¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Harrell Investment Partners
Austin,
Texas
| USD 465 M | +USD 3.5 M | +0.8% | 5.09% | 121% | 150 | 11.33% | 3 |
|
| 927 |
927
Accel Wealth Management
Waverly,
Iowa
| USD 464 M | +USD 19.9 M | +4% | 0.01% | 82.4% | 319 | 7.52% | 3 |
|
| 928 |
928
NovaPoint Capital
Atlanta,
Georgia
| USD 464 M | -USD 17.1 M | -4% | 0.42% | 94% | 167 | 6.59% | 2.4 |
|
| 929 |
929
Augustine Asset Management
Jacksonville,
Florida
| USD 464 M | -USD 30.3 M | -6% | 1.85% | 316% | 130 | 8.46% | 4.2 |
|
| 930 |
930
Bank of New Hampshire
Laconia,
New Hampshire
| USD 463 M | -USD 16 M | -3% | 2.15% | 96.5% | 578 | 15.92% | 3.4 |
|
| 931 |
931
Kelly Financial Services
Braintree,
Massachusetts
| USD 463 M | -USD 4.08 M | -0.9% | 0.2% | 64.3% | 149 | 18.12% | 3.3 |
|
| 932 |
932
Legacy Wealth Partners (Colorado)
Lakewood,
Colorado
| USD 462 M | +USD 16.8 M | +4% | 0.46% | – | 215 | 20.93% | 0.6 |
|
| 933 |
933
Atlas Private Wealth Advisors
Matawan,
New Jersey
| USD 462 M | +USD 5.15 M | +1% | 0.15% | 57.8% | 152 | 10.53% | 2.9 |
|
| 934 |
934
RDA Financial Network
Akron,
Iowa
| USD 459 M | +USD 218 k | +0% | 3.29% | 93.4% | 300 | 15.67% | 3.8 |
|
| 935 |
935
Strengthening Families & Communities LLC
Boston,
Massachusetts
| USD 459 M | +USD 9.3 M | +2% | 1.01% | 116% | 867 | 18.11% | 1.4 |
|
| 936 |
936
Doliver Advisors
Houston,
Texas
| USD 458 M | +USD 16.3 M | +4% | 9.34% | 92.3% | 203 | 16.75% | 4.1 |
|
| 937 |
937
LPWM LLC
Minneapolis,
Minnesota
| USD 458 M | +USD 7.18 M | +2% | 0.45% | 59.4% | 106 | 12.26% | 3.8 |
|
| 938 |
938
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| USD 458 M | +USD 15.6 M | +4% | 1.57% | – | 177 | 10.17% | 3.4 |
|
| 939 |
939
Uncommon Cents Investing
Janesville,
Wisconsin
| USD 457 M | -USD 4.17 M | -0.9% | 0.16% | 91.4% | 218 | 2.29% | 5.4 |
|
| 940 |
940
SWMG LLC
Fort Worth,
Texas
| USD 457 M | +USD 32.2 M | +8% | 0.65% | 68.7% | 127 | 28.35% | 2 |
|
| 941 |
941
Peavine Capital
Reno,
Nevada
| USD 457 M | -USD 14.9 M | -3% | 1.18% | 30.8% | 10 | 20% | 6.5 |
|
| 942 |
942
Proathlete Wealth Management
Boca Raton,
Florida
| USD 457 M | +USD 52.5 M | +13% | 1.91% | 73.9% | 1,241 | 77.2% | 0.3 |
|
| 943 |
943
First Affirmative Financial Network
Colorado Springs,
Colorado
| USD 456 M | – | – | 1.75% | – | 419 | – | 2 |
|
| 944 |
944
Legacy Wealth Asset Management
Woodbury,
Minnesota
| USD 456 M | +USD 629 k | +0.1% | 3.66% | 116% | 405 | 18.02% | 3.2 |
|
| 945 |
BWM
945
Brown Wealth Management
Naperville,
Illinois
| USD 456 M | +USD 8.61 M | +2% | 0.46% | 51.2% | 144 | 13.19% | 1.8 |
|
| 946 |
946
Stokes Capital Advisors
Greenwood,
South Carolina
| USD 455 M | -USD 11.5 M | -2% | 0.01% | 61.3% | 125 | 11.2% | 3.5 |
|
| 947 |
DI
947
Diligent Investors
Redlands,
California
| USD 455 M | +USD 5.91 M | +1% | 2.43% | 82.2% | 373 | 7.24% | 4.6 |
|
| 948 |
948
Able Wealth Management
Toms River,
New Jersey
| USD 455 M | +USD 19 M | +4% | 1.14% | 58.1% | 236 | 39.41% | 1 |
|
| 949 |
949
Freedom Day Solutions
Houston,
Texas
| USD 455 M | +USD 2.87 M | +0.6% | 0.32% | 86.6% | 146 | 17.12% | 3.1 |
|
| 950 |
950
Atwater Malick
Lancaster,
Pennsylvania
| USD 454 M | -USD 4.83 M | -1% | 1.01% | 83.4% | 139 | 12.23% | 2.9 |
|