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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, 3,109 fondos (~35%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2576 |
DIS
2576
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 154 M | -USD 455 k | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 2577 |
2577
Oath Planning
Tulsa,
Oklahoma
| USD 154 M | +USD 19.4 M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 2578 |
2578
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | -USD 60.8 k | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 2579 |
2579
Visa Foundation
San Francisco,
California
| USD 154 M | -USD 1.54 M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 2580 |
2580
TMT General Partner
Hong Kong
| USD 154 M | -USD 40.3 M | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 2581 |
AC
2581
Anson Capital
Tyrone,
Georgia
| USD 153 M | -USD 239 k | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 2582 |
2582
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 153 M | +USD 3.19 M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 2583 |
2583
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 153 M | -USD 2.1 M | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 2584 |
2584
Sincerus Advisory
New York
| USD 153 M | +USD 6.01 M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|
| 2585 |
HFAS
2585
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 153 M | +USD 984 k | +0.6% | 3.87% | 71.8% | 135 | 10.37% | 4.2 |
|
| 2586 |
2586
A4 Wealth Advisors
Huntersville,
North Carolina
| USD 153 M | +USD 2.15 M | +1% | 0.13% | – | 95 | 25.26% | 0.8 |
|
| 2587 |
2587
Stewardship Concepts Financial Services
Spokane,
Washington
| USD 153 M | +USD 4.05 M | +3% | 0.2% | – | 74 | 10.81% | 0.6 |
|
| 2588 |
2588
Harpswell Capital Advisors
Yarmouth,
Maine
| USD 152 M | -USD 3.42 M | -2% | 1.41% | – | 53 | 32.08% | 0.7 |
|
| 2589 |
2589
Womack Financial
Dallas,
Texas
| USD 152 M | +USD 951 k | +0.6% | 0.99% | – | 74 | 9.46% | 1.5 |
|
| 2590 |
CFG
2590
Chapman Financial Group
Kailua,
Hawaii
| USD 152 M | +USD 1.59 M | +1% | 3.84% | – | 272 | 7.72% | 1.4 |
|
| 2591 |
2591
Nestegg Advisors
Hauppauge,
New York
| USD 152 M | +USD 10.6 M | +8% | 0.11% | – | 62 | 19.35% | 1.3 |
|
| 2592 |
HC
2592
Hoese & Co
Glencoe,
Minnesota
| USD 152 M | -USD 1.91 M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 2593 |
2593
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 152 M | +USD 805 k | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|
| 2594 |
2594
Adelphi Trust
Saint Petersburg,
Florida
| USD 152 M | +USD 1.24 M | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 2595 |
2595
Asset Planning Inc
Cypress,
California
| USD 152 M | -USD 2.82 M | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
| 2596 |
JRSI
2596
Jeter Robert S II
| USD 151 M | +USD 47.1 M | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 2597 |
2597
Winnow Wealth
Waco,
Texas
| USD 151 M | +USD 4.27 M | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 2598 |
2598
White & Co Financial Planning
Sunnyside,
Washington
| USD 151 M | -USD 10.1 M | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 2599 |
2599
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 151 M | -USD 5.04 M | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
| 2600 |
CFG
2600
Compass Financial Group
Dublin,
Ohio
| USD 151 M | +USD 1.48 M | +1% | 0.49% | – | 50 | 18% | 0.7 |
|