¡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, 3,405 fondos (~38%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
Old Port Advisors
Portland,
Maine
| USD 500 M | -USD 7.65 M | -2% | 0.93% | 114% | 282 | 9.22% | 4.4 |
|
| 1252 |
WHAM
1252
Windmill Hill Asset Management
Waddesdon,
United Kingdom
| USD 499 M | +USD 51.3 M | +11% | 0.95% | 98.1% | 23 | 13.04% | 3.1 |
|
| 1253 |
CMAI
1253
Capital Management Associates Inc
Minneapolis,
Minnesota
| USD 499 M | +USD 1.72 M | +0.3% | 0.87% | 75.6% | 165 | 10.3% | 1.7 |
|
| 1254 |
1254
Sage Capital Advisors
Sioux Falls,
South Dakota
| USD 498 M | +USD 16.6 M | +3% | 4.21% | 105% | 148 | 7.43% | 4.1 |
|
| 1255 |
1255
Alliance Wealth Management Group
Flemington,
New Jersey
| USD 498 M | -USD 15.8 M | -3% | 0.94% | 43.4% | 104 | 6.73% | 5.7 |
|
| 1256 |
1256
Polunin Capital Partners
London,
United Kingdom
| USD 497 M | +USD 89.4 M | +22% | 1.15% | 268% | 24 | 20.83% | 1.4 |
|
| 1257 |
1257
Fairvoy Private Wealth
Birmingham,
Alabama
| USD 496 M | +USD 1.54 M | +0.3% | 1.75% | – | 232 | 23.28% | 1.2 |
|
| 1258 |
1258
Genworth Financial
Glen Allen,
Virginia
| USD 495 M | +USD 8.47 M | +2% | 1.71% | 73.6% | 2 | 0% | 5.4 |
|
| 1259 |
1259
Wolff Financial Management
Kalamazoo,
Michigan
| USD 494 M | -USD 7.22 M | -1% | 1.28% | 56.7% | 107 | 5.61% | 3.4 |
|
| 1260 |
1260
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 493 M | -USD 4.92 M | -1% | 2.15% | 203% | 175 | 11.43% | 2.3 |
|
| 1261 |
1261
Strategic Value Partners
Greenwich,
Connecticut
| USD 493 M | +USD 322 M | +189% | 176% | – | 4 | 75% | 0.2 |
|
| 1262 |
1262
Decker Wealth Management LLC
Nashville,
Tennessee
| USD 493 M | +USD 21.7 M | +5% | 3.41% | – | 124 | 15.32% | 0.6 |
|
| 1263 |
1263
Builder Investment Group
Atlanta,
Georgia
| USD 493 M | -USD 12 M | -2% | 5.79% | 169% | 108 | 5.56% | 3 |
|
| 1264 |
1264
Waller Financial Planning Group
Columbus,
Ohio
| USD 493 M | +USD 7.01 M | +1% | 0.18% | 47.5% | 82 | 7.32% | 4.7 |
|
| 1265 |
1265
Prentice Wealth Management
Rochester,
New York
| USD 493 M | +USD 8.07 M | +2% | 0.64% | 47.8% | 130 | 7.69% | 3.1 |
|
| 1266 |
1266
Summa Corp
Tomball,
Texas
| USD 492 M | +USD 173 M | +54% | 6.47% | 348% | 96 | 18.75% | 1.5 |
|
| 1267 |
1267
Summit Partners
Boston,
Massachusetts
| USD 491 M | -USD 118 M | -19% | 6.7% | 23.2% | 5 | 0% | 7.8 |
|
| 1268 |
1268
PW Nova Financial Services
Newtown,
Pennsylvania
| USD 491 M | +USD 24.4 M | +5% | 1.42% | – | 221 | 13.12% | 0.6 |
|
| 1269 |
1269
Investment Management Associates
Greenwood Village,
Colorado
| USD 490 M | +USD 3.05 M | +0.6% | 3.31% | 50.4% | 36 | 25% | 2.1 |
|
| 1270 |
1270
Blankinship & Foster
Solana Beach,
California
| USD 490 M | -USD 5.94 M | -1% | 0.4% | 67.1% | 81 | 8.64% | 5.1 |
|
| 1271 |
1271
O'Keefe Stevens Advisory
Rochester,
New York
| USD 489 M | +USD 1.53 M | +0.3% | 1.11% | 208% | 84 | 7.14% | 3.7 |
|
| 1272 |
CWAG
1272
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| USD 489 M | -USD 6.48 M | -1% | 0.69% | 76.1% | 91 | 8.79% | 5 |
|
| 1273 |
NI
1273
Naria Inc
Nassau,
Bahamas
| USD 489 M | -USD 23.9 M | -5% | 4.65% | – | 1 | 0% | 1.8 |
|
| 1274 |
1274
Marathon Capital Management
Hunt Valley,
Maryland
| USD 488 M | -USD 5.56 M | -1% | 0.65% | 74% | 195 | 10.77% | 3.5 |
|
| 1275 |
TAA
1275
TB Alternative Assets
Grand Cayman,
Cayman Islands
| USD 488 M | -USD 135 M | -22% | 1.68% | 312% | 47 | 53.19% | 1 |
|