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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 273 k | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 5727 |
5727
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 107 M | +USD 4.96 M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 5728 |
5728
Heronetta Management
New York
| USD 107 M | -USD 1.81 M | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 5729 |
5729
American Wealth Advisors
Johns Creek,
Georgia
| USD 107 M | +USD 449 k | +0.4% | 0.51% | – | 43 | 4.65% | 1 |
|
| 5730 |
5730
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 5731 |
SG
5731
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 5732 |
5732
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 106 M | -USD 4.33 M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 5733 |
5733
Burkett Asset Management
Victoria,
| USD 106 M | -USD 911 k | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 5734 |
SCCL
5734
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 106 M | -USD 2.25 M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 5735 |
5735
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 106 M | -USD 12.2 M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 5736 |
PWM
5736
Puff Wealth Management
Haddonfield,
New Jersey
| USD 106 M | +USD 7.85 M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 5737 |
5737
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 105 M | -USD 19.4 M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 5738 |
5738
Prism Planning Partners
Libertyville,
Illinois
| USD 105 M | +USD 10.8 M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 5739 |
5739
Willow Financial
Rogers,
Arkansas
| USD 105 M | – | – | 2.21% | – | 63 | – | 0.3 |
|
| 5740 |
MI
5740
Moneywise Inc
Forest,
Virginia
| USD 105 M | -USD 163 M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 5741 |
5741
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 199 k | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 5742 |
5742
SPWM Advisors
Traverse City,
Michigan
| USD 105 M | -USD 3.22 M | -3% | 2.05% | – | 96 | 13.54% | 0.6 |
|
| 5743 |
5743
Corecam AG
Zurich,
| USD 105 M | -USD 12.1 M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 5744 |
5744
Geremia Financial Services
Edison,
New Jersey
| USD 105 M | +USD 10.5 M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 5745 |
5745
Amitell Capital
Singapore
| USD 105 M | -USD 4.56 M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|
| 5746 |
5746
Xena Financial Planning
Portland,
Oregon
| USD 105 M | +USD 552 k | +0.5% | 1.08% | – | 40 | 10% | 0.7 |
|
| 5747 |
5747
Hyposwiss Advisors
Geneva,
| USD 105 M | -USD 806 k | -0.8% | 0.21% | – | 104 | 1.92% | 0.7 |
|
| 5748 |
5748
Reality Financial Planning Services
Sarasota,
Florida
| USD 105 M | +USD 1.12 M | +1% | 0.65% | – | 20 | 10% | 0.7 |
|
| 5749 |
5749
Freemont Management
Vaud,
Switzerland
| USD 105 M | +USD 1.35 M | +1% | 6.64% | 102% | 17 | 23.53% | 2.5 |
|
| 5750 |
5750
Trailhead Planners
Edina,
Minnesota
| USD 105 M | +USD 1.21 M | +1% | 0.29% | – | 57 | 3.51% | 0.6 |
|