¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 726 |
726
North Point Portfolio Managers
Orange Village,
Ohio
| USD 595 M | -USD 11.1 M | -2% | 1.98% | 72.8% | 274 | 74.45% | 1.4 |
|
| 727 |
727
CV Advisors
Aventura,
Florida
| USD 594 M | +USD 52.2 M | +10% | 4.07% | 112% | 145 | 28.97% | 0.9 |
|
| 728 |
728
Paradice Investment Management
Denver,
Colorado
| USD 594 M | -USD 32.9 M | -5% | 7.82% | 72.2% | 23 | 13.04% | 4.4 |
|
| 729 |
729
Iowa State Bank
Urbandale,
Iowa
| USD 592 M | -USD 6.68 M | -1% | 2.84% | 85.7% | 125 | 12.8% | 6.3 |
|
| 730 |
730
BetterWealth
San Jose,
California
| USD 591 M | +USD 25.7 M | +5% | 0.77% | 63.3% | 89 | 6.74% | 2.3 |
|
| 731 |
HPC
731
Hobart Private Capital
Charlotte,
North Carolina
| USD 591 M | +USD 7.8 M | +1% | 0.09% | 60% | 155 | 14.19% | 1.7 |
|
| 732 |
732
Cedar Mountain Advisors
Lake Oswego,
Oregon
| USD 590 M | +USD 9.21 M | +2% | 0.6% | 57.7% | 1,238 | 11.07% | 1.8 |
|
| 733 |
733
Gibson Capital
Wexford,
Pennsylvania
| USD 589 M | -USD 20.3 M | -3% | 0.57% | 67.2% | 109 | 29.36% | 4.3 |
|
| 734 |
734
Studio Investment Management
Chicago,
Illinois
| USD 589 M | -USD 2.71 M | -0.5% | 0.35% | 51.3% | 185 | 4.32% | 3.4 |
|
| 735 |
735
Marotta Asset Management
Charlottesville,
Virginia
| USD 589 M | -USD 12 M | -2% | 0.85% | 51% | 104 | 3.85% | 5 |
|
| 736 |
736
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| USD 589 M | +USD 2.08 M | +0.4% | 0.48% | 68.6% | 104 | 15.38% | 2.6 |
|
| 737 |
PFA
737
Professional Financial Advisors
North Platte,
Nebraska
| USD 588 M | +USD 9.8 M | +2% | 0.73% | 59.2% | 151 | 10.6% | 2.8 |
|
| 738 |
738
Teramo Advisors
Naples,
Florida
| USD 587 M | +USD 57.7 M | +11% | 2.22% | 72.1% | 4 | 0% | 4.6 |
|
| 739 |
739
West Paces Advisors
Atlanta,
Georgia
| USD 586 M | -USD 9.6 M | -2% | 0.94% | 57.7% | 794 | 16.5% | 2.1 |
|
| 740 |
740
Fortitude Family Office
Scottsdale,
Arizona
| USD 586 M | +USD 69.7 M | +13% | 0.79% | 81.1% | 2,780 | 23.24% | 1.2 |
|
| 741 |
741
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| USD 583 M | +USD 21.3 M | +4% | 6.36% | 81.8% | 85 | 4.71% | 7.9 |
|
| 742 |
742
Tufton Capital Management
Hunt Valley,
Maryland
| USD 583 M | -USD 12.6 M | -2% | 1.72% | 96.1% | 134 | 7.46% | 8.1 |
|
| 743 |
SEP
743
Southland Equity Partners
Wildwood,
Missouri
| USD 583 M | +USD 11.6 M | +2% | 1.67% | 66.1% | 321 | 13.71% | 3.1 |
|
| 744 |
PWM
744
Praetorian Wealth Management
Carmel,
California
| USD 582 M | +USD 2.65 M | +0.5% | 0.23% | 60.4% | 87 | 8.05% | 2.4 |
|
| 745 |
745
Rezny Wealth Management
Fort Myers,
Florida
| USD 582 M | +USD 3.49 M | +0.6% | 1.61% | 99.6% | 39 | 17.95% | 2.3 |
|
| 746 |
746
Cambridge Advisors
Omaha,
Nebraska
| USD 581 M | -USD 725 k | -0.1% | 0.65% | 58.6% | 185 | 2.7% | 7 |
|
| 747 |
WC
747
Weil Company
San Diego,
California
| USD 580 M | +USD 12.5 M | +2% | 2.31% | 71.7% | 142 | 11.97% | 3.6 |
|
| 748 |
748
Intelligence Driven Advisers
Carlsbad,
California
| USD 579 M | -USD 36.7 M | -6% | 1.51% | 65.6% | 145 | 11.03% | 2.5 |
|
| 749 |
CFMC
749
Curbstone Financial Management Corp
Manchester,
New Hampshire
| USD 579 M | -USD 8.19 M | -1% | 0.97% | 69.6% | 217 | 7.83% | 7 |
|
| 750 |
750
GoalVest Advisory
New York
| USD 578 M | +USD 39.1 M | +7% | 0.53% | 94.8% | 788 | 44.54% | 1.4 |
|