¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Auour Investments
Woburn,
Massachusetts
| USD 353 M | +USD 4.41 M | +1% | 0.12% | 39.2% | 97 | 4.12% | 2.4 |
|
| 3727 |
3727
Westwood Wealth Management
Los Angeles,
California
| USD 353 M | +USD 7.89 M | +2% | 9.19% | 495% | 48 | 12.5% | 1.5 |
|
| 3728 |
3728
Alaethes Wealth
Glenbrook,
Nevada
| USD 353 M | +USD 8.11 M | +2% | 3.64% | 106% | 118 | 16.95% | 2.9 |
|
| 3729 |
3729
Your Advocates Ltd
Houston,
Texas
| USD 352 M | +USD 2.58 M | +0.7% | 0.26% | 53.6% | 217 | 6.45% | 3.2 |
|
| 3730 |
3730
Financial Life Advisors
San Antonio,
Texas
| USD 352 M | +USD 512 k | +0.1% | 1.05% | 47% | 68 | 23.53% | 3.1 |
|
| 3731 |
3731
RR Advisors
Dallas,
Texas
| USD 352 M | +USD 6.58 M | +2% | 4.55% | 89.8% | 31 | 25.81% | 3.9 |
|
| 3732 |
3732
Lumbard & Kellner
Hollis,
New Hampshire
| USD 352 M | +USD 22.1 M | +7% | 0.7% | 135% | 117 | 10.26% | 3.2 |
|
| 3733 |
3733
Pines Wealth Management
Southern Pines,
North Carolina
| USD 352 M | +USD 4.08 M | +1% | 1.93% | – | 228 | 6.14% | 1.5 |
|
| 3734 |
FCM
3734
Fieldview Capital Management
Niles,
Michigan
| USD 352 M | +USD 793 k | +0.2% | 6.59% | – | 761 | 64.78% | 0.3 |
|
| 3735 |
3735
Riverview Capital Advisers
Boston,
Massachusetts
| USD 351 M | +USD 2.65 M | +0.8% | 3.23% | 98.7% | 95 | 18.95% | 2.8 |
|
| 3736 |
ODFS
3736
O'Donnell Financial Services
San Rafael,
California
| USD 351 M | +USD 11.5 M | +3% | 0.91% | 64.3% | 80 | 13.75% | 1.8 |
|
| 3737 |
3737
Silverleafe Capital Partners
Germantown,
Tennessee
| USD 351 M | -USD 15.5 M | -4% | 2.29% | 87.7% | 117 | 29.91% | 2.4 |
|
| 3738 |
3738
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| USD 351 M | +USD 2.18 M | +0.6% | 0.51% | 59.6% | 152 | 7.89% | 3.2 |
|
| 3739 |
PAM
3739
Pegasus Asset Management
Montebello,
New York
| USD 351 M | -USD 207 k | -0.1% | 3.04% | 101% | 77 | 11.69% | 5.3 |
|
| 3740 |
3740
Boothe Investment Group
Dover,
Delaware
| USD 351 M | +USD 33.2 M | +10% | 6.8% | 75.6% | 40 | 7.5% | 2.5 |
|
| 3741 |
3741
Jeppson Wealth Management
Manhattan Beach,
California
| USD 350 M | +USD 11.1 M | +3% | 4.57% | 107% | 257 | 10.89% | 3.7 |
|
| 3742 |
3742
Wilson Asset Management
Sydney,
Australia
| USD 350 M | -USD 13.7 M | -4% | 3.83% | 58% | 47 | 38.3% | 1.3 |
|
| 3743 |
VC
3743
Vision Capital
Toronto,
Ontario, Canada
| USD 350 M | +USD 41.3 M | +13% | 13.7% | 13.9% | 22 | 59.09% | 0.6 |
|
| 3744 |
3744
Ameliora Wealth Management
Zurich,
Switzerland
| USD 350 M | +USD 13.4 M | +4% | 0.77% | 73.9% | 251 | 13.55% | 2.3 |
|
| 3745 |
3745
Inlight Wealth Management
Atlanta,
Georgia
| USD 350 M | +USD 35.6 M | +11% | 1.35% | – | 79 | 22.78% | 1.1 |
|
| 3746 |
3746
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 350 M | -USD 6.94 M | -2% | 2.06% | 74.9% | 169 | 7.69% | 6.1 |
|
| 3747 |
3747
Argyle Capital Management
Center Valley,
Pennsylvania
| USD 349 M | +USD 2.22 M | +0.6% | 3.81% | 106% | 140 | 5% | 9.5 |
|
| 3748 |
3748
DHJJ Financial Advisors
Naperville,
Illinois
| USD 349 M | +USD 1.89 M | +0.5% | 0.04% | 62.5% | 1,110 | 4.41% | 2.6 |
|
| 3749 |
3749
Ascension Capital Advisors
Houston,
Texas
| USD 349 M | -USD 7.41 M | -2% | 0.47% | 64.1% | 105 | 28.57% | 1.9 |
|
| 3750 |
3750
Jacobsen Capital Management
Salt Lake City,
Utah
| USD 348 M | +USD 6.31 M | +2% | 1.75% | 97.3% | 133 | 10.53% | 2.7 |
|