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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Scheeler Financial
West Chester,
Ohio
| USD 132 M | – | – | 1.87% | – | 78 | – | 0 |
|
| 5402 |
SCC
5402
Seal Cove Capital
Palo Alto,
California
| USD 132 M | +USD 1.65 M | +1% | 2.2% | – | 11 | 18.18% | 0.6 |
|
| 5403 |
5403
Veratis Advisors
Cary,
North Carolina
| USD 132 M | -USD 9.2 M | -7% | 0.77% | – | 90 | 13.33% | 0.7 |
|
| 5404 |
5404
Alliance Wealth Strategies
Lynchburg,
Virginia
| USD 132 M | +USD 4.77 M | +4% | 0.73% | – | 67 | 2.99% | 0.7 |
|
| 5405 |
5405
Journey Beyond Wealth
Roswell,
Georgia
| USD 132 M | +USD 3.92 M | +3% | 0.07% | – | 35 | 20% | 1.3 |
|
| 5406 |
5406
NewCorp Financial Services
Alpharetta,
Georgia
| USD 132 M | +USD 1.33 M | +1% | 0.7% | – | 59 | 16.95% | 0.6 |
|
| 5407 |
5407
CDKV Holdings
Denver,
Colorado
| USD 132 M | +USD 3.99 M | +3% | 1.02% | – | 278 | 0.72% | 0.7 |
|
| 5408 |
5408
Paragon Capital Management (Utah)
Provo,
Utah
| USD 132 M | -USD 3.06 M | -2% | 0.9% | 72.3% | 83 | 19.28% | 1.9 |
|
| 5409 |
MCFP
5409
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| USD 132 M | +USD 3 M | +2% | 0.17% | – | 282 | 9.57% | 0.7 |
|
| 5410 |
5410
Miller Financial Services
Marshall,
Michigan
| USD 132 M | +USD 7.63 M | +6% | 0.94% | – | 163 | 17.79% | 1.1 |
|
| 5411 |
5411
Wulff, Hansen & Co
San Rafael,
California
| USD 132 M | +USD 1.37 M | +1% | 1.52% | 94.7% | 115 | 7.83% | 2.9 |
|
| 5412 |
5412
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| USD 132 M | +USD 9.5 M | +8% | 1.04% | – | 83 | 20.48% | 0.7 |
|
| 5413 |
5413
Nightview Capital
Austin,
Texas
| USD 132 M | -USD 1.84 M | -1% | 7.27% | 170% | 15 | 20% | 1.9 |
|
| 5414 |
5414
Professional Financial Solutions
Falls Chruch,
Virginia
| USD 131 M | +USD 2.62 M | +2% | 0.59% | – | 41 | 4.88% | 0.7 |
|
| 5415 |
5415
Vision Financial Markets
Stamford,
Connecticut
| USD 131 M | +USD 16 M | +14% | 0.45% | – | 438 | 17.35% | 1.5 |
|
| 5416 |
UAML
5416
US Asset Management LLC
Pittsburgh,
Pennsylvania
| USD 131 M | USD 0 | 0% | 2.74% | 142% | 112 | 0% | 4.3 |
|
| 5417 |
YAVAPFMC
5417
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| USD 131 M | -USD 12.6 M | -9% | 1.12% | 215% | 42 | 14.29% | 1 |
|
| 5418 |
HPM
5418
Hudson Portfolio Management
Garrison,
New York
| USD 131 M | -USD 1.06 M | -0.8% | 1.27% | – | 125 | 10.4% | 3.5 |
|
| 5419 |
5419
Santa Clara Valley Transportation Authority
San Jose,
California
| USD 131 M | +USD 2.04 M | +2% | 2.71% | – | 4 | 0% | 2 |
|
| 5420 |
5420
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 131 M | +USD 2.66 M | +2% | 1.29% | 72.4% | 65 | 10.77% | 2.9 |
|
| 5421 |
TWM
5421
Todd Wealth Management
Venice,
Florida
| USD 131 M | -USD 895 k | -0.7% | 3.85% | – | 116 | 10.34% | 0.7 |
|
| 5422 |
5422
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| USD 131 M | -USD 3.05 M | -2% | 1.14% | – | 122 | 9.02% | 0.7 |
|
| 5423 |
SF
5423
Schaeffer Financial
Rockville,
Maryland
| USD 131 M | +USD 1.7 M | +1% | 0.89% | 52.2% | 31 | 16.13% | 2.3 |
|
| 5424 |
5424
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| USD 131 M | +USD 7.36 M | +6% | 0.69% | – | 94 | 9.57% | 1.4 |
|
| 5425 |
5425
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| USD 131 M | +USD 3.16 M | +2% | 1.17% | – | 84 | 46.43% | 0.9 |
|