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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Marrick Wealth
Irvine,
California
| USD 142 M | +USD 1.58 M | +1% | 0.19% | – | 63 | 3.17% | 0.6 |
|
| 1952 |
1952
Tenet Wealth Partners
Champaign,
Illinois
| USD 142 M | +USD 7.85 M | +6% | 0.8% | – | 112 | 14.29% | 0.2 |
|
| 1953 |
GJL
1953
Greg Jennings, LLC
Dewitt,
New York
| USD 142 M | – | – | 6.33% | – | 49 | – | 0 |
|
| 1954 |
1954
Ulland Investment Advisors
Minneapolis,
Minnesota
| USD 142 M | +USD 6.72 M | +5% | 1.64% | 161% | 240 | 7.92% | 3 |
|
| 1955 |
1955
Blueline Advisors
Exeter,
New Hampshire
| USD 142 M | -USD 2.52 M | -2% | 1.22% | – | 297 | 25.25% | 0.6 |
|
| 1956 |
RHDIC
1956
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 142 M | +USD 11.3 M | +9% | 14.6% | 55.9% | 40 | 2.5% | 10.7 |
|
| 1957 |
1957
LifePlan Financial
Mankato,
Minnesota
| USD 141 M | -USD 1.51 M | -1% | 2.3% | 69.9% | 95 | 10.53% | 1.9 |
|
| 1958 |
MCM
1958
Magnolia Capital Management
Cold Spring,
New York
| USD 141 M | -USD 3.67 M | -3% | 1.26% | 85.9% | 75 | 5.33% | 4.7 |
|
| 1959 |
1959
Rhodes Investment Advisors
Fort Worth,
Texas
| USD 141 M | +USD 5.11 M | +4% | 4% | – | 141 | 21.99% | 0.6 |
|
| 1960 |
1960
Western Reserve Capital Management
Hudson,
Ohio
| USD 141 M | +USD 6.09 M | +5% | 1.32% | – | 54 | 1.85% | 0.7 |
|
| 1961 |
1961
Sherman Wealth Management
Gaithersburg,
Maryland
| USD 141 M | +USD 7.94 M | +6% | 1.02% | – | 88 | 9.09% | 0.7 |
|
| 1962 |
1962
Daytona Street Capital
Saint Louis,
Missouri
| USD 141 M | +USD 3.61 M | +3% | 0.22% | – | 319 | 21.63% | 0.6 |
|
| 1963 |
1963
Partnership Wealth Management
Towson,
Maryland
| USD 140 M | -USD 7.78 M | -5% | 1.26% | 67.6% | 69 | 5.8% | 2.4 |
|
| 1964 |
UFA
1964
Uptown Financial Advisors
Dallas,
Texas
| USD 140 M | -USD 11.8 M | -8% | 0.5% | – | 93 | 22.58% | 1.5 |
|
| 1965 |
1965
North Capital
Salt Lake City,
Utah
| USD 140 M | +USD 7.7 M | +6% | 0.9% | – | 111 | 21.62% | 1.2 |
|
| 1966 |
NAL
1966
Nearside Advisors, LLC
Indianapolis,
Indiana
| USD 140 M | – | – | 1.05% | – | 47 | – | 0 |
|
| 1967 |
1967
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 140 M | +USD 11.3 M | +9% | 4.21% | – | 181 | 20.99% | 0.6 |
|
| 1968 |
ICMP
1968
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 139 M | -USD 3.83 M | -3% | 1.35% | 39.7% | 66 | 13.64% | 2.9 |
|
| 1969 |
ACM
1969
Appalachian Capital Management
St Clairsville,
Ohio
| USD 139 M | +USD 1.55 M | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 1970 |
1970
Legacy Advisory Services
Exton,
Pennsylvania
| USD 139 M | -USD 2.72 M | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|
| 1971 |
1971
Athena Wealth Management
Reno,
Nevada
| USD 139 M | +USD 4.83 M | +4% | 3.85% | – | 113 | 16.81% | 0.6 |
|
| 1972 |
1972
APS Management Group
Torrance,
California
| USD 139 M | +USD 8.99 M | +7% | 3.46% | – | 81 | 16.05% | 0.9 |
|
| 1973 |
1973
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 139 M | -USD 6.21 M | -4% | 0.29% | – | 76 | 7.89% | 0.7 |
|
| 1974 |
1974
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 138 M | -USD 7.58 M | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|
| 1975 |
1975
Nvest Wealth Strategies
Powell,
Ohio
| USD 138 M | -USD 21.8 M | -14% | 0.39% | – | 422 | 34.12% | 0.5 |
|