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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, 4,675 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Traveka Wealth
Los Altos,
California
| USD 324 M | +USD 23.4 M | +8% | 1.38% | 78.1% | 221 | 13.57% | 1.6 |
|
| 2452 |
2452
ticino wealth
Mission Viejo,
California
| USD 324 M | +USD 6.87 M | +2% | 1.92% | – | 140 | 6.43% | 0.7 |
|
| 2453 |
2453
Wealth Management Resources
Smithfield,
Rhode Island
| USD 324 M | -USD 427 k | -0.1% | 2.21% | 37.7% | 31 | 6.45% | 3.5 |
|
| 2454 |
2454
Mullooly Asset Management
Wall Township,
New Jersey
| USD 324 M | -USD 1.23 M | -0.4% | 2.91% | – | 60 | 5% | 1.3 |
|
| 2455 |
VPC
2455
Valen Private Capital
Paoli,
Pennsylvania
| USD 323 M | – | – | 0.58% | – | 88 | – | 0 |
|
| 2456 |
2456
Essex Woodlands Management
The Woodlands,
Texas
| USD 323 M | +USD 68.9 M | +27% | 33.7% | 119% | 5 | 0% | 7.4 |
|
| 2457 |
2457
Harper Investing
Santa Clara,
California
| USD 323 M | +USD 26.5 M | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 2458 |
LA
2458
Latitude Advisors
Vero Beach,
Florida
| USD 323 M | +USD 72.2 M | +29% | 1.25% | 79.6% | 1,384 | 82.44% | 0.5 |
|
| 2459 |
2459
Omega Financial Group
Santa Barbara,
California
| USD 323 M | -USD 5.77 M | -2% | 2.87% | 47% | 107 | 16.82% | 4.4 |
|
| 2460 |
2460
Biltmore Wealth Management
Tempe,
Arizona
| USD 323 M | +USD 2.48 M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 2461 |
2461
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 323 M | -USD 2.28 M | -0.7% | 0.24% | 53.7% | 26 | 0% | 7.2 |
|
| 2462 |
LFP
2462
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 323 M | +USD 11.9 M | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 2463 |
2463
Davis Investment Partners
Charlotte,
North Carolina
| USD 322 M | -USD 6.03 M | -2% | 0.71% | 97.8% | 184 | 16.3% | 2 |
|
| 2464 |
2464
Vodafone Ventures
Newbury,
United Kingdom
| USD 322 M | -USD 164 M | -34% | 33.8% | – | 1 | 0% | 0.8 |
|
| 2465 |
SA
2465
Skyline Advisors
Bellingham,
Washington
| USD 322 M | +USD 2.89 M | +0.9% | 2.07% | 52% | 128 | 10.16% | 1.8 |
|
| 2466 |
2466
Foundry Financial
Pasadena,
California
| USD 322 M | +USD 24.6 M | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 2467 |
2467
Raleigh Capital Management
Cary,
North Carolina
| USD 322 M | +USD 8.19 M | +3% | 1.27% | 79.9% | 593 | 22.09% | 2.8 |
|
| 2468 |
2468
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 321 M | -USD 2.17 M | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 2469 |
2469
Global Trust Asset Management
West Palm Beach,
Florida
| USD 321 M | +USD 1.19 M | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 2470 |
2470
Asset Allocation & Management Company
Chicago,
Illinois
| USD 321 M | +USD 14 M | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 2471 |
2471
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 321 M | +USD 1.55 M | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 2472 |
2472
Sims Investment Management
Cincinnati,
Ohio
| USD 320 M | -USD 3.12 M | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 2473 |
2473
LRZ Capital
Miami,
Florida
| USD 320 M | +USD 123 M | +62% | 5.95% | – | 32 | 53.13% | 0.3 |
|
| 2474 |
2474
Register Financial Advisors
Atlanta,
Georgia
| USD 320 M | -USD 6.01 M | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
| 2475 |
2475
Adirondack Trust Company
Saratoga Springs,
New York
| USD 320 M | -USD 15.8 M | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|