¡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, 4,696 fondos (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Sightline Wealth Advisors
Groton,
Connecticut
| USD 215 M | -USD 58.1 M | -21% | 1.42% | 48.5% | 98 | 33.67% | 3.3 |
|
| 3227 |
3227
Dutch Asset Corp
Selkirk,
New York
| USD 215 M | +USD 14 M | +7% | 1.57% | – | 131 | 25.19% | 0.6 |
|
| 3228 |
3228
Andrews Advisory Associates
Honolulu,
Hawaii
| USD 215 M | +USD 6.85 M | +3% | 1.25% | – | 88 | 6.82% | 0.7 |
|
| 3229 |
3229
Babb Wealth Advisors
Flagstaff,
Arizona
| USD 215 M | +USD 7.36 M | +4% | 1.43% | – | 22 | 18.18% | 1.3 |
|
| 3230 |
3230
Constitution Capital
Shelton,
Connecticut
| USD 215 M | +USD 20 M | +10% | 6.09% | 91.1% | 63 | 3.17% | 4.1 |
|
| 3231 |
3231
CWC Advisors
Lake Oswego,
Oregon
| USD 215 M | -USD 10.4 M | -5% | 2.22% | – | 160 | 5.63% | 1.5 |
|
| 3232 |
3232
Point Nemo Capital
Dripping Springs,
Texas
| USD 215 M | +USD 17.3 M | +9% | 5.16% | – | 202 | 38.12% | 0.3 |
|
| 3233 |
3233
4Thought Financial Group
Syosset,
New York
| USD 215 M | +USD 1.92 M | +0.9% | 1.41% | 40.8% | 109 | 5.5% | 3.7 |
|
| 3234 |
3234
Primoris Wealth Advisors
North Palm Beach,
Florida
| USD 215 M | -USD 4.56 M | -2% | 3.56% | 206% | 149 | 31.54% | 2 |
|
| 3235 |
3235
Stegner Investment Associates
Louisville,
Kentucky
| USD 215 M | +USD 4.24 M | +2% | 1.56% | 84.8% | 31 | 6.45% | 4 |
|
| 3236 |
3236
Old Peak Finance
Chapel Hill,
North Carolina
| USD 214 M | +USD 7.85 M | +4% | 2.11% | – | 108 | 12.96% | 0.6 |
|
| 3237 |
3237
Silver Grove Financial Group
Orchard Park,
New York
| USD 214 M | +USD 29.5 M | +16% | 1.24% | – | 2,738 | 15.19% | 0.3 |
|
| 3238 |
3238
Clay Northam Wealth Management
Huntington Beach,
California
| USD 214 M | +USD 11 M | +5% | 5.78% | 125% | 114 | 8.77% | 2.9 |
|
| 3239 |
3239
Ballast Rock Private Wealth
Charleston,
South Carolina
| USD 214 M | -USD 2.3 M | -1% | 0.61% | – | 211 | 13.27% | 0.6 |
|
| 3240 |
3240
Clark Financial Services Group
Chesterfield,
Missouri
| USD 214 M | +USD 2.38 M | +1% | 2.45% | 116% | 101 | 11.88% | 2.5 |
|
| 3241 |
3241
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| USD 214 M | -USD 36.5 M | -15% | 0.2% | 61.3% | 78 | 14.1% | 2 |
|
| 3242 |
VCM
3242
Viewpoint Capital Management
Seattle,
Washington
| USD 214 M | +USD 17.7 M | +9% | 0.4% | 127% | 141 | 18.44% | 3.4 |
|
| 3243 |
3243
PUREfi Wealth
Boston,
Massachusetts
| USD 214 M | +USD 31.9 M | +18% | 0.99% | – | 250 | 25.6% | 1 |
|
| 3244 |
MF
3244
Meridian Financial
Holliston,
Massachusetts
| USD 214 M | +USD 5.73 M | +3% | 0.3% | 58.5% | 158 | 10.13% | 2.9 |
|
| 3245 |
3245
Birch Financial Group
Keene,
New Hampshire
| USD 214 M | +USD 19.2 M | +10% | 0.92% | – | 1,042 | 85.89% | 0.2 |
|
| 3246 |
3246
Fortitude Financial
Spokane,
Washington
| USD 213 M | +USD 102 M | +92% | 1.19% | – | 43 | 34.88% | 0.7 |
|
| 3247 |
3247
Schulz Wealth
Mansfield,
Texas
| USD 213 M | +USD 19.6 M | +10% | 1.61% | – | 79 | 12.66% | 1.9 |
|
| 3248 |
3248
Birch Capital Management
Dallas,
Texas
| USD 213 M | +USD 8.54 M | +4% | 6.3% | 62% | 85 | 10.59% | 4.6 |
|
| 3249 |
3249
Financial Harvest
Winter Park,
Florida
| USD 213 M | -USD 28.8 M | -12% | 1.02% | – | 72 | 19.44% | 1 |
|
| 3250 |
3250
Greater Midwest Financial Group
St. Paul,
Minnesota
| USD 213 M | +USD 12.4 M | +6% | 4.66% | 157% | 73 | 16.44% | 1.6 |
|