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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, 4,657 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Centerpoint Advisors
Needham,
Massachusetts
| USD 363 M | +USD 11.1 M | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 2252 |
2252
Verger Capital Management
Winston-Salem,
North Carolina
| USD 363 M | +USD 21.7 M | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 2253 |
2253
Family Legacy Inc
Greenville,
South Carolina
| USD 363 M | -USD 11.9 M | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 2254 |
2254
Wright Investors Service
Shelton,
Connecticut
| USD 363 M | -USD 2.87 M | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 2255 |
HA
2255
Hamel Associates
Chatham,
New Jersey
| USD 363 M | -USD 45.5 k | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 2256 |
2256
Global Financial Private Client
Sarasota,
Florida
| USD 362 M | -USD 6.39 M | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 2257 |
2257
PhiloSmith Capital
Stamford,
Connecticut
| USD 362 M | -USD 6.63 M | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 2258 |
2258
Kercheville Advisors
San Antonio,
Texas
| USD 361 M | +USD 32.9 M | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 2259 |
2259
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 361 M | -USD 41.5 M | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 2260 |
2260
Range Financial Group
Tigard,
Oregon
| USD 361 M | -USD 5.03 M | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 2261 |
2261
Evexia Wealth
Stevens Point,
Wisconsin
| USD 360 M | -USD 9.17 M | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 2262 |
2262
Riverwater Partners
Milwaukee,
Wisconsin
| USD 360 M | +USD 23.4 M | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 2263 |
2263
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 360 M | -USD 550 k | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 2264 |
2264
Autumn Glory Partners
Dallas,
Texas
| USD 360 M | +USD 7.06 M | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 2265 |
2265
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 360 M | +USD 1.79 M | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 2266 |
2266
LifeWealth Investments
Winter Garden,
Florida
| USD 360 M | -USD 14.6 M | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 2267 |
FRIHG
2267
Fund Resources Investment Holding Group
Hong Kong,
| USD 359 M | -USD 458 M | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
| 2268 |
2268
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 359 M | -USD 11.5 M | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 2269 |
2269
Rakuten Securities
Tokyo,
Japan
| USD 359 M | -USD 71.5 M | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
| 2270 |
2270
Baker Boyer National Bank
Walla Walla,
Washington
| USD 358 M | -USD 5.68 M | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
| 2271 |
2271
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 358 M | +USD 11.5 M | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 2272 |
2272
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 358 M | -USD 11 M | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 2273 |
2273
Bear Mountain Capital
Seattle,
Washington
| USD 358 M | +USD 12.6 M | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
| 2274 |
2274
WT Wealth Management
Scottsdale,
Arizona
| USD 357 M | -USD 3.92 M | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 2275 |
CAM
2275
CPA Asset Management
West Palm Beach,
Florida
| USD 357 M | +USD 9.8 M | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|