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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
DLK Investment Management
Solana Beach,
California
| USD 275 M | +USD 39.6 M | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 1402 |
1402
Clarus Wealth Advisors
Peoria,
Arizona
| USD 275 M | +USD 15.2 M | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 1403 |
1403
Burford Brothers
Dallas,
Texas
| USD 275 M | +USD 2.02 M | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|
| 1404 |
1404
Financial Planning Navigators
Maple Grove,
Minnesota
| USD 274 M | +USD 7.17 M | +3% | 0.34% | – | 81 | 24.69% | 0.5 |
|
| 1405 |
1405
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| USD 274 M | -USD 3.62 M | -1% | 0.86% | – | 62 | 12.9% | 1.5 |
|
| 1406 |
1406
B.A. Schrock Wealth Management, Inc.
Wadsworth,
Ohio
| USD 274 M | – | – | 0.35% | – | 132 | – | 0 |
|
| 1407 |
1407
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 273 M | +USD 58.5 M | +27% | 1.65% | 76.3% | 114 | 21.93% | 2.1 |
|
| 1408 |
FA
1408
FF Advisors
Manhattan Beach,
California
| USD 273 M | +USD 6.18 M | +2% | 0.88% | 59.7% | 132 | 12.12% | 1.9 |
|
| 1409 |
1409
MB, Levis & Associates
Center Valley,
Pennsylvania
| USD 273 M | +USD 1.42 M | +0.5% | 1.55% | 43.1% | 259 | 5.79% | 2.9 |
|
| 1410 |
1410
Unique Wealth Strategies
Burr Ridge,
Illinois
| USD 273 M | -USD 2.38 M | -0.9% | 0.21% | 96.9% | 227 | 3.96% | 1.3 |
|
| 1411 |
1411
Peirce Capital Management
The Woodlands,
Texas
| USD 272 M | -USD 582 k | -0.2% | 0.22% | 56.6% | 48 | 8.33% | 2 |
|
| 1412 |
1412
ARWA LLC
Fort Worth,
Texas
| USD 272 M | +USD 30.9 M | +13% | 0.56% | – | 164 | 26.83% | 0.5 |
|
| 1413 |
SLA
1413
Silver Lake Advisory
Cottonwood Heights,
Utah
| USD 272 M | -USD 8.27 M | -3% | 0.28% | 76.7% | 111 | 7.21% | 5.1 |
|
| 1414 |
1414
Ridgewood Investments
Springfield,
New Jersey
| USD 271 M | +USD 4.16 M | +2% | 0.04% | – | 221 | 7.69% | 3.8 |
|
| 1415 |
1415
Reliant Investment Management
Memphis,
Tennessee
| USD 271 M | -USD 9.9 M | -4% | 2.52% | 129% | 57 | 7.02% | 4.1 |
|
| 1416 |
1416
True Blue Financial
Stevensville,
Michigan
| USD 270 M | +USD 33.5 M | +14% | 1.83% | – | 65 | 16.92% | 0.6 |
|
| 1417 |
1417
Verisail Partners
Chamblee,
Georgia
| USD 270 M | +USD 318 k | +0.1% | 1.43% | – | 30 | 16.67% | 1.2 |
|
| 1418 |
1418
Financial Futures
Brielle,
New Jersey
| USD 270 M | +USD 7.22 M | +3% | 0.6% | 48.5% | 87 | 18.39% | 2.3 |
|
| 1419 |
1419
Alliance Private Wealth
North Reading,
Massachusetts
| USD 269 M | -USD 19 M | -7% | 0.25% | – | 86 | 5.81% | 0.7 |
|
| 1420 |
1420
Cane Capital Partners
Saint Francisville,
Louisiana
| USD 269 M | +USD 15.9 M | +6% | 1.52% | – | 170 | 35.29% | 0.5 |
|
| 1421 |
1421
Brindle & Bay Financial Advisors
Frisco,
Texas
| USD 268 M | +USD 67.9 M | +34% | 1.38% | – | 105 | 20.95% | 0.5 |
|
| 1422 |
1422
One Wealth Capital Management
Scottsdale,
Arizona
| USD 267 M | -USD 87.6 M | -25% | 7.15% | – | 261 | 65.13% | 0.9 |
|
| 1423 |
1423
MRA Advisory Group
Parsippany,
New Jersey
| USD 267 M | -USD 8.61 M | -3% | 1.47% | 86.8% | 178 | 25.28% | 2.4 |
|
| 1424 |
OGF
1424
Orin Green Financial
San Diego,
California
| USD 267 M | -USD 4.52 M | -2% | 0.64% | 59.1% | 84 | 3.57% | 1.3 |
|
| 1425 |
1425
MYeCFO
La Jolla,
California
| USD 266 M | +USD 1.33 M | +0.5% | 0.65% | 58.5% | 74 | 4.05% | 2.6 |
|