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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, 6,148 fondos (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Farnam Financial
Phoenix,
Arizona
| USD 135 M | -USD 1.66 M | -1% | 0.11% | – | 62 | 20.97% | 1.3 |
|
| 5352 |
5352
Broussard Financial Group
Kaplan,
Louisiana
| USD 135 M | +USD 10.6 M | +8% | 2.95% | – | 45 | 37.78% | 0.5 |
|
| 5353 |
5353
Approach Retirement Advisors
Vestavia,
Alabama
| USD 135 M | -USD 2.31 M | -2% | 0.81% | – | 85 | 9.41% | 0.7 |
|
| 5354 |
5354
Capital CS Group
Irvine,
California
| USD 135 M | +USD 8.46 M | +7% | 3.77% | 27.8% | 113 | 58.41% | 1 |
|
| 5355 |
SR
5355
Summer Road
West Palm Beach,
Florida
| USD 135 M | -USD 25.8 M | -16% | 16.7% | 214% | 26 | 30.77% | 1.7 |
|
| 5356 |
5356
Littlejohn Financial Services
Roseburg,
Oregon
| USD 135 M | -USD 2.49 M | -2% | 1.91% | – | 82 | 28.05% | 0.9 |
|
| 5357 |
LI
5357
Latash Investments
Anchorage,
Alaska
| USD 135 M | -USD 1.38 M | -1% | 3.31% | 111% | 21 | 9.52% | 5 |
|
| 5358 |
5358
Dala Group
Hoffman Estates,
Illinois
| USD 135 M | +USD 13.6 M | +11% | 1.7% | – | 72 | 6.94% | 0.7 |
|
| 5359 |
5359
Golden Bell Financial Planning
Alpharetta,
Georgia
| USD 135 M | -USD 1.01 M | -0.7% | 1.92% | – | 41 | 2.44% | 1.5 |
|
| 5360 |
5360
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| USD 135 M | -USD 849 k | -0.6% | 0.91% | – | 36 | 13.89% | 0.6 |
|
| 5361 |
5361
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 135 M | +USD 6.06 M | +5% | 1.14% | – | 817 | 6.61% | 1.4 |
|
| 5362 |
5362
Severin Investments
St. Louis,
Missouri
| USD 135 M | +USD 1.97 M | +1% | 1.53% | – | 189 | 18.52% | 1.1 |
|
| 5363 |
5363
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| USD 135 M | -USD 13.3 M | -9% | 2.29% | – | 238 | 26.05% | 1.2 |
|
| 5364 |
5364
BLVD Private Wealth
Prospect,
Kentucky
| USD 134 M | -USD 119 k | -0.1% | 1.96% | – | 76 | 11.84% | 0.9 |
|
| 5365 |
5365
CPR Investments
Rochester,
Michigan
| USD 134 M | +USD 4.46 M | +3% | 2.3% | 84% | 74 | 39.19% | 0.8 |
|
| 5366 |
5366
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 134 M | +USD 4.81 M | +4% | 3.82% | 0.74% | 3 | 0% | 3.3 |
|
| 5367 |
5367
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 134 M | +USD 28.6 M | +27% | 12.4% | – | 91 | 28.57% | 0.6 |
|
| 5368 |
5368
Sherman Asset Management
Ventura,
California
| USD 134 M | +USD 5.37 M | +4% | 1.48% | – | 140 | 25% | 1.5 |
|
| 5369 |
5369
Birchwood Financial Partners
Bloomington,
Minnesota
| USD 134 M | +USD 11.9 M | +10% | 0.9% | – | 704 | 51.42% | 0.4 |
|
| 5370 |
5370
Trace Wealth Advisors
Los Angeles,
California
| USD 134 M | -USD 18.7 M | -12% | 0.35% | – | 75 | 28% | 1.4 |
|
| 5371 |
B
5371
Bayban
Bayport,
Minnesota
| USD 134 M | +USD 3.76 M | +3% | 0.13% | – | 618 | 18.77% | 0.7 |
|
| 5372 |
5372
Peapod Lane Capital
Bedford Hills,
New York
| USD 134 M | -USD 14.1 M | -10% | 1.66% | – | 63 | 9.52% | 1.2 |
|
| 5373 |
5373
Hingham Institution for Savings
Hingham,
Massachusetts
| USD 134 M | -USD 254 k | -0.2% | 0.15% | – | 15 | 0% | 0.7 |
|
| 5374 |
5374
Hershey Financial Advisers
Lancaster,
Pennsylvania
| USD 134 M | -USD 5.25 M | -4% | 5.58% | – | 118 | 54.24% | 0.8 |
|
| 5375 |
5375
McCartney Wealth Management
Clayton,
Missouri
| USD 134 M | +USD 2.09 M | +2% | 1.02% | – | 68 | 7.35% | 0.7 |
|