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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Heffernan Advisory
Flagstaff,
Arizona
| USD 149 M | +USD 29.4 M | +25% | 2.31% | – | 60 | 33.33% | 0.4 |
|
| 2077 |
2077
RF&L Wealth Management
Acton,
Massachusetts
| USD 149 M | +USD 1.03 M | +0.7% | 0.2% | 73.8% | 53 | 9.43% | 3.2 |
|
| 2078 |
2078
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| USD 149 M | +USD 2.92 M | +2% | 2.37% | – | 53 | 13.21% | 0.6 |
|
| 2079 |
2079
Fiduciary Advisors Inc
St. Louis,
Missouri
| USD 149 M | +USD 125 k | +0.1% | 0.8% | – | 174 | 28.16% | 1.2 |
|
| 2080 |
2080
Whipplewood Advisors
Littleton,
Colorado
| USD 148 M | -USD 253 k | -0.2% | 1.25% | – | 649 | 71.19% | 1.5 |
|
| 2081 |
2081
Washington Capital Management
Seattle,
Washington
| USD 148 M | -USD 3.42 M | -2% | 1.01% | 81.8% | 128 | 19.53% | 2.7 |
|
| 2082 |
OIA
2082
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| USD 148 M | +USD 3.93 M | +3% | 0.98% | – | 133 | 27.82% | 0.5 |
|
| 2083 |
2083
Gilpin Wealth Management
Denver,
Colorado
| USD 148 M | +USD 3.22 M | +2% | 1.43% | – | 1,484 | 32.48% | 0.5 |
|
| 2084 |
2084
Lionshead Wealth Management
New York
| USD 148 M | -USD 6.31 M | -4% | 2.34% | – | 118 | 12.71% | 1.4 |
|
| 2085 |
2085
Moulton Wealth Management
Spokane,
Washington
| USD 148 M | -USD 4.48 M | -3% | 0.8% | 47.8% | 69 | 13.04% | 0.9 |
|
| 2086 |
2086
Green Alpha Advisors
Niwot,
Colorado
| USD 148 M | -USD 1.44 M | -1% | 7.35% | 316% | 120 | 14.17% | 3.6 |
|
| 2087 |
2087
Cravens & Co Advisors
Cookeville,
Tennessee
| USD 147 M | -USD 1.47 M | -1% | 1.59% | 70.4% | 72 | 22.22% | 2.3 |
|
| 2088 |
2088
Midwest Financial Network
Tinley Park,
Illinois
| USD 147 M | +USD 346 k | +0.2% | 0.05% | – | 111 | 10.81% | 1 |
|
| 2089 |
2089
Blodgett Wealth Advisors
Concord,
California
| USD 147 M | -USD 2.49 M | -2% | 8.22% | 150% | 74 | 13.51% | 3.2 |
|
| 2090 |
BCGL
2090
BRIA Capital Group, LLC
Wesley Chapel,
Florida
| USD 147 M | +USD 11.2 M | +8% | 4.31% | – | 74 | 8.11% | 0.5 |
|
| 2091 |
2091
PVG Asset Management
Golden,
Colorado
| USD 147 M | -USD 26.5 M | -15% | 0.49% | – | 150 | 28% | 0.9 |
|
| 2092 |
2092
Arnold Financial Planning
Hiawatha,
Iowa
| USD 147 M | +USD 12.6 M | +9% | 1.29% | – | 46 | 13.04% | 0.5 |
|
| 2093 |
2093
Virtue Asset Management
Barrington,
Illinois
| USD 147 M | +USD 4.13 M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 2094 |
AF
2094
ASL Financial
Los Gatos,
California
| USD 146 M | +USD 4.27 M | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 2095 |
2095
Woodside Wealth Management
Framingham,
Massachusetts
| USD 146 M | +USD 2.4 M | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 2096 |
2096
BFI Wealth Solutions
Dallas,
Texas
| USD 146 M | +USD 10.9 M | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 2097 |
2097
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 146 M | -USD 3.54 M | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 2098 |
PR
2098
PSP Research
Newtown Square,
Pennsylvania
| USD 146 M | -USD 42.1 M | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 2099 |
2099
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 146 M | -USD 225 k | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 2100 |
2100
Post Resch Tallon Group
Pittsford,
New York
| USD 146 M | +USD 1.07 M | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|