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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
BCR Wealth Strategies
Vestavia,
Alabama
| USD 356 M | -USD 99 k | -0% | 1.39% | 45.1% | 33 | 6.06% | 3 |
|
| 2277 |
2277
Elevation Wealth Partners
Santa Rosa,
California
| USD 356 M | +USD 22 M | +7% | 0.31% | 69.9% | 1,423 | 13.91% | 1.3 |
|
| 2278 |
RC
2278
Reik & Co
New York
| USD 356 M | -USD 28.4 M | -7% | 1.75% | 47.2% | 60 | 0% | 8.6 |
|
| 2279 |
IAS
2279
Investment Advisory Services
The Woodlands,
Texas
| USD 355 M | +USD 7.94 M | +2% | 3.16% | 74.9% | 144 | 9.03% | 4.1 |
|
| 2280 |
2280
Owl Creek Wealth Partners
Denver,
Colorado
| USD 355 M | +USD 13.2 M | +4% | 1.15% | – | 1,376 | 10.54% | 0.4 |
|
| 2281 |
SCH
2281
Shengqi Capital (HK)
Hong Kong
| USD 355 M | -USD 129 M | -27% | 5.14% | – | 16 | 87.5% | 0.2 |
|
| 2282 |
BWIA
2282
Bryant Woods Investment Advisors
Getzville,
New York
| USD 355 M | -USD 4.75 M | -1% | 0.44% | 74.4% | 90 | 30% | 2.7 |
|
| 2283 |
AFP
2283
Advus Financial Partners
Winter Park,
Florida
| USD 355 M | +USD 3.82 M | +1% | 0.34% | 56.5% | 148 | 7.43% | 1.6 |
|
| 2284 |
2284
Rise Advisors
Rochester,
New York
| USD 355 M | -USD 637 k | -0.2% | 0.65% | 62.8% | 112 | 15.18% | 3.6 |
|
| 2285 |
2285
Genesis Private Wealth
Ashburn,
Virginia
| USD 354 M | -USD 1.77 M | -0.5% | 0.65% | – | 206 | 19.42% | 1.2 |
|
| 2286 |
2286
Spectrum Wealth Advisory Group
Granite Bay,
California
| USD 354 M | +USD 2.88 M | +0.8% | 0.97% | 76.1% | 543 | 86.19% | 2.7 |
|
| 2287 |
2287
Prudent Man Investment Management
Louisville,
Colorado
| USD 354 M | +USD 60.8 M | +21% | 0.27% | – | 268 | 39.18% | 1 |
|
| 2288 |
GBFG
2288
Gerald Baker Financial Group
Arlington,
Texas
| USD 354 M | +USD 2.54 M | +0.7% | 0.92% | – | 129 | 6.98% | 0.5 |
|
| 2289 |
2289
Somerset Trust
Somerset,
Pennsylvania
| USD 354 M | +USD 353 k | +0.1% | 2.71% | 80.5% | 192 | 6.25% | 5.4 |
|
| 2290 |
WA
2290
Wealthstar Advisors
Plano,
Texas
| USD 354 M | +USD 10.9 M | +3% | 1.57% | – | 126 | 19.05% | 1.5 |
|
| 2291 |
GWMT
2291
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| USD 353 M | -USD 3.36 M | -0.9% | 1.21% | – | 31 | 6.45% | 0.7 |
|
| 2292 |
2292
RIA Advisory Group
Des Moines,
Iowa
| USD 353 M | -USD 106 M | -23% | 4.12% | – | 167 | 27.54% | 1.7 |
|
| 2293 |
2293
Equita Financial Network
Fort Washington,
Pennsylvania
| USD 353 M | -USD 7.02 M | -2% | 0.51% | 50.5% | 98 | 15.31% | 2.1 |
|
| 2294 |
2294
Auour Investments
Woburn,
Massachusetts
| USD 353 M | +USD 4.41 M | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 2295 |
2295
Westwood Wealth Management
Los Angeles,
California
| USD 353 M | +USD 7.89 M | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 2296 |
2296
Your Advocates Ltd
Houston,
Texas
| USD 352 M | +USD 2.58 M | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 2297 |
2297
Financial Life Advisors
San Antonio,
Texas
| USD 352 M | +USD 512 k | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 2298 |
2298
Pines Wealth Management
Southern Pines,
North Carolina
| USD 352 M | +USD 4.08 M | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 2299 |
2299
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 351 M | -USD 15.5 M | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2300 |
2300
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 351 M | +USD 2.18 M | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|