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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, 2,666 fondos (~30%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Teza Capital Management
Chicago,
Illinois
| USD 112 M | +USD 60.2 M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 2502 |
2502
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 112 M | +USD 5.48 M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 2503 |
2503
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 112 M | -USD 874 k | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 2504 |
2504
Urban Wealth Management
El Segundo,
California
| USD 112 M | -USD 3.09 M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 2505 |
2505
Objective Capital Management
Pepper Pike,
Ohio
| USD 112 M | -USD 1.06 M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 2506 |
2506
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| USD 111 M | +USD 2 M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 2507 |
2507
Thayer Financial
Hickory,
North Carolina
| USD 111 M | +USD 1.04 M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 2508 |
2508
Chicago Capital Management
Chicago,
Illinois
| USD 110 M | -USD 1.87 M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 2509 |
2509
Decision Investments
San Diego,
California
| USD 110 M | +USD 523 k | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 2510 |
2510
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 2511 |
2511
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 2512 |
2512
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 2513 |
2513
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 2514 |
2514
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 2515 |
2515
American National Bank of Texas
Richardson,
Texas
| USD 109 M | -USD 88.7 k | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 2516 |
2516
Karras Company
Roy,
Utah
| USD 109 M | -USD 1.2 M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 2517 |
2517
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 109 M | +USD 657 k | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 2518 |
2518
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 109 M | +USD 2.43 M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 2519 |
2519
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 2520 |
2520
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 2521 |
2521
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 108 M | +USD 1.28 M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 2522 |
RFL
2522
RD Finance Ltd
Limassol,
Cyprus
| USD 108 M | +USD 6.34 M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 2523 |
2523
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 108 M | -USD 67 M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 2524 |
2524
Shelter Rock Management
Jericho,
New York
| USD 107 M | +USD 4.29 M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 2525 |
2525
Lubar & Co
Milwaukee,
Wisconsin
| USD 107 M | -USD 19.2 M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|