¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Morton Brown Family Wealth
Allentown,
Pennsylvania
| USD 450 M | +USD 8.53 M | +2% | 0.92% | 54.5% | 444 | 13.51% | 2.1 |
|
| 3202 |
3202
Carr Financial Group
Worcester,
Massachusetts
| USD 449 M | +USD 15.1 M | +3% | 0.02% | 71.6% | 196 | 12.76% | 2.5 |
|
| 3203 |
3203
Straight Path Wealth Management
Jenison,
Michigan
| USD 449 M | +USD 21.4 M | +5% | 2.4% | 70.4% | 160 | 13.75% | 1.8 |
|
| 3204 |
3204
Global View Capital Management
Waukesha,
Wisconsin
| USD 449 M | -USD 35.4 M | -7% | 0.86% | – | 167 | 37.13% | 1.1 |
|
| 3205 |
3205
Markowski Investments
Tampa,
Florida
| USD 448 M | -USD 6 M | -1% | 1.91% | – | 721 | 17.89% | 0.2 |
|
| 3206 |
3206
DeDora Capital
Napa,
California
| USD 448 M | -USD 11.9 M | -3% | 1.7% | 91.2% | 456 | 72.81% | 1.1 |
|
| 3207 |
3207
Hartford Financial Management
Hartford,
Connecticut
| USD 448 M | -USD 50 k | -0% | 1.23% | 87.9% | 357 | 4.76% | 7.2 |
|
| 3208 |
3208
Arjuna Capital
Durham,
North Carolina
| USD 448 M | +USD 3.56 M | +0.8% | 3.56% | 118% | 125 | 22.4% | 2.5 |
|
| 3209 |
3209
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 448 M | +USD 5.3 M | +1% | 1.51% | 49.3% | 58 | 6.9% | 7.6 |
|
| 3210 |
3210
Alpine Woods Capital Investors
Purchase,
New York
| USD 448 M | -USD 12.7 M | -3% | 2.67% | 118% | 265 | 31.32% | 3.4 |
|
| 3211 |
3211
Addison Capital
Conshohocken,
Pennsylvania
| USD 447 M | -USD 163 M | -27% | 2.49% | 71.4% | 186 | 20.97% | 4.7 |
|
| 3212 |
3212
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 447 M | +USD 39.4 M | +10% | 0.36% | 84.2% | 22 | 18.18% | 1.6 |
|
| 3213 |
3213
Fiduciary Family Office
Boca Raton,
Florida
| USD 447 M | +USD 47.5 M | +12% | 7.08% | 97.3% | 185 | 8.11% | 1.3 |
|
| 3214 |
3214
Bare Financial Services
Gap,
Pennsylvania
| USD 447 M | +USD 11.3 M | +3% | 1.89% | 53.6% | 2,019 | 17.19% | 1 |
|
| 3215 |
3215
New Capital Management
Houston,
Texas
| USD 447 M | +USD 7.85 M | +2% | 1.62% | 55.4% | 62 | 9.68% | 3.9 |
|
| 3216 |
3216
Wealthspring Capital
West Harrison,
New York
| USD 447 M | -USD 703 k | -0.2% | 0.24% | 22.6% | 263 | 36.12% | 0.6 |
|
| 3217 |
3217
Little House Capital
Braintree,
Massachusetts
| USD 447 M | +USD 1.64 M | +0.4% | 2.41% | 118% | 126 | 16.67% | 3 |
|
| 3218 |
3218
Genoa Capital Gestora de Recursos
Sao Paulo,
| USD 446 M | -USD 105 M | -19% | 6.02% | – | 24 | 75% | 0.3 |
|
| 3219 |
3219
Strategic Investment Solutions
Orland Park,
Illinois
| USD 446 M | +USD 8.83 M | +2% | 1.2% | – | 750 | 14.67% | 2.2 |
|
| 3220 |
SIM
3220
Synergy Investment Management
Altamonte Springs,
Florida
| USD 446 M | +USD 32.2 M | +8% | 0.36% | – | 1,100 | 84.36% | 1 |
|
| 3221 |
3221
Roberts Wealth Advisors
Palo Alto,
California
| USD 445 M | +USD 5.13 M | +1% | 1.97% | 81.1% | 111 | 2.7% | 2.8 |
|
| 3222 |
3222
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 445 M | +USD 12.2 M | +3% | 0.12% | 73.8% | 152 | 10.53% | 2.5 |
|
| 3223 |
TA
3223
TrueWealth Advisors
Birmingham,
Alabama
| USD 445 M | +USD 1.57 M | +0.4% | 0.75% | 60.9% | 252 | 11.51% | 3 |
|
| 3224 |
3224
Main Street Group
Glen Allen,
Virginia
| USD 445 M | +USD 15.8 M | +4% | 0.78% | 98.3% | 937 | 11.42% | 0.7 |
|
| 3225 |
PWMG
3225
Private Wealth Management Group
Princeton,
New Jersey
| USD 445 M | +USD 13.6 M | +3% | 1.03% | 63.2% | 1,584 | 13.19% | 2.1 |
|