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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
SA
5576
Stonebridge Advisors
Wilton,
Connecticut
| USD 121 M | +USD 37.7 M | +45% | 6.88% | 0.03% | 4 | 25% | 1.5 |
|
| 5577 |
5577
Twin Cities Retirement Group
Plymouth,
Minnesota
| USD 121 M | +USD 3.7 M | +3% | 1.77% | – | 27 | 18.52% | 0.6 |
|
| 5578 |
5578
Blom & Howell Financial Planning
Modesto,
California
| USD 120 M | +USD 171 k | +0.1% | 0.79% | – | 71 | 15.49% | 0.7 |
|
| 5579 |
5579
Red Mountain Financial
Fort Collins,
Colorado
| USD 120 M | +USD 684 k | +0.6% | 0.54% | – | 85 | 8.24% | 2 |
|
| 5580 |
5580
Finhabits Advisors
New York
| USD 120 M | +USD 917 k | +0.8% | 1.88% | – | 15 | 0% | 0.8 |
|
| 5581 |
GC
5581
Gruss & Co
West Palm Beach,
Florida
| USD 120 M | +USD 79 M | +194% | 6.57% | 173% | 43 | 23.26% | 2.1 |
|
| 5582 |
5582
BankChampaign National Association
Champaign,
Illinois
| USD 120 M | -USD 10.5 M | -8% | 0.38% | – | 227 | 22.91% | 0.5 |
|
| 5583 |
5583
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 5584 |
5584
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 5585 |
5585
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 5586 |
5586
Bedminster
Bluffton,
South Carolina
| USD 119 M | +USD 2.27 M | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 5587 |
5587
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 5588 |
5588
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 5589 |
5589
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 119 M | +USD 2.89 M | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 5590 |
D
5590
Drystone
Ivy,
Virginia
| USD 119 M | -USD 2.68 M | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 5591 |
5591
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 119 M | +USD 2.23 M | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 5592 |
5592
Prospect Financial Group
Arlington,
Virginia
| USD 119 M | -USD 5.23 M | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 5593 |
5593
Fund Advisors of America Inc
Orland,
Florida
| USD 119 M | +USD 8.66 M | +8% | 3.05% | – | 141 | 19.86% | 0.6 |
|
| 5594 |
5594
Bretton Capital Management
San Francisco,
California
| USD 119 M | -USD 6.52 M | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 5595 |
5595
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 119 M | +USD 8.13 M | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 5596 |
5596
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 119 M | -USD 124 k | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 5597 |
5597
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 119 M | -USD 6.35 M | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 5598 |
JMNC
5598
J. Mark Nickell & Co
Brentwood,
Tennessee
| USD 119 M | -USD 6.76 M | -5% | 0.43% | – | 36 | 36.11% | 0.6 |
|
| 5599 |
5599
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 118 M | -USD 12.4 M | -9% | 0.12% | – | 37 | 8.11% | 1.1 |
|
| 5600 |
5600
OakTrust Wealth Advisors
Wilton,
Connecticut
| USD 118 M | +USD 2.32 M | +2% | 0.24% | – | 74 | 13.51% | 0.6 |
|