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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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
751
Solidarity Wealth
Lehi,
Utah
| USD 578 M | +USD 3.81 M | +0.7% | 2.94% | 85.9% | 102 | 18.63% | 2.5 |
|
| 752 |
752
Tradewinds Capital Management
Bellingham,
Washington
| USD 578 M | +USD 15.3 M | +3% | 2.5% | 96.9% | 768 | 14.84% | 4.6 |
|
| 753 |
753
Regent Peak Wealth Advisors
Atlanta,
Georgia
| USD 577 M | +USD 37 M | +7% | 3.45% | – | 245 | 15.51% | 3.3 |
|
| 754 |
754
Halter Ferguson Financial
Carmel,
Indiana
| USD 577 M | -USD 40.9 M | -7% | 9.85% | 131% | 37 | 13.51% | 1.8 |
|
| 755 |
DI
755
DAGCO Inc
Westlake,
Ohio
| USD 576 M | +USD 35.3 M | +7% | 1.13% | 75% | 120 | 4.17% | 3.1 |
|
| 756 |
756
Columbia Asset Management
Ann Arbor,
Michigan
| USD 576 M | +USD 691 k | +0.1% | 4.28% | 94.1% | 176 | 9.09% | 7.2 |
|
| 757 |
757
Clarity Wealth Advisors
San Jose,
California
| USD 575 M | +USD 8.11 M | +1% | 1.68% | 94.1% | 120 | 5% | 3.6 |
|
| 758 |
758
Triumph Capital Management
Denver,
Colorado
| USD 573 M | +USD 21.3 M | +4% | 1.08% | 55.5% | 1,943 | 6.12% | 1 |
|
| 759 |
WCMN
759
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| USD 573 M | +USD 17.8 M | +3% | 4.89% | 121% | 46 | 0% | 8.6 |
|
| 760 |
WWMSC
760
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| USD 573 M | +USD 32.3 M | +6% | 1.57% | 36.4% | 298 | 20.81% | 3.6 |
|
| 761 |
761
Diversified Management
Milwaukee,
Wisconsin
| USD 573 M | +USD 105 M | +22% | 2.6% | – | 246 | 34.55% | 0.5 |
|
| 762 |
762
Lincoln Capital
Lincoln,
Nebraska
| USD 570 M | +USD 8.31 M | +1% | 1.14% | 67.1% | 143 | 7.69% | 6.1 |
|
| 763 |
763
Investors Research Corp
Atlanta,
Georgia
| USD 569 M | +USD 10.2 M | +2% | 1.74% | 62.1% | 846 | 11.47% | 4.6 |
|
| 764 |
764
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 568 M | +USD 10.4 M | +2% | 7.93% | 155% | 95 | 4.21% | 3.3 |
|
| 765 |
765
Insight Advisors
Newtown,
Pennsylvania
| USD 568 M | +USD 1.16 M | +0.2% | 2.36% | 74% | 259 | 14.67% | 3.9 |
|
| 766 |
766
Schoolcraft Capital
Boulder,
Colorado
| USD 568 M | +USD 5.47 M | +1% | 0.28% | 58.7% | 69 | 5.8% | 5.4 |
|
| 767 |
767
Single Point Partners
Boston,
Massachusetts
| USD 566 M | -USD 2.06 M | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|
| 768 |
TCOT
768
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 565 M | -USD 7.29 M | -1% | 0.74% | – | 8 | 0% | 1.9 |
|
| 769 |
769
Manchester Financial
Westlake Village,
California
| USD 565 M | +USD 2.02 M | +0.4% | 1.39% | 73% | 153 | 11.76% | 3.2 |
|
| 770 |
CA
770
Crumly & Associates
Springfield,
Illinois
| USD 563 M | +USD 41.2 M | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
| 771 |
KMWM
771
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 562 M | +USD 33.2 M | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
| 772 |
772
Mindset Wealth Management
Indianapolis,
Indiana
| USD 562 M | +USD 43 M | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
| 773 |
FVCM
773
F&V Capital Management
Boca Raton,
Florida
| USD 561 M | +USD 12.6 M | +2% | 4.32% | 123% | 64 | 7.81% | 5.3 |
|
| 774 |
774
Commonwealth Financial Services
Vienna,
West Virginia
| USD 559 M | -USD 185 M | -25% | 0.67% | 64.2% | 367 | 34.88% | 3 |
|
| 775 |
MHR
775
Matthew Hamilton Rosenberg
| USD 558 M | +USD 21.7 M | +4% | 0.27% | 52% | 833 | 6.84% | 4.4 |
|