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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, 3,053 fondos (~34%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
AK Global Asset Management
Oakland,
California
| USD 128 M | +USD 9.6 M | +8% | 11.1% | – | 30 | 20% | 0.6 |
|
| 2752 |
PIAL
2752
Prudent Investor Advisors, LLC
Folsom,
California
| USD 128 M | – | – | 0.71% | – | 34 | – | 0 |
|
| 2753 |
2753
Frankly Finances
Winter Park,
Florida
| USD 128 M | +USD 1.1 M | +0.9% | 1.08% | – | 91 | 1.1% | 0.6 |
|
| 2754 |
2754
Advocate Investing Services
Woodbine,
Maryland
| USD 128 M | -USD 2.28 M | -2% | 1.27% | – | 472 | 7.42% | 0.7 |
|
| 2755 |
GH
2755
GLP Holdings
Cumming,
Georgia
| USD 127 M | +USD 15.9 M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 2756 |
2756
Graetz Wealth
Jenison,
Michigan
| USD 127 M | +USD 1.44 M | +1% | 0.53% | – | 90 | 13.33% | 0.6 |
|
| 2757 |
2757
Topor & Co Korea
Seoul,
| USD 127 M | -USD 76.7 k | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 2758 |
2758
Andrew Hill Investment Advisors
Naples,
Florida
| USD 127 M | -USD 8.17 M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 2759 |
2759
Mission Financial Group
Las Vegas,
Nevada
| USD 127 M | +USD 6.01 M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 2760 |
2760
Kassira Wealth Management
Knoxville,
Tennessee
| USD 127 M | +USD 1.83 M | +1% | 0.55% | – | 69 | 13.04% | 0.8 |
|
| 2761 |
2761
John Boyer Inc
Tampa,
Florida
| USD 126 M | +USD 11.1 M | +10% | 0.38% | – | 227 | 82.82% | 0.2 |
|
| 2762 |
2762
Stegent Equity Advisors
Houston,
Texas
| USD 126 M | -USD 13.3 M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 2763 |
2763
Baer Investment Advisory
Corte Madera,
California
| USD 126 M | +USD 6.52 M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 2764 |
2764
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 2765 |
2765
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 2766 |
2766
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 2767 |
2767
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 2768 |
2768
Kelsey Financial
Moorpark,
California
| USD 125 M | -USD 6.42 M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 2769 |
2769
Life Planning Partners
Jacksonville,
Florida
| USD 125 M | -USD 9.29 M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 2770 |
2770
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 2771 |
2771
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 2772 |
2772
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 2773 |
2773
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 2774 |
2774
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 2775 |
2775
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|