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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, 2,317 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| USD 79.1 M | -USD 3.97 M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 2252 |
2252
Avory & Company
Miami,
Florida
| USD 78.9 M | -USD 1.12 M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 2253 |
2253
Alken Asset Management
London,
United Kingdom
| USD 78.5 M | -USD 11.1 M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 2254 |
2254
Stapp Wealth Management
Olympia,
Washington
| USD 77.2 M | +USD 706 k | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 2255 |
2255
Triad Investment Management
Newport Beach,
California
| USD 75.4 M | -USD 15.3 M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 2256 |
FCI
2256
Financial Counselors Inc
Overland Park,
Kansas
| USD 74 M | +USD 1.32 M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 2257 |
2257
Stronghold Wealth Management
Tampa,
Florida
| USD 72.4 M | -USD 2.34 M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 2258 |
2258
Lockerman Financial Group
Newport Beach,
California
| USD 69.7 M | +USD 4.3 M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 2259 |
2259
Andina Capital Management
Lehi,
Utah
| USD 69.4 M | +USD 7.43 M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 2260 |
2260
Connective Portfolio Management
New York
| USD 66.9 M | +USD 6.81 M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 2261 |
2261
QP Wealth Management
Eatontown,
New Jersey
| USD 66.5 M | -USD 3.6 M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 2262 |
AP
2262
Arlington Partners
Birmingham,
Alabama
| USD 65.4 M | +USD 10 M | +18% | 1.31% | 46.4% | 64 | 95.31% | 1.3 |
|
| 2263 |
2263
Sullivan Wood Capital Management
Washington,
District of Columbia
| USD 65.2 M | -USD 7.8 M | -11% | 9.12% | – | 24 | 16.67% | 1 |
|
| 2264 |
2264
Breachway Investments
Charlestown,
Rhode Island
| USD 64.7 M | -USD 1.7 M | -3% | 0.07% | – | 77 | 12.99% | 0.7 |
|
| 2265 |
2265
Northwestern University
Evanston,
Illinois
| USD 64.5 M | +USD 1.15 M | +2% | 0.34% | 28.2% | 5 | 20% | 2.9 |
|
| 2266 |
JC
2266
JCSD Capital
Walnut Creek,
California
| USD 63.9 M | -USD 4.71 M | -7% | 4.07% | – | 27 | 48.15% | 1.1 |
|
| 2267 |
2267
Thurston Springer Miller Herd & Titak
Indianapolis,
Indiana
| USD 61.1 M | -USD 214 M | -78% | 0.9% | – | 1,261 | 52.02% | 1.7 |
|
| 2268 |
2268
Praxis Capital Management
Chicago,
Illinois
| USD 58.9 M | -USD 4.24 M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 2269 |
2269
Israel Discount Bank of New York
New York
| USD 55.4 M | +USD 1.37 M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 2270 |
2270
Wise Wealth Partners
Phoenix,
Arizona
| USD 54.6 M | -USD 4.25 M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 2271 |
2271
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| USD 54.5 M | +USD 7.83 M | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 2272 |
2272
SL Advisors
Westfield,
New Jersey
| USD 51.2 M | -USD 5.92 M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 2273 |
2273
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 49.2 M | +USD 3.85 M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 2274 |
2274
Summit Rock Advisors
New York
| USD 47 M | -USD 29.2 M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 2275 |
2275
Savior LLC
Wellesley Hills,
Massachusetts
| USD 36 M | +USD 1.18 M | +3% | 1.2% | 82.8% | 23 | 39.13% | 1.9 |
|