¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Columbus Macro
New Castle,
Pennsylvania
| USD 1028 M | +USD 148 k | +0% | 1.8% | 48.7% | 222 | 13.06% | 3.6 |
|
| 1827 |
1827
AXS Investments
Port Chester,
New York
| USD 1028 M | +USD 676 M | +192% | 0.25% | 107% | 220 | 21.82% | 2.1 |
|
| 1828 |
1828
Disciplina Capital Management
Nashville,
Tennessee
| USD 1027 M | +USD 59.4 M | +6% | 1.87% | 33% | 70 | 2.86% | 3.6 |
|
| 1829 |
1829
Greenwood Capital Associates
Greenwood,
South Carolina
| USD 1027 M | +USD 8.17 M | +0.8% | 1.63% | 87.7% | 300 | 16.33% | 2.7 |
|
| 1830 |
TIM
1830
Total Investment Management
Scottsdale,
Arizona
| USD 1027 M | +USD 78.5 M | +8% | 0.71% | 44.4% | 99 | 12.12% | 3 |
|
| 1831 |
1831
Partners Group Holding
Baar-Zug,
Switzerland
| USD 1027 M | -USD 440 M | -30% | 13.2% | 27% | 54 | 11.11% | 4.4 |
|
| 1832 |
1832
Claro Advisors
Boston,
Massachusetts
| USD 1027 M | +USD 73.8 M | +8% | 3.17% | 98.8% | 594 | 22.56% | 2.8 |
|
| 1833 |
1833
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 1026 M | -USD 23.6 M | -2% | 0.38% | 84.5% | 2,944 | 9.92% | 1.2 |
|
| 1834 |
1834
Wedbush Fund Advisers
Pasadena,
California
| USD 1024 M | -USD 103 M | -9% | 10.1% | – | 115 | 20.87% | 0.4 |
|
| 1835 |
1835
Keebeck Wealth Management
Chicago,
Illinois
| USD 1024 M | -USD 95.8 k | -0% | 1.7% | 92.1% | 511 | 15.85% | 2.5 |
|
| 1836 |
1836
Lincluden Management
Mississauga,
Ontario, Canada
| USD 1023 M | +USD 4.77 M | +0.5% | 0.02% | 67.7% | 70 | 7.14% | 6.9 |
|
| 1837 |
1837
KMG Fiduciary Partners
Toledo,
Ohio
| USD 1023 M | -USD 52.8 M | -5% | 4.87% | 114% | 211 | 21.8% | 5 |
|
| 1838 |
1838
Embree Financial Group
Chicago,
Illinois
| USD 1023 M | +USD 24.3 M | +2% | 2.99% | 87.6% | 309 | 16.83% | 1.8 |
|
| 1839 |
1839
Opus Capital Group
Cincinnati,
Ohio
| USD 1023 M | -USD 9.7 M | -0.9% | 0.34% | 53.7% | 152 | 4.61% | 4.9 |
|
| 1840 |
DCF
1840
Daffy Charitable Fund
Los Altos,
California
| USD 1023 M | -USD 425 M | -29% | 1.65% | – | 104 | 22.12% | 0.8 |
|
| 1841 |
1841
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| USD 1022 M | -USD 13.1 M | -1% | 1.02% | – | 311 | 11.25% | 1.2 |
|
| 1842 |
PS
1842
Portfolio Strategies
Monsey,
New York
| USD 1020 M | +USD 424 k | +0% | 2.09% | 137% | 85 | 16.47% | 2.8 |
|
| 1843 |
1843
ABC Arbitrage
Paris,
France
| USD 1020 M | +USD 93.8 M | +10% | 0.29% | – | 541 | 53.6% | 0.3 |
|
| 1844 |
1844
Lifeworks Advisors
Grand Rapids,
Michigan
| USD 1018 M | +USD 63.2 M | +7% | 2.09% | 90.3% | 391 | 21.74% | 2 |
|
| 1845 |
1845
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| USD 1018 M | -USD 48.8 M | -5% | 2.95% | 76.7% | 216 | 37.04% | 2.1 |
|
| 1846 |
1846
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 1017 M | +USD 33.5 M | +3% | 3.74% | 80.2% | 203 | 6.9% | 7.7 |
|
| 1847 |
1847
Banco BTG Pactual
Rio De Janeiro,
Brazil
| USD 1017 M | -USD 169 M | -14% | 0.44% | 137% | 256 | 82.81% | 0.2 |
|
| 1848 |
1848
Bleichroeder LP
New York
| USD 1016 M | +USD 457 M | +82% | 3.15% | 222% | 113 | 33.63% | 2 |
|
| 1849 |
SW
1849
StackStone Wealth
Dubuque,
Iowa
| USD 1015 M | – | – | 1.1% | – | 323 | – | 0 |
|
| 1850 |
1850
Ascent Wealth Partners
New Hartford,
New York
| USD 1013 M | +USD 12.8 M | +1% | 1.91% | 105% | 219 | 11.42% | 4 |
|