¡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, 4,506 fondos (~50%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4051 |
4051
Kelsey Financial
Moorpark,
California
| USD 125 M | -USD 6.42 M | -5% | 0.59% | – | 67 | 8.96% | 0.7 |
|
| 4052 |
4052
Life Planning Partners
Jacksonville,
Florida
| USD 125 M | -USD 9.29 M | -7% | 0.73% | 50.3% | 72 | 5.56% | 3.7 |
|
| 4053 |
4053
Kane Co Wealth Management
Johnston,
Iowa
| USD 125 M | -USD 6.58 M | -5% | 1.25% | – | 57 | 12.28% | 0.7 |
|
| 4054 |
4054
Mann Financial Group
Detroit Lakes,
Minnesota
| USD 125 M | +USD 5.67 M | +5% | 0.21% | – | 47 | 27.66% | 0.7 |
|
| 4055 |
4055
J.M. Arbour
Gardiner,
Maine
| USD 125 M | +USD 8.96 M | +8% | 1.58% | – | 144 | 15.97% | 0.6 |
|
| 4056 |
4056
Boyer Financial Services
Newport Beach,
California
| USD 125 M | +USD 6.51 M | +5% | 1.87% | – | 64 | 15.63% | 0.5 |
|
| 4057 |
4057
Alexander Randolph Advisory
Mclean,
Virginia
| USD 125 M | +USD 3.47 M | +3% | 2.5% | 56% | 42 | 4.76% | 2.4 |
|
| 4058 |
4058
Connecticut Capital Management Group
Milford,
Connecticut
| USD 125 M | +USD 717 k | +0.6% | 1.74% | – | 144 | 19.44% | 0.6 |
|
| 4059 |
4059
Powerhouse Assets
Lincoln,
Massachusetts
| USD 125 M | +USD 1.92 M | +2% | 0.72% | – | 57 | 5.26% | 0.7 |
|
| 4060 |
4060
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 125 M | +USD 5.34 M | +4% | 0.06% | 58.1% | 59 | 8.47% | 3.2 |
|
| 4061 |
4061
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| USD 124 M | +USD 1.71 M | +1% | 0.31% | – | 279 | 8.24% | 0.7 |
|
| 4062 |
4062
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 124 M | -USD 4.39 M | -3% | 1.57% | – | 56 | 12.5% | 2.2 |
|
| 4063 |
4063
First Growth Capital
Pikesville,
Maryland
| USD 124 M | -USD 7.72 M | -6% | 4.12% | – | 147 | 14.29% | 0.6 |
|
| 4064 |
4064
Infinity Wealth Counsel
Loveland,
Ohio
| USD 124 M | +USD 256 k | +0.2% | 0.56% | – | 67 | 7.46% | 1.5 |
|
| 4065 |
WW
4065
Wavvest Wealth
Chicago,
Illinois
| USD 124 M | – | – | 0.52% | – | 97 | – | 0 |
|
| 4066 |
4066
Miller Global Investments
Dallas,
Texas
| USD 124 M | +USD 3.28 M | +3% | 3.44% | – | 338 | 15.98% | 0.6 |
|
| 4067 |
DAM
4067
Directional Asset Management
Arlington Heights,
Illinois
| USD 124 M | +USD 5.66 M | +5% | 1.16% | – | 105 | 24.76% | 0.6 |
|
| 4068 |
4068
Artesa Financial Group
Conroe,
Texas
| USD 124 M | +USD 6.88 M | +6% | 0.84% | – | 69 | 17.39% | 0.6 |
|
| 4069 |
PIS
4069
POM Investment Strategies
Raleigh,
North Carolina
| USD 124 M | +USD 35.6 M | +40% | 1.58% | 67.9% | 425 | 22.82% | 0.9 |
|
| 4070 |
4070
Waycross Investment Management
Bellingham,
Washington
| USD 124 M | -USD 7.55 M | -6% | 0.31% | 49.6% | 61 | 8.2% | 1.9 |
|
| 4071 |
4071
Auctus Advisors
Charlotte,
North Carolina
| USD 124 M | +USD 4.79 M | +4% | 4.96% | – | 34 | 11.76% | 0.7 |
|
| 4072 |
4072
Accuvest Global Advisors
Provo,
Utah
| USD 124 M | +USD 7.3 M | +6% | 13% | 163% | 91 | 45.05% | 1.3 |
|
| 4073 |
4073
Milestones Private Investment Advisors
Fairport,
New York
| USD 123 M | -USD 2.23 M | -2% | 0.06% | – | 78 | 7.69% | 1.2 |
|
| 4074 |
4074
Stephen J. Garry & Associates
Garden City,
New York
| USD 123 M | -USD 13.9 M | -10% | 0.12% | 67.2% | 56 | 12.5% | 2.1 |
|
| 4075 |
4075
Wolfstich Capital
Medfield,
Massachusetts
| USD 123 M | -USD 6.32 M | -5% | 1.99% | – | 24 | 33.33% | 0.8 |
|