¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Align Financial
Hermantown,
Minnesota
| USD 210 M | +USD 8.35 M | +4% | 0.09% | – | 663 | 47.21% | 0.4 |
|
| 3277 |
3277
LECAP Asset Management
London,
United Kingdom
| USD 210 M | -USD 23.3 M | -10% | 0.68% | 35.6% | 391 | 68.29% | 0.2 |
|
| 3278 |
3278
Catalys Pacific
Tokyo,
Japan
| USD 210 M | -USD 19.7 M | -9% | 8.55% | 189% | 2 | 0% | 2.8 |
|
| 3279 |
3279
LifeSteps Financial
Claremont,
California
| USD 210 M | -USD 4.94 M | -2% | 2.24% | 98.4% | 792 | 85.86% | 3.9 |
|
| 3280 |
3280
Treasure Coast Financial Planning
Vero Beach,
Florida
| USD 210 M | +USD 4.57 M | +2% | 0.26% | 35.5% | 49 | 10.2% | 2.9 |
|
| 3281 |
WPA
3281
Wealth Preservation Advisors
Chattanooga,
Tennessee
| USD 210 M | +USD 34.1 M | +19% | 5.32% | – | 127 | 37.01% | 0.9 |
|
| 3282 |
3282
Finivi Inc
Westborough,
Massachusetts
| USD 210 M | +USD 14.6 M | +7% | 1.68% | 144% | 120 | 14.17% | 2.4 |
|
| 3283 |
3283
Salus Financial Advisors
Colorado Springs,
Colorado
| USD 210 M | +USD 6.69 M | +3% | 0.86% | – | 44 | 13.64% | 1.3 |
|
| 3284 |
PIM
3284
Pullen Investment Management
Bradenton,
Florida
| USD 209 M | -USD 6.76 M | -3% | 0.18% | – | 106 | 12.26% | 1.7 |
|
| 3285 |
3285
Harrington Investments
Napa,
California
| USD 209 M | +USD 2.75 M | +1% | 4.45% | 109% | 84 | 7.14% | 6.8 |
|
| 3286 |
3286
McCarthy Asset Management
Redwood Shores,
California
| USD 209 M | -USD 1.9 M | -0.9% | 0.08% | – | 30 | 10% | 4 |
|
| 3287 |
3287
SBK Financial
Richmond,
Virginia
| USD 209 M | +USD 57.3 M | +38% | 0.71% | – | 211 | 13.74% | 1.7 |
|
| 3288 |
3288
Wealth Intelligence
Columbus,
Georgia
| USD 209 M | -USD 6.43 M | -3% | 2.41% | – | 60 | 1.67% | 0.7 |
|
| 3289 |
3289
Birchbrook
Bangor,
Maine
| USD 209 M | -USD 4.28 M | -2% | 0.38% | 49.1% | 308 | 5.19% | 2.2 |
|
| 3290 |
3290
Cornerstone Wealth
Greeneville,
Tennessee
| USD 209 M | +USD 11 M | +6% | 0.91% | – | 108 | 10.19% | 0.4 |
|
| 3291 |
3291
FOCUS Wealth Advisors
Houston,
Texas
| USD 209 M | -USD 7.05 M | -3% | 0.11% | 68.7% | 63 | 4.76% | 3.3 |
|
| 3292 |
3292
Hara Capital
Bellevue,
Washington
| USD 209 M | +USD 19 M | +10% | 10.4% | 65.4% | 311 | 7.72% | 1.9 |
|
| 3293 |
3293
Spring Capital Management
Amarillo,
Texas
| USD 208 M | +USD 3.11 M | +2% | 1.02% | 73.6% | 57 | 5.26% | 2.7 |
|
| 3294 |
3294
Carson Advisory
Athens,
Georgia
| USD 208 M | -USD 9.5 M | -4% | 1.34% | 70.9% | 210 | 9.52% | 3 |
|
| 3295 |
3295
FWG Investments
Lexington,
Kentucky
| USD 208 M | +USD 19.1 M | +10% | 1.63% | 67.5% | 125 | 12% | 1.3 |
|
| 3296 |
3296
Taylor & Morgan Wealth Management
Flint,
Michigan
| USD 208 M | +USD 5.15 M | +3% | 1.09% | 85.9% | 91 | 4.4% | 2.9 |
|
| 3297 |
3297
Brown Shipley & Co
London,
United Kingdom
| USD 208 M | +USD 14.7 M | +8% | 9.99% | 125% | 78 | 5.13% | 2.6 |
|
| 3298 |
3298
Bucket List Wealth Management
The Villages,
Florida
| USD 208 M | +USD 4.75 M | +2% | 0.28% | – | 64 | 3.13% | 0.6 |
|
| 3299 |
MLTEF
3299
Metatron Long Term Equity Fund
Birkirkara,
| USD 207 M | -USD 12.8 M | -6% | 4.43% | – | 70 | 21.43% | 0.2 |
|
| 3300 |
3300
Kessler Investment Group
Columbus,
Indiana
| USD 207 M | -USD 27 M | -12% | 6.52% | 251% | 85 | 8.24% | 2.6 |
|