¡Ya estamos en !
Descubre más
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, 5,933 fondos (~66%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Range Financial Group
Tigard,
Oregon
| USD 361 M | -USD 5.03 M | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 2977 |
2977
Evexia Wealth
Stevens Point,
Wisconsin
| USD 360 M | -USD 9.17 M | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 2978 |
2978
Riverwater Partners
Milwaukee,
Wisconsin
| USD 360 M | +USD 23.4 M | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 2979 |
2979
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 360 M | -USD 550 k | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|
| 2980 |
2980
Autumn Glory Partners
Dallas,
Texas
| USD 360 M | +USD 7.06 M | +2% | 1.14% | 76% | 219 | 15.98% | 2.5 |
|
| 2981 |
2981
Greystone Financial Group
Bloomfield Hills,
Michigan
| USD 360 M | +USD 1.79 M | +0.5% | 5.65% | 79.3% | 84 | 25% | 2.3 |
|
| 2982 |
2982
LifeWealth Investments
Winter Garden,
Florida
| USD 360 M | -USD 14.6 M | -4% | 1.06% | – | 150 | 16.67% | 1.2 |
|
| 2983 |
FRIHG
2983
Fund Resources Investment Holding Group
Hong Kong,
| USD 359 M | -USD 458 M | -56% | 12.8% | – | 9 | 55.56% | 0.2 |
|
| 2984 |
2984
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| USD 359 M | -USD 11.5 M | -3% | 2.54% | 961% | 78 | 64.1% | 0.6 |
|
| 2985 |
2985
Capco Asset Management
Tampa,
Florida
| USD 359 M | -USD 7.12 M | -2% | 1.89% | 47.9% | 28 | 14.29% | 5.3 |
|
| 2986 |
2986
Rakuten Securities
Tokyo,
Japan
| USD 359 M | -USD 71.5 M | -17% | 0.85% | 999% | 1,024 | 17.38% | 1.7 |
|
| 2987 |
2987
Baker Boyer National Bank
Walla Walla,
Washington
| USD 358 M | -USD 5.68 M | -2% | 0.37% | 49.3% | 103 | 21.36% | 4.9 |
|
| 2988 |
2988
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| USD 358 M | +USD 11.5 M | +3% | 2.41% | 107% | 246 | 12.6% | 2.6 |
|
| 2989 |
2989
BCWM LLC
Overland Park,
Kansas
| USD 358 M | +USD 16.1 M | +5% | 4.58% | – | 61 | 11.48% | 4.7 |
|
| 2990 |
2990
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| USD 358 M | +USD 18.6 M | +5% | 11.1% | 48.6% | 17 | 64.71% | 0.2 |
|
| 2991 |
2991
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 358 M | -USD 11 M | -3% | 1.14% | 117% | 202 | 1.98% | 2.6 |
|
| 2992 |
2992
Bear Mountain Capital
Seattle,
Washington
| USD 358 M | +USD 12.6 M | +4% | 0.85% | 43% | 245 | 20% | 1.8 |
|
| 2993 |
2993
Alteri Wealth
Westlake Village,
California
| USD 358 M | -USD 4.6 M | -1% | 2.88% | – | 311 | 19.61% | 1.4 |
|
| 2994 |
2994
WT Wealth Management
Scottsdale,
Arizona
| USD 357 M | -USD 3.92 M | -1% | 1.33% | 72% | 174 | 37.36% | 2.3 |
|
| 2995 |
CAM
2995
CPA Asset Management
West Palm Beach,
Florida
| USD 357 M | +USD 9.8 M | +3% | 0.32% | 53.3% | 101 | 18.81% | 2.6 |
|
| 2996 |
2996
Elevated Financial Group
Indianapolis,
Indiana
| USD 357 M | -USD 7.81 M | -2% | 0.59% | – | 142 | 29.58% | 0.6 |
|
| 2997 |
2997
O'Brien Greene & Co
Media,
Pennsylvania
| USD 357 M | -USD 5.73 M | -2% | 5.97% | 90.9% | 149 | 10.07% | 4.3 |
|
| 2998 |
2998
Arkfeld Wealth Strategies
Omaha,
Nebraska
| USD 357 M | +USD 22.2 M | +7% | 4.6% | 90.8% | 127 | 11.02% | 3.5 |
|
| 2999 |
2999
TSA Wealth Management
Houston,
Texas
| USD 356 M | +USD 2.76 M | +0.8% | 0.15% | 62.4% | 132 | 15.91% | 1.4 |
|
| 3000 |
3000
Gen-Wealth Partners
Zeeland,
Michigan
| USD 356 M | -USD 3.61 M | -1% | 0.53% | – | 811 | 17.02% | 1.7 |
|