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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, 2,609 fondos (~29%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1326 |
1326
Harper Investing
Santa Clara,
California
| USD 323 M | +USD 26.5 M | +9% | 2.84% | 58.7% | 88 | 6.82% | 1.8 |
|
| 1327 |
1327
Biltmore Wealth Management
Tempe,
Arizona
| USD 323 M | +USD 2.48 M | +0.8% | 0.85% | 59.8% | 61 | 8.2% | 4.7 |
|
| 1328 |
LFP
1328
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| USD 323 M | +USD 11.9 M | +4% | 2.28% | 65.4% | 102 | 14.71% | 1.9 |
|
| 1329 |
1329
Foundry Financial
Pasadena,
California
| USD 322 M | +USD 24.6 M | +8% | 0.05% | – | 103 | 24.27% | 0.5 |
|
| 1330 |
1330
Invesco LLC (Illinois)
Des Plaines,
Illinois
| USD 321 M | -USD 2.17 M | -0.7% | 3.14% | 122% | 137 | 7.3% | 2.6 |
|
| 1331 |
1331
Global Trust Asset Management
West Palm Beach,
Florida
| USD 321 M | +USD 1.19 M | +0.4% | 0.22% | 178% | 548 | 22.99% | 3.9 |
|
| 1332 |
1332
Asset Allocation & Management Company
Chicago,
Illinois
| USD 321 M | +USD 14 M | +5% | 0.53% | 58.5% | 71 | 8.45% | 3.5 |
|
| 1333 |
1333
Centerline Wealth Advisors
Louisville,
Kentucky
| USD 321 M | +USD 1.55 M | +0.5% | 1.11% | – | 83 | 6.02% | 1 |
|
| 1334 |
1334
Sims Investment Management
Cincinnati,
Ohio
| USD 320 M | -USD 3.12 M | -1% | 1.73% | – | 184 | 78.8% | 1.4 |
|
| 1335 |
1335
Register Financial Advisors
Atlanta,
Georgia
| USD 320 M | -USD 6.01 M | -2% | 0.49% | 130% | 454 | 9.91% | 2.2 |
|
| 1336 |
1336
Adirondack Trust Company
Saratoga Springs,
New York
| USD 320 M | -USD 15.8 M | -5% | 2.92% | 96.7% | 575 | 6.43% | 6.4 |
|
| 1337 |
1337
Bell & Brown Wealth Advisors
Newport Beach,
California
| USD 320 M | -USD 10.4 M | -3% | 4.67% | 125% | 74 | 4.05% | 6.2 |
|
| 1338 |
1338
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 319 M | +USD 29.8 M | +10% | 0.47% | 38.4% | 150 | 20.67% | 0.7 |
|
| 1339 |
1339
Maryland Capital Advisors
Chester,
Maryland
| USD 319 M | +USD 7.31 M | +2% | 0.06% | – | 1,088 | 7.63% | 1.1 |
|
| 1340 |
1340
Samalin Investment Counsel
Chappaqua,
New York
| USD 319 M | -USD 666 k | -0.2% | 0.71% | 68.3% | 359 | 14.21% | 3.3 |
|
| 1341 |
1341
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| USD 319 M | +USD 8.96 M | +3% | 1.26% | 63.9% | 147 | 2.72% | 6.5 |
|
| 1342 |
1342
Defender Capital
Charlotte,
North Carolina
| USD 319 M | +USD 11.2 M | +4% | 7.68% | 101% | 39 | 7.69% | 0.6 |
|
| 1343 |
1343
Genesee Capital Advisors
Auburn,
New York
| USD 318 M | +USD 170 k | +0.1% | 0.92% | 107% | 197 | 19.8% | 2 |
|
| 1344 |
1344
Nepsis Inc
Minneapolis,
Minnesota
| USD 317 M | +USD 22.6 M | +8% | 8.98% | 131% | 29 | 6.9% | 4.6 |
|
| 1345 |
1345
TrustBank
Olney,
Illinois
| USD 317 M | +USD 22.8 M | +8% | 0.52% | – | 193 | 12.44% | 0.6 |
|
| 1346 |
1346
Oak Asset Management
Westlake Village,
California
| USD 317 M | +USD 6.39 M | +2% | 5.11% | 91.8% | 117 | 5.98% | 3.5 |
|
| 1347 |
1347
Archer Investment Management
Austin,
Texas
| USD 317 M | +USD 24.7 M | +8% | 0.61% | – | 131 | 23.66% | 0.8 |
|
| 1348 |
1348
Carroll Advisory Group
Texarkana,
Texas
| USD 317 M | +USD 12.7 M | +4% | 0.89% | – | 88 | 18.18% | 0.6 |
|
| 1349 |
1349
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 317 M | -USD 546 k | -0.2% | 0.76% | 69.5% | 155 | 1.29% | 2.2 |
|
| 1350 |
1350
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 317 M | +USD 8.82 M | +3% | 0.2% | 74.4% | 179 | 6.7% | 3.5 |
|