¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 995 M | -USD 28.6 M | -3% | 1.4% | 51.1% | 699 | 25.75% | 3.9 |
|
| 1877 |
1877
Patton Albertson Miller Group
Chattanooga,
Tennessee
| USD 994 M | -USD 10.5 M | -1% | 0.99% | 117% | 224 | 7.14% | 6 |
|
| 1878 |
1878
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| USD 994 M | -USD 61.4 M | -6% | 4.93% | 138% | 36 | 11.11% | 5 |
|
| 1879 |
1879
SJS Investment Consulting
Sylvania,
Ohio
| USD 993 M | +USD 74.5 M | +8% | 0.37% | 69.4% | 3,366 | 18.3% | 1.9 |
|
| 1880 |
ACM
1880
AIGH Capital Management
Baltimore,
Maryland
| USD 992 M | -USD 595 M | -37% | 9.01% | 3,026% | 53 | 32.08% | 0.9 |
|
| 1881 |
1881
Oarsman Capital
Milwaukee,
Wisconsin
| USD 990 M | +USD 45.2 M | +5% | 0.14% | 74.9% | 273 | 14.65% | 4.4 |
|
| 1882 |
1882
Periscope Capital
Toronto,
Ontario, Canada
| USD 990 M | -USD 150 M | -13% | 0.17% | 26.5% | 587 | 30.32% | 0.7 |
|
| 1883 |
1883
Elyxium Wealth
San Mateo,
California
| USD 989 M | +USD 37 M | +4% | 2.91% | – | 1,479 | 79.78% | 0.2 |
|
| 1884 |
1884
HORAN Wealth
Cincinnati,
Ohio
| USD 988 M | +USD 188 M | +23% | 2.02% | – | 362 | 43.37% | 0.6 |
|
| 1885 |
1885
Jamison Private Wealth Management
Milton,
Georgia
| USD 988 M | -USD 2.84 M | -0.3% | 0.8% | 130% | 234 | 5.98% | 2.3 |
|
| 1886 |
1886
Capital Advisors Ltd
Shaker Heights,
Ohio
| USD 987 M | -USD 3.76 M | -0.4% | 0.67% | 61.1% | 1,687 | 12.8% | 4.2 |
|
| 1887 |
1887
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| USD 987 M | -USD 28.4 M | -3% | 1% | 116% | 452 | 19.47% | 2 |
|
| 1888 |
1888
Foguth Wealth Management
Brighton,
Michigan
| USD 986 M | +USD 107 M | +12% | 0.3% | – | 239 | 15.9% | 1.4 |
|
| 1889 |
1889
Romano Brothers & Co
Evanston,
Illinois
| USD 985 M | -USD 9.5 M | -1% | 1.37% | 110% | 345 | 8.12% | 3.2 |
|
| 1890 |
AAA
1890
Adams Asset Advisors
Dallas,
Texas
| USD 984 M | +USD 103 M | +12% | 9.2% | 66.8% | 94 | 6.38% | 5.4 |
|
| 1891 |
1891
Southeast Asset Advisors
Thomasville,
Georgia
| USD 983 M | -USD 1.42 M | -0.1% | 0.63% | 90.4% | 248 | 13.31% | 4 |
|
| 1892 |
1892
Hanson & Doremus Investment Management
Burlington,
Vermont
| USD 982 M | -USD 949 k | -0.1% | 0.2% | 86.3% | 513 | 9.55% | 6.7 |
|
| 1893 |
1893
Eclipse Ventures
Palo Alto,
California
| USD 981 M | -USD 1593 M | -62% | 19.2% | – | 3 | 33.33% | 1.7 |
|
| 1894 |
1894
L. Roy Papp & Associates
Phoenix,
Arizona
| USD 981 M | +USD 29.6 M | +3% | 5.58% | 80.1% | 200 | 7% | 7.4 |
|
| 1895 |
1895
Aviance Capital Partners
Naples,
Florida
| USD 979 M | +USD 15.8 M | +2% | 3.23% | 109% | 402 | 7.21% | 5 |
|
| 1896 |
1896
Premier Fund Managers
Guildford,
United Kingdom
| USD 978 M | -USD 126 M | -11% | 1.37% | 62.7% | 203 | 31.53% | 2.2 |
|
| 1897 |
1897
First Pacific Financial
Vancouver,
Washington
| USD 978 M | +USD 138 M | +16% | 0.85% | 53.6% | 559 | 12.52% | 2.2 |
|
| 1898 |
1898
Destiny Wealth Partners
Tavares,
Florida
| USD 978 M | +USD 269 M | +38% | 1.17% | 70.4% | 282 | 42.91% | 1.9 |
|
| 1899 |
1899
LVZ Inc
Holland,
Michigan
| USD 975 M | -USD 9.31 M | -0.9% | 0.41% | 52.9% | 183 | 12.02% | 3.4 |
|
| 1900 |
1900
Ramirez Asset Management
New York
| USD 974 M | +USD 14.2 M | +1% | 2.81% | 91.7% | 436 | 22.48% | 1.7 |
|