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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Chapman Investment Management
San Anselmo,
California
| USD 126 M | +USD 4.92 M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 4827 |
4827
Baer Investment Advisory
Corte Madera,
California
| USD 126 M | +USD 6.52 M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 4828 |
4828
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 4829 |
4829
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 4830 |
4830
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 4831 |
4831
KDK Private Wealth Management
Houston,
Texas
| USD 126 M | +USD 5.06 M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 4832 |
4832
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 4833 |
4833
Kelsey Financial
Moorpark,
California
| USD 125 M | -USD 6.42 M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 4834 |
4834
Life Planning Partners
Jacksonville,
Florida
| USD 125 M | -USD 9.29 M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 4835 |
4835
Kane Co Wealth Management
Johnston,
Iowa
| USD 125 M | -USD 6.58 M | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 4836 |
4836
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 4837 |
4837
J.M. Arbour
Gardiner,
Maine
| USD 125 M | +USD 8.96 M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4838 |
4838
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4839 |
4839
Alexander Randolph Advisory
Mclean,
Virginia
| USD 125 M | +USD 3.47 M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4840 |
4840
Connecticut Capital Management Group
Milford,
Connecticut
| USD 125 M | +USD 717 k | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4841 |
4841
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.71% | – | 57 | 5.26% | 0.7 |
|
| 4842 |
4842
Godfrey Financial Associates
Glenmont,
New York
| USD 125 M | -USD 6.1 M | -5% | 0.84% | – | 1,129 | 9.74% | 0.7 |
|
| 4843 |
4843
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4844 |
TY
4844
Titiun Yejiel
| USD 124 M | +USD 9.13 M | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 4845 |
4845
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 124 M | +USD 1.71 M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4846 |
4846
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 124 M | -USD 4.39 M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4847 |
4847
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4848 |
4848
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4849 |
WW
4849
Wavvest Wealth
Chicago,
Illinois
| USD 124 M | – | – | 0.52% | – | 97 | – | 0 |
|
| 4850 |
4850
Miller Global Investments
Dallas,
Texas
| USD 124 M | +USD 3.28 M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|