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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
St. Johns Investment Management
Jacksonville,
Florida
| USD 263 M | -USD 1.69 M | -0.6% | 2.41% | 91.9% | 203 | 2.46% | 6.8 |
|
| 2827 |
2827
Private Wealth Group
Tampa,
Florida
| USD 263 M | +USD 3.71 M | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 2828 |
2828
Lunt Capital Management
Holladay,
Utah
| USD 263 M | -USD 10.1 M | -4% | 2.85% | 36.9% | 96 | 13.54% | 2.3 |
|
| 2829 |
FAG
2829
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 262 M | +USD 740 k | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 2830 |
2830
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 262 M | -USD 5.52 M | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 2831 |
2831
Robbins Farley
Bedford,
New Hampshire
| USD 262 M | +USD 1.83 M | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 2832 |
2832
Level Wealth Management
Greensboro,
North Carolina
| USD 262 M | +USD 12.5 M | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 2833 |
WA
2833
Win Advisors
Palm Beach Gardens,
Florida
| USD 262 M | -USD 18.5 M | -7% | 9.98% | 266% | 131 | 83.21% | 0.2 |
|
| 2834 |
2834
Five Oceans Advisors
Santa Monica,
California
| USD 262 M | -USD 49.3 M | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 2835 |
2835
Emprise Bank
Wichita,
Kansas
| USD 262 M | -USD 9.9 M | -4% | 1.3% | – | 114 | 11.4% | 2 |
|
| 2836 |
2836
Aviso Wealth Management
Bellevue,
Washington
| USD 261 M | -USD 32.3 M | -11% | 4.24% | 153% | 145 | 5.52% | 2.2 |
|
| 2837 |
JCFM
2837
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 261 M | -USD 12.8 M | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 2838 |
2838
Family Capital Management
Grand Rapids,
Michigan
| USD 261 M | +USD 2.87 M | +1% | 0.92% | 78.7% | 121 | 9.09% | 2.2 |
|
| 2839 |
2839
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 261 M | +USD 6.68 M | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 2840 |
2840
626 Financial
Portage,
Michigan
| USD 261 M | +USD 3.91 M | +2% | 1.95% | 81.1% | 135 | 9.63% | 3.4 |
|
| 2841 |
2841
Hillman Company
Pittsburgh,
Pennsylvania
| USD 261 M | -USD 21.9 M | -8% | 9.11% | 118% | 15 | 6.67% | 2 |
|
| 2842 |
2842
Guardian Financial Partners
Orange,
California
| USD 261 M | +USD 3.71 M | +1% | 0.03% | 53.9% | 80 | 18.75% | 2 |
|
| 2843 |
CSA
2843
Cottage Street Advisors
Marion,
Massachusetts
| USD 261 M | +USD 2 M | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|
| 2844 |
2844
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 260 M | +USD 19.3 M | +8% | 1.9% | – | 85 | 11.76% | 0.6 |
|
| 2845 |
2845
Family Office Research
Bethesda,
Maryland
| USD 260 M | -USD 6.57 M | -2% | 0.93% | – | 94 | 19.15% | 1.2 |
|
| 2846 |
2846
Jim Saulnier & Associates
Fort Collins,
Colorado
| USD 259 M | +USD 10.8 M | +4% | 0.1% | – | 161 | 13.66% | 1.4 |
|
| 2847 |
2847
Howard Bailey Securities
Fort Wayne,
Indiana
| USD 259 M | -USD 7.51 M | -3% | 0.46% | – | 123 | 21.95% | 1.4 |
|
| 2848 |
2848
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 259 M | +USD 2.45 M | +1% | 0.76% | – | 93 | 13.98% | 1.2 |
|
| 2849 |
2849
Verity Asset Management
Durham,
North Carolina
| USD 259 M | -USD 5.47 M | -2% | 1.9% | 87% | 245 | 20.41% | 3.1 |
|
| 2850 |
2850
William John Sempolinski
Easton,
Massachusetts
| USD 259 M | +USD 11.2 M | +5% | 5.33% | – | 112 | 12.5% | 0.6 |
|