¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 626 |
626
Element Pointe Advisors
Miami,
Florida
| USD 709 M | +USD 87.8 M | +14% | 1.47% | 75.1% | 97 | 13.4% | 3.2 |
|
| 627 |
627
Crane Advisory
Fullerton,
California
| USD 707 M | +USD 10.6 M | +2% | 0.36% | 38.2% | 56 | 3.57% | 2.6 |
|
| 628 |
628
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| USD 703 M | -USD 115 k | -0% | 0.64% | 44% | 142 | 19.72% | 3.3 |
|
| 629 |
CBT
629
Central Bank & Trust
Lexington,
Kentucky
| USD 701 M | -USD 3.83 M | -0.5% | 2.03% | 118% | 187 | 4.28% | 8.1 |
|
| 630 |
630
Affiance Financial
St. Louis Park,
Minnesota
| USD 701 M | +USD 5.66 M | +0.8% | 0.03% | 57.8% | 117 | 10.26% | 5.8 |
|
| 631 |
631
Probity Advisors
Dallas,
Texas
| USD 700 M | +USD 743 k | +0.1% | 0.14% | 61.7% | 235 | 5.11% | 5.8 |
|
| 632 |
632
Towercrest Capital Management
Newtown,
Pennsylvania
| USD 700 M | -USD 17.5 M | -2% | 1.14% | 42.6% | 111 | 6.31% | 6.1 |
|
| 633 |
LA
633
Lynch & Associates
Newburgh,
Indiana
| USD 699 M | +USD 126 M | +22% | 2.59% | 73.5% | 132 | 5.3% | 8.2 |
|
| 634 |
634
Pacific Capital Wealth Advisors
Corona,
California
| USD 698 M | +USD 34.4 M | +5% | 0.5% | 54.1% | 106 | 25.47% | 3 |
|
| 635 |
635
Bourgeon Capital Management
Darien,
Connecticut
| USD 696 M | +USD 17.2 M | +3% | 1.49% | 121% | 122 | 22.13% | 3.3 |
|
| 636 |
636
Scott Capital Advisors
Portland,
Oregon
| USD 696 M | +USD 57.7 M | +9% | 0.75% | 50.9% | 76 | 15.79% | 2.5 |
|
| 637 |
637
Boston Standard Wealth Management
Winchester,
Massachusetts
| USD 696 M | +USD 6.54 M | +0.9% | 0.65% | 47.1% | 63 | 15.87% | 5.4 |
|
| 638 |
638
Financial Management Network
Mission Viejo,
California
| USD 695 M | -USD 2.17 M | -0.3% | 0.24% | 62.5% | 222 | 10.81% | 3 |
|
| 639 |
639
Sloy Dahl & Holst
Vancouver,
Washington
| USD 693 M | -USD 118 M | -15% | 5.03% | 132% | 129 | 12.4% | 3.2 |
|
| 640 |
640
Princeton Global Asset Management
Princeton,
New Jersey
| USD 692 M | -USD 5.38 M | -0.8% | 0.91% | 110% | 859 | 6.64% | 3.5 |
|
| 641 |
MTC
641
Matrix Trust Company
Denver,
Colorado
| USD 688 M | -USD 1.92 M | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 2.6 |
|
| 642 |
FBT
642
First Bank & Trust
Brookings,
South Dakota
| USD 687 M | +USD 6.98 M | +1% | 1.11% | 85.6% | 289 | 10.73% | 3.9 |
|
| 643 |
643
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 684 M | +USD 14.4 M | +2% | 5.05% | 99.9% | 83 | 7.23% | 6.6 |
|
| 644 |
644
Bellecapital
Zurich,
Switzerland
| USD 683 M | +USD 57.5 M | +9% | 8.62% | 152% | 161 | 42.24% | 2.9 |
|
| 645 |
645
Wilsey Asset Management
San Diego,
California
| USD 681 M | +USD 191 k | +0% | 2.23% | 66.9% | 30 | 16.67% | 3.5 |
|
| 646 |
646
Encompass Wealth Advisors
Portland,
Oregon
| USD 676 M | +USD 348 M | +106% | 1.21% | 68.7% | 122 | 13.93% | 3.6 |
|
| 647 |
647
Essex Investment Management
Boston,
Massachusetts
| USD 675 M | -USD 88.7 M | -12% | 1.67% | 370% | 324 | 12.65% | 4.1 |
|
| 648 |
648
BG Investment Services
Hagatna,
Guam
| USD 673 M | +USD 534 M | +385% | 2.36% | – | 153 | 67.32% | 0.7 |
|
| 649 |
649
Cornerstone Management
Duluth,
Georgia
| USD 673 M | -USD 22.4 M | -3% | 0.09% | 43.6% | 68 | 2.94% | 5.5 |
|
| 650 |
650
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| USD 673 M | +USD 15 M | +2% | 2.98% | 78.9% | 161 | 7.45% | 3.3 |
|