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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, 5,446 fondos (~61%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Alternative Investment Advisors
Maitland,
Florida
| USD 268 M | +USD 5 M | +2% | 2.99% | 78.6% | 90 | 38.89% | 1.5 |
|
| 3277 |
3277
Brindle & Bay Financial Advisors
Frisco,
Texas
| USD 268 M | +USD 67.9 M | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 3278 |
3278
Purkiss Capital Advisors
Ridgefield,
Connecticut
| USD 268 M | +USD 5.1 M | +2% | 4.66% | – | 194 | 11.34% | 1.3 |
|
| 3279 |
3279
Beta Wealth Group
San Diego,
California
| USD 268 M | +USD 1.14 M | +0.4% | 0.06% | 51.2% | 122 | 9.84% | 2.4 |
|
| 3280 |
3280
Shaker Investments
Cleveland,
Ohio
| USD 268 M | -USD 10.6 M | -4% | 0.46% | 216% | 96 | 16.67% | 2.2 |
|
| 3281 |
3281
Caldwell Sutter Capital
Sausalito,
California
| USD 268 M | +USD 2.33 M | +0.9% | 0.78% | 85.9% | 978 | 7.98% | 2.7 |
|
| 3282 |
3282
Gables Capital Management
Miami,
Florida
| USD 267 M | -USD 9.41 M | -3% | 4.8% | 173% | 519 | 5.59% | 4.7 |
|
| 3283 |
3283
One Wealth Capital Management
Scottsdale,
Arizona
| USD 267 M | -USD 87.6 M | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 3284 |
3284
MRA Advisory Group
Parsippany,
New Jersey
| USD 267 M | -USD 8.61 M | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 3285 |
3285
Orange County Employees Retirement System
Santa Ana,
California
| USD 267 M | -USD 12.8 M | -5% | 4.77% | – | 3 | 33.33% | 0.5 |
|
| 3286 |
3286
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 267 M | +USD 7 M | +3% | 0.88% | 55.9% | 46 | 13.04% | 2.5 |
|
| 3287 |
OGF
3287
Orin Green Financial
San Diego,
California
| USD 267 M | -USD 4.52 M | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 3288 |
3288
Eurizon SLJ Capital
London,
| USD 267 M | -USD 4.65 M | -2% | 6.93% | – | 188 | 13.83% | 0.6 |
|
| 3289 |
3289
MYeCFO
La Jolla,
California
| USD 266 M | +USD 1.33 M | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|
| 3290 |
3290
Southern Capital Advisors
Jackson,
Tennessee
| USD 266 M | +USD 26.7 M | +11% | 0.01% | 66.8% | 89 | 6.74% | 2.9 |
|
| 3291 |
3291
Altus Wealth Group
Colorado Springs,
Colorado
| USD 266 M | -USD 10.9 M | -4% | 1.39% | 76.7% | 158 | 8.86% | 3.3 |
|
| 3292 |
3292
Ballentine Capital Advisors
Greenville,
South Carolina
| USD 266 M | +USD 491 k | +0.2% | 0.94% | 48.8% | 27 | 7.41% | 2.4 |
|
| 3293 |
AAG
3293
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 266 M | -USD 4.9 M | -2% | 1.13% | 46% | 15 | 6.67% | 4 |
|
| 3294 |
3294
Horizon Financial Services
Winston Salem,
North Carolina
| USD 266 M | +USD 4.74 M | +2% | 1.11% | 42.6% | 698 | 28.65% | 1.2 |
|
| 3295 |
3295
Mach-1 Financial Group
Rogers,
Arkansas
| USD 265 M | +USD 7.32 M | +3% | 1.01% | 85.3% | 152 | 32.89% | 1 |
|
| 3296 |
WFA
3296
WMG Financial Advisors
Knoxville,
Tennessee
| USD 265 M | USD 0 | 0% | 0% | 73.8% | 105 | 0% | 2.7 |
|
| 3297 |
3297
Exeter Financial
Scottsdale,
Arizona
| USD 265 M | +USD 3.85 M | +1% | 2.83% | 59.1% | 106 | 10.38% | 6.1 |
|
| 3298 |
3298
Yoder Wealth Management
Walnut Creek,
California
| USD 265 M | +USD 9.18 M | +4% | 1.62% | 69.3% | 138 | 8.7% | 2.4 |
|
| 3299 |
3299
Cambridge Capital Management
O'fallon,
Illinois
| USD 265 M | +USD 1.58 M | +0.6% | 1.32% | 55.9% | 48 | 6.25% | 2.2 |
|
| 3300 |
3300
Cherokee Insurance
Sterling Heights,
Michigan
| USD 264 M | +USD 5.28 M | +2% | 3.48% | – | 132 | 8.33% | 1.5 |
|