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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, 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Dudley & Shanley
Palm Beach,
Florida
| USD 629 M | -USD 33.1 M | -5% | 0.33% | 67.9% | 38 | 7.89% | 4.7 |
|
| 2552 |
2552
Sompo Asset Management
Tokyo,
Japan
| USD 629 M | +USD 19.8 M | +3% | 3.33% | 97.4% | 183 | 5.46% | 4.8 |
|
| 2553 |
2553
Spruce Street Capital
New York
| USD 629 M | +USD 119 M | +23% | 0.3% | – | 39 | 23.08% | 0.5 |
|
| 2554 |
2554
TLWM Financial
San Antonio,
Texas
| USD 628 M | +USD 12.6 M | +2% | 1.16% | 53.9% | 76 | 6.58% | 4.1 |
|
| 2555 |
2555
CacheTech Inc
Logan,
Utah
| USD 627 M | +USD 9.8 M | +2% | 0.79% | – | 180 | 11.11% | 1.5 |
|
| 2556 |
2556
Three Arch Wealth Management
Irvine,
California
| USD 627 M | -USD 24.6 M | -4% | 1.68% | – | 71 | 7.04% | 0.7 |
|
| 2557 |
2557
Helen Stephens Group
Fort Worth,
Texas
| USD 627 M | +USD 38.5 M | +7% | 0.23% | 53.4% | 144 | 15.28% | 2.4 |
|
| 2558 |
2558
Waterfront Wealth
Overland Park,
Kansas
| USD 627 M | -USD 18.5 M | -3% | 0.28% | 77.2% | 315 | 10.48% | 3.3 |
|
| 2559 |
DCM
2559
Delaney Capital Management
Toronto,
| USD 627 M | -USD 5.38 M | -0.9% | 3.22% | – | 58 | 17.24% | 0.7 |
|
| 2560 |
2560
Patient Square Capital
Menlo Park,
California
| USD 627 M | -USD 18.8 M | -3% | 0.91% | 315% | 29 | 41.38% | 0.8 |
|
| 2561 |
2561
SMI Advisory Services
Columbus,
Indiana
| USD 627 M | +USD 9.48 M | +2% | 1.07% | 80.7% | 66 | 16.67% | 1.7 |
|
| 2562 |
2562
Larch Capital Partners
Miami,
Florida
| USD 626 M | -USD 73.5 M | -11% | 3.4% | – | 68 | 22.06% | 0.5 |
|
| 2563 |
2563
Perkins Coie Trust Company
Seattle,
Washington
| USD 626 M | +USD 22.4 M | +4% | 3.15% | 83.2% | 486 | 50.62% | 3.7 |
|
| 2564 |
2564
KPS Global Asset Management (UK)
London,
United Kingdom
| USD 625 M | +USD 5.14 M | +0.8% | 2.56% | 373% | 4 | 0% | 6.4 |
|
| 2565 |
2565
Performa Ltd (US)
Charleston,
South Carolina
| USD 625 M | +USD 5.19 M | +0.8% | 1.27% | 59.6% | 56 | 23.21% | 3.1 |
|
| 2566 |
2566
Requisite Capital Management
Dallas,
Texas
| USD 625 M | +USD 19.7 M | +3% | 1.64% | 42.6% | 140 | 16.43% | 1.7 |
|
| 2567 |
2567
KEB Asset Management
Springfield,
Illinois
| USD 624 M | +USD 6.61 M | +1% | 0.58% | 70.3% | 138 | 31.88% | 3.1 |
|
| 2568 |
PAS
2568
PKS Advisory Services
Albany,
New York
| USD 624 M | -USD 2.51 M | -0.4% | 0.71% | – | 380 | 0.79% | 1 |
|
| 2569 |
2569
Fortis Group Advisors
Westwood,
New Jersey
| USD 623 M | -USD 2.58 M | -0.4% | 2.64% | 102% | 675 | 16.89% | 2.4 |
|
| 2570 |
2570
Verum Partners
Charlotte,
North Carolina
| USD 623 M | -USD 45.8 M | -7% | 0.43% | 57.7% | 215 | 13.49% | 2.4 |
|
| 2571 |
2571
Portfolio Design Labs
Encino,
California
| USD 622 M | +USD 12.1 M | +2% | 4.28% | 115% | 236 | 7.63% | 1.4 |
|
| 2572 |
FCA
2572
FLC Capital Advisors
Palm Desert,
California
| USD 622 M | -USD 6.89 k | -0% | 0.67% | 64.5% | 243 | 11.93% | 3.8 |
|
| 2573 |
2573
LMG Wealth Partners
Shreveport,
Louisiana
| USD 621 M | -USD 4.96 M | -0.8% | 0.35% | 96.1% | 175 | 9.14% | 2.4 |
|
| 2574 |
2574
Financial Gravity Asset Management
Lakeway,
Texas
| USD 621 M | – | – | 3.47% | – | 879 | – | 2.5 |
|
| 2575 |
2575
First PREMIER Bank
Sioux Falls,
South Dakota
| USD 621 M | +USD 1.96 M | +0.3% | 0.71% | 63% | 394 | 10.66% | 5.5 |
|