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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, 2,276 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 2152 |
2152
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 2153 |
2153
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 108 M | +USD 1.28 M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 2154 |
2154
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 108 M | -USD 67 M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 2155 |
2155
Shelter Rock Management
Jericho,
New York
| USD 107 M | +USD 4.29 M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 2156 |
2156
Lubar & Co
Milwaukee,
Wisconsin
| USD 107 M | -USD 19.2 M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 2157 |
2157
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 273 k | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 2158 |
2158
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 107 M | +USD 4.96 M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 2159 |
2159
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 2160 |
SG
2160
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 2161 |
2161
Burkett Asset Management
Victoria,
| USD 106 M | -USD 911 k | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 2162 |
2162
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 106 M | -USD 12.2 M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 2163 |
PWM
2163
Puff Wealth Management
Haddonfield,
New Jersey
| USD 106 M | +USD 7.85 M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 2164 |
2164
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 105 M | -USD 19.4 M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 2165 |
2165
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 199 k | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 2166 |
2166
Geremia Financial Services
Edison,
New Jersey
| USD 105 M | +USD 10.5 M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 2167 |
2167
Xena Financial Planning
Portland,
Oregon
| USD 105 M | +USD 552 k | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 2168 |
CF
2168
Calder Financial
Downingtown,
Pennsylvania
| USD 105 M | -USD 1.56 M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 2169 |
2169
Surience Private Wealth
Yakima,
Washington
| USD 104 M | -USD 9.5 M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 2170 |
2170
Q Fund Management (Hong Kong)
Hong Kong,
| USD 104 M | -USD 5.52 M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 2171 |
2171
Succession Financial
Mckinney,
Texas
| USD 104 M | -USD 1.23 M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 2172 |
2172
T3 Companies
New York
| USD 103 M | +USD 9.7 M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 2173 |
UPWML
2173
UMB Private Wealth Management, LLC
Kansas City,
Missouri
| USD 103 M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 2174 |
2174
Strategic Financial Group
Grand Haven,
Michigan
| USD 103 M | -USD 1.12 M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 2175 |
2175
Willow Creek Capital Management
Missoula,
Montana
| USD 103 M | -USD 233 k | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|