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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Center for Wealth Management Advisory
Milford,
Ohio
| USD 161 M | +USD 1.96 M | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 3777 |
3777
Mendota Financial Group
Madison,
Wisconsin
| USD 161 M | -USD 127 k | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 3778 |
3778
Porter White Investment Advisors
Birmingham,
Alabama
| USD 161 M | -USD 98.5 M | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 3779 |
3779
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 161 M | +USD 3.42 M | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 3780 |
KFO
3780
Kopp Family Office
Bloomington,
Minnesota
| USD 161 M | -USD 2.39 M | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 3781 |
3781
Blue Capital Inc
Omaha,
Nebraska
| USD 161 M | +USD 3.2 M | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 3782 |
3782
ADG Wealth Management Group
Metairie,
Louisiana
| USD 161 M | +USD 3.16 M | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 3783 |
3783
Arbor Wealth Advisors
Troy,
Michigan
| USD 161 M | -USD 2.99 M | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 3784 |
3784
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 160 M | -USD 1.06 M | -0.7% | 0.48% | 71.4% | 724 | 8.43% | 2 |
|
| 3785 |
3785
Horizons Wealth Management
Asheville,
North Carolina
| USD 160 M | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 3786 |
3786
Cultivar Capital
Denton,
Texas
| USD 160 M | +USD 4.95 M | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 3787 |
CCP
3787
Crocodile Capital Partners
Ursensollen,
Germany
| USD 160 M | +USD 13.1 M | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
| 3788 |
3788
Lauer Wealth
Valparaiso,
Indiana
| USD 160 M | -USD 6.49 M | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
| 3789 |
FFG
3789
Floyd Financial Group
Springfield,
Missouri
| USD 160 M | +USD 6.74 M | +4% | 2.8% | – | 66 | 7.58% | 1.4 |
|
| 3790 |
3790
Fairway Financial
Casselberry,
Florida
| USD 160 M | +USD 13.6 M | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
| 3791 |
WSA
3791
Warm Springs Advisors
Larkspur,
California
| USD 160 M | +USD 15.2 M | +10% | 4.93% | – | 51 | 27.45% | 1.4 |
|
| 3792 |
3792
Collaborative Capital Advisors
New York
| USD 160 M | +USD 1.27 M | +0.8% | 3.13% | – | 90 | 21.11% | 0.2 |
|
| 3793 |
3793
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 159 M | +USD 6.22 M | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
| 3794 |
3794
Accordant Advisory Group
Annapolis,
Maryland
| USD 159 M | +USD 11.2 M | +8% | 8.09% | – | 254 | 6.3% | 1.2 |
|
| 3795 |
3795
S.R. Schill & Associates
Mercer Island,
Washington
| USD 159 M | -USD 6.24 M | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|
| 3796 |
3796
Goldenstone Wealth Management
El Dorado Hills,
California
| USD 159 M | +USD 6.43 M | +4% | 2.93% | – | 82 | 8.54% | 0.7 |
|
| 3797 |
3797
Seed Wealth Management
Evanston,
Illinois
| USD 159 M | +USD 1.27 M | +0.8% | 0.75% | 62% | 102 | 21.57% | 2.8 |
|
| 3798 |
3798
Krane Financial Solutions
Calabasas,
California
| USD 159 M | -USD 3.42 M | -2% | 0.51% | – | 56 | 10.71% | 0.5 |
|
| 3799 |
BTC
3799
Bank & Trust Company
Litchfield,
Illinois
| USD 159 M | +USD 573 k | +0.4% | 4% | – | 309 | 2.27% | 2 |
|
| 3800 |
3800
Verus Wealth Management
De Pere,
Wisconsin
| USD 159 M | +USD 37.5 M | +31% | 0.95% | – | 74 | 39.19% | 1.1 |
|