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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Liberty Atlantic Advisors
Allen,
Texas
| USD 157 M | +USD 18.4 M | +13% | 0.07% | – | 94 | 15.96% | 0.6 |
|
| 2027 |
2027
Outbound Financial Inc
Boulder,
Colorado
| USD 157 M | +USD 2.82 M | +2% | 0.07% | – | 47 | 6.38% | 1.1 |
|
| 2028 |
2028
Lakeshore Capital Group
Rolling Meadows,
Illinois
| USD 157 M | +USD 22.1 M | +16% | 1.61% | – | 79 | 7.59% | 1.5 |
|
| 2029 |
2029
Guardian Investment Management
Tiburon,
California
| USD 157 M | +USD 1.94 M | +1% | 3.97% | 103% | 61 | 3.28% | 7.1 |
|
| 2030 |
2030
Safir Wealth Advisors
Greenland,
New Hampshire
| USD 157 M | +USD 2.73 M | +2% | 0.53% | 52.1% | 18 | 5.56% | 3.7 |
|
| 2031 |
2031
Gladwyn Financial Advisors
Chantilly,
Virginia
| USD 157 M | -USD 3.3 M | -2% | 1.22% | – | 82 | 1.22% | 1.2 |
|
| 2032 |
2032
Prota Financial
Houston,
Texas
| USD 157 M | +USD 4.61 M | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 2033 |
2033
ATX Financial Planning
Austin,
Texas
| USD 156 M | +USD 5.4 M | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 2034 |
2034
Kopion Asset Management
Mckinney,
Texas
| USD 156 M | -USD 1.73 M | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 2035 |
2035
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 156 M | +USD 308 k | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 2036 |
2036
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 156 M | -USD 8.06 M | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 2037 |
2037
Winebrenner Capital Management
Louisville,
Kentucky
| USD 155 M | -USD 8.78 M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 2038 |
2038
Terra Nova Asset Management
New York
| USD 155 M | -USD 7.91 M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 2039 |
2039
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 155 M | +USD 3.18 M | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 2040 |
ML
2040
MTCO Ltd
Nassau,
| USD 155 M | -USD 116 M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 2041 |
2041
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 155 M | +USD 3.41 M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 2042 |
2042
Rye Brook Capital
Greenwich,
Connecticut
| USD 154 M | +USD 11.9 M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 2043 |
2043
Koa Wealth Management
Encinitas,
California
| USD 154 M | +USD 7.38 M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 2044 |
2044
Sage Investment Advisers
Wappingers Falls,
New York
| USD 154 M | +USD 5.51 M | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 2045 |
2045
Oath Planning
Tulsa,
Oklahoma
| USD 154 M | +USD 19.4 M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 2046 |
2046
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | -USD 60.8 k | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 2047 |
2047
Visa Foundation
San Francisco,
California
| USD 154 M | -USD 1.54 M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 2048 |
AC
2048
Anson Capital
Tyrone,
Georgia
| USD 153 M | -USD 239 k | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 2049 |
2049
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 153 M | +USD 3.19 M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 2050 |
2050
Sincerus Advisory
New York
| USD 153 M | +USD 6.01 M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|