¡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, 7,143 fondos (~80%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Paller Financial Services
Centennial,
Colorado
| USD 130 M | -USD 3.46 M | -3% | 4.51% | – | 47 | 10.64% | 0.6 |
|
| 6302 |
6302
Troutman Wealth Management
Malvern,
Pennsylvania
| USD 130 M | +USD 308 k | +0.2% | 1.83% | – | 38 | 0% | 0.7 |
|
| 6303 |
6303
Benchmark Financial
Wilmington,
Delaware
| USD 130 M | +USD 7.48 M | +6% | 1.25% | – | 61 | 13.11% | 0.6 |
|
| 6304 |
6304
Greenline Wealth Management
Boca Raton,
Florida
| USD 130 M | +USD 8.46 M | +7% | 0.2% | – | 158 | 29.75% | 0.5 |
|
| 6305 |
6305
Farley Capital
New York
| USD 130 M | +USD 2.72 M | +2% | 9.31% | 116% | 16 | 18.75% | 6.7 |
|
| 6306 |
6306
Walsh & Associates
Sarasota,
Florida
| USD 130 M | +USD 7.69 M | +6% | 0.73% | – | 265 | 9.06% | 0.7 |
|
| 6307 |
6307
Freestate Advisors
Overland Park,
Kansas
| USD 130 M | -USD 3.88 M | -3% | 0.97% | – | 43 | 2.33% | 1.9 |
|
| 6308 |
6308
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| USD 130 M | +USD 335 k | +0.3% | 0.1% | – | 55 | 7.27% | 0.7 |
|
| 6309 |
6309
North Horizon Holdings
Toronto,
| USD 130 M | +USD 3.13 M | +2% | 17.3% | – | 2 | 100% | 0 |
|
| 6310 |
6310
O'Domhnaill Enterprises
Cody,
Wyoming
| USD 130 M | +USD 4.72 M | +4% | 3.09% | – | 67 | 16.42% | 0.6 |
|
| 6311 |
6311
Aldebaran Financial
| USD 130 M | +USD 6.66 M | +5% | 5.88% | 115% | 90 | 12.22% | 5.7 |
|
| 6312 |
6312
Grand Central Investment Group
Tampa,
Florida
| USD 130 M | +USD 10.2 M | +9% | 6.48% | – | 43 | 9.3% | 3.3 |
|
| 6313 |
6313
M Wealth Management LLC
San Diego,
California
| USD 130 M | +USD 2.38 M | +2% | 0.76% | – | 61 | 6.56% | 1.3 |
|
| 6314 |
EFT
6314
Envision Financial Transparency
Greensboro,
North Carolina
| USD 130 M | +USD 12.5 M | +11% | 0.11% | – | 94 | 73.4% | 0.2 |
|
| 6315 |
6315
Ramiah Investment Group
Brookfield,
Wisconsin
| USD 130 M | -USD 1.32 M | -1% | 0.38% | 62.2% | 91 | 29.67% | 2.3 |
|
| 6316 |
6316
Greenhaven Road Investment Management
Greenwich,
Connecticut
| USD 130 M | -USD 24.5 M | -16% | 3.9% | 55.2% | 19 | 10.53% | 2.4 |
|
| 6317 |
6317
EDMP Inc
Lutz,
Florida
| USD 130 M | +USD 5.31 M | +4% | 1.73% | 78% | 75 | 8% | 4.3 |
|
| 6318 |
6318
KW Wealth Management
Sacramento,
California
| USD 130 M | – | – | 4.06% | – | 79 | – | 0.9 |
|
| 6319 |
6319
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| USD 129 M | +USD 2.93 M | +2% | 2.39% | 83.4% | 21 | 23.81% | 1.6 |
|
| 6320 |
6320
Tandem Investment Partners
Bordentown,
New Jersey
| USD 129 M | -USD 337 k | -0.3% | 1.56% | – | 77 | 2.6% | 1.5 |
|
| 6321 |
6321
Ativo Capital Management
Chicago,
Illinois
| USD 129 M | -USD 1.21 M | -0.9% | 0.18% | 63.2% | 61 | 18.03% | 2.1 |
|
| 6322 |
6322
Corps Capital Advisors
Southlake,
Texas
| USD 129 M | +USD 5.33 M | +4% | 8.16% | – | 102 | 8.82% | 1.1 |
|
| 6323 |
6323
Cedrus Wealth Group LLC
Andover,
Minnesota
| USD 129 M | +USD 14.8 M | +13% | 0.1% | – | 55 | 9.09% | 0.5 |
|
| 6324 |
6324
Orca Investment Management
Roseburg,
Oregon
| USD 129 M | -USD 8.53 M | -6% | 3.35% | 139% | 62 | 12.9% | 8.4 |
|
| 6325 |
6325
Ankerstar Wealth
Leander,
Texas
| USD 129 M | +USD 9.9 M | +8% | 4.14% | – | 1,127 | 18.28% | 0.6 |
|