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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Financial Freedom LLC
Cincinnati,
Ohio
| USD 218 M | +USD 129 k | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
| 3202 |
3202
Northland Capital Management
Virginia,
Minnesota
| USD 218 M | +USD 32.4 M | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 3203 |
3203
Peterson Wealth Management
Sparks,
Nevada
| USD 218 M | +USD 3.16 M | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
| 3204 |
3204
Lake Hills Wealth Management
Austin,
Texas
| USD 218 M | -USD 2.36 M | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 3205 |
KA
3205
Kearns & Associates
Palos Verdes Estates,
California
| USD 218 M | +USD 3.43 M | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 3206 |
3206
David J. Yvars Group
University Park,
Florida
| USD 218 M | +USD 5.7 M | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 3207 |
3207
GuidedMoney
Black Earth,
Wisconsin
| USD 217 M | +USD 1.32 M | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
| 3208 |
3208
American Financial & Tax Strategies
New York
| USD 217 M | -USD 4.11 M | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 3209 |
3209
Addison Advisors
Middlebury,
Vermont
| USD 217 M | +USD 5.31 M | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
| 3210 |
3210
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 217 M | +USD 5.96 M | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 3211 |
3211
Successful Portfolios
Clearwater,
Florida
| USD 217 M | +USD 2.7 M | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 3212 |
3212
Wernau Asset Management
Gloucester,
Massachusetts
| USD 217 M | +USD 24.2 M | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 3213 |
3213
Dahring Cusmano
Novi,
Michigan
| USD 217 M | +USD 26.9 M | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
| 3214 |
3214
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 217 M | +USD 22 M | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|
| 3215 |
3215
Milestone Asset Management Group
Avon,
Connecticut
| USD 216 M | +USD 17.9 M | +9% | 2.95% | – | 141 | 9.22% | 1.4 |
|
| 3216 |
3216
Kure Advisory
Plymouth,
Minnesota
| USD 216 M | +USD 5.5 M | +3% | 0.61% | – | 67 | 14.93% | 1.8 |
|
| 3217 |
3217
SWP Financial
San Diego,
California
| USD 216 M | +USD 148 k | +0.1% | 0.62% | 58.4% | 79 | 3.8% | 1.9 |
|
| 3218 |
3218
Ameraudi Asset Management
New York
| USD 216 M | -USD 4.42 M | -2% | 0.29% | 51.5% | 45 | 28.89% | 3.3 |
|
| 3219 |
3219
4J Wealth Management
Alexandria,
Virginia
| USD 216 M | +USD 12.5 M | +6% | 1.91% | 74.7% | 121 | 15.7% | 3 |
|
| 3220 |
3220
First County Bank
Stamford,
Connecticut
| USD 216 M | +USD 3.81 M | +2% | 3% | 101% | 174 | 5.75% | 2.6 |
|
| 3221 |
3221
Lipe & Dalton
Syracuse,
New York
| USD 216 M | +USD 1.03 M | +0.5% | 1.75% | 101% | 98 | 8.16% | 6.7 |
|
| 3222 |
3222
Ridgecrest Wealth Partners
Mill Valley,
California
| USD 216 M | +USD 8.83 M | +4% | 4.14% | 103% | 119 | 11.76% | 3.4 |
|
| 3223 |
MKW
3223
Mullaney, Keating & Wright
Middletown,
Connecticut
| USD 216 M | +USD 9.26 M | +4% | 5.27% | – | 77 | 12.99% | 1.8 |
|
| 3224 |
CWMA
3224
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
| USD 216 M | +USD 384 k | +0.2% | 1.75% | – | 226 | 38.5% | 0.6 |
|
| 3225 |
3225
GLR Partners
Columbia,
Maryland
| USD 216 M | +USD 852 k | +0.4% | 2.29% | – | 119 | 16.81% | 0.4 |
|