¡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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 551 |
551
AA Financial Advisors
Columbus,
Ohio
| USD 840 M | +USD 8.68 M | +1% | 0.76% | 68.8% | 261 | 15.71% | 1.5 |
|
| 552 |
552
Professional Advisory Services
Vero Beach,
Florida
| USD 837 M | +USD 1.18 M | +0.1% | 1.6% | 69.3% | 96 | 9.38% | 5.7 |
|
| 553 |
553
Arvest Investments
Lowell,
Arkansas
| USD 835 M | +USD 8.21 M | +1% | 1.08% | 50% | 233 | 14.16% | 1.8 |
|
| 554 |
554
Capital Advantage
Walnut Creek,
California
| USD 834 M | +USD 14.5 M | +2% | 0.6% | 49.2% | 166 | 14.46% | 2.7 |
|
| 555 |
555
Sharkey, Howes & Javer
Denver,
Colorado
| USD 830 M | +USD 1.63 M | +0.2% | 0.11% | 60.2% | 165 | 4.85% | 3.7 |
|
| 556 |
556
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 829 M | +USD 26.9 M | +3% | 0.62% | 62% | 157 | 9.55% | 5.5 |
|
| 557 |
557
Morton Capital Management
Calabasas,
California
| USD 828 M | +USD 96.6 M | +13% | 2.36% | 75.4% | 167 | 11.98% | 2.7 |
|
| 558 |
558
First Hawaiian Bank
Honolulu,
Hawaii
| USD 826 M | +USD 36.3 M | +5% | 0.47% | 72.7% | 99 | 12.12% | 7.9 |
|
| 559 |
559
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 825 M | -USD 16.8 M | -2% | 0.85% | 80.3% | 190 | 11.05% | 3.2 |
|
| 560 |
SIA
560
Schear Investment Advisers
Cincinnati,
Ohio
| USD 821 M | +USD 522 M | +174% | 0.44% | 241% | 272 | 79.41% | 0.7 |
|
| 561 |
561
Tempo Wealth
Independence,
Ohio
| USD 821 M | +USD 146 M | +22% | 0.44% | – | 258 | 13.18% | 0.6 |
|
| 562 |
562
Asio Capital
Lexington,
Kentucky
| USD 816 M | +USD 34.8 M | +4% | 1.8% | 98% | 137 | 24.82% | 2.6 |
|
| 563 |
563
Riversedge Advisors
Wilmington,
Delaware
| USD 813 M | +USD 53.9 M | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 564 |
564
Cordoba Advisory Partners
New York
| USD 813 M | +USD 341 M | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 565 |
565
Pembroke Management
Montreal,
Quebec, Canada
| USD 809 M | +USD 34.8 M | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 566 |
566
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 808 M | +USD 31.6 M | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 567 |
567
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 808 M | +USD 13.6 M | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 568 |
568
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 807 M | +USD 25 M | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|
| 569 |
569
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 805 M | -USD 3.25 M | -0.4% | 0.46% | 68.7% | 162 | 8.02% | 1.7 |
|
| 570 |
570
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 805 M | +USD 18 M | +2% | 2.64% | 84.1% | 279 | 13.62% | 2.7 |
|
| 571 |
571
Hudson Valley Investment Advisors
Goshen,
New York
| USD 802 M | -USD 21.3 M | -3% | 2.57% | 102% | 146 | 8.22% | 7.5 |
|
| 572 |
572
Klaas Financial Asset Advisors
Loves Park,
Illinois
| USD 801 M | -USD 1.56 M | -0.2% | 1.19% | 39.5% | 62 | 8.06% | 3.2 |
|
| 573 |
573
Lee Financial
Dallas,
Texas
| USD 801 M | +USD 17.8 M | +2% | 0.61% | 75% | 166 | 9.64% | 5.2 |
|
| 574 |
574
Eagle Rock Investment Company
Atlanta,
Georgia
| USD 799 M | -USD 9.25 M | -1% | 0.73% | 121% | 165 | 10.91% | 3.2 |
|
| 575 |
575
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 798 M | -USD 10.1 M | -1% | 2.06% | 76.8% | 217 | 8.29% | 6.9 |
|