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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Draper Asset Management
Smithtown,
New York
| USD 219 M | +USD 20.8 M | +11% | 10.2% | 187% | 21 | 28.57% | 2.7 |
|
| 4952 |
4952
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 218 M | +USD 3.95 M | +2% | 1.43% | 64.3% | 135 | 12.59% | 2.7 |
|
| 4953 |
SCM
4953
Sunbeam Capital Management
Atlanta,
Georgia
| USD 218 M | -USD 508 k | -0.2% | 3.1% | – | 128 | 9.38% | 1.3 |
|
| 4954 |
CIA
4954
Citadel Investment Advisory
Chesterland,
Ohio
| USD 218 M | -USD 2.03 M | -0.9% | 1.1% | 66.1% | 77 | 2.6% | 5.1 |
|
| 4955 |
4955
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 218 M | -USD 15.2 M | -7% | 0.67% | 55.4% | 130 | 8.46% | 3.7 |
|
| 4956 |
4956
CAP Partners LLC
Franklin,
Tennessee
| USD 218 M | +USD 13.7 M | +7% | 4.05% | 97% | 170 | 9.41% | 1.8 |
|
| 4957 |
4957
Canerector Inc
Toronto,
Ontario, Canada
| USD 218 M | -USD 1.08 M | -0.5% | 0.83% | – | 9 | 0% | 1.8 |
|
| 4958 |
4958
Wolff Wiese Magana
Carslbad,
California
| USD 218 M | +USD 630 k | +0.3% | 1.16% | 149% | 1,077 | 8.17% | 3.1 |
|
| 4959 |
4959
Financial Freedom LLC
Cincinnati,
Ohio
| USD 218 M | +USD 129 k | +0.1% | 0.25% | 76.9% | 348 | 69.25% | 1 |
|
| 4960 |
4960
Northland Capital Management
Virginia,
Minnesota
| USD 218 M | +USD 32.4 M | +17% | 1.83% | 37.5% | 35 | 20% | 3 |
|
| 4961 |
PCMK
4961
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| USD 218 M | +USD 1.73 M | +0.8% | 3.7% | 95.5% | 68 | 17.65% | 6.3 |
|
| 4962 |
4962
Peterson Wealth Management
Sparks,
Nevada
| USD 218 M | +USD 3.16 M | +1% | 1.94% | 88.9% | 199 | 14.57% | 1 |
|
| 4963 |
4963
Lake Hills Wealth Management
Austin,
Texas
| USD 218 M | -USD 2.36 M | -1% | 1.86% | 83.7% | 75 | 34.67% | 1.1 |
|
| 4964 |
KA
4964
Kearns & Associates
Palos Verdes Estates,
California
| USD 218 M | +USD 3.43 M | +2% | 1.5% | 78.7% | 42 | 9.52% | 3.5 |
|
| 4965 |
4965
David J. Yvars Group
University Park,
Florida
| USD 218 M | +USD 5.7 M | +3% | 3.23% | 143% | 115 | 13.04% | 2.7 |
|
| 4966 |
CCP
4966
Cunning Capital Partners
Morrisville,
North Carolina
| USD 217 M | -USD 30.4 M | -12% | 0.1% | 271% | 55 | 1.82% | 2.7 |
|
| 4967 |
LFC
4967
LCC Family Corp
Toronto,
| USD 217 M | -USD 28.3 M | -12% | 19.2% | – | 1 | 0% | 1.3 |
|
| 4968 |
4968
GuidedMoney
Black Earth,
Wisconsin
| USD 217 M | +USD 1.32 M | +0.6% | 0.98% | – | 35 | 8.57% | 0.7 |
|
| 4969 |
4969
American Financial & Tax Strategies
New York
| USD 217 M | -USD 4.11 M | -2% | 0.84% | 46.9% | 102 | 0.98% | 2.5 |
|
| 4970 |
4970
Addison Advisors
Middlebury,
Vermont
| USD 217 M | +USD 5.31 M | +3% | 0.58% | 54.5% | 817 | 19.46% | 3 |
|
| 4971 |
4971
Tilia Fiduciary Partners
Wilmington,
North Carolina
| USD 217 M | +USD 5.96 M | +3% | 3.24% | 101% | 133 | 18.8% | 3.2 |
|
| 4972 |
4972
Successful Portfolios
Clearwater,
Florida
| USD 217 M | +USD 2.7 M | +1% | 1.57% | 110% | 205 | 6.34% | 5 |
|
| 4973 |
4973
Wernau Asset Management
Gloucester,
Massachusetts
| USD 217 M | +USD 24.2 M | +13% | 6.76% | – | 52 | 3.85% | 1.6 |
|
| 4974 |
4974
Dahring Cusmano
Novi,
Michigan
| USD 217 M | +USD 26.9 M | +14% | 1.66% | – | 75 | 21.33% | 1.1 |
|
| 4975 |
4975
Peoples Bank (Ohio)
Marietta,
Ohio
| USD 217 M | +USD 22 M | +11% | 1.22% | 78.9% | 112 | 12.5% | 5.7 |
|