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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, 2,845 fondos (~32%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Sage Investment Counsel
Franklin,
Tennessee
| USD 100 M | +USD 338 k | +0.3% | 0.9% | – | 138 | 18.12% | 1.4 |
|
| 2727 |
2727
Ulrich Consultants & Investment Group
Albuquerque,
New Mexico
| USD 100 M | – | – | 1.07% | – | 47 | – | 1.6 |
|
| 2728 |
2728
CSP Financial Group
Scottsdale,
Arizona
| USD 99.3 M | -USD 18.1 M | -15% | 0.36% | – | 25 | 12% | 0.4 |
|
| 2729 |
2729
HFG Wealth Management
The Woodlands,
Texas
| USD 99 M | -USD 430 k | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 2730 |
2730
October Effect
Virginia Beach,
Virginia
| USD 98.3 M | -USD 8.04 M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 2731 |
2731
Professional Financial Management
Appleton,
Wisconsin
| USD 98.2 M | -USD 374 k | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 2732 |
2732
August Group Capital
Toronto,
| USD 98 M | +USD 7.02 M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 2733 |
2733
Vima LLC
Troy,
Michigan
| USD 97.9 M | -USD 4.67 M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 2734 |
2734
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 97.6 M | -USD 37.2 M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 2735 |
HIIL
2735
HS Investments IV Ltd
St Peter Port,
| USD 97.5 M | -USD 14.7 M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 2736 |
ACIML
2736
ASK CAPITAL INVESTMENT MANAGERS, LLC
Amarillo,
Texas
| USD 97.1 M | – | – | 5.39% | – | 28 | – | 0 |
|
| 2737 |
2737
University of Cambridge Investment Management
Cambridge,
| USD 96.4 M | +USD 2.5 M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 2738 |
2738
DB&C Advisors
Holland,
Michigan
| USD 96.3 M | +USD 3.92 M | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 2739 |
2739
Holland Advisory Services
Ormond Beach,
Florida
| USD 95.6 M | +USD 5.07 M | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 2740 |
2740
Meadowbrook Wealth Management
Garden City,
New York
| USD 95.4 M | +USD 2.57 M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 2741 |
2741
York GP
Grand Cayman,
Cayman Islands
| USD 95.2 M | -USD 31.2 M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 2742 |
2742
WealthSpring Partners
Long Beach,
California
| USD 94.4 M | -USD 21.9 M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 2743 |
2743
Measured Risk Portfolios
San Diego,
California
| USD 93.8 M | -USD 18.6 M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 2744 |
2744
Capitol Family Office
Beaverton,
Oregon
| USD 92.9 M | -USD 1.79 M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 2745 |
HCM
2745
Helios Capital Management
Singapore
| USD 91.9 M | -USD 10.5 M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|
| 2746 |
2746
Pacific Excel Wealth Advisors
Walnut Creek,
California
| USD 90.1 M | -USD 168 M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 2747 |
MA
2747
McGrath & Associates
Asheville,
North Carolina
| USD 89.8 M | +USD 13.1 M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 2748 |
2748
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 89.6 M | -USD 12.3 M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 2749 |
2749
Walleye Partners
Madison,
Wisconsin
| USD 89 M | +USD 1.27 M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 2750 |
GBA
2750
Garrison Bradford & Associates
New York
| USD 88.1 M | -USD 4.07 M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|