¡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, 5,595 fondos (~63%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4801 |
4801
North Capital
Salt Lake City,
Utah
| USD 140 M | +USD 7.7 M | +6% | 0.9% | – | 111 | 21.62% | 1.2 |
|
| 4802 |
4802
Perkins Capital Management
Wayzata,
Minnesota
| USD 140 M | +USD 7.05 M | +5% | 13.5% | 389% | 91 | 17.58% | 5.2 |
|
| 4803 |
4803
R.H. Investment Group
Scottsdale,
Arizona
| USD 140 M | +USD 7.23 M | +5% | 5.48% | – | 48 | 10.42% | 1.3 |
|
| 4804 |
NA
4804
Nearside Advisors
Indianapolis,
Indiana
| USD 140 M | – | – | 1.05% | – | 47 | – | 0 |
|
| 4805 |
FF
4805
Fox Financial
Wyomissing,
Pennsylvania
| USD 140 M | -USD 3.69 M | -3% | 0.35% | 78.9% | 15 | 26.67% | 2.1 |
|
| 4806 |
4806
Emissary Wealth LLC
Hackensack,
New Jersey
| USD 140 M | +USD 8.53 M | +6% | 4.96% | – | 66 | 7.58% | 0.6 |
|
| 4807 |
PWAM
4807
Pinnacle West Asset Management
Casper,
Wyoming
| USD 140 M | -USD 4.9 M | -3% | 2.68% | 109% | 107 | 6.54% | 3.1 |
|
| 4808 |
4808
Fairman Group
Chesterbrook,
Pennsylvania
| USD 140 M | +USD 12.4 M | +10% | 6.41% | 46.8% | 345 | 7.54% | 1.9 |
|
| 4809 |
4809
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 140 M | +USD 11.3 M | +9% | 4.21% | – | 181 | 20.99% | 0.6 |
|
| 4810 |
ICMP
4810
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 139 M | -USD 3.83 M | -3% | 1.35% | 39.7% | 66 | 13.64% | 2.9 |
|
| 4811 |
ACM
4811
Appalachian Capital Management
St Clairsville,
Ohio
| USD 139 M | +USD 1.55 M | +1% | 0.37% | – | 48 | 10.42% | 0.7 |
|
| 4812 |
4812
Maxele Advisors
Webster Groves,
Missouri
| USD 139 M | -USD 3.73 M | -3% | 0.32% | – | 101 | 6.93% | 3.5 |
|
| 4813 |
4813
GS Investments
Minneapolis,
Minnesota
| USD 139 M | +USD 953 k | +0.7% | 3.83% | 108% | 137 | 5.84% | 4.5 |
|
| 4814 |
4814
Legacy Advisory Services
Exton,
Pennsylvania
| USD 139 M | -USD 2.72 M | -2% | 1.07% | 59.4% | 88 | 47.73% | 1 |
|
| 4815 |
4815
Cedarwood Wealth
Highlands Ranch,
Colorado
| USD 139 M | +USD 7.03 M | +5% | 3.04% | – | 101 | 12.87% | 0.6 |
|
| 4816 |
4816
Athena Wealth Management
Reno,
Nevada
| USD 139 M | +USD 4.83 M | +4% | 3.85% | – | 113 | 16.81% | 0.6 |
|
| 4817 |
4817
New Dimensions Wealth Management
Allen,
Texas
| USD 139 M | +USD 6.87 M | +5% | 1.06% | – | 22 | 9.09% | 1.4 |
|
| 4818 |
4818
PrairieView Wealth Partners
Orland Park,
Illinois
| USD 139 M | +USD 5.38 M | +4% | 1.61% | 41.5% | 36 | 22.22% | 1.6 |
|
| 4819 |
4819
Palatine Hill Wealth Management
Birmingham,
Michigan
| USD 139 M | +USD 15 M | +12% | 6.51% | – | 57 | 8.77% | 0.6 |
|
| 4820 |
4820
APS Management Group
Torrance,
California
| USD 139 M | +USD 8.99 M | +7% | 3.46% | – | 81 | 16.05% | 0.9 |
|
| 4821 |
4821
Global Trust Wealth Management
West Palm Beach,
Florida
| USD 139 M | -USD 6.21 M | -4% | 0.29% | – | 76 | 7.89% | 0.7 |
|
| 4822 |
4822
Syntax Research
Boca Raton,
Florida
| USD 139 M | +USD 1.9 M | +1% | 0.27% | 50.7% | 206 | 19.42% | 2.2 |
|
| 4823 |
4823
Straightline Group
Troy,
Michigan
| USD 139 M | -USD 73.4 M | -35% | 1.24% | – | 21 | 28.57% | 1 |
|
| 4824 |
4824
Winter & Associates
St. Paul,
Minnesota
| USD 139 M | +USD 5.45 M | +4% | 0.9% | – | 92 | 19.57% | 0.6 |
|
| 4825 |
4825
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| USD 138 M | -USD 7.58 M | -5% | 2.22% | – | 53 | 3.77% | 1.4 |
|