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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, 4,671 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Enzi Wealth
Austin,
Texas
| USD 334 M | +USD 17.8 M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 2402 |
2402
Bank of Stockton
Stockton,
California
| USD 333 M | -USD 23.4 M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 2403 |
LLI
2403
LTS Liquid Investments
Nassau,
| USD 333 M | +USD 146 M | +78% | 2.29% | – | 10 | 30% | 0.4 |
|
| 2404 |
2404
Costello Asset Management
Feasterville,
Pennsylvania
| USD 332 M | -USD 830 k | -0.2% | 3.89% | 81.5% | 723 | 5.67% | 2.2 |
|
| 2405 |
2405
Hassell Wealth Management
Houma,
Louisiana
| USD 332 M | +USD 6.21 M | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 2406 |
2406
Pacifica Partners
Surrey,
Canada
| USD 332 M | +USD 559 k | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 2407 |
2407
IFS Advisors
Overland Park,
Kansas
| USD 332 M | +USD 123 M | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 2408 |
2408
Prosperitas Financial
Valencia,
California
| USD 332 M | +USD 19.5 M | +6% | 3.19% | 118% | 125 | 26.4% | 1.3 |
|
| 2409 |
2409
Idaho Trust Bank
Boise,
Idaho
| USD 332 M | -USD 10.4 M | -3% | 1.71% | 50.5% | 100 | 8% | 2 |
|
| 2410 |
2410
Technology Crossover Management VIII
Menlo Park,
California
| USD 331 M | -USD 14.5 M | -4% | 3.6% | 70% | 5 | 0% | 6.6 |
|
| 2411 |
2411
Burkett Financial Services
Rock Hill,
South Carolina
| USD 331 M | +USD 11.8 M | +4% | 1.41% | 63.6% | 389 | 35.22% | 1.3 |
|
| 2412 |
2412
Miramontes Capital
Newport,
California
| USD 331 M | +USD 10 M | +3% | 4.13% | – | 149 | 8.72% | 0.6 |
|
| 2413 |
2413
Family Wealth Partners
Matthews,
North Carolina
| USD 331 M | +USD 5.23 M | +2% | 0.24% | 58.5% | 125 | 28.8% | 1.5 |
|
| 2414 |
2414
Buttonwood Financial Advisors
Baltimore,
Maryland
| USD 331 M | +USD 2.33 M | +0.7% | 1.64% | 73.4% | 112 | 3.57% | 3.4 |
|
| 2415 |
2415
Tenon Financial
Metuchen,
New Jersey
| USD 331 M | +USD 19.8 M | +6% | 0.85% | – | 72 | 18.06% | 1.5 |
|
| 2416 |
2416
Quartz Partners
Saratoga Springs,
New York
| USD 330 M | +USD 24.8 M | +8% | 3.72% | – | 239 | 26.36% | 1 |
|
| 2417 |
2417
Powers Advisory Group
Highland,
Illinois
| USD 330 M | +USD 10.9 M | +3% | 0.36% | 49.8% | 133 | 6.02% | 3.3 |
|
| 2418 |
2418
Henry James International Management
New York
| USD 330 M | -USD 3.83 M | -1% | 0.93% | 125% | 91 | 1.1% | 6.1 |
|
| 2419 |
2419
Flagstar Advisors
New York
| USD 330 M | -USD 1.5 M | -0.5% | 1.69% | 81.9% | 190 | 10% | 3.4 |
|
| 2420 |
2420
Tred Avon Family Wealth
Easton,
Maryland
| USD 329 M | +USD 2.68 M | +0.8% | 2.82% | – | 274 | 9.12% | 0.9 |
|
| 2421 |
2421
New Perspectives Inc
Ridgeland,
Mississippi
| USD 329 M | +USD 3.19 M | +1% | 1.02% | – | 49 | 2.04% | 2.8 |
|
| 2422 |
2422
Norman Fields Gottscho Capital Management
New York
| USD 329 M | -USD 1.34 M | -0.4% | 0.8% | 96.9% | 65 | 4.62% | 6.6 |
|
| 2423 |
2423
TMB Capital Partners
Little Rock,
Arkansas
| USD 329 M | +USD 8.18 M | +3% | 1.06% | – | 192 | 13.54% | 0.7 |
|
| 2424 |
2424
Montgomery Investment Management
Rockville,
Maryland
| USD 329 M | -USD 931 k | -0.3% | 2.76% | 105% | 109 | 4.59% | 7.2 |
|
| 2425 |
2425
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| USD 329 M | -USD 11.1 M | -3% | 1.85% | – | 119 | 41.18% | 1.1 |
|