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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| USD 300 M | -USD 31.6 M | -10% | 0.65% | – | 107 | 10.28% | 1.5 |
|
| 4127 |
4127
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| USD 299 M | -USD 14.8 M | -5% | 2.27% | 22.5% | 1 | 0% | 13.3 |
|
| 4128 |
4128
Wealth Advisors Northwest
Portland,
Oregon
| USD 299 M | +USD 6.1 M | +2% | 0.34% | – | 65 | 4.62% | 1.5 |
|
| 4129 |
4129
Aisling Capital Management
New York
| USD 299 M | -USD 172 M | -37% | 14.8% | 490% | 14 | 0% | 3.8 |
|
| 4130 |
4130
Trellis Wealth Advisors
San Luis Obispo,
California
| USD 299 M | +USD 7.93 M | +3% | 0.03% | 62.2% | 116 | 58.62% | 0.9 |
|
| 4131 |
4131
First Dallas Securities
Dallas,
Texas
| USD 299 M | -USD 3.57 M | -1% | 1.01% | 160% | 135 | 17.04% | 3.4 |
|
| 4132 |
BWA
4132
BlueChip Wealth Advisors
Milton,
Georgia
| USD 298 M | +USD 34.6 M | +13% | 1.04% | 62.2% | 197 | 17.26% | 1.5 |
|
| 4133 |
4133
Monte Financial Group
Guilford,
Connecticut
| USD 298 M | -USD 14 M | -4% | 3.25% | 66.7% | 105 | 8.57% | 4.1 |
|
| 4134 |
4134
Henrickson Nauta Wealth Advisors
Belmont,
Michigan
| USD 298 M | -USD 113 M | -27% | 1.45% | 66.9% | 126 | 12.7% | 2.6 |
|
| 4135 |
4135
Campbell Capital Management
Miami,
Florida
| USD 298 M | +USD 19.1 M | +7% | 3.57% | 123% | 46 | 36.96% | 2.4 |
|
| 4136 |
4136
Maestria Partners
Atlanta,
Georgia
| USD 298 M | +USD 10.3 M | +4% | 1.96% | – | 15 | 6.67% | 1.2 |
|
| 4137 |
4137
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| USD 298 M | +USD 75.3 M | +34% | 0.28% | 72.3% | 138 | 29.71% | 2 |
|
| 4138 |
SC
4138
Sawyer & Company
Boston,
Massachusetts
| USD 298 M | -USD 249 k | -0.1% | 5.26% | 111% | 210 | 9.05% | 4.6 |
|
| 4139 |
4139
Shrier Wealth Management
Los Angeles,
California
| USD 298 M | +USD 1.14 M | +0.4% | 1% | – | 137 | 5.11% | 0.7 |
|
| 4140 |
VFG
4140
V2 Financial group
Naperville,
Illinois
| USD 298 M | +USD 29.1 M | +11% | 2.5% | 75.6% | 137 | 12.41% | 2.5 |
|
| 4141 |
4141
Weitzel Financial Services
Dubuque,
Iowa
| USD 298 M | +USD 3.41 M | +1% | 0.71% | 46.3% | 56 | 14.29% | 3.5 |
|
| 4142 |
HCC
4142
Hatch Cove Capital
Chicago,
Illinois
| USD 297 M | +USD 72 M | +32% | 15.6% | – | 32 | 40.63% | 0.3 |
|
| 4143 |
4143
Lodestone Wealth Management
Spokane,
Washington
| USD 297 M | +USD 14 M | +5% | 2.05% | 87.1% | 821 | 7.67% | 1.2 |
|
| 4144 |
4144
Citrine Capital
San Francisco,
California
| USD 297 M | +USD 27.1 M | +10% | 4.58% | – | 65 | 15.38% | 1.2 |
|
| 4145 |
4145
Mainsail Financial Group
Bellevue,
Washington
| USD 297 M | +USD 2.69 M | +0.9% | 0.87% | 61.9% | 75 | 9.33% | 2.5 |
|
| 4146 |
RGC
4146
Rubicon Global Capital
London,
United Kingdom
| USD 297 M | +USD 24.2 M | +9% | 10.3% | – | 14 | 14.29% | 1.3 |
|
| 4147 |
4147
Torrey Growth & Income Advisors
Del Mar,
California
| USD 297 M | +USD 2.55 M | +0.9% | 4.39% | – | 121 | 17.36% | 0.8 |
|
| 4148 |
4148
Marathon Wealth Advisors
Boston,
Massachusetts
| USD 297 M | +USD 4.33 M | +1% | 3.21% | – | 77 | 3.9% | 0.7 |
|
| 4149 |
4149
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 297 M | +USD 5.2 M | +2% | 0.01% | 63.8% | 118 | 5.93% | 2.5 |
|
| 4150 |
4150
1492 Capital Management
Milwaukee,
Wisconsin
| USD 296 M | -USD 42.3 M | -12% | 6.16% | 298% | 139 | 15.11% | 1.6 |
|