USD 162 M | +USD 955 k | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 1925 |
1925
Gibson Wealth Advisors
Tyler,
Texas
| USD 162 M | +USD 1.2 M | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|