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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, 4,019 fondos (~45%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
NewCorp Financial Services
Alpharetta,
Georgia
| USD 132 M | +USD 1.33 M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 3552 |
3552
CDKV Holdings
Denver,
Colorado
| USD 132 M | +USD 3.99 M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 3553 |
3553
Paragon Capital Management (Utah)
Provo,
Utah
| USD 132 M | -USD 3.06 M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 3554 |
MCFP
3554
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| USD 132 M | +USD 3 M | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 3555 |
3555
Miller Financial Services
Marshall,
Michigan
| USD 132 M | +USD 7.63 M | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 3556 |
3556
Nightview Capital
Austin,
Texas
| USD 132 M | -USD 1.84 M | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 3557 |
3557
Vision Financial Markets
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 0.45% | – | 439 | 17.77% | 1.4 |
|
| 3558 |
3558
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 131 M | +USD 2.66 M | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 3559 |
TWM
3559
Todd Wealth Management
Venice,
Florida
| USD 131 M | -USD 895 k | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 3560 |
3560
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 131 M | -USD 3.05 M | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 3561 |
SF
3561
Schaeffer Financial
Rockville,
Maryland
| USD 131 M | +USD 1.7 M | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 3562 |
3562
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 131 M | +USD 7.36 M | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 3563 |
3563
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| USD 131 M | +USD 3.16 M | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 3564 |
3564
Virtus Family Office
El Paso,
Texas
| USD 131 M | +USD 4.39 M | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 3565 |
3565
First Financial Group
Raleigh,
North Carolina
| USD 131 M | -USD 7.48 M | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 3566 |
3566
Haven Capital Group
Westlake Village,
California
| USD 131 M | +USD 6.31 M | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 3567 |
3567
City Center Advisors LLC
Troy,
Michigan
| USD 131 M | +USD 7.28 M | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 3568 |
3568
Kennon-Green & Company
New Albany,
Ohio
| USD 131 M | +USD 2.28 M | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 3569 |
3569
Roxbury Financial
Mount Arlington,
New Jersey
| USD 130 M | +USD 3.89 M | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 3570 |
3570
Paller Financial Services
Centennial,
Colorado
| USD 130 M | -USD 3.46 M | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 3571 |
3571
Benchmark Financial
Wilmington,
Delaware
| USD 130 M | +USD 7.48 M | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 3572 |
3572
Freestate Advisors
Overland Park,
Kansas
| USD 130 M | -USD 3.88 M | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 3573 |
3573
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| USD 130 M | +USD 335 k | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 3574 |
3574
O'Domhnaill Enterprises
Cody,
Wyoming
| USD 130 M | +USD 4.72 M | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 3575 |
3575
Grand Central Investment Group
Tampa,
Florida
| USD 130 M | +USD 10.2 M | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|