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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, 2,333 fondos (~26%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Wolfstich Capital
Medfield,
Massachusetts
| USD 123 M | -USD 6.32 M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|
| 2127 |
2127
Smith Asset Management
Chiefland,
Florida
| USD 123 M | -USD 4.38 M | -3% | 3.63% | – | 75 | 9.33% | 1.5 |
|
| 2128 |
2128
Hicks Capital Management
Columbus,
Ohio
| USD 122 M | USD 0 | 0% | 0.94% | – | 39 | 0% | 1 |
|
| 2129 |
2129
Hobbs Wealth Management
Zionsville,
Indiana
| USD 122 M | +USD 3.58 M | +3% | 0.35% | – | 23 | 8.7% | 1.3 |
|
| 2130 |
2130
Crescent Sterling
Metairie,
Louisiana
| USD 122 M | +USD 10.1 M | +9% | 5.01% | 68.6% | 96 | 15.63% | 2.5 |
|
| 2131 |
LCS
2131
Luma Capital SA
Luxembourg,
| USD 122 M | +USD 9.7 M | +9% | 0.05% | – | 13 | 7.69% | 0.7 |
|
| 2132 |
2132
Portus Wealth Advisors
Charlotte,
North Carolina
| USD 122 M | +USD 114 k | +0.1% | 1.72% | – | 52 | 7.69% | 0.9 |
|
| 2133 |
2133
Lotus Asset Management
Nashville,
Tennessee
| USD 122 M | +USD 8.52 M | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 2134 |
2134
ETF Store
Overland Park,
Kansas
| USD 122 M | +USD 2 M | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 2135 |
2135
DB Fitzpatrick & Co
Boise,
Idaho
| USD 121 M | -USD 2.26 M | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 2136 |
2136
Hardworking Capital Advisors
Palm Desert,
California
| USD 121 M | -USD 1.19 M | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 2137 |
2137
Wall Capital Group
Phoenix,
Arizona
| USD 121 M | -USD 994 k | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 2138 |
2138
North Forty Two & Co
Lake Oswego,
Oregon
| USD 121 M | +USD 3.31 M | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 2139 |
2139
Forteris Wealth Management
Armonk,
New York
| USD 121 M | -USD 1.28 M | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 2140 |
2140
MKD Wealth Coaches
Troy,
Michigan
| USD 121 M | +USD 3.87 M | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 2141 |
2141
3 Factor Indexing
Sacramento,
California
| USD 121 M | +USD 2.7 M | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 2142 |
2142
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 121 M | +USD 2.59 M | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 2143 |
2143
Drum Hill Capital
Westport,
Connecticut
| USD 121 M | +USD 22.8 M | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 2144 |
2144
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 121 M | +USD 3.7 M | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 2145 |
2145
BankChampaign National Association
Champaign,
Illinois
| USD 120 M | -USD 10.5 M | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 2146 |
2146
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 2147 |
2147
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 2148 |
2148
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 2149 |
2149
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 2150 |
2150
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|