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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
GWMI
5226
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| USD 196 M | -USD 7.03 M | -3% | 3.15% | 98.1% | 71 | 12.68% | 3.3 |
|
| 5227 |
5227
MB Generational Wealth
Spokane,
Washington
| USD 196 M | -USD 7.41 M | -4% | 0.09% | 68.9% | 67 | 5.97% | 2.1 |
|
| 5228 |
5228
Alamar Capital Management
Santa Barbara,
California
| USD 196 M | -USD 1.3 M | -0.7% | 4.51% | – | 92 | 14.13% | 2.7 |
|
| 5229 |
5229
Buckland Partners Management Co
Harrison,
New York
| USD 196 M | -USD 7.81 M | -4% | 2.77% | – | 108 | 13.89% | 0.6 |
|
| 5230 |
5230
Carter Financial Group
Barrington,
Illinois
| USD 196 M | +USD 3.4 M | +2% | 2.45% | – | 145 | 16.55% | 1.8 |
|
| 5231 |
5231
Alpha Financial Partners
Lexington,
Kentucky
| USD 196 M | +USD 5.95 M | +3% | 0.02% | 66.1% | 131 | 19.85% | 1.4 |
|
| 5232 |
5232
Royalty Pharma Sub-Manager
New York
| USD 196 M | -USD 45.6 M | -19% | 14.3% | – | 4 | 0% | 0.6 |
|
| 5233 |
5233
Gentry Private Wealth
Wichita,
Kansas
| USD 196 M | +USD 1.9 M | +1% | 0.65% | – | 113 | 16.81% | 1.2 |
|
| 5234 |
5234
Cetera Trust Company
St. Paul,
Minnesota
| USD 196 M | -USD 3.14 M | -2% | 1.11% | 118% | 358 | 11.45% | 2.4 |
|
| 5235 |
LFWA
5235
LBJ Family Wealth Advisors
Austin,
Texas
| USD 196 M | -USD 268 k | -0.1% | 0.9% | 64.9% | 29 | 3.45% | 7.9 |
|
| 5236 |
5236
Rainier Family Wealth
Tacoma,
Washington
| USD 196 M | +USD 20 M | +11% | 3.12% | – | 106 | 3.77% | 1.2 |
|
| 5237 |
FAG
5237
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 196 M | -USD 12.9 M | -6% | 3.13% | 35.9% | 31 | 29.03% | 1.6 |
|
| 5238 |
5238
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| USD 195 M | +USD 2.36 M | +1% | 1.06% | – | 132 | 6.06% | 0.5 |
|
| 5239 |
5239
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 195 M | -USD 31.2 M | -14% | 12.5% | 3.28% | 121 | 33.88% | 0.9 |
|
| 5240 |
AI
5240
Arrien Investments
Boise,
Idaho
| USD 195 M | -USD 3.15 M | -2% | 2.23% | 46% | 49 | 14.29% | 2.2 |
|
| 5241 |
5241
Mustard Seed Financial
Magnolia,
Arkansas
| USD 195 M | +USD 2.44 M | +1% | 0.19% | 59.2% | 99 | 8.08% | 2.2 |
|
| 5242 |
5242
Defined Wealth Management
Beaverton,
Oregon
| USD 195 M | +USD 554 k | +0.3% | 0.88% | 78.1% | 120 | 8.33% | 3.7 |
|
| 5243 |
5243
CastleKeep Investment Advisors
Westport,
Connecticut
| USD 195 M | -USD 4.82 M | -2% | 1.67% | 53.2% | 77 | 3.9% | 2.1 |
|
| 5244 |
IFS
5244
Integrated Financial Solutions
Reston,
Virginia
| USD 195 M | +USD 9.7 M | +5% | 5.47% | – | 38 | 13.16% | 0.9 |
|
| 5245 |
RPGNY
5245
Retirement Planning Group (New York)
Malta,
New York
| USD 195 M | +USD 11.2 M | +6% | 1.05% | – | 115 | 13.04% | 1.2 |
|
| 5246 |
5246
SVRN Asset Management
Austin,
Texas
| USD 195 M | +USD 167 k | +0.1% | 0.02% | – | 52 | 3.85% | 0.6 |
|
| 5247 |
5247
Councilmark Asset Management
Knoxville,
Tennessee
| USD 194 M | +USD 5.58 M | +3% | 4.76% | – | 89 | 7.87% | 2.1 |
|
| 5248 |
5248
Elevate Wealth Advisory
Athens,
Georgia
| USD 194 M | +USD 19.3 M | +11% | 0.04% | 49.5% | 140 | 12.86% | 2.1 |
|
| 5249 |
5249
Lee-Kelleher Wealth Management
Fulton,
Maryland
| USD 194 M | +USD 3.13 M | +2% | 0.41% | – | 50 | 6% | 1.4 |
|
| 5250 |
5250
Wall Street Financial Group
Carlinville,
Illinois
| USD 194 M | +USD 7.25 M | +4% | 2.39% | – | 130 | 10.77% | 1.1 |
|