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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Frisco Financial Planning
Frisco,
Texas
| USD 129 M | -USD 4.18 M | -3% | 3.15% | – | 34 | 14.71% | 1.2 |
|
| 2227 |
2227
C2C Wealth Management
Scottsdale,
Arizona
| USD 128 M | +USD 790 k | +0.6% | 3.62% | 77.2% | 97 | 9.28% | 3.7 |
|
| 2228 |
RWIA
2228
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 128 M | +USD 985 k | +0.8% | 0.93% | 61.3% | 48 | 14.58% | 2.5 |
|
| 2229 |
BI
2229
BluePrint Investing
San Francisco,
California
| USD 128 M | -USD 5.58 M | -4% | 0.38% | – | 26 | 3.85% | 0.8 |
|
| 2230 |
2230
Purewater Capital
Fort Worth,
Texas
| USD 128 M | -USD 10.4 M | -7% | 7.41% | – | 70 | 30% | 0.4 |
|
| 2231 |
WWMP
2231
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| USD 128 M | +USD 3.96 M | +3% | 0.76% | – | 117 | 28.21% | 0.6 |
|
| 2232 |
PIAL
2232
Prudent Investor Advisors, LLC
Folsom,
California
| USD 128 M | – | – | 0.71% | – | 34 | – | 0 |
|
| 2233 |
GH
2233
GLP Holdings
Cumming,
Georgia
| USD 127 M | +USD 15.9 M | +14% | 14.4% | – | 4 | 0% | 0.8 |
|
| 2234 |
2234
Topor & Co Korea
Seoul,
| USD 127 M | -USD 76.7 k | -0.1% | 0.43% | – | 19 | 0% | 0.7 |
|
| 2235 |
2235
Andrew Hill Investment Advisors
Naples,
Florida
| USD 127 M | -USD 8.17 M | -6% | 6.39% | 269% | 72 | 40.28% | 1.2 |
|
| 2236 |
2236
Mission Financial Group
Las Vegas,
Nevada
| USD 127 M | +USD 6.01 M | +5% | 2.3% | – | 170 | 15.29% | 3.4 |
|
| 2237 |
2237
Stegent Equity Advisors
Houston,
Texas
| USD 126 M | -USD 13.3 M | -10% | 3.64% | 96.4% | 124 | 34.68% | 2.2 |
|
| 2238 |
2238
Baer Investment Advisory
Corte Madera,
California
| USD 126 M | +USD 6.52 M | +5% | 8.45% | – | 66 | 36.36% | 0.8 |
|
| 2239 |
2239
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 126 M | -USD 24.3 M | -16% | 1.81% | – | 55 | 10.91% | 4 |
|
| 2240 |
2240
Fulcrum Equity Management
Plano,
Texas
| USD 126 M | -USD 10.5 M | -8% | 0.99% | 116% | 166 | 33.73% | 1.5 |
|
| 2241 |
2241
CenturyLink Investment Management
Denver,
Colorado
| USD 126 M | -USD 3.22 M | -2% | 2.37% | – | 3 | 0% | 1.9 |
|
| 2242 |
2242
Kennebec Savings Bank
Augusta,
Maine
| USD 126 M | +USD 976 k | +0.8% | 4.29% | – | 284 | 7.39% | 1.7 |
|
| 2243 |
2243
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 2244 |
2244
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 2245 |
2245
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 2246 |
2246
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 2247 |
2247
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 2248 |
2248
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 2249 |
WWL
2249
Wavvest Wealth LLC
Chicago,
Illinois
| USD 124 M | – | – | 0.52% | – | 97 | – | 0 |
|
| 2250 |
2250
Miller Global Investments
Dallas,
Texas
| USD 124 M | +USD 3.28 M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|