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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, 6,148 fondos (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Trevian Wealth Management
Weston,
Massachusetts
| USD 238 M | +USD 3.58 M | +2% | 1.49% | 103% | 47 | 8.51% | 1.9 |
|
| 4052 |
4052
10Elms LLP
Tulsa,
Oklahoma
| USD 238 M | +USD 1.85 M | +0.8% | 0.97% | – | 571 | 16.11% | 1.3 |
|
| 4053 |
4053
Saxony Capital Management
St. Louis,
Missouri
| USD 238 M | +USD 19.8 M | +9% | 3.06% | 90% | 215 | 24.19% | 1.3 |
|
| 4054 |
4054
Compass Capital Corp
Braintree,
Massachusetts
| USD 238 M | -USD 69.3 M | -23% | 4.09% | – | 224 | 32.59% | 1.2 |
|
| 4055 |
II
4055
Ironclad Investments
Maitland,
Florida
| USD 238 M | +USD 5.02 M | +2% | 2.16% | 78.4% | 3 | 0% | 2.8 |
|
| 4056 |
FCFC
4056
First Citizens Financial Corp
Mason City,
Iowa
| USD 238 M | -USD 1.26 M | -0.5% | 0.45% | 72.9% | 142 | 5.63% | 3.9 |
|
| 4057 |
NFL
4057
Nova Financial LLC
Tucson,
Arizona
| USD 238 M | – | – | 2.88% | – | 865 | – | 0 |
|
| 4058 |
4058
Wealth Science Advisors
Alpharetta,
Georgia
| USD 238 M | +USD 12.9 M | +6% | 0.01% | – | 98 | 19.39% | 0.6 |
|
| 4059 |
4059
Truxt Investmentos
Rio De Janeiro,
Brazil
| USD 238 M | +USD 151 M | +174% | 2.33% | – | 34 | 85.29% | 0.1 |
|
| 4060 |
4060
Collaborative Wealth Management
Lake Mary,
Florida
| USD 238 M | -USD 909 k | -0.4% | 0.47% | 46.6% | 183 | 12.57% | 3.3 |
|
| 4061 |
EV
4061
EJMK Ventures
Itasca,
Illinois
| USD 237 M | +USD 17 M | +8% | 1.75% | – | 185 | 18.38% | 0.6 |
|
| 4062 |
4062
Ardent Capital Management
Cincinnati,
Ohio
| USD 237 M | -USD 3.46 M | -1% | 3.06% | 87.2% | 49 | 38.78% | 3 |
|
| 4063 |
4063
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 237 M | +USD 521 k | +0.2% | 0.08% | 38.1% | 29 | 27.59% | 3.4 |
|
| 4064 |
4064
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 237 M | +USD 7.94 M | +3% | 2.38% | 78% | 709 | 39.92% | 1.3 |
|
| 4065 |
4065
GPM Growth Investors
Bloomfield Hills,
Michigan
| USD 237 M | -USD 2.78 M | -1% | 3.19% | – | 44 | 4.55% | 3.7 |
|
| 4066 |
AIFS
4066
A&I Financial Services
Lone Tree,
Colorado
| USD 237 M | +USD 6.9 M | +3% | 1.12% | – | 83 | 16.87% | 1.9 |
|
| 4067 |
4067
HS Management Partners
New York
| USD 236 M | -USD 54.6 M | -19% | 2.02% | 36.2% | 25 | 16% | 4.1 |
|
| 4068 |
4068
Braeburn Wealth Management
Muskegon,
Michigan
| USD 236 M | +USD 3.4 M | +1% | 2.45% | – | 122 | 38.52% | 0.5 |
|
| 4069 |
4069
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 236 M | -USD 431 k | -0.2% | 1.5% | 83.9% | 100 | 11% | 3.4 |
|
| 4070 |
4070
Signature Resources Capital Management
Newport Beach,
California
| USD 236 M | -USD 17.4 M | -7% | 0.81% | 67.8% | 1,001 | 37.46% | 1.2 |
|
| 4071 |
CWMGP
4071
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 236 M | -USD 47.5 M | -17% | 1.51% | 85.4% | 108 | 38.89% | 2.4 |
|
| 4072 |
4072
PFG Private Wealth Management
Lutz,
Florida
| USD 236 M | +USD 5.31 M | +2% | 0.44% | 52.6% | 84 | 25% | 1.7 |
|
| 4073 |
SPAS
4073
Spectrum Planning & Advisory Services
San Diego,
California
| USD 236 M | +USD 12.6 M | +6% | 0.69% | – | 142 | 18.31% | 1.7 |
|
| 4074 |
CCM
4074
Conway Capital Management
Burbank,
California
| USD 236 M | +USD 11.3 M | +5% | 6.43% | 164% | 44 | 20.45% | 3.7 |
|
| 4075 |
4075
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 236 M | +USD 24.3 M | +11% | 1.46% | – | 84 | 22.62% | 1.1 |
|