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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, 7,143 fondos (~80%) 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
Seaside Wealth Management
Carlsbad,
California
| USD 408 M | +USD 3.64 M | +0.9% | 0.38% | 58.1% | 75 | 8% | 2.8 |
|
| 3402 |
3402
DMKC Advisory Services
Des Moines,
Iowa
| USD 407 M | -USD 122 M | -23% | 0.26% | – | 100 | 30% | 1.3 |
|
| 3403 |
3403
HTG Investment Advisors
New Canaan,
Connecticut
| USD 407 M | +USD 17 M | +4% | 0.31% | 62.9% | 93 | 8.6% | 2.4 |
|
| 3404 |
3404
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 407 M | -USD 3.26 M | -0.8% | 0.17% | 58.8% | 317 | 9.15% | 3.4 |
|
| 3405 |
3405
Pier 88 Investment Partners
San Francisco,
California
| USD 407 M | -USD 13.8 M | -3% | 2.19% | 40.3% | 121 | 25.62% | 1.5 |
|
| 3406 |
3406
Argent Advisors
Monroe,
Louisiana
| USD 406 M | +USD 6.68 M | +2% | 1.68% | 71% | 195 | 11.28% | 3.9 |
|
| 3407 |
AFS
3407
Aft Forsyth & Sober
Valrico,
Florida
| USD 406 M | +USD 86.3 M | +27% | 5.46% | 107% | 65 | 7.69% | 4.8 |
|
| 3408 |
3408
Prospera Capital Management
Gilbert,
Arizona
| USD 406 M | +USD 86.5 M | +27% | 0.03% | – | 77 | 20.78% | 0.9 |
|
| 3409 |
3409
Fischer Financial Services
Harrisburg,
Pennsylvania
| USD 406 M | +USD 8.14 M | +2% | 3.67% | – | 65 | 6.15% | 1.5 |
|
| 3410 |
3410
Tucker Asset Management
Littleton,
Colorado
| USD 406 M | +USD 975 k | +0.2% | 1.92% | 71.6% | 454 | 63.44% | 2.1 |
|
| 3411 |
HCM
3411
Hudson Capital Management
Ramsey,
New Jersey
| USD 405 M | -USD 8.2 M | -2% | 1.11% | 66.8% | 81 | 12.35% | 4.2 |
|
| 3412 |
3412
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| USD 405 M | +USD 16.6 M | +4% | 0.37% | 67.9% | 87 | 5.75% | 3.8 |
|
| 3413 |
3413
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 405 M | +USD 568 k | +0.1% | 1.01% | 81% | 99 | 1.01% | 6.9 |
|
| 3414 |
3414
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 405 M | +USD 1.31 M | +0.3% | 0.63% | 65.4% | 106 | 6.6% | 2.8 |
|
| 3415 |
3415
Xcel Wealth Management
Holly Hill,
Florida
| USD 404 M | -USD 14.8 M | -4% | 2.23% | 98.8% | 146 | 8.22% | 3.8 |
|
| 3416 |
3416
Winmill & Co
Walpole,
New Hampshire
| USD 404 M | -USD 47.6 M | -11% | 3.54% | 160% | 56 | 8.93% | 3.9 |
|
| 3417 |
3417
Revisor Wealth Management
Akron,
Ohio
| USD 404 M | -USD 12.1 M | -3% | 2.18% | 72% | 403 | 18.36% | 1.5 |
|
| 3418 |
3418
Denver Wealth Management
Denver,
Colorado
| USD 404 M | +USD 54.8 M | +16% | 0.01% | 70.3% | 117 | 15.38% | 2.7 |
|
| 3419 |
3419
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 404 M | +USD 4.89 M | +1% | 0.22% | 40.3% | 195 | 8.72% | 3.3 |
|
| 3420 |
DTL
3420
Dynamic Technology Lab
Singapore
| USD 404 M | -USD 43.5 M | -10% | 2.02% | 30.8% | 933 | 71.28% | 0.2 |
|
| 3421 |
3421
Keystone Financial Planning
Cleveland,
Ohio
| USD 404 M | +USD 15.9 M | +4% | 3.95% | 46% | 40 | 5% | 7.2 |
|
| 3422 |
3422
JPL Wealth Management
Highlands Ranch,
Colorado
| USD 404 M | -USD 100 M | -20% | 0.64% | – | 2,036 | 27.01% | 0.5 |
|
| 3423 |
3423
Crown Wealth Group
Charlotte,
North Carolina
| USD 404 M | +USD 10.5 M | +3% | 3.69% | 98.2% | 162 | 16.05% | 2 |
|
| 3424 |
SC
3424
Saybrook Capital
Winston Salem,
North Carolina
| USD 403 M | +USD 3.81 M | +1% | 2.01% | 72.5% | 43 | 2.33% | 9.3 |
|
| 3425 |
3425
Ogorek Anthony Joseph
Williamsville,
New York
| USD 403 M | +USD 390 k | +0.1% | 0.45% | 66.3% | 748 | 10.43% | 2.8 |
|