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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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 2277 |
2277
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 2278 |
2278
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 2279 |
2279
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 2280 |
2280
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 2281 |
2281
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 119 M | +USD 2.89 M | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 2282 |
2282
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 119 M | +USD 2.23 M | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 2283 |
2283
Bretton Capital Management
San Francisco,
California
| USD 119 M | -USD 6.52 M | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 2284 |
2284
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 119 M | +USD 8.13 M | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 2285 |
2285
Worthington Financial Partners
Worthington,
Ohio
| USD 118 M | -USD 2.56 M | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 2286 |
2286
Midway Capital Research & Management
Chicago,
Illinois
| USD 118 M | -USD 7.72 M | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 2287 |
2287
Fortress Financial Solutions
Tucson,
Arizona
| USD 118 M | – | – | 1% | – | 66 | – | 1.2 |
|
| 2288 |
2288
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | -USD 135 k | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 2289 |
2289
Turner Capital Investments
Austin,
Texas
| USD 118 M | – | – | 0.63% | – | 6 | – | 0 |
|
| 2290 |
2290
Invested Advisors
State College,
Pennsylvania
| USD 117 M | +USD 4.17 M | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 2291 |
2291
ORBA Wealth Advisors
Chicago,
Illinois
| USD 117 M | +USD 188 k | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 2292 |
MS
2292
Monetary Solutions
Dayton,
Ohio
| USD 117 M | +USD 977 k | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 2293 |
2293
IFC & Insurance Marketing
Auburn,
California
| USD 117 M | +USD 3.39 M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 2294 |
2294
Red Tree Management
Redwood City,
California
| USD 117 M | -USD 30.6 M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 2295 |
2295
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 117 M | -USD 1.28 M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|
| 2296 |
2296
One River Asset Management
Stamford,
Connecticut
| USD 117 M | -USD 193 M | -62% | 2.18% | 27% | 269 | 40.52% | 0.8 |
|
| 2297 |
FCM
2297
Fell Capital Management
Newport Beach,
California
| USD 116 M | -USD 2.39 M | -2% | 0.74% | – | 99 | 8.08% | 0.7 |
|
| 2298 |
2298
Shepherd Street Advisors
Larkspur,
California
| USD 116 M | +USD 2.32 M | +2% | 3.1% | – | 88 | 5.68% | 0.7 |
|
| 2299 |
2299
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 116 M | -USD 113 M | -49% | 4.72% | – | 174 | 5.75% | 1.1 |
|
| 2300 |
2300
Retireful LLC
Haslett,
Michigan
| USD 116 M | +USD 8.64 M | +8% | 13.2% | 437% | 125 | 66.4% | 0.4 |
|