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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, 6,585 fondos (~74%) 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 |
NWA
4751
Northwest Wealth Advisors
Bellingham,
Washington
| USD 202 M | +USD 28 M | +16% | 2.05% | – | 68 | 4.41% | 0.7 |
|
| 4752 |
4752
Foresight Capital Management Advisors
Saline,
Michigan
| USD 202 M | -USD 3.64 M | -2% | 1.59% | 100% | 326 | 75.15% | 0.5 |
|
| 4753 |
4753
Kingstone Capital Partners Texas
Frisco,
Texas
| USD 202 M | +USD 14.2 M | +8% | 9.66% | – | 65 | 12.31% | 1.3 |
|
| 4754 |
4754
Jericho Financial
Westerville,
Ohio
| USD 202 M | +USD 8.98 M | +5% | 6.61% | – | 41 | 4.88% | 1.7 |
|
| 4755 |
4755
Flywheel Private Wealth
Los Altos,
California
| USD 202 M | -USD 1.02 M | -0.5% | 1.12% | – | 117 | 11.97% | 1.3 |
|
| 4756 |
4756
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 202 M | -USD 40.9 M | -17% | 5.2% | 352% | 48 | 62.5% | 0.4 |
|
| 4757 |
4757
Merrion Investment Management
Cranford,
New Jersey
| USD 202 M | -USD 9.6 M | -5% | 1.91% | 161% | 113 | 9.73% | 3.5 |
|
| 4758 |
4758
Topel & Distasi Wealth Management
Berkeley,
California
| USD 202 M | -USD 5.75 M | -3% | 1.4% | 43.6% | 59 | 5.08% | 4.1 |
|
| 4759 |
4759
M3 Advisory Group
Needham Heights,
Massachusetts
| USD 201 M | +USD 8.63 M | +4% | 2.34% | 104% | 164 | 8.54% | 1.9 |
|
| 4760 |
4760
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| USD 201 M | +USD 1.6 M | +0.8% | 0.77% | 62.6% | 73 | 17.81% | 4.1 |
|
| 4761 |
4761
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 201 M | +USD 35.9 M | +22% | 0.4% | 64.9% | 104 | 15.38% | 3 |
|
| 4762 |
4762
Mendel Capital Management
Little Rock,
Arkansas
| USD 201 M | -USD 20.8 M | -9% | 1.79% | – | 100 | 9% | 3.7 |
|
| 4763 |
4763
Two West Capital Advisors
Overland Park,
Kansas
| USD 201 M | +USD 136 k | +0.1% | 0.64% | – | 107 | 14.02% | 1.5 |
|
| 4764 |
4764
Ballew Advisors
Jackson,
Mississippi
| USD 201 M | +USD 7.76 M | +4% | 0.23% | 68% | 146 | 20.55% | 3.4 |
|
| 4765 |
4765
Pettee Investors
Rowayton,
Connecticut
| USD 201 M | -USD 2.01 M | -1% | 0.04% | 102% | 120 | 8.33% | 6.9 |
|
| 4766 |
BCM
4766
Berbice Capital Management
Melville,
New York
| USD 201 M | +USD 7.98 M | +4% | 5.06% | – | 114 | 28.07% | 1 |
|
| 4767 |
4767
Hanlon Investment Management
Egg Harbor Township,
New Jersey
| USD 201 M | +USD 12.3 M | +7% | 0.29% | 86.2% | 267 | 29.96% | 1.7 |
|
| 4768 |
4768
Manuka Financial
Richmond,
Virginia
| USD 201 M | +USD 8.23 M | +4% | 1.66% | – | 56 | 1.79% | 1.5 |
|
| 4769 |
4769
Torren Management
San Diego,
California
| USD 201 M | +USD 4.15 M | +2% | 0.12% | – | 993 | 9.37% | 0.7 |
|
| 4770 |
4770
Members Wealth
Media,
Pennsylvania
| USD 200 M | +USD 17.9 M | +10% | 0.87% | – | 138 | 20.29% | 1.5 |
|
| 4771 |
KTC
4771
Kentucky Trust Company
Danville,
Kentucky
| USD 200 M | -USD 7.77 M | -4% | 0.06% | – | 320 | 2.5% | 1.5 |
|
| 4772 |
4772
Kurv Investment Management
San Francisco,
California
| USD 200 M | +USD 34.1 M | +21% | 0% | – | 74 | 40.54% | 0.4 |
|
| 4773 |
4773
Privium Fund Management (UK)
London,
United Kingdom
| USD 200 M | -USD 40.5 M | -17% | 3.47% | 34.4% | 29 | 72.41% | 0.6 |
|
| 4774 |
4774
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| USD 200 M | +USD 999 k | +0.5% | 0.88% | 38.7% | 46 | 34.78% | 2.7 |
|
| 4775 |
DCM
4775
Dilation Capital Management
New York
| USD 200 M | -USD 47.9 M | -19% | 7.23% | – | 28 | 50% | 0.6 |
|