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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
WFA
2801
WMG Financial Advisors
Knoxville,
Tennessee
| USD 265 M | USD 0 | 0% | 0% | 73.8% | 105 | 0% | 2.7 |
|
| 2802 |
2802
Exeter Financial
Scottsdale,
Arizona
| USD 265 M | +USD 3.85 M | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 2803 |
2803
Yoder Wealth Management
Walnut Creek,
California
| USD 265 M | +USD 9.18 M | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 2804 |
2804
Cambridge Capital Management
O'fallon,
Illinois
| USD 265 M | +USD 1.58 M | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 2805 |
2805
Cherokee Insurance
Sterling Heights,
Michigan
| USD 264 M | +USD 5.28 M | +2% | 3.48% | – | 132 | 8.33% | 1.5 |
|
| 2806 |
2806
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 264 M | +USD 739 k | +0.3% | 2.77% | 108% | 153 | 7.19% | 3.4 |
|
| 2807 |
2807
Horizon Advisory Services
West Henrietta,
New York
| USD 264 M | +USD 26.8 M | +11% | 1.54% | – | 54 | 14.81% | 1.4 |
|
| 2808 |
2808
Aspect Partners
Fairfax,
Virginia
| USD 264 M | -USD 3.69 M | -1% | 1.02% | 66.7% | 698 | 5.16% | 2 |
|
| 2809 |
2809
Vestia Personal Wealth Advisors
Fort Wayne,
Indiana
| USD 264 M | +USD 8.19 M | +3% | 0.26% | – | 122 | 16.39% | 1.7 |
|
| 2810 |
2810
Snow Phipps Group
New York
| USD 264 M | -USD 61.8 M | -19% | 12.9% | 58% | 2 | 0% | 6.5 |
|
| 2811 |
2811
HMS Capital Management
Nashville,
Tennessee
| USD 264 M | -USD 3.3 M | -1% | 0.73% | 140% | 135 | 18.52% | 3.2 |
|
| 2812 |
2812
HMV Wealth Advisors
Shreveport,
Louisiana
| USD 264 M | +USD 6.86 M | +3% | 0.28% | – | 95 | 9.47% | 1.4 |
|
| 2813 |
2813
VMS Asset Management
Hong Kong,
| USD 264 M | -USD 51.4 M | -16% | 2.01% | – | 48 | 64.58% | 0.2 |
|
| 2814 |
2814
Ceera Investments
Bellaire,
Texas
| USD 264 M | +USD 27.6 M | +12% | 6.27% | 56.1% | 109 | 15.6% | 2.2 |
|
| 2815 |
2815
Altus Wealth Management
Ft Mitchell,
Kentucky
| USD 263 M | +USD 3.65 M | +1% | 0.51% | 73% | 27 | 3.7% | 4.6 |
|
| 2816 |
2816
WD Rutherford
Portland,
Oregon
| USD 263 M | -USD 12.9 M | -5% | 3.76% | 189% | 83 | 15.66% | 3 |
|
| 2817 |
SCM
2817
Sage Capital Management
Stockton,
New Jersey
| USD 263 M | +USD 7.1 M | +3% | 0.64% | 94.3% | 181 | 15.47% | 2.1 |
|
| 2818 |
2818
Lloyd Advisory Services
Suwanee,
Georgia
| USD 263 M | +USD 5.11 M | +2% | 0.35% | 51.1% | 869 | 13.46% | 0.5 |
|
| 2819 |
2819
New England Professional Planning Group
Westerly,
Rhode Island
| USD 263 M | -USD 4.81 M | -2% | 0.88% | 64.1% | 51 | 5.88% | 5 |
|
| 2820 |
2820
N10 Assets
Greenwich,
Connecticut
| USD 263 M | +USD 31.8 M | +14% | 0.04% | – | 36 | 11.11% | 0.2 |
|
| 2821 |
2821
Eagle Wealth Strategies
West Deptford,
New Jersey
| USD 263 M | +USD 1.33 M | +0.5% | 1.22% | 85% | 121 | 6.61% | 1.9 |
|
| 2822 |
2822
Retirement Planning Company of New England
Warwick,
Rhode Island
| USD 263 M | -USD 14.9 M | -5% | 0.54% | 125% | 268 | 7.46% | 3.3 |
|
| 2823 |
2823
Fogel Capital Management
Stuart,
Florida
| USD 263 M | +USD 14.2 M | +6% | 3.63% | 122% | 61 | 9.84% | 1.7 |
|
| 2824 |
2824
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 263 M | +USD 7.61 M | +3% | 0.57% | 62% | 405 | 39.26% | 2.1 |
|
| 2825 |
MWA
2825
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 263 M | +USD 26.1 M | +11% | 13.6% | 147% | 129 | 10.85% | 2.7 |
|