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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 328 M | +USD 9.7 M | +3% | 0.17% | 55.5% | 73 | 24.66% | 2.2 |
|
| 2427 |
2427
Sunpointe
St. Louis,
Missouri
| USD 328 M | -USD 23.8 M | -7% | 2.84% | 122% | 305 | 28.2% | 1.5 |
|
| 2428 |
2428
Wealth Quarterback
Toms River,
New Jersey
| USD 328 M | +USD 4.28 M | +1% | 2.37% | 109% | 185 | 9.73% | 2.9 |
|
| 2429 |
2429
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| USD 328 M | +USD 110 M | +50% | 2.29% | – | 232 | 41.38% | 0.6 |
|
| 2430 |
2430
Richards, Merrill & Peterson
Spokane,
Washington
| USD 328 M | +USD 12.9 M | +4% | 3.12% | – | 302 | 8.61% | 1.3 |
|
| 2431 |
2431
Seven Post Investment Office
San Francisco,
California
| USD 328 M | -USD 24.5 M | -7% | 4.15% | 44.4% | 44 | 9.09% | 4.2 |
|
| 2432 |
2432
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| USD 328 M | -USD 37.8 M | -10% | 0.35% | 70.3% | 157 | 8.92% | 5 |
|
| 2433 |
2433
Argentarii
Cincinnati,
Ohio
| USD 328 M | -USD 3.94 M | -1% | 4.4% | – | 217 | 7.83% | 1.3 |
|
| 2434 |
2434
IMZ Advisory
Boca Raton,
Florida
| USD 327 M | +USD 11.4 M | +4% | 1.58% | 73.1% | 38 | 5.26% | 2.5 |
|
| 2435 |
2435
Bennett Selby Investments
Falmouth,
Maine
| USD 327 M | +USD 14 M | +4% | 5.28% | 82.1% | 89 | 8.99% | 3.4 |
|
| 2436 |
2436
Royal Harbor Partners
Houston,
Texas
| USD 327 M | +USD 4.15 M | +1% | 0.13% | 54.6% | 57 | 3.51% | 2.4 |
|
| 2437 |
2437
Vigilare Wealth Management
Scottsdale,
Arizona
| USD 327 M | +USD 589 k | +0.2% | 0.37% | 59.5% | 137 | 20.44% | 2.7 |
|
| 2438 |
2438
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 326 M | +USD 8.2 M | +3% | 1.05% | 72.4% | 110 | 10.91% | 2.7 |
|
| 2439 |
2439
Raub Brock Capital Management
Larkspur,
California
| USD 326 M | -USD 37.3 M | -10% | 2% | 54.7% | 51 | 19.61% | 2.6 |
|
| 2440 |
2440
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| USD 326 M | +USD 5.04 M | +2% | 0.12% | 63.1% | 647 | 9.43% | 2.8 |
|
| 2441 |
2441
Paragon Private Wealth Management
Lexington,
Kentucky
| USD 326 M | -USD 57.2 M | -15% | 1.09% | 104% | 235 | 22.13% | 2.7 |
|
| 2442 |
2442
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| USD 326 M | +USD 29 M | +10% | 2.28% | 68.8% | 136 | 8.82% | 3.4 |
|
| 2443 |
2443
Bluesphere Advisors
East Norriton,
Pennsylvania
| USD 325 M | +USD 1.25 M | +0.4% | 2.26% | 105% | 125 | 11.2% | 2.7 |
|
| 2444 |
2444
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| USD 325 M | +USD 3.36 M | +1% | 0.05% | 65% | 39 | 7.69% | 3.7 |
|
| 2445 |
2445
Berkeley Inc
Boise,
Idaho
| USD 324 M | +USD 5.54 M | +2% | 3.02% | 49.4% | 91 | 13.19% | 3.3 |
|
| 2446 |
2446
Robinswood Financial
Kirkland,
Washington
| USD 324 M | -USD 24.8 M | -7% | 0.62% | 43.2% | 428 | 83.18% | 3 |
|
| 2447 |
2447
River Street Advisors
Aurora,
Illinois
| USD 324 M | -USD 15.4 M | -5% | 0.14% | 93.5% | 185 | 9.19% | 2.3 |
|
| 2448 |
2448
Traveka Wealth
Los Altos,
California
| USD 324 M | +USD 23.4 M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2449 |
2449
ticino wealth
Mission Viejo,
California
| USD 324 M | +USD 6.87 M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2450 |
2450
Wealth Management Resources
Smithfield,
Rhode Island
| USD 324 M | -USD 427 k | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|