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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, 3,405 fondos (~38%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 136 M | -USD 76.4 M | -36% | 0.18% | 88.8% | 8 | 0% | 3.4 |
|
| 3002 |
3002
Donalies Financial Planning
Washington,
District of Columbia
| USD 136 M | +USD 366 k | +0.3% | 0.81% | – | 82 | 9.76% | 0.7 |
|
| 3003 |
3003
CrossGen Wealth
Greenville,
North Carolina
| USD 136 M | +USD 7.29 M | +6% | 7.07% | – | 231 | 19.91% | 0.7 |
|
| 3004 |
3004
Finward Bancorp
Munster,
Indiana
| USD 136 M | +USD 3.77 M | +3% | 3.04% | – | 109 | 7.34% | 1.6 |
|
| 3005 |
3005
Farnam Financial
Phoenix,
Arizona
| USD 135 M | -USD 1.66 M | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 3006 |
3006
Broussard Financial Group
Kaplan,
Louisiana
| USD 135 M | +USD 10.6 M | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 3007 |
3007
Approach Retirement Advisors
Vestavia,
Alabama
| USD 135 M | -USD 2.31 M | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 3008 |
3008
Capital CS Group
Irvine,
California
| USD 135 M | +USD 8.46 M | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 3009 |
3009
Dala Group
Hoffman Estates,
Illinois
| USD 135 M | +USD 13.6 M | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 3010 |
3010
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 135 M | -USD 13.3 M | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 3011 |
3011
BLVD Private Wealth
Prospect,
Kentucky
| USD 134 M | -USD 119 k | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 3012 |
3012
CPR Investments
Rochester,
Michigan
| USD 134 M | +USD 4.46 M | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 3013 |
3013
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 134 M | +USD 28.6 M | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 3014 |
3014
Trace Wealth Advisors
Los Angeles,
California
| USD 134 M | -USD 18.7 M | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 3015 |
3015
Peapod Lane Capital
Bedford Hills,
New York
| USD 134 M | -USD 14.1 M | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 3016 |
3016
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 134 M | -USD 254 k | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 3017 |
3017
Waystone Advisors
Redmond,
Washington
| USD 134 M | -USD 451 k | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 3018 |
3018
Harbor Asset Planning
Belmont,
Massachusetts
| USD 133 M | +USD 295 k | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 3019 |
3019
Clearview Wealth Management
Irvine,
California
| USD 133 M | -USD 22.2 M | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 3020 |
3020
Eagle Harbor Asset Management
Seattle,
Washington
| USD 133 M | +USD 5.98 M | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 3021 |
3021
Axos Invest
Las Vegas,
Nevada
| USD 133 M | -USD 3.68 M | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 3022 |
SIM
3022
Summitas Investment Management
Mckinney,
Texas
| USD 133 M | -USD 1.89 M | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 3023 |
3023
SBI Holdings USA
Santa Clara,
California
| USD 133 M | +USD 31.5 M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 3024 |
3024
LWM Advisors
El Dorado Hills,
California
| USD 132 M | -USD 1.63 M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 3025 |
3025
Pacific Capital Partners
London,
| USD 132 M | +USD 16.9 M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|