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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, 4,696 fondos (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Provident Wealth Management
Brentwood,
Tennessee
| USD 282 M | -USD 106 M | -27% | 1.02% | 61.1% | 165 | 27.27% | 3 |
|
| 2702 |
2702
Values Added Financial
Washington,
District of Columbia
| USD 282 M | +USD 5.18 M | +2% | 0.41% | 65.9% | 151 | 7.95% | 2.2 |
|
| 2703 |
2703
Pacifica Capital Investments
Leander,
Texas
| USD 282 M | -USD 10.9 M | -4% | 5.2% | 69.8% | 16 | 6.25% | 7.4 |
|
| 2704 |
2704
O'Connor Financial Group
Quincy,
Illinois
| USD 282 M | -USD 754 k | -0.3% | 0.94% | 48.4% | 73 | 12.33% | 2.1 |
|
| 2705 |
2705
ANB Bank
Denver,
Colorado
| USD 282 M | +USD 13.5 M | +5% | 1.31% | – | 138 | 18.84% | 1.3 |
|
| 2706 |
2706
SFG Wealth Management
Towson,
Maryland
| USD 281 M | +USD 3.07 M | +1% | 0.23% | 86.3% | 118 | 16.95% | 2.1 |
|
| 2707 |
2707
ICW Investment Advisors
Scottsdale,
Arizona
| USD 281 M | -USD 4.71 M | -2% | 1.1% | 58.6% | 146 | 3.42% | 5.3 |
|
| 2708 |
BIA
2708
Bigelow Investment Advisors
Portland,
Maine
| USD 281 M | +USD 4.58 M | +2% | 1.12% | 75.7% | 159 | 4.4% | 5.4 |
|
| 2709 |
2709
Warburton Capital Management
Tulsa,
Oklahoma
| USD 281 M | +USD 34.9 M | +14% | 1.44% | – | 82 | 21.95% | 1.2 |
|
| 2710 |
2710
EntreWealth
Austin,
Texas
| USD 281 M | +USD 10.6 M | +4% | 0.92% | – | 156 | 13.46% | 0.9 |
|
| 2711 |
2711
R.W. Roge & Company
Bohemia,
New York
| USD 280 M | +USD 41.3 M | +17% | 1.58% | 76.3% | 73 | 13.7% | 3.4 |
|
| 2712 |
2712
Onyx Financial Advisors
Idaho Falls,
Idaho
| USD 280 M | +USD 2.71 M | +1% | 0.01% | 57.8% | 23 | 21.74% | 2.1 |
|
| 2713 |
2713
Plan A Wealth
Lincoln,
Nebraska
| USD 280 M | +USD 45 M | +19% | 1.31% | – | 210 | 10.95% | 1.1 |
|
| 2714 |
2714
Cumberland Advisors
Sarasota,
Florida
| USD 280 M | -USD 3.96 M | -1% | 0.31% | 80.7% | 50 | 6% | 5.7 |
|
| 2715 |
2715
Vivid Wealth Management
West Des Moines,
Iowa
| USD 280 M | -USD 4.34 M | -2% | 1.86% | 107% | 74 | 2.7% | 1.6 |
|
| 2716 |
2716
Mine & Arao Wealth Creation & Management
Campbell,
California
| USD 280 M | +USD 3.89 M | +1% | 2.81% | 105% | 81 | 6.17% | 5.6 |
|
| 2717 |
2717
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| USD 280 M | +USD 2.62 M | +0.9% | 1.13% | 64.8% | 88 | 1.14% | 4.6 |
|
| 2718 |
2718
Southern Michigan Bank & Trust
Coldwater,
Michigan
| USD 280 M | -USD 1.57 M | -0.6% | 0.26% | – | 451 | 12.86% | 0.5 |
|
| 2719 |
2719
Quad-Cities Investment Group
Davenport,
Iowa
| USD 280 M | +USD 1.48 M | +0.5% | 0.58% | 67.3% | 222 | 9.91% | 4.2 |
|
| 2720 |
2720
Searcy Financial Services
Overland Park,
Kansas
| USD 280 M | -USD 18.5 M | -6% | 0.96% | 60.2% | 28 | 14.29% | 3.5 |
|
| 2721 |
2721
Invenio Wealth Partners
Coral Gables,
Florida
| USD 280 M | +USD 411 k | +0.1% | 0.15% | 55.5% | 94 | 12.77% | 2.1 |
|
| 2722 |
2722
Midwest Capital Advisors
Grand Rapids,
Michigan
| USD 280 M | +USD 33.3 M | +14% | 1.2% | – | 239 | 14.64% | 1.2 |
|
| 2723 |
2723
Financial Guidance Group
Palm Harbor,
Florida
| USD 279 M | +USD 12.1 M | +5% | 1.47% | 58.7% | 94 | 3.19% | 2.9 |
|
| 2724 |
2724
TL Private Wealth
Southlake,
Texas
| USD 279 M | +USD 6.7 M | +2% | 0.02% | 50.6% | 58 | 12.07% | 3.9 |
|
| 2725 |
2725
Carmel Capital Partners
San Diego,
California
| USD 279 M | -USD 24 M | -8% | 2.41% | 65.9% | 172 | 35.47% | 1.8 |
|