¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Beacon Advisors Holdings
Austin,
Texas
| USD 207 M | +USD 2.84 M | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
| 3302 |
3302
Stanich Group
Montauk,
New York
| USD 207 M | +USD 48.3 M | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
| 3303 |
3303
InTrack Investment Management
South Burlington,
Vermont
| USD 207 M | +USD 5.27 M | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
| 3304 |
3304
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 207 M | -USD 2.44 M | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
| 3305 |
3305
Rachor Investment Advisory Services
Linden,
Michigan
| USD 207 M | +USD 3.49 M | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
| 3306 |
3306
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 207 M | +USD 278 k | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
| 3307 |
3307
Momentous Wealth Management
Vancouver,
Washington
| USD 206 M | +USD 11.3 M | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
| 3308 |
3308
Delta Capital Management
Red Bank,
New Jersey
| USD 206 M | -USD 11 M | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
| 3309 |
IFS
3309
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 206 M | -USD 1.77 M | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 3310 |
3310
Riverchase Wealth Management
Flower Mound,
Texas
| USD 206 M | -USD 8.61 M | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
| 3311 |
3311
Instrumental Wealth
Tampa,
Florida
| USD 206 M | +USD 8.46 M | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 3312 |
3312
Hurley Capital
New York
| USD 206 M | +USD 12.7 M | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
| 3313 |
3313
Cyr Financial
Hennepin,
Illinois
| USD 206 M | +USD 13.8 M | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 3314 |
3314
All-Stars Investment
Hong Kong
| USD 205 M | +USD 6.18 M | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|
| 3315 |
3315
Fortress Financial Group
Rochester,
Minnesota
| USD 205 M | +USD 5.1 M | +3% | 0.21% | – | 81 | 6.17% | 1.4 |
|
| 3316 |
3316
Washburn Capital Management
Vero Beach,
Florida
| USD 205 M | +USD 2.21 M | +1% | 0.42% | 123% | 61 | 16.39% | 3.3 |
|
| 3317 |
3317
Baron Financial Group
Fair Lawn,
New Jersey
| USD 205 M | -USD 4.22 M | -2% | 1.67% | 55.5% | 58 | 5.17% | 4.3 |
|
| 3318 |
3318
Entrust Financial
Wayne,
Pennsylvania
| USD 205 M | +USD 51.1 M | +33% | 0.45% | – | 538 | 21.56% | 0.6 |
|
| 3319 |
3319
BCK Partners
Corning,
New York
| USD 205 M | -USD 2.19 M | -1% | 2.43% | 46% | 28 | 3.57% | 4.5 |
|
| 3320 |
3320
Allen Wealth Management
Boone,
North Carolina
| USD 205 M | -USD 176 k | -0.1% | 3.09% | 60.3% | 61 | 16.39% | 2.3 |
|
| 3321 |
3321
Loudon Investment Management
West Lebanon,
New Hampshire
| USD 205 M | +USD 1.25 M | +0.6% | 3.29% | 72.5% | 98 | 8.16% | 6.3 |
|
| 3322 |
3322
Hardin Capital Partners
Greenville,
South Carolina
| USD 205 M | -USD 10.6 M | -5% | 5.71% | – | 156 | 15.38% | 1.6 |
|
| 3323 |
3323
Clarity Asset Management
Ames,
Iowa
| USD 205 M | +USD 711 k | +0.3% | 0.02% | 51.8% | 69 | 10.14% | 1.4 |
|
| 3324 |
3324
AtlasMark Financial
Austin,
Texas
| USD 204 M | +USD 1.38 M | +0.7% | 0.65% | – | 50 | 16% | 4.5 |
|
| 3325 |
3325
Stephens Group
Little Rock,
Arkansas
| USD 204 M | -USD 1.93 M | -0.9% | 1.28% | 45% | 4 | 0% | 3.5 |
|