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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
JC
4876
JCSD Capital
Walnut Creek,
California
| USD 122 M | +USD 52.9 M | +77% | 0.36% | – | 28 | 50% | 1.1 |
|
| 4877 |
4877
Lotus Asset Management
Nashville,
Tennessee
| USD 122 M | +USD 8.52 M | +8% | 4.89% | – | 49 | 16.33% | 0.2 |
|
| 4878 |
4878
ETF Store
Overland Park,
Kansas
| USD 122 M | +USD 2 M | +2% | 0.22% | 61% | 117 | 9.4% | 2.9 |
|
| 4879 |
4879
SFI Advisors
Montclair,
New Jersey
| USD 122 M | +USD 5.62 M | +5% | 2.07% | 95.9% | 65 | 15.38% | 2.4 |
|
| 4880 |
4880
DB Fitzpatrick & Co
Boise,
Idaho
| USD 121 M | -USD 2.26 M | -2% | 0.47% | 42.7% | 107 | 13.08% | 2.8 |
|
| 4881 |
4881
Montgomery Financial Services
Ocean City,
Maryland
| USD 121 M | +USD 6.38 M | +6% | 0.78% | – | 383 | 16.19% | 0.2 |
|
| 4882 |
ASCM
4882
Adkins Seale Capital Management
Shreveport,
Louisiana
| USD 121 M | +USD 8.9 M | +8% | 1.94% | – | 242 | 4.55% | 0.7 |
|
| 4883 |
4883
Hardworking Capital Advisors
Palm Desert,
California
| USD 121 M | -USD 1.19 M | -1% | 3.28% | – | 109 | 45.87% | 0.5 |
|
| 4884 |
4884
Wall Capital Group
Phoenix,
Arizona
| USD 121 M | -USD 994 k | -0.8% | 1.11% | – | 34 | 17.65% | 2.2 |
|
| 4885 |
4885
North Forty Two & Co
Lake Oswego,
Oregon
| USD 121 M | +USD 3.31 M | +3% | 1.98% | – | 108 | 5.56% | 1.5 |
|
| 4886 |
4886
Forteris Wealth Management
Armonk,
New York
| USD 121 M | -USD 1.28 M | -1% | 2.13% | – | 73 | 10.96% | 0.7 |
|
| 4887 |
4887
Investment Insight Wealth Management
North Massapequa,
New York
| USD 121 M | +USD 5.51 M | +5% | 7.46% | – | 45 | 4.44% | 0.6 |
|
| 4888 |
4888
MKD Wealth Coaches
Troy,
Michigan
| USD 121 M | +USD 3.87 M | +3% | 0.17% | – | 36 | 19.44% | 3.5 |
|
| 4889 |
4889
3 Factor Indexing
Sacramento,
California
| USD 121 M | +USD 2.7 M | +2% | 0.08% | – | 453 | 10.6% | 0.5 |
|
| 4890 |
4890
Portfolio Resources Advisor Group
Coral Gables,
Florida
| USD 121 M | +USD 2.59 M | +2% | 0.26% | – | 201 | 28.86% | 0.4 |
|
| 4891 |
4891
Drum Hill Capital
Westport,
Connecticut
| USD 121 M | +USD 22.8 M | +23% | 9.07% | – | 49 | 12.24% | 1.4 |
|
| 4892 |
AIM
4892
Axiom Investment Management
New York
| USD 121 M | -USD 28.9 M | -19% | 1.07% | – | 544 | 50.55% | 1.3 |
|
| 4893 |
IWA
4893
Independent Wealth Advisors
Cary,
North Carolina
| USD 121 M | +USD 10.2 M | +9% | 0.5% | – | 83 | 12.05% | 0.6 |
|
| 4894 |
SA
4894
Stonebridge Advisors
Wilton,
Connecticut
| USD 121 M | +USD 37.7 M | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 4895 |
4895
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 121 M | +USD 3.7 M | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 4896 |
4896
Blom & Howell Financial Planning
Modesto,
California
| USD 120 M | +USD 171 k | +0.1% | 0.79% | – | 71 | 15.49% | 0.7 |
|
| 4897 |
4897
Red Mountain Financial
Fort Collins,
Colorado
| USD 120 M | +USD 684 k | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 4898 |
4898
Finhabits Advisors
New York
| USD 120 M | +USD 917 k | +0.8% | 1.88% | – | 15 | 0% | 0.8 |
|
| 4899 |
GC
4899
Gruss & Co
West Palm Beach,
Florida
| USD 120 M | +USD 79 M | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 4900 |
4900
BankChampaign National Association
Champaign,
Illinois
| USD 120 M | -USD 10.5 M | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|