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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, 5,013 fondos (~56%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
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 |
|
| 3027 |
3027
Fogel Capital Management
Stuart,
Florida
| USD 263 M | +USD 14.2 M | +6% | 3.63% | 122% | 61 | 9.84% | 1.7 |
|
| 3028 |
3028
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| USD 263 M | +USD 7.61 M | +3% | 0.57% | 62% | 405 | 39.26% | 2.1 |
|
| 3029 |
MWA
3029
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 263 M | +USD 26.1 M | +11% | 13.6% | 147% | 129 | 10.85% | 2.7 |
|
| 3030 |
3030
St. Johns Investment Management
Jacksonville,
Florida
| USD 263 M | -USD 1.69 M | -0.6% | 2.41% | 91.9% | 203 | 2.46% | 6.8 |
|
| 3031 |
3031
Private Wealth Group
Tampa,
Florida
| USD 263 M | +USD 3.71 M | +1% | 0.31% | 52.9% | 79 | 12.66% | 3.6 |
|
| 3032 |
3032
Lunt Capital Management
Holladay,
Utah
| USD 263 M | -USD 10.1 M | -4% | 2.85% | 36.9% | 96 | 13.54% | 2.3 |
|
| 3033 |
FAG
3033
Fortitude Advisory Group
Gig Harbor,
Washington
| USD 262 M | +USD 740 k | +0.3% | 1.54% | 142% | 256 | 11.72% | 2.8 |
|
| 3034 |
3034
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 262 M | -USD 5.52 M | -2% | 0.26% | 98.6% | 167 | 10.78% | 4.9 |
|
| 3035 |
3035
Robbins Farley
Bedford,
New Hampshire
| USD 262 M | +USD 1.83 M | +0.7% | 0.69% | 106% | 162 | 5.56% | 3.2 |
|
| 3036 |
3036
Level Wealth Management
Greensboro,
North Carolina
| USD 262 M | +USD 12.5 M | +5% | 0.61% | – | 91 | 25.27% | 1.1 |
|
| 3037 |
WA
3037
Win Advisors
Palm Beach Gardens,
Florida
| USD 262 M | -USD 18.5 M | -7% | 9.98% | 266% | 131 | 83.21% | 0.2 |
|
| 3038 |
3038
Five Oceans Advisors
Santa Monica,
California
| USD 262 M | -USD 49.3 M | -16% | 1.5% | 85.3% | 211 | 16.11% | 3 |
|
| 3039 |
3039
Emprise Bank
Wichita,
Kansas
| USD 262 M | -USD 9.9 M | -4% | 1.3% | – | 114 | 11.4% | 2 |
|
| 3040 |
3040
Aviso Wealth Management
Bellevue,
Washington
| USD 261 M | -USD 32.3 M | -11% | 4.24% | 153% | 145 | 5.52% | 2.2 |
|
| 3041 |
3041
Strategic Value Bank Partners
Cleveland,
Ohio
| USD 261 M | +USD 118 M | +83% | 0.46% | 80.8% | 13 | 30.77% | 2.5 |
|
| 3042 |
JCFM
3042
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 261 M | -USD 12.8 M | -5% | 1.14% | 126% | 133 | 5.26% | 2 |
|
| 3043 |
3043
Family Capital Management
Grand Rapids,
Michigan
| USD 261 M | +USD 2.87 M | +1% | 0.92% | 78.7% | 121 | 9.09% | 2.2 |
|
| 3044 |
3044
Cherry Creek Investment Advisors
Englewood,
Colorado
| USD 261 M | +USD 6.68 M | +3% | 5.64% | 151% | 132 | 6.82% | 2.9 |
|
| 3045 |
3045
626 Financial
Portage,
Michigan
| USD 261 M | +USD 3.91 M | +2% | 1.95% | 81.1% | 135 | 9.63% | 3.4 |
|
| 3046 |
3046
Hillman Company
Pittsburgh,
Pennsylvania
| USD 261 M | -USD 21.9 M | -8% | 9.11% | 118% | 15 | 6.67% | 2 |
|
| 3047 |
3047
Guardian Financial Partners
Orange,
California
| USD 261 M | +USD 3.71 M | +1% | 0.03% | 53.9% | 80 | 18.75% | 2 |
|
| 3048 |
CSA
3048
Cottage Street Advisors
Marion,
Massachusetts
| USD 261 M | +USD 2 M | +0.8% | 1.26% | 95.8% | 160 | 14.38% | 2.9 |
|
| 3049 |
3049
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| USD 260 M | +USD 19.3 M | +8% | 1.9% | – | 85 | 11.76% | 0.6 |
|
| 3050 |
3050
Potentia Wealth
San Jose,
California
| USD 260 M | +USD 15.8 M | +6% | 2.23% | – | 65 | 13.85% | 1.2 |
|