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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
MPPHD
4001
Maloon Powers Pitre Higgins & Dennehy
San Ramon,
California
| USD 317 M | +USD 26 M | +9% | 3.73% | – | 159 | 13.21% | 0.2 |
|
| 4002 |
4002
Glass Wealth Management
San Antonio,
Texas
| USD 317 M | +USD 18.2 M | +6% | 3.96% | – | 75 | 13.33% | 1.8 |
|
| 4003 |
4003
Financial Council
Towson,
Maryland
| USD 317 M | +USD 8.33 M | +3% | 0.58% | 88.6% | 112 | 7.14% | 2.8 |
|
| 4004 |
4004
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 317 M | +USD 8.82 M | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|
| 4005 |
4005
Leisure Capital Management
Costa Mesa,
California
| USD 316 M | -USD 4.11 M | -1% | 3.43% | 111% | 166 | 9.04% | 5.3 |
|
| 4006 |
4006
Mills Wealth Advisors
Southlake,
Texas
| USD 316 M | -USD 1.43 M | -0.5% | 1.64% | 37.9% | 81 | 9.88% | 1.9 |
|
| 4007 |
BVC
4007
Bright Valley Capital
Hong Kong
| USD 316 M | -USD 310 M | -50% | 3.84% | 732% | 24 | 70.83% | 0.7 |
|
| 4008 |
4008
Strive Financial Group
Carmel,
Indiana
| USD 316 M | +USD 85.9 M | +37% | 2.36% | – | 1,303 | 36.68% | 0.4 |
|
| 4009 |
4009
RBA Wealth Management
Newport Beach,
California
| USD 316 M | +USD 43.3 M | +16% | 4.88% | 91% | 123 | 38.21% | 2.2 |
|
| 4010 |
RIS
4010
Richmond Investment Services
Mequon,
Wisconsin
| USD 316 M | -USD 304 k | -0.1% | 0.55% | – | 158 | 15.19% | 1.3 |
|
| 4011 |
4011
OneAscent Wealth Management
Birmingham,
Alabama
| USD 315 M | -USD 20.1 M | -6% | 1.03% | 54.1% | 182 | 24.18% | 1.9 |
|
| 4012 |
4012
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 315 M | +USD 3.32 M | +1% | 0.54% | 47% | 32 | 18.75% | 2.8 |
|
| 4013 |
4013
Trinity Wealth Management
Berwyn,
Pennsylvania
| USD 315 M | +USD 241 k | +0.1% | 0.78% | 56.7% | 94 | 24.47% | 2.5 |
|
| 4014 |
4014
Townsend Asset Management
Raleigh,
North Carolina
| USD 315 M | +USD 3.49 M | +1% | 2.72% | 88.5% | 201 | 9.45% | 4.6 |
|
| 4015 |
4015
LCNB Corp
Lebanon,
Ohio
| USD 315 M | -USD 10.7 M | -3% | 1.46% | 83.1% | 193 | 12.44% | 6.1 |
|
| 4016 |
FCT
4016
Family Capital Trust
Peabody,
Massachusetts
| USD 315 M | +USD 7.91 M | +3% | 4.2% | 39.1% | 83 | 0% | 4.9 |
|
| 4017 |
4017
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 315 M | +USD 936 k | +0.3% | 0.55% | 61.2% | 202 | 16.83% | 2.2 |
|
| 4018 |
4018
Shore Point Advisors
Brielle,
New Jersey
| USD 315 M | +USD 22.8 M | +8% | 1.04% | 54.6% | 86 | 11.63% | 2.7 |
|
| 4019 |
4019
Weinberger Asset Management
Los Angeles,
California
| USD 315 M | +USD 3.15 M | +1% | 0.97% | 89.6% | 104 | 3.85% | 3.2 |
|
| 4020 |
4020
Axiom Financial Strategies
New Albany,
Indiana
| USD 315 M | -USD 4.26 M | -1% | 0.63% | 59.8% | 35 | 5.71% | 1.3 |
|
| 4021 |
4021
Allred Capital Management
Dallas,
Texas
| USD 315 M | +USD 10 M | +3% | 4.09% | 85.2% | 166 | 4.22% | 5.4 |
|
| 4022 |
GLWAL
4022
GER Loftin Wealth Advisors LLC
Johns Creek,
Georgia
| USD 314 M | – | – | 3.85% | – | 67 | – | 0 |
|
| 4023 |
4023
Theory Financial
Fort Collins,
Colorado
| USD 314 M | -USD 2.94 M | -0.9% | 0.8% | 58.3% | 106 | 9.43% | 2.1 |
|
| 4024 |
NAH
4024
Neumann Advisory (HK)
Central,
Hong Kong
| USD 314 M | -USD 41.6 M | -12% | 10.1% | 77.3% | 6 | 16.67% | 7 |
|
| 4025 |
4025
Wallace Foundation
New York
| USD 314 M | +USD 87.4 M | +39% | 17.2% | – | 2 | 100% | 0 |
|