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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Pillar Financial Advisors
Louisville,
Kentucky
| USD 183 M | -USD 8.36 M | -4% | 0.9% | – | 125 | 19.2% | 1.5 |
|
| 3527 |
3527
Robinson Value Management
San Antonio,
Texas
| USD 183 M | -USD 4.09 M | -2% | 1.82% | 79.3% | 82 | 14.63% | 3.4 |
|
| 3528 |
3528
DecisionMap Wealth Management
Great Falls,
Virginia
| USD 183 M | +USD 3.9 M | +2% | 2.33% | – | 147 | 6.8% | 1.4 |
|
| 3529 |
3529
Fee-Only Financial Planning
Okatie,
South Carolina
| USD 182 M | -USD 4.27 M | -2% | 0.09% | 72.6% | 45 | 4.44% | 3.1 |
|
| 3530 |
3530
Forbes Financial Planning
East Greenwich,
Rhode Island
| USD 182 M | -USD 4.12 M | -2% | 0.62% | 52.3% | 39 | 5.13% | 2.7 |
|
| 3531 |
3531
Hudson Canyon Capital Management
New York
| USD 182 M | -USD 4.71 M | -3% | 5.82% | 182% | 52 | 5.77% | 3.4 |
|
| 3532 |
3532
Ridgepath Capital Management
Knoxville,
Tennessee
| USD 182 M | -USD 44.4 M | -20% | 0.45% | 73.5% | 62 | 17.74% | 1.7 |
|
| 3533 |
GA
3533
Gagnon Advisors
New York
| USD 182 M | +USD 24.8 M | +16% | 22.9% | 214% | 26 | 19.23% | 4.7 |
|
| 3534 |
3534
Innealta Capital
Austin,
Texas
| USD 182 M | -USD 5.4 M | -3% | 0.16% | 69.8% | 101 | 34.65% | 2.5 |
|
| 3535 |
3535
TLW Wealth Management
Indian Rocks Beach,
Florida
| USD 182 M | +USD 5.13 M | +3% | 3.75% | 98.3% | 23 | 13.04% | 4.3 |
|
| 3536 |
3536
Andrews Lucia Wealth Management
Danville,
California
| USD 182 M | -USD 9.46 M | -5% | 0.33% | 64% | 40 | 17.5% | 3 |
|
| 3537 |
3537
BNB Wealth Management
Silver Spring,
Maryland
| USD 182 M | -USD 1.31 M | -0.7% | 0.25% | – | 100 | 12% | 0.7 |
|
| 3538 |
3538
Brewster Financial Planning
Brooklyn,
New York
| USD 181 M | -USD 644 k | -0.4% | 1.83% | 44.3% | 31 | 3.23% | 2.8 |
|
| 3539 |
3539
Addis & Hill
Wayne,
Pennsylvania
| USD 181 M | USD 0 | 0% | 0.58% | 65.1% | 29 | 0% | 2.3 |
|
| 3540 |
3540
Ledgewood Wealth Advisors
Exeter,
New Hampshire
| USD 181 M | -USD 6.88 M | -4% | 1.43% | 42.8% | 79 | 10.13% | 2.2 |
|
| 3541 |
3541
TI-Trust
Quincy,
Illinois
| USD 181 M | -USD 4.64 M | -2% | 2.03% | 88.8% | 135 | 2.96% | 4.9 |
|
| 3542 |
3542
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 181 M | +USD 4.4 M | +2% | 1.68% | 58.2% | 144 | 7.64% | 2.1 |
|
| 3543 |
3543
Columbia Advisory Partners
Spokane,
Washington
| USD 181 M | -USD 112 k | -0.1% | 1.06% | 69.7% | 121 | 25.62% | 1.8 |
|
| 3544 |
3544
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 181 M | -USD 556 k | -0.3% | 1.01% | 59.6% | 23 | 4.35% | 1.6 |
|
| 3545 |
3545
Gaddis Premier Wealth Advisors
Durant,
Oklahoma
| USD 181 M | +USD 16.4 M | +10% | 0.01% | – | 117 | 21.37% | 0.5 |
|
| 3546 |
3546
WealthTrust Asset Management
Destin,
Florida
| USD 181 M | -USD 3.79 M | -2% | 1.1% | 102% | 121 | 20.66% | 2 |
|
| 3547 |
3547
Canandaigua National Trust of Florida
Canandaigua,
New York
| USD 181 M | – | – | 1.65% | – | 143 | – | 1.2 |
|
| 3548 |
3548
Madrid Financial Services
Manhattan Beach,
California
| USD 181 M | -USD 8.13 M | -4% | 1.65% | – | 29 | 24.14% | 1 |
|
| 3549 |
3549
Holcombe Financial
Atlanta,
Georgia
| USD 181 M | +USD 3.7 M | +2% | 3.3% | – | 53 | 7.55% | 1.3 |
|
| 3550 |
WFG
3550
Wormser Freres Gestion
Paris,
France
| USD 181 M | +USD 3.74 M | +2% | 6.05% | 67.4% | 74 | 14.86% | 1.4 |
|