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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, 6,247 fondos (~70%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
ALAM
5251
Asahi Life Asset Management
Tokyo,
Japan
| USD 147 M | -USD 30.3 M | -17% | 3.06% | 133% | 213 | 54.93% | 2.2 |
|
| 5252 |
5252
Virtue Asset Management
Barrington,
Illinois
| USD 147 M | +USD 4.13 M | +3% | 2.74% | – | 109 | 3.67% | 0.9 |
|
| 5253 |
5253
Clear Point Advisors
Melville,
New York
| USD 146 M | +USD 33.7 M | +30% | 1.38% | 56.7% | 138 | 37.68% | 0.7 |
|
| 5254 |
5254
Snowwater Investment Partners
Fairfield,
Connecticut
| USD 146 M | +USD 1.79 M | +1% | 0.45% | – | 109 | 18.35% | 0.6 |
|
| 5255 |
5255
Collier Financial
Denver,
Colorado
| USD 146 M | +USD 142 k | +0.1% | 1.55% | – | 155 | 9.68% | 1.3 |
|
| 5256 |
AF
5256
ASL Financial
Los Gatos,
California
| USD 146 M | +USD 4.27 M | +3% | 0.65% | – | 102 | 6.86% | 0.7 |
|
| 5257 |
5257
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| USD 146 M | +USD 1.11 M | +0.8% | 0.83% | – | 36 | 13.89% | 0.6 |
|
| 5258 |
5258
Langdon Equity Partners
Toronto,
| USD 146 M | -USD 32.9 M | -18% | 5.04% | – | 23 | 60.87% | 0.2 |
|
| 5259 |
HRC
5259
Hoertkorn Richard Charles
| USD 146 M | -USD 3.2 M | -2% | 0.33% | 182% | 71 | 4.23% | 8.9 |
|
| 5260 |
5260
LTG Capital
Newton,
Massachusetts
| USD 146 M | -USD 3.58 M | -2% | 4.48% | 59% | 25 | 4% | 4.3 |
|
| 5261 |
5261
Woodside Wealth Management
Framingham,
Massachusetts
| USD 146 M | +USD 2.4 M | +2% | 0.36% | – | 46 | 8.7% | 1.4 |
|
| 5262 |
5262
BFI Wealth Solutions
Dallas,
Texas
| USD 146 M | +USD 10.9 M | +8% | 0.83% | – | 85 | 4.71% | 0.7 |
|
| 5263 |
SC
5263
Simcoe Capital
Spokane,
Washington
| USD 146 M | -USD 18.2 M | -11% | 3.09% | – | 37 | 8.11% | 0.6 |
|
| 5264 |
5264
South Shore Capital Advisors
Cohasset,
Massachusetts
| USD 146 M | -USD 3.54 M | -2% | 2.7% | – | 187 | 33.69% | 1.6 |
|
| 5265 |
PR
5265
PSP Research
Newtown Square,
Pennsylvania
| USD 146 M | -USD 42.1 M | -22% | 0.09% | – | 76 | 43.42% | 0.6 |
|
| 5266 |
5266
Campbell Deegan Wealth Management
Richmond,
Virginia
| USD 146 M | +USD 4.81 M | +3% | 1.98% | – | 59 | 16.95% | 1.3 |
|
| 5267 |
5267
Bridgelight Financial Advisors
Shelton,
Connecticut
| USD 146 M | -USD 225 k | -0.2% | 1.27% | – | 49 | 6.12% | 0.6 |
|
| 5268 |
5268
Post Resch Tallon Group
Pittsford,
New York
| USD 146 M | +USD 1.07 M | +0.7% | 0.71% | – | 151 | 17.22% | 1.2 |
|
| 5269 |
5269
Delta Wealth Advisors
Indianapolis,
Indiana
| USD 146 M | +USD 5.6 M | +4% | 0.51% | – | 48 | 4.17% | 1.8 |
|
| 5270 |
5270
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| USD 146 M | -USD 2.61 M | -2% | 3.17% | 96.8% | 416 | 2.4% | 4 |
|
| 5271 |
KL
5271
Keenan LLC
Boston,
Massachusetts
| USD 146 M | +USD 3.97 M | +3% | 0.58% | – | 48 | 8.33% | 0.7 |
|
| 5272 |
5272
Greenhouse Wealth Management
Westport,
Connecticut
| USD 145 M | +USD 3.18 M | +2% | 0.93% | 87.2% | 56 | 8.93% | 3.9 |
|
| 5273 |
5273
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| USD 145 M | -USD 2.46 M | -2% | 0.66% | – | 114 | 7.89% | 1.6 |
|
| 5274 |
5274
Strategic Advisory Partners
Greensboro,
North Carolina
| USD 145 M | +USD 4.14 M | +3% | 0.26% | – | 44 | 4.55% | 0.7 |
|
| 5275 |
5275
Platt Investment Counsel
Lake Mary,
Florida
| USD 145 M | -USD 3.96 M | -3% | 1.93% | 62.9% | 15 | 6.67% | 2.8 |
|