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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Avaii Wealth Management
Appleton,
Wisconsin
| USD 348 M | +USD 7.67 M | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 3752 |
3752
Dorval Corp
Maple Grove,
Minnesota
| USD 348 M | +USD 403 k | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 3753 |
3753
Warner Financial
Bethesda,
Maryland
| USD 348 M | +USD 7.78 M | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 3754 |
3754
Slagle Financial
Edwardsville,
Illinois
| USD 348 M | +USD 14 M | +4% | 2.71% | 88.4% | 133 | 7.52% | 2 |
|
| 3755 |
VST
3755
Van Strum & Towne
San Francisco,
California
| USD 348 M | -USD 19 M | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 3756 |
3756
N10 Wealth
Greenwich,
Connecticut
| USD 348 M | +USD 65.7 M | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 3757 |
3757
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 347 M | -USD 22.9 M | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 3758 |
3758
JVL Associates
Wyoming,
Michigan
| USD 347 M | -USD 5.06 M | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 3759 |
3759
Permit Capital
West Conshohocken,
Pennsylvania
| USD 347 M | -USD 10.1 M | -3% | 0.26% | 140% | 21 | 4.76% | 5.1 |
|
| 3760 |
3760
Weybosset Research & Management
Province,
Rhode Island
| USD 347 M | -USD 33.7 M | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 3761 |
3761
National Wealth Management Group
Cincinnati,
Ohio
| USD 347 M | +USD 23.7 M | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|
| 3762 |
3762
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 347 M | -USD 13 M | -4% | 7.16% | 354% | 176 | 43.18% | 0.7 |
|
| 3763 |
3763
First United Bank & Trust
Oakland,
Maryland
| USD 347 M | -USD 813 k | -0.2% | 1.85% | 78% | 427 | 6.09% | 4.3 |
|
| 3764 |
3764
Hixon Zuercher
Findlay,
Ohio
| USD 347 M | +USD 5.96 M | +2% | 3.39% | 101% | 95 | 10.53% | 3.5 |
|
| 3765 |
3765
Spectrum Asset Management (California)
Newport Beach,
California
| USD 346 M | -USD 14.1 M | -4% | 1.8% | 68.3% | 126 | 18.25% | 3.6 |
|
| 3766 |
3766
Chaney Capital Management
Lynnwood,
Washington
| USD 346 M | +USD 28.2 M | +9% | 1.95% | 80.9% | 53 | 20.75% | 1.8 |
|
| 3767 |
3767
MTM Investment Management
Spartanburg,
South Carolina
| USD 346 M | -USD 4.28 M | -1% | 0.96% | 87.7% | 724 | 4.7% | 2.4 |
|
| 3768 |
3768
Members Advisory Group
Williamsville,
New York
| USD 346 M | -USD 12.3 M | -3% | 2.63% | 74.9% | 46 | 15.22% | 1.3 |
|
| 3769 |
3769
PL Capital Advisors
Naples,
Florida
| USD 346 M | -USD 13.8 M | -4% | 5.09% | 86.4% | 34 | 14.71% | 3.5 |
|
| 3770 |
AG
3770
ASO Group
Road Town,
| USD 346 M | +USD 110 M | +47% | 0.44% | – | 68 | 22.06% | 0.6 |
|
| 3771 |
3771
Canopy Partners
Cincinnati,
Ohio
| USD 346 M | +USD 13.4 M | +4% | 4.04% | 108% | 274 | 20.44% | 2 |
|
| 3772 |
3772
Forza Wealth Management
Sarasota,
Florida
| USD 346 M | +USD 19.7 M | +6% | 0.8% | 69.8% | 200 | 6% | 2.9 |
|
| 3773 |
3773
Pecaut & Co
Sioux City,
Iowa
| USD 346 M | +USD 17.4 M | +5% | 1.99% | 62.8% | 70 | 8.57% | 5.1 |
|
| 3774 |
3774
Greenfield Seitz Capital Management
Dallas,
Texas
| USD 346 M | +USD 9.8 M | +3% | 5.89% | 88.5% | 120 | 17.5% | 2.1 |
|
| 3775 |
JPLA
3775
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 346 M | +USD 13 M | +4% | 1.52% | 84% | 201 | 9.95% | 3.6 |
|