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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, 4,665 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
MCG
2351
McCollum Christoferson Group
Amherst,
New York
| USD 343 M | +USD 1.72 M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 2352 |
WOCP
2352
White Oak Capital Partners
Singapore
| USD 343 M | -USD 82.6 M | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 2353 |
2353
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 342 M | -USD 10.4 M | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 2354 |
2354
Realta Investment Advisors
Wilmington,
Delaware
| USD 342 M | +USD 20.4 M | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 2355 |
2355
Iams Wealth Management
Omaha,
Nebraska
| USD 342 M | +USD 9.7 M | +3% | 1.5% | 57.7% | 221 | 30.77% | 1.6 |
|
| 2356 |
2356
Amtrust Financial Services
New York
| USD 342 M | +USD 5.44 M | +2% | 1.68% | 61.9% | 18 | 22.22% | 3.5 |
|
| 2357 |
2357
Stash Investments
New York
| USD 342 M | +USD 31.3 M | +10% | 0.27% | 40.7% | 21 | 28.57% | 0.9 |
|
| 2358 |
2358
Walker Financial Services
Bowling Green,
Kentucky
| USD 341 M | +USD 18.1 M | +6% | 0.4% | 20.8% | 50 | 20% | 2.3 |
|
| 2359 |
2359
Greenbush Financial Group
Albany,
New York
| USD 341 M | +USD 1.35 M | +0.4% | 0.41% | – | 38 | 7.89% | 1.4 |
|
| 2360 |
2360
Quaker Wealth Management
Moorestown,
New Jersey
| USD 341 M | -USD 2.13 M | -0.6% | 0.22% | – | 1,023 | 11.73% | 1 |
|
| 2361 |
2361
Nova R Wealth
Overland Park,
Kansas
| USD 341 M | -USD 1.42 M | -0.4% | 0% | 60.7% | 91 | 6.59% | 3 |
|
| 2362 |
2362
S.A. Mason
Holland,
Michigan
| USD 341 M | +USD 15.1 M | +5% | 2.92% | 116% | 292 | 6.16% | 4.7 |
|
| 2363 |
2363
Prosperity Financial Group
San Ramon,
California
| USD 341 M | +USD 17.9 M | +6% | 2.62% | 121% | 206 | 16.99% | 1.9 |
|
| 2364 |
2364
Old Point Trust & Financial Services N A
Newport News,
Virginia
| USD 341 M | +USD 11.1 M | +3% | 5.67% | 87.3% | 345 | 13.91% | 3.7 |
|
| 2365 |
2365
Act Wealth Management
Plano,
Texas
| USD 340 M | -USD 191 k | -0.1% | 0.79% | 70% | 67 | 7.46% | 2.9 |
|
| 2366 |
2366
SVB Capital Management
Menlo Park,
California
| USD 340 M | +USD 332 M | +4,489% | 11.6% | – | 9 | 44.44% | 1 |
|
| 2367 |
2367
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| USD 340 M | -USD 10.1 M | -3% | 0.26% | – | 14 | 14.29% | 1.5 |
|
| 2368 |
EWA
2368
ERTS Wealth Advisors
Marquette,
Michigan
| USD 340 M | -USD 1.82 M | -0.5% | 1.74% | 39.3% | 34 | 8.82% | 4.8 |
|
| 2369 |
2369
Lazari Capital Management
Woodland Hills,
California
| USD 339 M | +USD 14.9 M | +5% | 6.17% | 145% | 198 | 10.61% | 2.2 |
|
| 2370 |
2370
School Employees Retirement Board of Ohio
Columbus,
Ohio
| USD 339 M | +USD 61.8 M | +22% | 2.07% | – | 6 | 16.67% | 1.4 |
|
| 2371 |
2371
Penney Financial
Houston,
Texas
| USD 339 M | +USD 52.8 M | +18% | 0.15% | 54.8% | 54 | 20.37% | 1.8 |
|
| 2372 |
2372
Consilium Wealth Advisory
Richardson,
Texas
| USD 338 M | +USD 1.48 M | +0.4% | 1.15% | 126% | 104 | 5.77% | 2.8 |
|
| 2373 |
2373
Vert Asset Management
Sausalito,
California
| USD 338 M | -USD 27.3 M | -7% | 6.47% | 43.1% | 49 | 14.29% | 3.6 |
|
| 2374 |
2374
Redmond Asset Management
Henrico,
Virginia
| USD 338 M | -USD 62.6 M | -16% | 0.55% | 68.2% | 203 | 10.34% | 5 |
|
| 2375 |
FP
2375
FFG Partners
Fort Lauderdale,
Florida
| USD 338 M | -USD 14.6 M | -4% | 2.3% | 277% | 57 | 38.6% | 0.9 |
|