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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
Chapman Investment Management
San Anselmo,
California
| USD 126 M | +USD 4.92 M | +4% | 7.09% | 57.3% | 57 | 100% | 0 |
|
| 5502 |
5502
Baer Investment Advisory
Corte Madera,
California
| USD 126 M | +USD 6.52 M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 5503 |
5503
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 5504 |
5504
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 5505 |
5505
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 5506 |
5506
KDK Private Wealth Management
Houston,
Texas
| USD 126 M | +USD 5.06 M | +4% | 4.44% | – | 58 | 1.72% | 1.6 |
|
| 5507 |
5507
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 5508 |
5508
Barington Capital Group
New York
| USD 126 M | -USD 16.7 M | -12% | 10.7% | 62.7% | 10 | 20% | 2.3 |
|
| 5509 |
5509
Kelsey Financial
Moorpark,
California
| USD 125 M | -USD 6.42 M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 5510 |
5510
Life Planning Partners
Jacksonville,
Florida
| USD 125 M | -USD 9.29 M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 5511 |
5511
Kane Co Wealth Management
Johnston,
Iowa
| USD 125 M | -USD 6.58 M | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 5512 |
5512
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 5513 |
5513
J.M. Arbour
Gardiner,
Maine
| USD 125 M | +USD 8.96 M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 5514 |
5514
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 5515 |
5515
Signet Private Wealth
Chicago,
Illinois
| USD 125 M | -USD 496 k | -0.4% | 1.73% | – | 146 | 25.34% | 0.5 |
|
| 5516 |
5516
Alexander Randolph Advisory
Mclean,
Virginia
| USD 125 M | +USD 3.47 M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 5517 |
5517
Connecticut Capital Management Group
Milford,
Connecticut
| USD 125 M | +USD 717 k | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 5518 |
5518
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.71% | – | 57 | 5.26% | 0.7 |
|
| 5519 |
5519
Godfrey Financial Associates
Glenmont,
New York
| USD 125 M | -USD 6.1 M | -5% | 0.84% | – | 1,129 | 9.74% | 0.7 |
|
| 5520 |
5520
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 5521 |
TY
5521
Titiun Yejiel
| USD 124 M | +USD 9.13 M | +8% | 9.66% | – | 48 | 27.08% | 0.6 |
|
| 5522 |
5522
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 124 M | +USD 1.71 M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 5523 |
5523
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 124 M | -USD 4.39 M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 5524 |
5524
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 5525 |
5525
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|