¡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, 5,393 fondos (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
4901
HighRoad Wealth Advisors
Coos Bay,
Oregon
| USD 120 M | +USD 1.06 M | +0.9% | 0.17% | – | 46 | 32.61% | 0.6 |
|
| 4902 |
4902
Cooke Wealth Management
Irvine,
California
| USD 120 M | -USD 2.5 M | -2% | 1.43% | – | 40 | 7.5% | 0.7 |
|
| 4903 |
4903
Morangie Management
Vero Beach,
Florida
| USD 119 M | -USD 1.02 M | -0.8% | 4.11% | – | 37 | 10.81% | 1.4 |
|
| 4904 |
4904
Bedminster
Bluffton,
South Carolina
| USD 119 M | +USD 2.27 M | +2% | 0.55% | – | 52 | 5.77% | 0.7 |
|
| 4905 |
4905
River's Edge Wealth Management
Beaver,
Pennsylvania
| USD 119 M | +USD 5.61 M | +5% | 1.83% | – | 50 | 14% | 0.7 |
|
| 4906 |
4906
Clio Asset Management
Charlottesville,
Virginia
| USD 119 M | -USD 6.75 M | -5% | 4.87% | 60.6% | 16 | 12.5% | 1.8 |
|
| 4907 |
4907
CDM Financial Counseling Services
Norwich,
Connecticut
| USD 119 M | +USD 2.89 M | +2% | 1.98% | – | 77 | 0% | 0.7 |
|
| 4908 |
D
4908
Drystone
Ivy,
Virginia
| USD 119 M | -USD 2.68 M | -2% | 1.77% | – | 18 | 0% | 4.2 |
|
| 4909 |
4909
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| USD 119 M | +USD 2.23 M | +2% | 3.02% | – | 92 | 10.87% | 1.4 |
|
| 4910 |
4910
Prospect Financial Group
Arlington,
Virginia
| USD 119 M | -USD 5.23 M | -4% | 0.64% | – | 74 | 21.62% | 1.5 |
|
| 4911 |
4911
Bretton Capital Management
San Francisco,
California
| USD 119 M | -USD 6.52 M | -5% | 0.03% | – | 22 | 18.18% | 1.8 |
|
| 4912 |
4912
Western Pacific Wealth Management
Lake Forest,
Illinois
| USD 119 M | +USD 8.13 M | +7% | 5.85% | 91.4% | 186 | 5.91% | 3 |
|
| 4913 |
4913
Belleair Asset Management
Belleair Bluffs,
Florida
| USD 119 M | -USD 124 k | -0.1% | 0.74% | – | 87 | 10.34% | 0.7 |
|
| 4914 |
4914
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| USD 119 M | -USD 6.35 M | -5% | 0.74% | – | 412 | 23.3% | 1 |
|
| 4915 |
4915
Provident Company of the Employees of the Hebrew University
Jerusalem,
Israel
| USD 118 M | -USD 12.4 M | -9% | 0.12% | – | 37 | 8.11% | 1.1 |
|
| 4916 |
4916
Worthington Financial Partners
Worthington,
Ohio
| USD 118 M | -USD 2.56 M | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 4917 |
4917
Anchor Capital Management Group
Aliso Viejo,
California
| USD 118 M | -USD 26.9 M | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 4918 |
4918
Peck Wealth Management
White Plains,
New York
| USD 118 M | -USD 529 k | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 4919 |
4919
Midway Capital Research & Management
Chicago,
Illinois
| USD 118 M | -USD 7.72 M | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 4920 |
4920
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 140 k | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 4921 |
WG
4921
Wealth Group
Raleigh,
North Carolina
| USD 118 M | -USD 283 M | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 4922 |
4922
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 118 M | -USD 43 M | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 4923 |
4923
Fortress Financial Solutions
Tucson,
Arizona
| USD 118 M | – | – | 1% | – | 66 | – | 1.2 |
|
| 4924 |
4924
Brandywine Financial Group
Thompsons Station,
Tennessee
| USD 118 M | +USD 109 M | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 4925 |
4925
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | -USD 135 k | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|