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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, 2,671 fondos (~30%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| USD 462 M | +USD 16.8 M | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
| 1027 |
1027
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 462 M | +USD 5.15 M | +1% | 0.15% | 57.8% | 152 | 10.53% | 2.9 |
|
| 1028 |
1028
RDA Financial Network
Akron,
Iowa
| USD 459 M | +USD 218 k | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
| 1029 |
1029
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 459 M | +USD 9.3 M | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
| 1030 |
1030
Doliver Advisors
Houston,
Texas
| USD 458 M | +USD 16.3 M | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
| 1031 |
1031
LPWM LLC
Minneapolis,
Minnesota
| USD 458 M | +USD 7.18 M | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|
| 1032 |
1032
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 458 M | +USD 15.6 M | +4% | 1.57% | – | 177 | 10.17% | 3.4 |
|
| 1033 |
1033
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 457 M | -USD 4.17 M | -0.9% | 0.16% | 91.4% | 218 | 2.29% | 5.4 |
|
| 1034 |
1034
SWMG LLC
Fort Worth,
Texas
| USD 457 M | +USD 32.2 M | +8% | 0.65% | 68.7% | 127 | 28.35% | 2 |
|
| 1035 |
1035
Peavine Capital
Reno,
Nevada
| USD 457 M | -USD 14.9 M | -3% | 1.18% | 30.8% | 10 | 20% | 6.5 |
|
| 1036 |
1036
Proathlete Wealth Management
Boca Raton,
Florida
| USD 457 M | +USD 52.5 M | +13% | 1.91% | 73.9% | 1,241 | 77.2% | 0.3 |
|
| 1037 |
1037
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 456 M | – | – | 1.75% | – | 419 | – | 2 |
|
| 1038 |
1038
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 456 M | +USD 629 k | +0.1% | 3.66% | 116% | 405 | 18.02% | 3.2 |
|
| 1039 |
BWM
1039
Brown Wealth Management
Naperville,
Illinois
| USD 456 M | +USD 8.61 M | +2% | 0.46% | 51.2% | 144 | 13.19% | 1.8 |
|
| 1040 |
1040
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 455 M | -USD 11.5 M | -2% | 0.01% | 61.3% | 125 | 11.2% | 3.5 |
|
| 1041 |
DI
1041
Diligent Investors
Redlands,
California
| USD 455 M | +USD 5.91 M | +1% | 2.43% | 82.2% | 373 | 7.24% | 4.6 |
|
| 1042 |
1042
Able Wealth Management
Toms River,
New Jersey
| USD 455 M | +USD 19 M | +4% | 1.14% | 58.1% | 236 | 39.41% | 1 |
|
| 1043 |
1043
Freedom Day Solutions
Houston,
Texas
| USD 455 M | +USD 2.87 M | +0.6% | 0.32% | 86.6% | 146 | 17.12% | 3.1 |
|
| 1044 |
1044
Atwater Malick
Lancaster,
Pennsylvania
| USD 454 M | -USD 4.83 M | -1% | 1.01% | 83.4% | 139 | 12.23% | 2.9 |
|
| 1045 |
1045
CWS Financial Advisors
Kalamazoo,
Michigan
| USD 454 M | +USD 3.5 M | +0.8% | 0.72% | 55.7% | 176 | 5.68% | 3.6 |
|
| 1046 |
1046
Mokosak Advisory Group
Urbandale,
Iowa
| USD 454 M | -USD 7.87 M | -2% | 2.99% | 59.2% | 43 | 11.63% | 4.2 |
|
| 1047 |
1047
Syquant Capital SAS
Paris,
France
| USD 453 M | +USD 6.27 M | +1% | 6.4% | 160% | 71 | 61.97% | 0.3 |
|
| 1048 |
1048
Briaud Financial Planning
College Station,
Texas
| USD 453 M | +USD 73.1 M | +19% | 5.67% | 113% | 46 | 13.04% | 2.1 |
|
| 1049 |
1049
Brown, Lisle/Cummings
Providence,
Rhode Island
| USD 453 M | +USD 7.22 M | +2% | 3.36% | 82.3% | 1,081 | 4.63% | 2.5 |
|
| 1050 |
1050
Level Financial Advisors
East Amherst,
New York
| USD 453 M | +USD 5.01 M | +1% | 1.07% | 44% | 99 | 12.12% | 3.3 |
|