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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
2351
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 2352 |
SG
2352
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 2353 |
2353
Burkett Asset Management
Victoria,
| USD 106 M | -USD 911 k | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 2354 |
2354
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 106 M | -USD 12.2 M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 2355 |
PWM
2355
Puff Wealth Management
Haddonfield,
New Jersey
| USD 106 M | +USD 7.85 M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 2356 |
2356
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 105 M | -USD 19.4 M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 2357 |
2357
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 199 k | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 2358 |
2358
Geremia Financial Services
Edison,
New Jersey
| USD 105 M | +USD 10.5 M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 2359 |
2359
Xena Financial Planning
Portland,
Oregon
| USD 105 M | +USD 552 k | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 2360 |
CF
2360
Calder Financial
Downingtown,
Pennsylvania
| USD 105 M | -USD 1.56 M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 2361 |
2361
Surience Private Wealth
Yakima,
Washington
| USD 104 M | -USD 9.5 M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 2362 |
2362
Q Fund Management (Hong Kong)
Hong Kong,
| USD 104 M | -USD 5.52 M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 2363 |
2363
Succession Financial
Mckinney,
Texas
| USD 104 M | -USD 1.23 M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 2364 |
2364
T3 Companies
New York
| USD 103 M | +USD 9.7 M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 2365 |
UPWML
2365
UMB Private Wealth Management, LLC
Kansas City,
Missouri
| USD 103 M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 2366 |
2366
Strategic Financial Group
Grand Haven,
Michigan
| USD 103 M | -USD 1.12 M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 2367 |
2367
Willow Creek Capital Management
Missoula,
Montana
| USD 103 M | -USD 233 k | -0.2% | 0.55% | – | 101 | 1.98% | 0.2 |
|
| 2368 |
2368
Parrish Capital
Kennesaw,
Georgia
| USD 103 M | -USD 1.09 M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 2369 |
PBK
2369
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 103 M | -USD 339 k | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 2370 |
2370
Schuylkill Financial
Wyomissing,
Pennsylvania
| USD 102 M | -USD 6.23 M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 2371 |
IWMO
2371
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| USD 102 M | +USD 6.9 M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 2372 |
2372
Englebert Financial Advisers
Allentown,
Pennsylvania
| USD 101 M | -USD 478 k | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 2373 |
KFP
2373
Kroeger Financial Partners
Grass Valley,
California
| USD 101 M | -USD 2.6 M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 2374 |
2374
Chiron Capital Management
Tallahassee,
Florida
| USD 101 M | -USD 10.9 M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 2375 |
2375
Sulzberger Capital Advisors
Miami,
Florida
| USD 101 M | -USD 1.91 M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|