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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, 2,107 fondos (~24%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 851 |
851
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 419 M | +USD 13.7 M | +3% | 1.93% | 81.6% | 172 | 20.35% | 2.6 |
|
| 852 |
ATI
852
ARK & TLK Investments
Oklahoma City,
Oklahoma
| USD 416 M | +USD 10.3 M | +3% | 0.24% | 62.2% | 130 | 5.38% | 2.2 |
|
| 853 |
853
Elmwood Wealth Management
Berkeley,
California
| USD 416 M | +USD 16.3 M | +4% | 0.14% | 42.1% | 221 | 15.84% | 3.2 |
|
| 854 |
854
Tactive Advisors
Jacksonville,
Florida
| USD 416 M | +USD 10.1 M | +2% | 2.96% | – | 340 | 34.41% | 1.3 |
|
| 855 |
855
EnRich Financial Partners
Madison,
Wisconsin
| USD 416 M | -USD 5.32 M | -1% | 1.29% | 50.7% | 68 | 4.41% | 2.2 |
|
| 856 |
856
Elevatus Welath Management
Victor,
New York
| USD 415 M | +USD 4.35 M | +1% | 2.45% | 270% | 294 | 36.39% | 1.1 |
|
| 857 |
857
Centurion Wealth Management
Mclean,
Virginia
| USD 415 M | -USD 2.89 M | -0.7% | 2.15% | – | 308 | 16.88% | 2.1 |
|
| 858 |
ECP
858
Elemental Capital Partners
San Francisco,
California
| USD 415 M | -USD 61.1 M | -13% | 13.2% | – | 12 | 0% | 2 |
|
| 859 |
859
LongView Wealth Management
Atlanta,
Georgia
| USD 415 M | +USD 25 M | +6% | 0.52% | 60.8% | 244 | 13.11% | 1.9 |
|
| 860 |
860
Snider Financial Group
Bellevue,
Washington
| USD 415 M | +USD 21.9 M | +6% | 4.98% | 87% | 108 | 10.19% | 2.2 |
|
| 861 |
IAA
861
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| USD 414 M | -USD 12.8 M | -3% | 2.86% | 49.3% | 93 | 17.2% | 3.2 |
|
| 862 |
862
Lifestyle Asset Management
Friendswood,
Texas
| USD 414 M | +USD 41.7 M | +11% | 0.44% | 88.3% | 143 | 19.58% | 1.6 |
|
| 863 |
863
TriaGen Wealth Management
Calabasas,
California
| USD 413 M | +USD 13.2 M | +3% | 5.73% | 132% | 218 | 28.44% | 2.6 |
|
| 864 |
864
Inlet Private Wealth
Jupiter,
Florida
| USD 413 M | +USD 1.17 M | +0.3% | 1.86% | 111% | 138 | 5.8% | 4.9 |
|
| 865 |
865
Fruth Investment Management
Houston,
Texas
| USD 409 M | -USD 11.4 M | -3% | 2.62% | 79.4% | 230 | 5.65% | 8.8 |
|
| 866 |
866
S.E.E.D. Planning Group
Binghamton,
New York
| USD 408 M | +USD 29.4 M | +8% | 3.79% | 57.3% | 103 | 19.42% | 3 |
|
| 867 |
867
Acorn Wealth Advisors
Grand Blanc,
Michigan
| USD 407 M | -USD 3.26 M | -0.8% | 0.17% | 58.8% | 317 | 9.15% | 3.4 |
|
| 868 |
868
Prospera Capital Management
Gilbert,
Arizona
| USD 406 M | +USD 86.5 M | +27% | 0.03% | – | 77 | 20.78% | 0.9 |
|
| 869 |
HCM
869
Hudson Capital Management
Ramsey,
New Jersey
| USD 405 M | -USD 8.2 M | -2% | 1.11% | 66.8% | 81 | 12.35% | 4.2 |
|
| 870 |
870
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| USD 405 M | +USD 568 k | +0.1% | 1.01% | 81% | 99 | 1.01% | 6.9 |
|
| 871 |
871
Arcataur Capital Management
Milwaukee,
Wisconsin
| USD 405 M | +USD 1.31 M | +0.3% | 0.63% | 65.4% | 106 | 6.6% | 2.8 |
|
| 872 |
872
Revisor Wealth Management
Akron,
Ohio
| USD 404 M | -USD 12.1 M | -3% | 2.18% | 72% | 403 | 18.36% | 1.5 |
|
| 873 |
873
Keystone Financial Planning
Cleveland,
Ohio
| USD 404 M | +USD 15.9 M | +4% | 3.95% | 46% | 40 | 5% | 7.2 |
|
| 874 |
874
Crown Wealth Group
Charlotte,
North Carolina
| USD 404 M | +USD 10.5 M | +3% | 3.69% | 98.2% | 162 | 16.05% | 2 |
|
| 875 |
875
St. Clair Advisors
Mayfield Hts,
Ohio
| USD 402 M | +USD 13.7 M | +4% | 3.92% | 77.5% | 81 | 3.7% | 3.9 |
|