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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, 4,658 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Auour Investments
Woburn,
Massachusetts
| USD 353 M | +USD 4.41 M | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 2302 |
2302
Westwood Wealth Management
Los Angeles,
California
| USD 353 M | +USD 7.89 M | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 2303 |
2303
Your Advocates Ltd
Houston,
Texas
| USD 352 M | +USD 2.58 M | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 2304 |
2304
Financial Life Advisors
San Antonio,
Texas
| USD 352 M | +USD 512 k | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 2305 |
2305
Pines Wealth Management
Southern Pines,
North Carolina
| USD 352 M | +USD 4.08 M | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 2306 |
2306
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 351 M | -USD 15.5 M | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 2307 |
2307
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 351 M | +USD 2.18 M | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 2308 |
PAM
2308
Pegasus Asset Management
Montebello,
New York
| USD 351 M | -USD 207 k | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 2309 |
2309
Boothe Investment Group
Dover,
Delaware
| USD 351 M | +USD 33.2 M | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 2310 |
2310
Jeppson Wealth Management
Manhattan Beach,
California
| USD 350 M | +USD 11.1 M | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 2311 |
2311
Wilson Asset Management
Sydney,
Australia
| USD 350 M | -USD 13.7 M | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 2312 |
2312
Ameliora Wealth Management
Zurich,
Switzerland
| USD 350 M | +USD 13.4 M | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 2313 |
2313
Inlight Wealth Management
Atlanta,
Georgia
| USD 350 M | +USD 35.6 M | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 2314 |
2314
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 349 M | +USD 2.22 M | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 2315 |
2315
DHJJ Financial Advisors
Naperville,
Illinois
| USD 349 M | +USD 1.89 M | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 2316 |
2316
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 348 M | +USD 6.31 M | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|
| 2317 |
2317
Avaii Wealth Management
Appleton,
Wisconsin
| USD 348 M | +USD 7.67 M | +2% | 0.91% | 100% | 196 | 17.86% | 2 |
|
| 2318 |
2318
Dorval Corp
Maple Grove,
Minnesota
| USD 348 M | +USD 403 k | +0.1% | 1.92% | 29.6% | 50 | 8% | 2 |
|
| 2319 |
2319
Warner Financial
Bethesda,
Maryland
| USD 348 M | +USD 7.78 M | +2% | 0.19% | 69.2% | 151 | 4.64% | 3 |
|
| 2320 |
VST
2320
Van Strum & Towne
San Francisco,
California
| USD 348 M | -USD 19 M | -5% | 5.78% | 72.3% | 122 | 13.93% | 6.2 |
|
| 2321 |
2321
N10 Wealth
Greenwich,
Connecticut
| USD 348 M | +USD 65.7 M | +23% | 0.76% | – | 69 | 43.48% | 0.2 |
|
| 2322 |
2322
B.O.S.S. Retirement Advisors
Lehi,
Utah
| USD 347 M | -USD 22.9 M | -6% | 1.25% | 78.2% | 172 | 23.84% | 1.4 |
|
| 2323 |
2323
JVL Associates
Wyoming,
Michigan
| USD 347 M | -USD 5.06 M | -1% | 0.54% | 81% | 83 | 14.46% | 3.9 |
|
| 2324 |
2324
Weybosset Research & Management
Province,
Rhode Island
| USD 347 M | -USD 33.7 M | -9% | 5.29% | 74.8% | 33 | 6.06% | 6.7 |
|
| 2325 |
2325
National Wealth Management Group
Cincinnati,
Ohio
| USD 347 M | +USD 23.7 M | +7% | 1.41% | 128% | 251 | 24.7% | 1.8 |
|