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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
Granite Islands Private Wealth
Guilford,
Connecticut
| USD 170 M | +USD 35.2 M | +26% | 5.24% | – | 94 | 25.53% | 0.6 |
|
| 1927 |
1927
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 170 M | +USD 4.06 M | +2% | 2.78% | – | 129 | 9.3% | 1.3 |
|
| 1928 |
1928
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 170 M | +USD 2.21 M | +1% | 1.38% | – | 152 | 11.18% | 1.3 |
|
| 1929 |
1929
Pensionfund DSM Netherlands
Sittard,
Netherlands
| USD 170 M | -USD 24.4 M | -13% | 7.06% | 36.9% | 76 | 5.26% | 8.5 |
|
| 1930 |
1930
Apex Wealth Management
Bedford,
New Hampshire
| USD 170 M | +USD 6.17 M | +4% | 0.97% | – | 70 | 24.29% | 1.1 |
|
| 1931 |
1931
Credit Capital Investments
Livingston,
New Jersey
| USD 170 M | -USD 4.77 M | -3% | 1.01% | 500% | 51 | 37.25% | 1.8 |
|
| 1932 |
1932
Mainstream Capital Management
Los Angeles,
California
| USD 170 M | +USD 3.79 M | +2% | 3.07% | – | 304 | 71.05% | 0.5 |
|
| 1933 |
1933
Hemming & Wealth Management
Traverse City,
Michigan
| USD 170 M | +USD 5.55 M | +3% | 1.17% | – | 16 | 0% | 0.7 |
|
| 1934 |
1934
Penbrook Management
New York
| USD 169 M | +USD 12.7 M | +8% | 1.85% | 107% | 106 | 8.49% | 5.8 |
|
| 1935 |
1935
Rare Wolf Capital
Bellevue,
Washington
| USD 169 M | +USD 13.5 M | +9% | 10.4% | – | 127 | 13.39% | 0.7 |
|
| 1936 |
1936
Community Bank of Raymore
Raymore,
Missouri
| USD 169 M | -USD 624 k | -0.4% | 3.41% | 91.9% | 79 | 11.39% | 6.4 |
|
| 1937 |
1937
Williams & Novak
Westlake Village,
California
| USD 169 M | +USD 17.8 M | +12% | 1.18% | 61.6% | 163 | 19.02% | 1.6 |
|
| 1938 |
1938
Planning Strategies
Lancaster,
Pennsylvania
| USD 169 M | +USD 8.58 M | +5% | 1.24% | – | 1,198 | 14.11% | 0.2 |
|
| 1939 |
1939
Pacific Park Financial
Lagina Hills,
California
| USD 169 M | -USD 3.41 M | -2% | 0.48% | – | 82 | 7.32% | 0.7 |
|
| 1940 |
AI
1940
Axecap Investments
Mason,
Ohio
| USD 169 M | -USD 12.1 M | -7% | 0.41% | – | 87 | 27.59% | 0.8 |
|
| 1941 |
3WPFIPFL
1941
365 WMG Private Fund I: Primus Fund LLC
Mason,
Ohio
| USD 169 M | – | – | 0.41% | – | 77 | – | 0 |
|
| 1942 |
MWS
1942
MFA Wealth Services
Thousand Oaks,
California
| USD 169 M | +USD 1.06 M | +0.6% | 0.03% | – | 136 | 3.68% | 1.4 |
|
| 1943 |
1943
Piedmont Capital Management (North Carolina)
Greensboro,
North Carolina
| USD 168 M | +USD 4.69 M | +3% | 2.58% | – | 134 | 14.93% | 0.6 |
|
| 1944 |
1944
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 168 M | -USD 61.4 M | -27% | 2.53% | 58.2% | 24 | 8.33% | 2.8 |
|
| 1945 |
1945
Vann Equity Management
Plano,
Texas
| USD 168 M | +USD 3.5 M | +2% | 5.18% | – | 189 | 19.05% | 0.4 |
|
| 1946 |
CSI
1946
Cross Staff Investments
Pittsford,
New York
| USD 168 M | -USD 9.5 M | -5% | 1.32% | 80.3% | 136 | 6.62% | 3.7 |
|
| 1947 |
1947
RiverTree Advisors
Winter Park,
Florida
| USD 168 M | -USD 1.48 M | -0.9% | 1.01% | 25.4% | 84 | 30.95% | 1.7 |
|
| 1948 |
1948
Orca Wealth Management
New Port Richey,
Florida
| USD 168 M | +USD 1.2 M | +0.7% | 0.64% | – | 89 | 12.36% | 1.3 |
|
| 1949 |
1949
Vilga Financial Planning
Fair Lawn,
New Jersey
| USD 168 M | +USD 35.6 M | +27% | 1.72% | – | 105 | 14.29% | 0.6 |
|
| 1950 |
1950
AdviceOne Advisory Services
Glastonbury,
Connecticut
| USD 168 M | -USD 9.41 M | -5% | 3.65% | – | 46 | 10.87% | 1.3 |
|