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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Chronos Wealth Management
Clearwater,
Florida
| USD 225 M | -USD 731 k | -0.3% | 1.68% | 92.3% | 38 | 2.63% | 4.8 |
|
| 4877 |
GAA
4877
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| USD 224 M | +USD 7.58 M | +3% | 4.58% | 106% | 131 | 8.4% | 1.9 |
|
| 4878 |
4878
Sylvest Advisors
Dallas,
Texas
| USD 224 M | +USD 2.56 M | +1% | 1.87% | – | 81 | 7.41% | 1.3 |
|
| 4879 |
LI
4879
Latigo Investments
Fort Lauderdale,
Florida
| USD 224 M | -USD 139 k | -0.1% | 0.38% | 62.6% | 16 | 12.5% | 3.8 |
|
| 4880 |
4880
Tudor Financial
Dayton,
Ohio
| USD 224 M | +USD 1.79 M | +0.8% | 1.5% | – | 171 | 14.62% | 1.4 |
|
| 4881 |
LCM
4881
Lionhunter Capital Management
New York
| USD 224 M | +USD 2.48 M | +1% | 3.6% | – | 120 | 19.17% | 0.2 |
|
| 4882 |
4882
Kingsman Wealth Management
Pensacola,
Florida
| USD 224 M | +USD 10.4 M | +5% | 4.67% | – | 91 | 26.37% | 0.9 |
|
| 4883 |
4883
Vestment Financial
Chanhassen,
Minnesota
| USD 224 M | +USD 663 k | +0.3% | 1.18% | – | 47 | 19.15% | 1.4 |
|
| 4884 |
4884
Banque de Luxembourg
Luxembourg
| USD 224 M | +USD 11.6 M | +5% | 8.07% | – | 86 | 10.47% | 1.3 |
|
| 4885 |
C
4885
Croban
Fremont,
Ohio
| USD 224 M | -USD 3.32 M | -1% | 0.63% | – | 82 | 6.1% | 2 |
|
| 4886 |
4886
Polaris Financial Partners
Westerville,
Ohio
| USD 223 M | – | – | 4.08% | – | 372 | – | 0 |
|
| 4887 |
NWMP
4887
Noble Wealth Management PBC
Greenwood Village,
Colorado
| USD 223 M | +USD 496 | +0% | 1.51% | – | 881 | 22.47% | 1 |
|
| 4888 |
4888
Barnes Wealth Management Group
Bakersfield,
California
| USD 223 M | +USD 7.11 M | +3% | 1.49% | – | 215 | 14.42% | 1.3 |
|
| 4889 |
4889
KilterHowling LLC
Boulder,
Colorado
| USD 223 M | +USD 36.2 k | +0% | 0.27% | 55.1% | 53 | 9.43% | 3.4 |
|
| 4890 |
4890
Acasta Partners UK
London,
| USD 223 M | +USD 33.7 M | +18% | 0.73% | – | 23 | 26.09% | 0.5 |
|
| 4891 |
4891
Broadway Wealth Solutions
San Antonio,
Texas
| USD 223 M | +USD 8.94 M | +4% | 0.54% | – | 96 | 12.5% | 1.4 |
|
| 4892 |
4892
StoryOne LLC
Overland Park,
Kansas
| USD 223 M | +USD 11.3 M | +5% | 0.68% | – | 87 | 18.39% | 0.6 |
|
| 4893 |
4893
Grant Private Wealth Management
Pleasanton,
California
| USD 223 M | -USD 14.2 M | -6% | 7.19% | – | 190 | 31.58% | 0.9 |
|
| 4894 |
4894
Fortis Advisors
Wayne,
Pennsylvania
| USD 223 M | +USD 9.28 M | +4% | 1.32% | 74.4% | 137 | 19.71% | 3 |
|
| 4895 |
4895
Oak Wealth Advisors
Northbrook,
Illinois
| USD 223 M | +USD 14.3 M | +7% | 0.23% | – | 79 | 18.99% | 1.3 |
|
| 4896 |
4896
Two Point Capital Management
Pittsford,
New York
| USD 223 M | -USD 25.5 M | -10% | 0.32% | – | 32 | 12.5% | 2.9 |
|
| 4897 |
4897
Alchemi Wealth
Essex,
Connecticut
| USD 223 M | +USD 9.19 M | +4% | 4.74% | – | 178 | 11.24% | 0.7 |
|
| 4898 |
4898
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 223 M | +USD 8.39 M | +4% | 0.64% | – | 399 | 7.27% | 1.4 |
|
| 4899 |
4899
Exit Wealth Advisors
Atlanta,
Georgia
| USD 222 M | +USD 2.86 M | +1% | 6.69% | – | 186 | 40.32% | 0.6 |
|
| 4900 |
4900
Center For Asset Management
Palm Beach Gardens,
Florida
| USD 222 M | -USD 3.09 M | -1% | 0.45% | 66.6% | 189 | 25.93% | 2.1 |
|