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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, 2,269 fondos (~25%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1276 |
1276
TL Private Wealth
Southlake,
Texas
| USD 279 M | +USD 6.7 M | +2% | 0.02% | 50.6% | 58 | 12.07% | 3.9 |
|
| 1277 |
1277
Martin Capital Partners
Eugene,
Oregon
| USD 279 M | +USD 7.14 M | +3% | 2.79% | 42.3% | 74 | 4.05% | 4.5 |
|
| 1278 |
1278
My Personal CFO LLC
Vancouver,
Washington
| USD 279 M | +USD 22.6 M | +9% | 6.78% | 83.4% | 96 | 7.29% | 1.6 |
|
| 1279 |
1279
Keystone Global Partners
Denver,
Colorado
| USD 278 M | +USD 13.9 M | +5% | 0.5% | – | 66 | 21.21% | 1.1 |
|
| 1280 |
1280
WJ Interests
Sugar Land,
Texas
| USD 278 M | +USD 18.4 M | +7% | 1.67% | 55.2% | 23 | 4.35% | 2.4 |
|
| 1281 |
1281
Meritas Wealth Management
Larkspur,
California
| USD 278 M | +USD 21.5 M | +8% | 2.14% | 69.4% | 74 | 16.22% | 2.3 |
|
| 1282 |
1282
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 277 M | +USD 4.99 M | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 1283 |
1283
Dupree Financial Group
Lexington,
Kentucky
| USD 277 M | +USD 10.3 M | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 1284 |
1284
Bell Asset Management
Melbourne,
Australia
| USD 277 M | -USD 97.8 M | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 1285 |
1285
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 276 M | -USD 11.4 M | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 1286 |
1286
Christensen King & Associates Investment Services
Richland,
Washington
| USD 276 M | +USD 24.5 M | +10% | 0.11% | 57.9% | 124 | 15.32% | 2.1 |
|
| 1287 |
1287
DLK Investment Management
Solana Beach,
California
| USD 275 M | +USD 39.6 M | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 1288 |
1288
Clarus Wealth Advisors
Peoria,
Arizona
| USD 275 M | +USD 15.2 M | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 1289 |
1289
Burford Brothers
Dallas,
Texas
| USD 275 M | +USD 2.02 M | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|
| 1290 |
1290
Financial Planning Navigators
Maple Grove,
Minnesota
| USD 274 M | +USD 7.17 M | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 1291 |
1291
B.A. Schrock Wealth Management, Inc.
Wadsworth,
Ohio
| USD 274 M | – | – | 0.35% | – | 132 | – | 0 |
|
| 1292 |
1292
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 273 M | +USD 58.5 M | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 1293 |
FA
1293
FF Advisors
Manhattan Beach,
California
| USD 273 M | +USD 6.18 M | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 1294 |
1294
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 273 M | +USD 1.42 M | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 1295 |
1295
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 273 M | -USD 2.38 M | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 1296 |
1296
Peirce Capital Management
The Woodlands,
Texas
| USD 272 M | -USD 582 k | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 1297 |
1297
ARWA LLC
Fort Worth,
Texas
| USD 272 M | +USD 30.9 M | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 1298 |
SLA
1298
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 272 M | -USD 8.27 M | -3% | 0.28% | 76.7% | 111 | 7.21% | 5.1 |
|
| 1299 |
1299
Ridgewood Investments
Springfield,
New Jersey
| USD 271 M | +USD 4.16 M | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 1300 |
1300
Reliant Investment Management
Memphis,
Tennessee
| USD 271 M | -USD 9.9 M | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|