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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, 5,393 fondos (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
TWM
4751
Todd Wealth Management
Venice,
Florida
| USD 131 M | -USD 895 k | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 4752 |
4752
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 131 M | -USD 3.05 M | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 4753 |
SF
4753
Schaeffer Financial
Rockville,
Maryland
| USD 131 M | +USD 1.7 M | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 4754 |
4754
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 131 M | +USD 7.36 M | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 4755 |
4755
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| USD 131 M | +USD 3.16 M | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|
| 4756 |
4756
Virtus Family Office
El Paso,
Texas
| USD 131 M | +USD 4.39 M | +3% | 4.63% | 60.9% | 63 | 3.17% | 1.5 |
|
| 4757 |
4757
First Financial Group
Raleigh,
North Carolina
| USD 131 M | -USD 7.48 M | -5% | 3.13% | – | 92 | 18.48% | 1.3 |
|
| 4758 |
4758
Haven Capital Group
Westlake Village,
California
| USD 131 M | +USD 6.31 M | +5% | 4.34% | – | 41 | 14.63% | 1.3 |
|
| 4759 |
4759
City Center Advisors LLC
Troy,
Michigan
| USD 131 M | +USD 7.28 M | +6% | 1.43% | – | 208 | 29.33% | 1.2 |
|
| 4760 |
4760
Kennon-Green & Company
New Albany,
Ohio
| USD 131 M | +USD 2.28 M | +2% | 4.84% | 58.4% | 43 | 6.98% | 3 |
|
| 4761 |
4761
JHP Wealth Management
Centennial,
Colorado
| USD 130 M | +USD 8.4 M | +7% | 0% | – | 43 | 18.6% | 0.6 |
|
| 4762 |
4762
Roxbury Financial
Mount Arlington,
New Jersey
| USD 130 M | +USD 3.89 M | +3% | 3.84% | – | 446 | 12.78% | 1.3 |
|
| 4763 |
4763
Paller Financial Services
Centennial,
Colorado
| USD 130 M | -USD 3.46 M | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 4764 |
4764
Troutman Wealth Management
Malvern,
Pennsylvania
| USD 130 M | +USD 308 k | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 4765 |
4765
Benchmark Financial
Wilmington,
Delaware
| USD 130 M | +USD 7.48 M | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 4766 |
4766
Greenline Wealth Management
Boca Raton,
Florida
| USD 130 M | +USD 8.46 M | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 4767 |
4767
Farley Capital
New York
| USD 130 M | +USD 2.72 M | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 4768 |
4768
Walsh & Associates
Sarasota,
Florida
| USD 130 M | +USD 7.69 M | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 4769 |
4769
Freestate Advisors
Overland Park,
Kansas
| USD 130 M | -USD 3.88 M | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 4770 |
4770
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| USD 130 M | +USD 335 k | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 4771 |
4771
O'Domhnaill Enterprises
Cody,
Wyoming
| USD 130 M | +USD 4.72 M | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 4772 |
4772
Aldebaran Financial
| USD 130 M | +USD 6.66 M | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 4773 |
4773
Grand Central Investment Group
Tampa,
Florida
| USD 130 M | +USD 10.2 M | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 4774 |
4774
M Wealth Management LLC
San Diego,
California
| USD 130 M | +USD 2.38 M | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 4775 |
4775
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 130 M | -USD 1.32 M | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|