¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| USD 861 M | +USD 34.9 M | +4% | 3.25% | 86.4% | 141 | 2.84% | 8.8 |
|
| 2077 |
2077
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| USD 861 M | +USD 8.61 M | +1% | 0.03% | 61.6% | 210 | 11.43% | 2.6 |
|
| 2078 |
2078
Fagan Associates
Troy,
New York
| USD 861 M | +USD 47.9 M | +6% | 6.16% | 127% | 142 | 5.63% | 5.1 |
|
| 2079 |
2079
Concord Wealth Partners
Abingdon,
Virginia
| USD 860 M | -USD 13.3 M | -2% | 0.74% | 71.1% | 910 | 13.19% | 1.2 |
|
| 2080 |
2080
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| USD 860 M | -USD 8.47 M | -1% | 0.04% | 81.7% | 310 | 7.1% | 4.7 |
|
| 2081 |
2081
Kavar Capital Partners Group
Leawood,
Kansas
| USD 860 M | +USD 48.2 M | +6% | 2.85% | 86.8% | 216 | 7.87% | 5 |
|
| 2082 |
2082
Ellevest Inc
New York
| USD 860 M | +USD 11.5 M | +1% | 1.11% | 82.6% | 510 | 18.82% | 3.4 |
|
| 2083 |
2083
Mirador Capital Partners
Pleasanton,
California
| USD 859 M | +USD 42.4 M | +5% | 8.95% | 120% | 240 | 15.83% | 4.1 |
|
| 2084 |
2084
Castellan Group
Louisville,
Kentucky
| USD 859 M | -USD 53.4 M | -6% | 6.58% | 184% | 50 | 22% | 1.4 |
|
| 2085 |
2085
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 857 M | +USD 94.5 M | +12% | 15.7% | 50.6% | 52 | 5.77% | 8 |
|
| 2086 |
2086
Cullen Investment Group
Lafayette,
Louisiana
| USD 857 M | +USD 30.9 M | +4% | 4.06% | 102% | 185 | 5.41% | 2.3 |
|
| 2087 |
2087
Fiduciary Financial Group
San Rafael,
California
| USD 857 M | -USD 25.8 M | -3% | 1.8% | – | 414 | 14.73% | 1.4 |
|
| 2088 |
2088
Premier Path Wealth Partners
Madison,
New Jersey
| USD 856 M | -USD 13.2 M | -2% | 2.68% | 98.8% | 412 | 11.65% | 2.2 |
|
| 2089 |
2089
Mattern Capital Management
Lakewood,
Colorado
| USD 856 M | -USD 859 k | -0.1% | 1.22% | 39.8% | 172 | 6.98% | 4.1 |
|
| 2090 |
2090
TrueMark Investments
Chicago,
Illinois
| USD 856 M | +USD 57.6 M | +7% | 1.27% | 87.7% | 210 | 23.33% | 0.9 |
|
| 2091 |
2091
Affinity Capital Advisors
Berkeley,
California
| USD 856 M | +USD 46.3 M | +6% | 1.72% | 72.7% | 245 | 22.04% | 2.9 |
|
| 2092 |
2092
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| USD 855 M | +USD 40.6 M | +5% | 2.07% | 99.8% | 319 | 6.58% | 6.3 |
|
| 2093 |
2093
Silverarc Capital Management
Boston,
Massachusetts
| USD 854 M | -USD 108 M | -11% | 4.04% | 2,371% | 91 | 42.86% | 0.9 |
|
| 2094 |
2094
Intellus Advisors
Naples,
Florida
| USD 854 M | +USD 30.3 M | +4% | 3.43% | – | 172 | 33.14% | 1.2 |
|
| 2095 |
2095
Sierra Summit Advisors
Incline Village,
Nevada
| USD 852 M | -USD 43.6 M | -5% | 0.62% | 302% | 231 | 44.59% | 1.3 |
|
| 2096 |
2096
Hoey Investments
Coatesville,
Pennsylvania
| USD 851 M | +USD 76.5 M | +10% | 11.9% | 247% | 479 | 7.93% | 2.8 |
|
| 2097 |
2097
Longbow Finance
Lutry,
Switzerland
| USD 850 M | +USD 67.6 M | +9% | 5.89% | 183% | 73 | 36.99% | 1.4 |
|
| 2098 |
2098
Harbor Group
Bedford,
New Hampshire
| USD 849 M | -USD 2.33 M | -0.3% | 2.78% | 43% | 123 | 8.13% | 2.8 |
|
| 2099 |
2099
Dillon & Associates
Jackson,
Michigan
| USD 849 M | +USD 31.5 M | +4% | 5.39% | 117% | 82 | 6.1% | 8.2 |
|
| 2100 |
2100
Third View Private Wealth
Westport,
Connecticut
| USD 849 M | +USD 34.5 M | +4% | 4.49% | – | 309 | 17.15% | 0.6 |
|