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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, 4,643 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Seafarer Capital Partners
Larkspur,
California
| USD 369 M | -USD 65.3 M | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 2227 |
FSA
2227
Financial Services Advisory
Rockville,
Maryland
| USD 368 M | -USD 30.9 M | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 2228 |
2228
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 368 M | +USD 10 M | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|
| 2229 |
2229
Cabot-Wellington
Boston,
Massachusetts
| USD 368 M | -USD 11.9 M | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 2230 |
2230
Quantum Financial Planning Services
Spokane,
Washington
| USD 367 M | +USD 44.5 M | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2231 |
ITIM
2231
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 367 M | +USD 1.07 M | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2232 |
2232
25 LLC
St. Louis,
Missouri
| USD 367 M | +USD 1.7 M | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2233 |
2233
Southern Financial Group
Birmingham,
Alabama
| USD 366 M | -USD 25.5 M | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2234 |
2234
Purus Wealth Management
Newport Beach,
California
| USD 366 M | +USD 3.04 M | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|
| 2235 |
2235
Gill Capital Partners
Denver,
Colorado
| USD 366 M | -USD 11.8 M | -3% | 0.28% | 59% | 703 | 78.52% | 4.1 |
|
| 2236 |
2236
Barrett & Company
Providence,
Rhode Island
| USD 366 M | +USD 8.51 M | +2% | 1.91% | 83.6% | 727 | 10.45% | 3 |
|
| 2237 |
2237
Essential Planning
Portsmouth,
New Hampshire
| USD 365 M | +USD 11.6 M | +3% | 0.82% | 40.9% | 90 | 5.56% | 2.7 |
|
| 2238 |
2238
Planned Solutions
Folsom,
California
| USD 365 M | +USD 16.2 M | +5% | 1.59% | 68.3% | 164 | 10.37% | 2.8 |
|
| 2239 |
2239
Sterling Financial Planning
Sparta,
New Jersey
| USD 365 M | -USD 2.87 M | -0.8% | 1.31% | 59.3% | 127 | 5.51% | 4.1 |
|
| 2240 |
2240
Impact Capital Partners
Greenwood Village,
Colorado
| USD 365 M | -USD 1.88 M | -0.5% | 3.47% | – | 297 | 14.81% | 1.4 |
|
| 2241 |
2241
HT Partners
Centerbrook,
Connecticut
| USD 364 M | +USD 3.29 M | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 2242 |
CCM
2242
Consolidated Capital Management
Burbank,
California
| USD 364 M | -USD 10.9 M | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 2243 |
2243
Firetrail Investments
Sydney, NSW,
Australia
| USD 364 M | +USD 8.87 M | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 2244 |
2244
Centerpoint Advisors
Needham,
Massachusetts
| USD 363 M | +USD 11.1 M | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2245 |
2245
Verger Capital Management
Winston-Salem,
North Carolina
| USD 363 M | +USD 21.7 M | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2246 |
2246
Family Legacy Inc
Greenville,
South Carolina
| USD 363 M | -USD 11.9 M | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2247 |
2247
Wright Investors Service
Shelton,
Connecticut
| USD 363 M | -USD 2.87 M | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2248 |
HA
2248
Hamel Associates
Chatham,
New Jersey
| USD 363 M | -USD 45.5 k | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 2249 |
2249
Global Financial Private Client
Sarasota,
Florida
| USD 362 M | -USD 6.39 M | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2250 |
2250
PhiloSmith Capital
Stamford,
Connecticut
| USD 362 M | -USD 6.63 M | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|