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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Future Financial Wealth Management
Cincinnati,
Ohio
| USD 163 M | +USD 2.56 M | +2% | 0.96% | 65.2% | 142 | 16.9% | 3.2 |
|
| 3752 |
3752
Opulen Financial Group
Arlington,
Virginia
| USD 163 M | +USD 3.96 M | +2% | 0.27% | – | 119 | 5.04% | 1.5 |
|
| 3753 |
3753
Murphy & Mullick Capital Management
Smithtown,
New York
| USD 163 M | +USD 1.76 M | +1% | 1.91% | – | 700 | 5.29% | 1.5 |
|
| 3754 |
TF
3754
TME Financial
Huntington Beach,
California
| USD 163 M | +USD 934 k | +0.6% | 1.89% | – | 71 | 2.82% | 1.5 |
|
| 3755 |
3755
Oceanside Advisors
Mount Pleasant,
South Carolina
| USD 163 M | -USD 35.3 M | -18% | 0.48% | 52.4% | 57 | 7.02% | 2.3 |
|
| 3756 |
3756
Blue Jean Financial
Albany,
New York
| USD 163 M | +USD 19.1 M | +13% | 6.9% | – | 108 | 66.67% | 0.2 |
|
| 3757 |
3757
Bonfire Financial
Colorado Springs,
Colorado
| USD 163 M | +USD 7.14 M | +5% | 1.31% | – | 64 | 10.94% | 1.4 |
|
| 3758 |
3758
Christian Investment Advisors
New Braunfels,
Texas
| USD 163 M | -USD 6.98 M | -4% | 4.59% | – | 15 | 33.33% | 1.2 |
|
| 3759 |
3759
Sagace Wealth Management
St. Petersburg,
Florida
| USD 163 M | +USD 3.25 M | +2% | 2.41% | – | 86 | 32.56% | 1.4 |
|
| 3760 |
3760
Clark & Stuart Inc
Portland,
Maine
| USD 162 M | +USD 3.1 M | +2% | 2.03% | – | 59 | 15.25% | 1.5 |
|
| 3761 |
3761
Paladin Partners
Hartland,
Wisconsin
| USD 162 M | +USD 11.2 M | +7% | 2.39% | – | 218 | 9.63% | 0.7 |
|
| 3762 |
3762
Bosman Wealth Management
Redlands,
California
| USD 162 M | +USD 1.12 M | +0.7% | 4.87% | – | 63 | 14.29% | 0.8 |
|
| 3763 |
3763
S&A Financial Services
Overland Park,
Kansas
| USD 162 M | -USD 1.63 M | -1% | 0.37% | – | 90 | 4.44% | 0.5 |
|
| 3764 |
3764
Reyes Financial Architecture
San Diego,
California
| USD 162 M | -USD 16.4 M | -9% | 2.54% | – | 579 | 50.43% | 0.7 |
|
| 3765 |
3765
Sun Group Wealth Partners
Irvine,
California
| USD 162 M | +USD 15.5 M | +11% | 8.28% | – | 92 | 17.39% | 0.5 |
|
| 3766 |
3766
Sierra Ocean
Ripon,
California
| USD 162 M | +USD 17.5 M | +12% | 1.28% | – | 84 | 27.38% | 1.2 |
|
| 3767 |
3767
AMG Asset Management Group
Cartersville,
Georgia
| USD 162 M | +USD 2.22 M | +1% | 2.34% | – | 113 | 25.66% | 0.4 |
|
| 3768 |
3768
Hegarty Advisors
Garden City,
New York
| USD 162 M | +USD 16.5 M | +11% | 0.28% | – | 70 | 12.86% | 0.6 |
|
| 3769 |
3769
Aureum Wealth Management
North Palm Beach,
Florida
| USD 162 M | +USD 477 k | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 3770 |
3770
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 162 M | +USD 2.09 M | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 3771 |
3771
Argyle Capital Partners
Los Angeles,
California
| USD 162 M | +USD 2.9 M | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 3772 |
3772
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 162 M | +USD 20.1 M | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 3773 |
3773
Exchange Bank
Santa Rosa,
California
| USD 162 M | +USD 955 k | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 3774 |
3774
Michels Family Financial
Fort Worth,
Texas
| USD 162 M | +USD 5.58 M | +4% | 1.81% | – | 159 | 10.06% | 1.4 |
|
| 3775 |
3775
Gibson Wealth Advisors
Tyler,
Texas
| USD 162 M | +USD 1.2 M | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|