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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
NAMP
2776
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| USD 553 M | +USD 22.1 M | +4% | 5.23% | 90.2% | 266 | 7.89% | 4.3 |
|
| 2777 |
2777
HughesLittle Investment Management
Vancouver,
| USD 553 M | -USD 24.3 M | -4% | 2.97% | 113% | 14 | 7.14% | 6.2 |
|
| 2778 |
2778
Kozak & Associates
Highlands Ranch,
Colorado
| USD 553 M | -USD 23.4 M | -4% | 3.08% | 111% | 449 | 16.48% | 3.4 |
|
| 2779 |
2779
Technology Crossover Management IX
Menlo Park,
California
| USD 552 M | -USD 137 M | -20% | 19.3% | 6.24% | 6 | 0% | 6.9 |
|
| 2780 |
2780
Contravisory Investment Management
Norwell,
Massachusetts
| USD 552 M | -USD 14.5 M | -3% | 0.69% | 135% | 497 | 30.78% | 1.5 |
|
| 2781 |
2781
Technology Crossover Management XI
Menlo Park,
California
| USD 551 M | +USD 18 M | +3% | 3.84% | 135% | 2 | 0% | 2.9 |
|
| 2782 |
2782
Wiser Wealth Management
Marietta,
Georgia
| USD 550 M | +USD 27.6 M | +5% | 1.23% | 53% | 82 | 19.51% | 2.3 |
|
| 2783 |
MWM
2783
Mascoma Wealth Management
Hanover,
New Hampshire
| USD 550 M | +USD 10.8 M | +2% | 0.71% | 43.7% | 676 | 27.37% | 3.4 |
|
| 2784 |
2784
New Republic Capital
Charlotte,
North Carolina
| USD 549 M | +USD 115 M | +27% | 4.2% | 107% | 424 | 20.05% | 1.7 |
|
| 2785 |
2785
Lantz Financial
Naperville,
Illinois
| USD 549 M | +USD 3.19 M | +0.6% | 1.47% | 74.3% | 272 | 9.19% | 3.7 |
|
| 2786 |
YLHM
2786
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| USD 549 M | +USD 21.6 M | +4% | 5.78% | 144% | 94 | 12.77% | 2.3 |
|
| 2787 |
2787
Leverty Financial Group
Hudson,
Wisconsin
| USD 549 M | +USD 34.4 M | +7% | 0.35% | 57.3% | 51 | 9.8% | 2.5 |
|
| 2788 |
2788
Harbour Capital Advisors
Tysons Corner,
Virginia
| USD 548 M | -USD 676 k | -0.1% | 0.19% | 168% | 335 | 23.58% | 3.2 |
|
| 2789 |
2789
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| USD 548 M | +USD 18.1 M | +3% | 1.71% | 70.7% | 248 | 14.92% | 2.1 |
|
| 2790 |
VHMC
2790
Value Holdings Management Company
Hampton Bays,
New York
| USD 548 M | -USD 50.1 M | -8% | 5.59% | 110% | 27 | 18.52% | 7.7 |
|
| 2791 |
2791
Adamsbrown Wealth Consultants
Wichita,
Kansas
| USD 548 M | +USD 17.9 M | +3% | 0.12% | 60.6% | 187 | 12.83% | 2.1 |
|
| 2792 |
2792
Blue Owl Capital Holdings
New York
| USD 548 M | -USD 117 M | -18% | 11.6% | 118% | 93 | 33.33% | 1.1 |
|
| 2793 |
2793
Bricktown Capital
Detroit,
Michigan
| USD 548 M | -USD 5.88 M | -1% | 0.23% | 46.2% | 30 | 6.67% | 2.3 |
|
| 2794 |
2794
Chemung Canal Trust
Elmira,
New York
| USD 547 M | +USD 5.51 M | +1% | 2.94% | 93.4% | 116 | 6.9% | 8.6 |
|
| 2795 |
2795
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| USD 546 M | +USD 2.19 M | +0.4% | 1.02% | 59.2% | 63 | 3.17% | 5.9 |
|
| 2796 |
2796
Acumen Wealth Advisors
Chattanooga,
Tennessee
| USD 546 M | +USD 74.4 M | +16% | 1.49% | – | 738 | 39.02% | 0.4 |
|
| 2797 |
PPI
2797
Platinum Paramount Investment
Nassau,
| USD 546 M | -USD 158 M | -22% | 11% | – | 4 | 25% | 0.4 |
|
| 2798 |
2798
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 546 M | +USD 27.1 M | +5% | 0.7% | 57.1% | 125 | 6.4% | 4.2 |
|
| 2799 |
2799
Global Wealth Strategies & Associates
Denver,
Colorado
| USD 546 M | +USD 18 M | +3% | 0% | 68.7% | 115 | 16.52% | 2.3 |
|
| 2800 |
2800
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| USD 545 M | +USD 3.22 M | +0.6% | 6.52% | 93.1% | 221 | 10.41% | 2 |
|