¡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, 4,623 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Private Client Services
Louisville,
Kentucky
| USD 372 M | -USD 9.16 M | -2% | 1.1% | 72% | 271 | 29.89% | 1.4 |
|
| 2202 |
CVA
2202
Central Valley Advisors
Sacramento,
California
| USD 372 M | -USD 17.7 M | -5% | 1.83% | 77.8% | 202 | 24.75% | 1.8 |
|
| 2203 |
2203
Santori & Peters Inc
Canonsburg,
Pennsylvania
| USD 372 M | +USD 17.3 M | +5% | 3.73% | 103% | 88 | 7.95% | 3.8 |
|
| 2204 |
2204
Veracity Capital
Atlanta,
Georgia
| USD 372 M | +USD 1.23 M | +0.3% | 1.86% | 149% | 248 | 20.56% | 3.1 |
|
| 2205 |
2205
Argos Wealth Advisors
Sacramento,
California
| USD 371 M | -USD 6.36 M | -2% | 3.56% | – | 238 | 13.45% | 0.6 |
|
| 2206 |
2206
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| USD 371 M | -USD 7.29 M | -2% | 2.04% | 78% | 219 | 15.98% | 2.8 |
|
| 2207 |
2207
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 371 M | +USD 2.63 M | +0.7% | 4.1% | 81.6% | 149 | 4.7% | 4.3 |
|
| 2208 |
2208
Stone Summit Wealth
Miami,
Florida
| USD 370 M | -USD 23.8 M | -6% | 0.35% | 67% | 145 | 6.21% | 3.8 |
|
| 2209 |
2209
One Advisory Partners
Overland Park,
Kansas
| USD 370 M | +USD 2.85 M | +0.8% | 1.25% | 58.3% | 79 | 22.78% | 2.4 |
|
| 2210 |
2210
Aspen Investment Management
Grand Rapids,
Michigan
| USD 370 M | -USD 1.99 M | -0.5% | 1.63% | 92.6% | 191 | 6.81% | 6.2 |
|
| 2211 |
2211
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| USD 370 M | +USD 17.5 M | +5% | 0.48% | 72.1% | 89 | 8.99% | 2.8 |
|
| 2212 |
2212
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 370 M | +USD 1.34 M | +0.4% | 2.87% | 96.7% | 415 | 69.4% | 2.3 |
|
| 2213 |
2213
Wealth Effects
Boston,
Massachusetts
| USD 370 M | -USD 964 k | -0.3% | 1.52% | 235% | 270 | 11.85% | 2.7 |
|
| 2214 |
2214
Solitude Financial Services
Charlottesville,
Virginia
| USD 370 M | +USD 8.29 M | +2% | 1.64% | 62.4% | 42 | 9.52% | 3.1 |
|
| 2215 |
2215
Reston Wealth Management
Reston,
Virginia
| USD 369 M | -USD 2.08 M | -0.6% | 0.18% | 66.4% | 72 | 11.11% | 3.7 |
|
| 2216 |
2216
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| USD 369 M | +USD 8.41 M | +2% | 4.5% | 96.4% | 70 | 1.43% | 6.6 |
|
| 2217 |
2217
Seafarer Capital Partners
Larkspur,
California
| USD 369 M | -USD 65.3 M | -15% | 3.86% | 61.3% | 9 | 0% | 3.8 |
|
| 2218 |
FSA
2218
Financial Services Advisory
Rockville,
Maryland
| USD 368 M | -USD 30.9 M | -8% | 0.76% | 82.5% | 92 | 43.48% | 1.2 |
|
| 2219 |
2219
PCA Investment Advisory Services
Cincinnati,
Ohio
| USD 368 M | +USD 10 M | +3% | 0.87% | 71.4% | 61 | 4.92% | 2.5 |
|
| 2220 |
2220
Cabot-Wellington
Boston,
Massachusetts
| USD 368 M | -USD 11.9 M | -3% | 0.76% | 73.1% | 5 | 0% | 6.1 |
|
| 2221 |
2221
Quantum Financial Planning Services
Spokane,
Washington
| USD 367 M | +USD 44.5 M | +14% | 0.54% | – | 60 | 13.33% | 1.2 |
|
| 2222 |
ITIM
2222
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 367 M | +USD 1.07 M | +0.3% | 1.65% | 114% | 485 | 7.01% | 4.1 |
|
| 2223 |
2223
25 LLC
St. Louis,
Missouri
| USD 367 M | +USD 1.7 M | +0.5% | 0.96% | 48.7% | 83 | 12.05% | 2.2 |
|
| 2224 |
2224
Southern Financial Group
Birmingham,
Alabama
| USD 366 M | -USD 25.5 M | -7% | 4.08% | – | 96 | 8.33% | 0.7 |
|
| 2225 |
2225
Purus Wealth Management
Newport Beach,
California
| USD 366 M | +USD 3.04 M | +0.8% | 4.14% | 174% | 183 | 13.66% | 3 |
|