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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, 2,403 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Winebrenner Capital Management
Louisville,
Kentucky
| USD 155 M | -USD 8.78 M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 1977 |
1977
Terra Nova Asset Management
New York
| USD 155 M | -USD 7.91 M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 1978 |
ML
1978
MTCO Ltd
Nassau,
| USD 155 M | -USD 116 M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 1979 |
1979
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 155 M | +USD 3.41 M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 1980 |
1980
Rye Brook Capital
Greenwich,
Connecticut
| USD 154 M | +USD 11.9 M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 1981 |
1981
Koa Wealth Management
Encinitas,
California
| USD 154 M | +USD 7.38 M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 1982 |
1982
Sage Investment Advisers
Wappingers Falls,
New York
| USD 154 M | +USD 5.51 M | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 1983 |
1983
Oath Planning
Tulsa,
Oklahoma
| USD 154 M | +USD 19.4 M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 1984 |
1984
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | -USD 60.8 k | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 1985 |
1985
Visa Foundation
San Francisco,
California
| USD 154 M | -USD 1.54 M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 1986 |
AC
1986
Anson Capital
Tyrone,
Georgia
| USD 153 M | -USD 239 k | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 1987 |
1987
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 153 M | +USD 3.19 M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 1988 |
1988
Sincerus Advisory
New York
| USD 153 M | +USD 6.01 M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 1989 |
HFAS
1989
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 153 M | +USD 984 k | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 1990 |
1990
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 153 M | +USD 2.15 M | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 1991 |
1991
Stewardship Concepts Financial Services
Spokane,
Washington
| USD 153 M | +USD 4.05 M | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 1992 |
1992
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 152 M | -USD 3.42 M | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 1993 |
1993
Womack Financial
Dallas,
Texas
| USD 152 M | +USD 951 k | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 1994 |
1994
Nestegg Advisors
Hauppauge,
New York
| USD 152 M | +USD 10.6 M | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 1995 |
HC
1995
Hoese & Co
Glencoe,
Minnesota
| USD 152 M | -USD 1.91 M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 1996 |
1996
Adelphi Trust
Saint Petersburg,
Florida
| USD 152 M | +USD 1.24 M | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 1997 |
JRSI
1997
Jeter Robert S II
| USD 151 M | +USD 47.1 M | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 1998 |
1998
Winnow Wealth
Waco,
Texas
| USD 151 M | +USD 4.27 M | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 1999 |
1999
White & Co Financial Planning
Sunnyside,
Washington
| USD 151 M | -USD 10.1 M | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 2000 |
2000
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 151 M | -USD 5.04 M | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|