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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Courage Miller Partners
Norfolk,
Virginia
| USD 379 M | -USD 136 k | -0% | 0.99% | 43.5% | 95 | 9.47% | 8 |
|
| 3552 |
3552
CJM Wealth Advisers
Falls Church,
Virginia
| USD 379 M | -USD 2.03 M | -0.5% | 0.2% | 76.8% | 85 | 9.41% | 3.1 |
|
| 3553 |
3553
Cora Capital Advisors
Marlton,
New Jersey
| USD 379 M | +USD 22.3 M | +6% | 2.81% | 80.3% | 158 | 13.92% | 2.1 |
|
| 3554 |
3554
Northcape Wealth Management
Williamsville,
New York
| USD 378 M | -USD 2.76 M | -0.7% | 1.62% | 74% | 150 | 8.67% | 3.2 |
|
| 3555 |
3555
Westbourne Investment Advisors
Annapolis,
Maryland
| USD 378 M | +USD 15.6 M | +4% | 8.24% | 107% | 126 | 6.35% | 3.8 |
|
| 3556 |
3556
Wheelhouse Advisory Group
St. Louis,
Missouri
| USD 378 M | +USD 23.8 M | +7% | 1.04% | 67.9% | 59 | 11.86% | 1.8 |
|
| 3557 |
MS
3557
Madden Securities
Dallas,
Texas
| USD 378 M | +USD 18.1 M | +5% | 4.42% | 108% | 344 | 65.99% | 1 |
|
| 3558 |
3558
Mizuho Bank
Tokyo,
Japan
| USD 378 M | -USD 89.4 M | -19% | 4.41% | 116% | 10 | 90% | 2.7 |
|
| 3559 |
3559
United Wealth Management
Charlottesville,
Virginia
| USD 378 M | -USD 66.5 M | -15% | 1.17% | – | 25 | 12% | 1.6 |
|
| 3560 |
3560
Dockside LLC
New York
| USD 378 M | -USD 49.6 M | -12% | 2.48% | – | 240 | 47.5% | 0.2 |
|
| 3561 |
3561
Darwin Wealth Management
Tampa,
Florida
| USD 378 M | +USD 12.3 M | +3% | 0.09% | 61.4% | 1,221 | 47.67% | 1.1 |
|
| 3562 |
3562
RWC Asset Advisors
Miami,
Florida
| USD 377 M | -USD 72.2 M | -16% | 9.04% | 267% | 17 | 23.53% | 2.4 |
|
| 3563 |
3563
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| USD 377 M | -USD 21.2 M | -5% | 16.2% | 40.5% | 6 | 0% | 1.6 |
|
| 3564 |
3564
Cypress Capital
Franklin,
Tennessee
| USD 377 M | +USD 7.41 M | +2% | 0.72% | 43.6% | 127 | 18.9% | 2.6 |
|
| 3565 |
3565
Seneca Financial Advisors
Rochester,
New York
| USD 377 M | -USD 7.85 M | -2% | 1.41% | 50.9% | 69 | 13.04% | 3.7 |
|
| 3566 |
3566
Orion Investment Company
St. Louis,
Missouri
| USD 377 M | +USD 34.5 M | +10% | 29.1% | – | 74 | 5.41% | 2 |
|
| 3567 |
3567
Claris Advisors
St. Louis,
Missouri
| USD 377 M | -USD 5.85 M | -2% | 0.01% | 68.9% | 78 | 7.69% | 2.8 |
|
| 3568 |
FAP
3568
Financial Advisory Partners
Winter Park,
Florida
| USD 377 M | -USD 5.61 M | -1% | 0.85% | 52.9% | 75 | 1.33% | 3.3 |
|
| 3569 |
3569
Gallatin Point Capital
Greenwich,
Connecticut
| USD 377 M | +USD 44.8 M | +13% | 8.14% | – | 3 | 0% | 1.3 |
|
| 3570 |
3570
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 377 M | -USD 12.3 M | -3% | 3.02% | 101% | 152 | 17.11% | 6 |
|
| 3571 |
3571
Narus Financial Partners
Salt Lake City,
Utah
| USD 377 M | -USD 12.4 M | -3% | 2.18% | 85.3% | 184 | 10.33% | 4.1 |
|
| 3572 |
3572
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| USD 377 M | +USD 2.35 M | +0.6% | 3.93% | 106% | 44 | 0% | 5.1 |
|
| 3573 |
3573
Kelleher Financial Advisors
New York
| USD 377 M | -USD 328 M | -47% | 2.96% | 80.3% | 884 | 51.13% | 2 |
|
| 3574 |
3574
Harbor Advisory Corp
Portsmouth,
New Hampshire
| USD 377 M | +USD 2.92 M | +0.8% | 0.13% | 69.7% | 83 | 3.61% | 4.9 |
|
| 3575 |
3575
Capital Planning
Bellevue,
Washington
| USD 376 M | +USD 32.7 M | +10% | 2.56% | 81.2% | 93 | 15.05% | 3.6 |
|