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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Lauterbach Financial Advisors
El Paso,
Texas
| USD 235 M | +USD 2.06 M | +0.9% | 0.9% | 76.5% | 92 | 9.78% | 3.1 |
|
| 4777 |
4777
Cairn Investment Group
Vancouver,
Washington
| USD 235 M | +USD 7.76 M | +3% | 2.19% | 67.4% | 67 | 4.48% | 4.4 |
|
| 4778 |
4778
Symphony Financial Services
Akron,
Ohio
| USD 234 M | +USD 11.8 M | +5% | 0.3% | – | 114 | 12.28% | 1.6 |
|
| 4779 |
4779
NEXTBio Capital Management
Menlo Park,
California
| USD 234 M | +USD 17 M | +8% | 3.46% | – | 27 | 25.93% | 0.6 |
|
| 4780 |
4780
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 234 M | +USD 19.9 M | +9% | 5.21% | 97.9% | 132 | 13.64% | 3.4 |
|
| 4781 |
4781
Whalen Wealth Management
Las Vegas,
Nevada
| USD 234 M | +USD 12.1 M | +5% | 2.34% | 90.2% | 258 | 45.74% | 0.8 |
|
| 4782 |
4782
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 234 M | +USD 5.18 M | +2% | 1.71% | 67.7% | 195 | 12.31% | 3.9 |
|
| 4783 |
CCC
4783
Chelsea Counsel Company
Los Angeles,
California
| USD 234 M | -USD 1.85 M | -0.8% | 3.61% | 122% | 240 | 7.08% | 4.1 |
|
| 4784 |
GBI
4784
GP Brinson Investments
Chicago,
Illinois
| USD 234 M | -USD 10.8 M | -4% | 0.1% | 51.2% | 14 | 7.14% | 4.8 |
|
| 4785 |
4785
tru Independence
Portland,
Oregon
| USD 234 M | +USD 5.24 M | +2% | 0.88% | 67.4% | 117 | 14.53% | 3 |
|
| 4786 |
4786
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 234 M | +USD 13.7 M | +6% | 3.63% | 37% | 126 | 29.37% | 2.1 |
|
| 4787 |
4787
Northern Capital Management (Washington)
Spokane,
Washington
| USD 234 M | -USD 705 k | -0.3% | 2.18% | 90.9% | 58 | 8.62% | 3.1 |
|
| 4788 |
4788
ShawSpring Partners
Boston,
Massachusetts
| USD 234 M | +USD 1.72 M | +0.7% | 16.8% | 23.4% | 12 | 8.33% | 0.7 |
|
| 4789 |
4789
Flower City Capital
Pittsford,
New York
| USD 234 M | +USD 6.49 M | +3% | 1.13% | 69.5% | 50 | 14% | 3 |
|
| 4790 |
CA
4790
Continental Advisors
Park City,
Utah
| USD 233 M | -USD 3.37 M | -1% | 1.83% | 73.6% | 55 | 14.55% | 5.3 |
|
| 4791 |
4791
Bernzott Capital Advisors
Camarillo,
California
| USD 233 M | -USD 16.4 M | -7% | 3.79% | 46.2% | 112 | 68.75% | 1 |
|
| 4792 |
4792
Carolina Wealth Management
Greenville,
North Carolina
| USD 233 M | +USD 15.9 M | +7% | 0.55% | – | 129 | 21.71% | 0.2 |
|
| 4793 |
4793
Carl P. Sherr & Co
Worcester,
Massachusetts
| USD 233 M | -USD 5.44 M | -2% | 1.53% | 78.6% | 137 | 5.84% | 3.9 |
|
| 4794 |
LMHBHCT
4794
Leona M. & Harry B. Helmsley Charitable Trust
New York
| USD 233 M | +USD 18.1 M | +8% | 1.76% | – | 2 | 0% | 0.6 |
|
| 4795 |
4795
Attessa Capital
Tucson,
Arizona
| USD 233 M | +USD 10.1 M | +5% | 0.36% | – | 54 | 14.81% | 1.1 |
|
| 4796 |
4796
Cohen Investment Advisors
Bedford,
New Hampshire
| USD 233 M | +USD 9.9 M | +4% | 6.37% | 90.6% | 84 | 7.14% | 4.9 |
|
| 4797 |
4797
Banyan Capital Management
Atlanta,
Georgia
| USD 233 M | +USD 2.55 M | +1% | 0.4% | 44.4% | 55 | 12.73% | 2.7 |
|
| 4798 |
4798
Steinberganna Wealth Management
Huntington,
New York
| USD 233 M | -USD 13.4 M | -5% | 1.76% | – | 148 | 12.16% | 0.8 |
|
| 4799 |
4799
LeClair Wealth Partners
Dublin,
Ohio
| USD 233 M | +USD 39.6 M | +20% | 2.09% | – | 146 | 13.01% | 0.3 |
|
| 4800 |
4800
Fortune Financial Advisors
Overland Park,
Kansas
| USD 232 M | -USD 1.27 M | -0.5% | 1.6% | 82.8% | 167 | 6.59% | 1.8 |
|