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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Lincoln Capital
Lincoln,
Nebraska
| USD 570 M | +USD 8.31 M | +1% | 1.14% | 67.1% | 143 | 7.69% | 6.1 |
|
| 2727 |
2727
Cove Private Wealth
Oyster Bay Cove,
New York
| USD 570 M | +USD 52.3 M | +10% | 4.53% | 126% | 216 | 6.02% | 1.5 |
|
| 2728 |
2728
Kickstand Ventures
Pittsford,
New York
| USD 570 M | +USD 19.5 M | +4% | 0.24% | 56.6% | 164 | 19.51% | 1.6 |
|
| 2729 |
2729
CoreView Capital Management
Hong Kong
| USD 569 M | +USD 22.2 M | +4% | 11.2% | 55.3% | 8 | 12.5% | 3.2 |
|
| 2730 |
2730
De Burlo Group
Boston,
Massachusetts
| USD 569 M | +USD 22.5 M | +4% | 4.25% | 164% | 100 | 18% | 3.7 |
|
| 2731 |
2731
Investors Research Corp
Atlanta,
Georgia
| USD 569 M | +USD 10.2 M | +2% | 1.74% | 62.1% | 846 | 11.47% | 4.6 |
|
| 2732 |
2732
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 568 M | +USD 10.4 M | +2% | 7.93% | 155% | 95 | 4.21% | 3.3 |
|
| 2733 |
2733
Insight Advisors
Newtown,
Pennsylvania
| USD 568 M | +USD 1.16 M | +0.2% | 2.36% | 74% | 259 | 14.67% | 3.9 |
|
| 2734 |
2734
Storgate
Dallas,
Texas
| USD 568 M | +USD 86.2 M | +18% | 0.73% | – | 447 | 64.65% | 0.3 |
|
| 2735 |
2735
Schoolcraft Capital
Boulder,
Colorado
| USD 568 M | +USD 5.47 M | +1% | 0.28% | 58.7% | 69 | 5.8% | 5.4 |
|
| 2736 |
2736
Ithaka Group
Arlington,
Virginia
| USD 568 M | +USD 16.8 M | +3% | 9.48% | 180% | 43 | 13.95% | 3.9 |
|
| 2737 |
III
2737
Independent Investors Inc
Nesconset,
New York
| USD 566 M | +USD 42.7 M | +8% | 11.1% | 94.5% | 74 | 4.05% | 9.2 |
|
| 2738 |
2738
Single Point Partners
Boston,
Massachusetts
| USD 566 M | -USD 2.06 M | -0.4% | 1.28% | 56.4% | 109 | 17.43% | 2.1 |
|
| 2739 |
2739
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| USD 565 M | +USD 14.2 M | +3% | 4.87% | 151% | 138 | 5.07% | 5.4 |
|
| 2740 |
TCOT
2740
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 565 M | -USD 7.29 M | -1% | 0.74% | – | 8 | 0% | 1.9 |
|
| 2741 |
2741
Manchester Financial
Westlake Village,
California
| USD 565 M | +USD 2.02 M | +0.4% | 1.39% | 73% | 153 | 11.76% | 3.2 |
|
| 2742 |
2742
Tyro Capital Management
Miami,
Florida
| USD 564 M | +USD 119 M | +27% | 7.87% | 270% | 32 | 56.25% | 0.5 |
|
| 2743 |
2743
Pinion Investment Advisors
Wichita,
Kansas
| USD 564 M | +USD 37.3 M | +7% | 0.63% | 81.7% | 219 | 12.33% | 2.9 |
|
| 2744 |
2744
Varenne Capital Partners
Paris,
France
| USD 564 M | -USD 39.5 M | -7% | 8.52% | 181% | 40 | 55% | 0.3 |
|
| 2745 |
CA
2745
Crumly & Associates
Springfield,
Illinois
| USD 563 M | +USD 41.2 M | +8% | 0.39% | 58.1% | 217 | 14.29% | 2.6 |
|
| 2746 |
2746
BCS Wealth Management
Johnson City,
Tennessee
| USD 563 M | +USD 8.12 M | +1% | 0.23% | 51% | 277 | 6.14% | 2.5 |
|
| 2747 |
KMWM
2747
Keudell/Morrison Wealth Management
Salem,
Oregon
| USD 562 M | +USD 33.2 M | +6% | 1.1% | – | 277 | 13.36% | 3.8 |
|
| 2748 |
2748
Mindset Wealth Management
Indianapolis,
Indiana
| USD 562 M | +USD 43 M | +8% | 9.43% | – | 215 | 19.07% | 1.3 |
|
| 2749 |
2749
Hiddenite Capital Partners
New York
| USD 562 M | -USD 602 M | -52% | 3.57% | 466% | 52 | 75% | 0.2 |
|
| 2750 |
2750
RPg Family Wealth Advisory
Burlington,
Massachusetts
| USD 562 M | -USD 38 M | -6% | 2.44% | 123% | 154 | 18.83% | 2.2 |
|