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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 135 M | -USD 1.01 M | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 4102 |
4102
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| USD 135 M | -USD 849 k | -0.6% | 0.91% | – | 36 | 13.89% | 0.6 |
|
| 4103 |
4103
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 135 M | +USD 6.06 M | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 4104 |
4104
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 135 M | -USD 13.3 M | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 4105 |
4105
BLVD Private Wealth
Prospect,
Kentucky
| USD 134 M | -USD 119 k | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 4106 |
4106
CPR Investments
Rochester,
Michigan
| USD 134 M | +USD 4.46 M | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 4107 |
4107
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 134 M | +USD 4.81 M | +4% | 3.82% | 0.74% | 3 | 0% | 3.3 |
|
| 4108 |
4108
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 134 M | +USD 28.6 M | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 4109 |
4109
Sherman Asset Management
Ventura,
California
| USD 134 M | +USD 5.37 M | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 4110 |
4110
Birchwood Financial Partners
Bloomington,
Minnesota
| USD 134 M | +USD 11.9 M | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 4111 |
4111
Trace Wealth Advisors
Los Angeles,
California
| USD 134 M | -USD 18.7 M | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 4112 |
4112
Peapod Lane Capital
Bedford Hills,
New York
| USD 134 M | -USD 14.1 M | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 4113 |
4113
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 134 M | -USD 254 k | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 4114 |
4114
Strategic Wealth Advisors
Scottsdale,
Arizona
| USD 134 M | +USD 16.9 M | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 4115 |
4115
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 134 M | -USD 422 k | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 4116 |
4116
Waystone Advisors
Redmond,
Washington
| USD 134 M | -USD 451 k | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 4117 |
4117
Harbor Asset Planning
Belmont,
Massachusetts
| USD 133 M | +USD 295 k | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 4118 |
4118
Clearview Wealth Management
Irvine,
California
| USD 133 M | -USD 22.2 M | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 4119 |
4119
Eagle Harbor Asset Management
Seattle,
Washington
| USD 133 M | +USD 5.98 M | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 4120 |
4120
Axos Invest
Las Vegas,
Nevada
| USD 133 M | -USD 3.68 M | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 4121 |
SIM
4121
Summitas Investment Management
Mckinney,
Texas
| USD 133 M | -USD 1.89 M | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 4122 |
4122
SBI Holdings USA
Santa Clara,
California
| USD 133 M | +USD 31.5 M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 4123 |
4123
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 132 M | -USD 2.27 M | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 4124 |
4124
RM Financial Services
Falmouth,
Maine
| USD 132 M | -USD 2.09 M | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 4125 |
4125
LWM Advisors
El Dorado Hills,
California
| USD 132 M | -USD 1.63 M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|