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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 2052 |
2052
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 2053 |
2053
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 2054 |
2054
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 2055 |
2055
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 2056 |
2056
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 2057 |
2057
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 2058 |
2058
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 2059 |
2059
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 2060 |
WWL
2060
Wavvest Wealth LLC
Chicago,
Illinois
| USD 124 M | – | – | 0.52% | – | 97 | – | 0 |
|
| 2061 |
2061
Miller Global Investments
Dallas,
Texas
| USD 124 M | +USD 3.28 M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 2062 |
DAM
2062
Directional Asset Management
Arlington Heights,
Illinois
| USD 124 M | +USD 5.66 M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 2063 |
PIS
2063
POM Investment Strategies
Raleigh,
North Carolina
| USD 124 M | +USD 35.6 M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 2064 |
2064
Waycross Investment Management
Bellingham,
Washington
| USD 124 M | -USD 7.55 M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 2065 |
2065
Milestones Private Investment Advisors
Fairport,
New York
| USD 123 M | -USD 2.23 M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 2066 |
2066
Wolfstich Capital
Medfield,
Massachusetts
| USD 123 M | -USD 6.32 M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 2067 |
2067
Smith Asset Management
Chiefland,
Florida
| USD 123 M | -USD 4.38 M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 2068 |
2068
Hicks Capital Management
Columbus,
Ohio
| USD 122 M | USD 0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 2069 |
2069
Hobbs Wealth Management
Zionsville,
Indiana
| USD 122 M | +USD 3.58 M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 2070 |
2070
Crescent Sterling
Metairie,
Louisiana
| USD 122 M | +USD 10.1 M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 2071 |
LCS
2071
Luma Capital SA
Luxembourg,
| USD 122 M | +USD 9.7 M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 2072 |
2072
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 122 M | +USD 114 k | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 2073 |
2073
Lotus Asset Management
Nashville,
Tennessee
| USD 122 M | +USD 8.52 M | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 2074 |
2074
ETF Store
Overland Park,
Kansas
| USD 122 M | +USD 2 M | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 2075 |
2075
DB Fitzpatrick & Co
Boise,
Idaho
| USD 121 M | -USD 2.26 M | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|