¡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, 7,143 fondos (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Opal Wealth Advisors
Jericho,
New York
| USD 479 M | +USD 16.5 M | +4% | 1.52% | 62.3% | 250 | 20.4% | 2.4 |
|
| 3052 |
3052
Chase Investment Counsel
Charlottesville,
Virginia
| USD 479 M | +USD 5.63 M | +1% | 6.9% | 380% | 159 | 27.04% | 1.8 |
|
| 3053 |
UFAC
3053
Urban Financial Advisory Corp
Chicago,
Illinois
| USD 479 M | +USD 116 M | +32% | 1.87% | 52.5% | 59 | 22.03% | 1.8 |
|
| 3054 |
3054
Investment Advisory Group
Hanover,
Massachusetts
| USD 479 M | +USD 17.5 M | +4% | 0.87% | 68.8% | 229 | 10.92% | 3 |
|
| 3055 |
3055
Lightrock Netherlands
Utrecht,
Netherlands
| USD 478 M | -USD 28.3 M | -6% | 2.43% | – | 37 | 8.11% | 1.5 |
|
| 3056 |
AA
3056
Ashford Advisors
Pittsford,
New York
| USD 478 M | -USD 7.25 M | -1% | 1.61% | 75.4% | 23 | 0% | 3.8 |
|
| 3057 |
3057
Guidance Point Advisors
Wellesley,
Massachusetts
| USD 477 M | +USD 3.87 M | +0.8% | 0.46% | 71.8% | 104 | 3.85% | 4.2 |
|
| 3058 |
3058
Vaquero Private Wealth
Dallas,
Texas
| USD 477 M | -USD 8.92 M | -2% | 0.71% | – | 209 | 10.53% | 0.2 |
|
| 3059 |
3059
Anchyra Partners
Atlanta,
Georgia
| USD 477 M | +USD 60.4 M | +15% | 4.07% | – | 483 | 37.89% | 0.4 |
|
| 3060 |
3060
Austin Wealth Management
Austin,
Texas
| USD 477 M | +USD 3.33 M | +0.7% | 0.27% | 52.4% | 129 | 6.98% | 2.4 |
|
| 3061 |
3061
Cornerstone Wealth Advisors
Edina,
Minnesota
| USD 477 M | -USD 546 k | -0.1% | 0.36% | 46.1% | 57 | 10.53% | 3.9 |
|
| 3062 |
3062
Pacific Center for Financial Services
San Ramon,
California
| USD 477 M | +USD 28.4 M | +6% | 0.09% | 60.1% | 512 | 3.32% | 5.8 |
|
| 3063 |
3063
Concentrum Wealth Management
San Jose,
California
| USD 476 M | +USD 58.6 M | +14% | 7.61% | 200% | 135 | 8.89% | 2.4 |
|
| 3064 |
3064
High Net Worth Advisory Group
Naples,
Florida
| USD 476 M | +USD 4.91 M | +1% | 1.7% | 75.7% | 262 | 8.02% | 3.2 |
|
| 3065 |
SSI
3065
Scott & Selber Inc
Houston,
Texas
| USD 476 M | +USD 2.32 M | +0.5% | 1.23% | 202% | 95 | 7.37% | 5.6 |
|
| 3066 |
3066
Berkeley Capital Partners
Milton,
Georgia
| USD 476 M | -USD 10.1 M | -2% | 0.41% | 70.5% | 214 | 12.15% | 4.3 |
|
| 3067 |
3067
Jessup Wealth Management
Dayton,
Ohio
| USD 476 M | +USD 140 M | +42% | 8.27% | 181% | 93 | 20.43% | 1.9 |
|
| 3068 |
DI
3068
DKRT Investments
Toronto,
| USD 475 M | +USD 66.2 M | +16% | 3.53% | – | 53 | 7.55% | 1 |
|
| 3069 |
SA
3069
Strategic Advisors
New York
| USD 475 M | +USD 12.1 M | +3% | 6.41% | 106% | 169 | 7.69% | 5.7 |
|
| 3070 |
3070
Peterson Wealth Services
South Ogden,
Utah
| USD 474 M | +USD 15.5 M | +3% | 3.5% | 160% | 251 | 13.55% | 2.3 |
|
| 3071 |
3071
Park Edge Advisors
Cleveland,
Ohio
| USD 474 M | -USD 680 k | -0.1% | 0.6% | 61.1% | 171 | 18.13% | 2.1 |
|
| 3072 |
3072
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| USD 474 M | -USD 12.5 M | -3% | 0.08% | 83.4% | 78 | 15.38% | 3.8 |
|
| 3073 |
KDA
3073
Kraft Davis & Associates
St. Louis,
Missouri
| USD 474 M | -USD 5.09 M | -1% | 0.48% | 81.8% | 164 | 15.24% | 2.3 |
|
| 3074 |
3074
Bellars Harris Wealth Management
Virginia Beach,
Virginia
| USD 473 M | -USD 18.6 M | -4% | 0.09% | – | 161 | 47.83% | 0.1 |
|
| 3075 |
3075
GSG Advisors
Mount Laurel,
New Jersey
| USD 473 M | +USD 18.3 M | +4% | 2.14% | 99.3% | 170 | 17.06% | 1.9 |
|