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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, 4,658 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
First United Bank & Trust
Oakland,
Maryland
| USD 347 M | -USD 813 k | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 2327 |
2327
Hixon Zuercher
Findlay,
Ohio
| USD 347 M | +USD 5.96 M | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 2328 |
2328
Spectrum Asset Management (California)
Newport Beach,
California
| USD 346 M | -USD 14.1 M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 2329 |
2329
MTM Investment Management
Spartanburg,
South Carolina
| USD 346 M | -USD 4.28 M | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
| 2330 |
AG
2330
ASO Group
Road Town,
| USD 346 M | +USD 110 M | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
| 2331 |
2331
Canopy Partners
Cincinnati,
Ohio
| USD 346 M | +USD 13.4 M | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
| 2332 |
2332
Forza Wealth Management
Sarasota,
Florida
| USD 346 M | +USD 19.7 M | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 2333 |
2333
Pecaut & Co
Sioux City,
Iowa
| USD 346 M | +USD 17.4 M | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
| 2334 |
2334
Greenfield Seitz Capital Management
Dallas,
Texas
| USD 346 M | +USD 9.8 M | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
| 2335 |
JPLA
2335
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 346 M | +USD 13 M | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|
| 2336 |
2336
Brady Family Wealth
Saint Louis,
Missouri
| USD 345 M | -USD 1.19 M | -0.3% | 4.46% | 74.7% | 116 | 10.34% | 3.2 |
|
| 2337 |
2337
G&S Capital
Denver,
Colorado
| USD 345 M | -USD 166 k | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
| 2338 |
2338
Mayfair Advisory Group
Birmingham,
Alabama
| USD 345 M | +USD 13 M | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 2339 |
2339
Acima Private Wealth
Richmond,
Virginia
| USD 344 M | +USD 33.8 k | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 2340 |
2340
Etesian Wealth Advisors
West Linn,
Oregon
| USD 344 M | +USD 5.75 M | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
| 2341 |
PIP
2341
Palisades Investment Partners
Santa Monica,
California
| USD 344 M | -USD 7.67 M | -2% | 7.7% | – | 57 | 12.28% | 1.4 |
|
| 2342 |
2342
United Bank (Georgia)
Zebulon,
Georgia
| USD 344 M | +USD 15 M | +5% | 3.66% | 93.7% | 130 | 13.08% | 4.8 |
|
| 2343 |
2343
Ferguson Shapiro
Decatur,
Georgia
| USD 344 M | +USD 1.93 M | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 2344 |
2344
Mosley Wealth Management
Anaheim,
California
| USD 343 M | +USD 29.2 M | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 2345 |
2345
Worth Asset Management
Dallas,
Texas
| USD 343 M | +USD 30.5 M | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 2346 |
2346
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 343 M | -USD 8.18 M | -2% | 1.3% | 51% | 76 | 9.21% | 6.4 |
|
| 2347 |
2347
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 343 M | +USD 10.6 M | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 2348 |
MCG
2348
McCollum Christoferson Group
Amherst,
New York
| USD 343 M | +USD 1.72 M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 2349 |
WOCP
2349
White Oak Capital Partners
Singapore
| USD 343 M | -USD 82.6 M | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 2350 |
2350
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 342 M | -USD 10.4 M | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|