¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Stage Harbor Financial
Westwood,
Massachusetts
| USD 176 M | +USD 2.87 M | +2% | 0.12% | 56.4% | 68 | 11.76% | 1.9 |
|
| 3602 |
3602
Guerra Pan Advisors
Montclair,
New Jersey
| USD 176 M | -USD 3.29 M | -2% | 3.16% | 149% | 119 | 5.88% | 3.4 |
|
| 3603 |
3603
Forthright Family Wealth Advisory
Houston,
Texas
| USD 176 M | -USD 927 k | -0.5% | 0.34% | 60.2% | 58 | 5.17% | 1.5 |
|
| 3604 |
3604
Dedeker Financial
St. Louis Park,
Minnesota
| USD 176 M | -USD 251 k | -0.1% | 2.56% | – | 60 | 15% | 0.6 |
|
| 3605 |
3605
Andera Partners
Paris,
| USD 176 M | -USD 30.8 M | -15% | 0.51% | – | 8 | 12.5% | 0.6 |
|
| 3606 |
3606
Herbst Group
Westport,
Connecticut
| USD 176 M | -USD 7.78 M | -4% | 0.31% | 142% | 84 | 36.9% | 1.5 |
|
| 3607 |
3607
Orser Capital Management
Southlake,
Texas
| USD 176 M | -USD 26 M | -13% | 0.8% | 128% | 68 | 19.12% | 3.7 |
|
| 3608 |
3608
Southern Capital Services
Daphne,
Alabama
| USD 176 M | -USD 2.61 M | -1% | 1.15% | – | 31 | 9.68% | 0.7 |
|
| 3609 |
3609
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| USD 175 M | +USD 20.3 M | +13% | 5.88% | – | 98 | 26.53% | 1.3 |
|
| 3610 |
3610
Cathy Pareto & Associates
Coral Gables,
Florida
| USD 175 M | +USD 4.87 M | +3% | 1.04% | – | 106 | 11.32% | 1.4 |
|
| 3611 |
3611
Salvus Wealth Management
Red Bank,
New Jersey
| USD 175 M | -USD 3.1 M | -2% | 1.69% | 108% | 137 | 12.41% | 3.2 |
|
| 3612 |
TPC
3612
Twin Peaks Capital
Hong Kong,
| USD 175 M | -USD 27.8 M | -14% | 5.18% | – | 30 | 50% | 0.3 |
|
| 3613 |
3613
OMC Financial Services
Dewitt,
New York
| USD 175 M | -USD 127 M | -42% | 8.93% | – | 63 | 53.97% | 2.2 |
|
| 3614 |
3614
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| USD 175 M | -USD 4.01 M | -2% | 0.26% | 64.5% | 145 | 13.79% | 2.2 |
|
| 3615 |
SGH
3615
Sivik Global Healthcare
Greenwich,
Connecticut
| USD 175 M | +USD 43.4 M | +33% | 10.7% | 83.8% | 46 | 50% | 1.8 |
|
| 3616 |
3616
Bannerman Wealth Management Group
Lewisville,
Texas
| USD 175 M | +USD 3.31 M | +2% | 0.64% | – | 39 | 10.26% | 1.4 |
|
| 3617 |
3617
Longview Financial Advisors
Huntsville,
Alabama
| USD 175 M | +USD 3.72 M | +2% | 2.78% | 47.4% | 48 | 14.58% | 2.2 |
|
| 3618 |
3618
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| USD 175 M | +USD 5.78 M | +3% | 0.16% | – | 383 | 15.14% | 1.4 |
|
| 3619 |
3619
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 175 M | +USD 812 k | +0.5% | 0.16% | 55.4% | 82 | 14.63% | 1.9 |
|
| 3620 |
3620
Arlington Capital Management
Arlington Heights,
Illinois
| USD 174 M | +USD 13.6 M | +8% | 3.4% | 146% | 135 | 33.33% | 1 |
|
| 3621 |
3621
Wildcat Capital Management
New York
| USD 174 M | -USD 54.1 M | -24% | 23.8% | 77.7% | 6 | 66.67% | 1.9 |
|
| 3622 |
3622
Providence Wealth Advisors
Frankfort,
Illinois
| USD 174 M | +USD 4.6 M | +3% | 3.01% | 121% | 89 | 6.74% | 5.3 |
|
| 3623 |
3623
Hopwood Financial Services
Reston,
Virginia
| USD 174 M | +USD 1.68 M | +1% | 0.36% | – | 95 | 8.42% | 1.5 |
|
| 3624 |
3624
Elevate Capital Advisors
Eagle,
Colorado
| USD 174 M | -USD 7.58 M | -4% | 1.32% | – | 87 | 31.03% | 1 |
|
| 3625 |
3625
NDWM LLC
La Jolla,
California
| USD 174 M | +USD 4.06 M | +2% | 0.43% | 50.3% | 42 | 7.14% | 1.7 |
|