¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5076 |
IWMO
5076
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| USD 102 M | +USD 6.9 M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 5077 |
5077
Financial Network Wealth Advisors
Murray,
Utah
| USD 101 M | +USD 2.73 M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|
| 5078 |
5078
Englebert Financial Advisers
Allentown,
Pennsylvania
| USD 101 M | -USD 478 k | -0.5% | 0.58% | – | 80 | 41.25% | 0.5 |
|
| 5079 |
5079
Katamaran Capital
London,
United Kingdom
| USD 101 M | -USD 24.5 M | -19% | 0.1% | – | 49 | 57.14% | 0.6 |
|
| 5080 |
5080
Aspen Private Advisors
Sioux Falls,
South Dakota
| USD 101 M | +USD 1.21 M | +1% | 0.33% | – | 17 | 58.82% | 0.1 |
|
| 5081 |
KFP
5081
Kroeger Financial Partners
Grass Valley,
California
| USD 101 M | -USD 2.6 M | -3% | 1.07% | – | 143 | 11.19% | 0.2 |
|
| 5082 |
5082
Chiron Capital Management
Tallahassee,
Florida
| USD 101 M | -USD 10.9 M | -10% | 4.32% | – | 144 | 18.75% | 2.2 |
|
| 5083 |
5083
Sulzberger Capital Advisors
Miami,
Florida
| USD 101 M | -USD 1.91 M | -2% | 2.6% | – | 59 | 15.25% | 1.3 |
|
| 5084 |
5084
Transce3nd
Kyle,
Texas
| USD 100 M | +USD 89 M | +785% | 1.64% | – | 533 | 69.61% | 0.5 |
|
| 5085 |
AIP
5085
Alapocas Investment Partners
Beverly,
Massachusetts
| USD 100 M | -USD 2.22 M | -2% | 4.65% | 58.3% | 25 | 4% | 3.4 |
|
| 5086 |
5086
Sage Investment Counsel
Franklin,
Tennessee
| USD 100 M | +USD 338 k | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 5087 |
5087
Villanova Investment Management
Wayne,
Pennsylvania
| USD 100 M | -USD 5.23 M | -5% | 2.15% | – | 62 | 20.97% | 1.6 |
|
| 5088 |
5088
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| USD 100 M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 5089 |
5089
Luminist Capital
Grand Rapids,
Michigan
| USD 100 M | +USD 10.8 M | +12% | 1.59% | – | 469 | 30.28% | 0.4 |
|
| 5090 |
5090
CSP Financial Group
Scottsdale,
Arizona
| USD 99.3 M | -USD 18.1 M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 5091 |
AM
5091
Account Management
Boxford,
Massachusetts
| USD 99.2 M | +USD 203 k | +0.2% | 0.82% | 88.3% | 25 | 12% | 5 |
|
| 5092 |
5092
Lane Brothers & Co
Prescott,
Arizona
| USD 99.1 M | -USD 53.8 M | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 5093 |
5093
HFG Wealth Management
The Woodlands,
Texas
| USD 99 M | -USD 430 k | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 5094 |
5094
October Effect
Virginia Beach,
Virginia
| USD 98.3 M | -USD 8.04 M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 5095 |
5095
Professional Financial Management
Appleton,
Wisconsin
| USD 98.2 M | -USD 374 k | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 5096 |
5096
August Group Capital
Toronto,
| USD 98 M | +USD 7.02 M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 5097 |
5097
Vima LLC
Troy,
Michigan
| USD 97.9 M | -USD 4.67 M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 5098 |
5098
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 97.6 M | -USD 37.2 M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 5099 |
5099
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.6 M | +USD 277 k | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|
| 5100 |
HIIL
5100
HS Investments IV Ltd
St Peter Port,
| USD 97.5 M | -USD 14.7 M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|