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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3626 |
3626
Tower Trust & Investment Company
Davenport,
Iowa
| USD 174 M | +USD 9.45 M | +6% | 5.41% | – | 260 | 21.54% | 1.3 |
|
| 3627 |
3627
Shum Financial Group
Alameda,
California
| USD 174 M | +USD 8.26 M | +5% | 3.2% | – | 113 | 8.85% | 1.5 |
|
| 3628 |
3628
Networth Advisors
Canonsburg,
Pennsylvania
| USD 174 M | +USD 1.98 M | +1% | 0.76% | – | 416 | 12.98% | 0.6 |
|
| 3629 |
3629
Evolution Wealth Management
Fort Myers,
Florida
| USD 174 M | +USD 3.83 M | +2% | 0.46% | – | 1,074 | 26.72% | 0.8 |
|
| 3630 |
3630
Ridgeline Wealth Planning
Centerville,
Ohio
| USD 174 M | +USD 16.1 M | +10% | 0.19% | – | 55 | 5.45% | 1.3 |
|
| 3631 |
3631
Income Insurance Ltd
Singapore,
| USD 174 M | +USD 6 M | +4% | 6.03% | – | 194 | 11.86% | 0.7 |
|
| 3632 |
3632
Grantvest Financial Group
Matawan,
New Jersey
| USD 174 M | +USD 1.17 M | +0.7% | 0.13% | – | 200 | 10.5% | 1.2 |
|
| 3633 |
3633
Wright Wealth
Atlanta,
Georgia
| USD 174 M | +USD 7.06 M | +4% | 0.97% | – | 57 | 15.79% | 0.7 |
|
| 3634 |
3634
Kestrel Investment Management
San Mateo,
California
| USD 173 M | -USD 10.3 M | -6% | 4.97% | 99.8% | 43 | 16.28% | 1.9 |
|
| 3635 |
3635
Vannoy Advisory Group
Austin,
Texas
| USD 173 M | -USD 3.75 M | -2% | 1.13% | 52.5% | 30 | 6.67% | 2.5 |
|
| 3636 |
AMAL
3636
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| USD 173 M | -USD 7.7 M | -4% | 1.73% | 125% | 17 | 0% | 5.8 |
|
| 3637 |
6SA
3637
6th Street Advisors
Daphne,
Alabama
| USD 173 M | -USD 1.01 M | -0.6% | 0.35% | – | 66 | 15.15% | 0.4 |
|
| 3638 |
3638
Invariant Investment Management
Camp Hill,
Pennsylvania
| USD 173 M | +USD 2.42 M | +1% | 1.01% | – | 75 | 17.33% | 0.7 |
|
| 3639 |
AIFAIM
3639
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| USD 173 M | -USD 239 k | -0.1% | 0.72% | 79.1% | 161 | 3.11% | 3.8 |
|
| 3640 |
3640
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| USD 173 M | +USD 10.7 M | +7% | 0.03% | 75.6% | 62 | 11.29% | 3.1 |
|
| 3641 |
3641
Sterling Manor Financial
Saratoga Springs,
New York
| USD 173 M | – | – | 1.46% | – | 37 | – | 2.1 |
|
| 3642 |
3642
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 173 M | +USD 8.73 M | +5% | 2.77% | – | 68 | 29.41% | 1 |
|
| 3643 |
3643
Ellerson Group
Annapolis,
Maryland
| USD 173 M | +USD 3.36 M | +2% | 12.1% | 178% | 72 | 22.22% | 2.2 |
|
| 3644 |
3644
Guided Capital Wealth Management
Houston,
Texas
| USD 172 M | +USD 1.42 M | +0.8% | 2.62% | – | 38 | 10.53% | 1.2 |
|
| 3645 |
3645
AGH Wealth Advisors
Wichita,
Kansas
| USD 172 M | +USD 13.9 M | +9% | 3.83% | – | 139 | 16.55% | 1.3 |
|
| 3646 |
3646
Atala Financial
Calabasas,
California
| USD 172 M | +USD 7.86 M | +5% | 1.88% | – | 129 | 12.4% | 1.4 |
|
| 3647 |
3647
Cannon Advisors
Charlotte,
North Carolina
| USD 172 M | +USD 7.97 M | +5% | 0.08% | – | 127 | 41.73% | 0.9 |
|
| 3648 |
3648
Gimbal Financial
Carmel,
Indiana
| USD 172 M | +USD 9.6 M | +6% | 8.15% | – | 71 | 39.44% | 1.4 |
|
| 3649 |
3649
Stonekeep Investments
Sante Fe,
New Mexico
| USD 172 M | +USD 233 k | +0.1% | 1.47% | – | 83 | 8.43% | 1.6 |
|
| 3650 |
3650
Processus Wealth & Capital Management
Brentwood,
Tennessee
| USD 172 M | +USD 3.14 M | +2% | 6.63% | 160% | 36 | 2.78% | 2.4 |
|