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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Councilmark Asset Management
Knoxville,
Tennessee
| USD 194 M | +USD 5.58 M | +3% | 4.76% | – | 89 | 7.87% | 2.1 |
|
| 3402 |
3402
Elevate Wealth Advisory
Athens,
Georgia
| USD 194 M | +USD 19.3 M | +11% | 0.04% | 49.5% | 140 | 12.86% | 2.1 |
|
| 3403 |
3403
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 194 M | +USD 3.13 M | +2% | 0.41% | – | 50 | 6% | 1.4 |
|
| 3404 |
3404
Financial Designs
Claremont,
California
| USD 194 M | +USD 7.65 M | +4% | 1.84% | 49% | 42 | 9.52% | 1.4 |
|
| 3405 |
3405
Quantum Financial Partners
Overland Park,
Kansas
| USD 194 M | -USD 1.5 M | -0.8% | 1.53% | – | 169 | 19.53% | 0.2 |
|
| 3406 |
3406
Lakewood Asset Management
Naperville,
Illinois
| USD 194 M | +USD 11.7 M | +6% | 1.65% | 69.3% | 114 | 9.65% | 2.9 |
|
| 3407 |
3407
IMG Wealth Management
Jacksonville,
Florida
| USD 194 M | +USD 14.4 M | +8% | 1.16% | – | 665 | 11.88% | 1 |
|
| 3408 |
NWM
3408
Navigoe Wealth Management
Redondo Beach,
California
| USD 194 M | +USD 2.6 M | +1% | 0.4% | – | 1,240 | 69.6% | 0.9 |
|
| 3409 |
3409
Bayshore Capital Advisors
Tampa,
Florida
| USD 194 M | -USD 20.4 M | -10% | 5.86% | – | 48 | 18.75% | 0.6 |
|
| 3410 |
3410
Invera Wealth Advisors
Bend,
Oregon
| USD 194 M | +USD 7.26 M | +4% | 1.03% | 102% | 136 | 3.68% | 1.3 |
|
| 3411 |
3411
Adirondack Capital Advisors
Syracuse,
New York
| USD 194 M | +USD 7.22 M | +4% | 0.48% | – | 45 | 0% | 0.7 |
|
| 3412 |
3412
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| USD 194 M | +USD 5.69 M | +3% | 4.23% | – | 93 | 7.53% | 1.5 |
|
| 3413 |
3413
Rydar Equities
Weatherford,
Texas
| USD 194 M | +USD 16 M | +9% | 4.43% | – | 441 | 75.96% | 0.2 |
|
| 3414 |
3414
Integrity Wealth Advisors
Ventura,
California
| USD 193 M | – | – | 2.29% | – | 77 | – | 1.1 |
|
| 3415 |
3415
Ehrlich Financial Group
Laguna Niguel,
California
| USD 193 M | -USD 1.11 M | -0.6% | 0.29% | 56.2% | 132 | 18.94% | 1.6 |
|
| 3416 |
MAM
3416
Maytree Asset Management
Hong Kong
| USD 193 M | +USD 39.2 M | +25% | 1.1% | 441% | 48 | 68.75% | 0.4 |
|
| 3417 |
3417
Ables Iannone Moore & Associates
Savannah,
Georgia
| USD 193 M | +USD 5.19 M | +3% | 4.97% | 116% | 66 | 10.61% | 2.2 |
|
| 3418 |
3418
Rayburn West Financial Services
Nashville,
Tennessee
| USD 193 M | +USD 11.4 M | +6% | 3.93% | – | 87 | 10.34% | 0.7 |
|
| 3419 |
3419
Stone Loft Wealth Management
West Chester,
Pennsylvania
| USD 193 M | +USD 17 M | +10% | 1% | – | 31 | 6.45% | 0.7 |
|
| 3420 |
3420
Upper Left Wealth Management
Tampa,
Florida
| USD 193 M | +USD 12.3 M | +7% | 2.4% | 52.7% | 79 | 21.52% | 3.2 |
|
| 3421 |
3421
Martin Capital Advisors
San Antonio,
Texas
| USD 193 M | +USD 1.92 M | +1% | 3.66% | 140% | 78 | 5.13% | 3.7 |
|
| 3422 |
SA
3422
Sunesis Advisors
Overland Park,
Kansas
| USD 193 M | -USD 49.3 M | -20% | 1.67% | – | 71 | 81.69% | 2.6 |
|
| 3423 |
3423
Clark Wealth Partners
O'fallon,
Illinois
| USD 193 M | +USD 15.5 M | +9% | 0.78% | – | 1,076 | 48.61% | 0.7 |
|
| 3424 |
3424
ROI Financial Advisors
Beaverton,
Oregon
| USD 193 M | -USD 730 k | -0.4% | 2.39% | 165% | 74 | 8.11% | 2 |
|
| 3425 |
MBWA
3425
Marin Bay Wealth Advisors
San Anselmo,
California
| USD 192 M | +USD 6.21 M | +3% | 4.4% | – | 138 | 11.59% | 0.6 |
|