¡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, 6,148 fondos (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Worthington Financial Partners
Worthington,
Ohio
| USD 118 M | -USD 2.56 M | -2% | 0.7% | – | 100 | 3% | 0.7 |
|
| 5602 |
5602
Anchor Capital Management Group
Aliso Viejo,
California
| USD 118 M | -USD 26.9 M | -19% | 0.81% | – | 16 | 25% | 1.4 |
|
| 5603 |
5603
Peck Wealth Management
White Plains,
New York
| USD 118 M | -USD 529 k | -0.4% | 1.84% | – | 139 | 11.51% | 0.9 |
|
| 5604 |
5604
Tsai Capital
New York
| USD 118 M | -USD 17.2 M | -13% | 3.4% | 29.8% | 19 | 26.32% | 2.8 |
|
| 5605 |
5605
Midway Capital Research & Management
Chicago,
Illinois
| USD 118 M | -USD 7.72 M | -6% | 2.88% | – | 116 | 58.62% | 0.7 |
|
| 5606 |
5606
Wheels Up Wealth
Benicia,
California
| USD 118 M | +USD 140 k | +0.1% | 1.54% | – | 25 | 8% | 0.7 |
|
| 5607 |
WG
5607
Wealth Group
Raleigh,
North Carolina
| USD 118 M | -USD 283 M | -71% | 2.66% | – | 122 | 38.52% | 1.8 |
|
| 5608 |
5608
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 118 M | -USD 43 M | -27% | 10.3% | 0.01% | 47 | 19.15% | 1.6 |
|
| 5609 |
5609
Fortress Financial Solutions
Tucson,
Arizona
| USD 118 M | – | – | 1% | – | 66 | – | 1.2 |
|
| 5610 |
5610
Brandywine Financial Group
Thompsons Station,
Tennessee
| USD 118 M | +USD 109 M | +1,305% | 0.12% | – | 71 | 74.65% | 0.2 |
|
| 5611 |
5611
TrustWell Financial Advisors
Jacksonville,
Florida
| USD 118 M | -USD 135 k | -0.1% | 0.31% | – | 79 | 7.59% | 0.6 |
|
| 5612 |
5612
Turner Capital Investments
Austin,
Texas
| USD 118 M | – | – | 0.63% | – | 6 | – | 0 |
|
| 5613 |
5613
Minot DeBlois Advisors
Boston,
Massachusetts
| USD 118 M | +USD 1.06 M | +0.9% | 3.03% | – | 246 | 6.5% | 1.4 |
|
| 5614 |
5614
Larry Mathis Financial Planning
Phoenix,
Arizona
| USD 118 M | -USD 13.8 M | -10% | 0.54% | – | 157 | 30.57% | 0.6 |
|
| 5615 |
CG
5615
Curat Global
Springfield,
New Hampshire
| USD 117 M | -USD 4.91 M | -4% | 3.14% | – | 260 | 5% | 1.4 |
|
| 5616 |
5616
Indie Asset Partners
Carmel,
Indiana
| USD 117 M | +USD 12.8 M | +12% | 2.72% | 115% | 104 | 25% | 2.3 |
|
| 5617 |
5617
Invested Advisors
State College,
Pennsylvania
| USD 117 M | +USD 4.17 M | +4% | 1.36% | – | 169 | 14.2% | 0.7 |
|
| 5618 |
5618
ORBA Wealth Advisors
Chicago,
Illinois
| USD 117 M | +USD 188 k | +0.2% | 2.58% | 70.5% | 86 | 6.98% | 1.6 |
|
| 5619 |
FCP
5619
Fosse Capital Partners
London,
United Kingdom
| USD 117 M | -USD 64.9 M | -36% | 9.45% | 61.1% | 3 | 0% | 3.9 |
|
| 5620 |
MS
5620
Monetary Solutions
Dayton,
Ohio
| USD 117 M | +USD 977 k | +0.8% | 0.1% | – | 644 | 39.6% | 0.4 |
|
| 5621 |
5621
Linden Rose Investment
Sugar Land,
Texas
| USD 117 M | -USD 11.7 M | -9% | 4.1% | – | 9 | 22.22% | 0.4 |
|
| 5622 |
5622
IFC & Insurance Marketing
Auburn,
California
| USD 117 M | +USD 3.39 M | +3% | 0.56% | – | 90 | 16.67% | 0.6 |
|
| 5623 |
5623
Figure 8 Investment Strategies
Boise,
Idaho
| USD 117 M | -USD 1.56 M | -1% | 1.71% | – | 59 | 6.78% | 1.4 |
|
| 5624 |
5624
Red Tree Management
Redwood City,
California
| USD 117 M | -USD 30.6 M | -21% | 7% | – | 3 | 0% | 1.8 |
|
| 5625 |
5625
E&R Wealth Management
Mount Pleasant,
South Carolina
| USD 117 M | -USD 1.28 M | -1% | 1.95% | – | 12 | 0% | 0.8 |
|