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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, 5,013 fondos (~56%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Greykasell Wealth Strategies
Danville,
California
| USD 279 M | +USD 3.09 M | +1% | 1.9% | – | 489 | 2.25% | 1.2 |
|
| 2927 |
2927
Keystone Global Partners
Denver,
Colorado
| USD 278 M | +USD 13.9 M | +5% | 0.5% | – | 66 | 21.21% | 1.1 |
|
| 2928 |
2928
WJ Interests
Sugar Land,
Texas
| USD 278 M | +USD 18.4 M | +7% | 1.67% | 55.2% | 23 | 4.35% | 2.4 |
|
| 2929 |
2929
Meritas Wealth Management
Larkspur,
California
| USD 278 M | +USD 21.5 M | +8% | 2.14% | 69.4% | 74 | 16.22% | 2.3 |
|
| 2930 |
2930
Evolution Advisers
Richmond,
Virginia
| USD 277 M | +USD 5.4 M | +2% | 0.98% | 44.8% | 949 | 94.31% | 3.6 |
|
| 2931 |
2931
Mendel Money Management
Northbrook,
Illinois
| USD 277 M | +USD 4.08 M | +1% | 2.94% | 88.8% | 129 | 9.3% | 4.8 |
|
| 2932 |
2932
Mitchell & Pahl Private Wealth
Oklahoma City,
Oklahoma
| USD 277 M | +USD 4.99 M | +2% | 2% | 82.3% | 149 | 1.34% | 5 |
|
| 2933 |
2933
Dupree Financial Group
Lexington,
Kentucky
| USD 277 M | +USD 10.3 M | +4% | 4.82% | 75.8% | 90 | 22.22% | 1.7 |
|
| 2934 |
2934
Howard Wealth Management
Madison,
Connecticut
| USD 277 M | +USD 6.4 M | +2% | 2.05% | 69.9% | 158 | 6.33% | 3.1 |
|
| 2935 |
2935
Bell Asset Management
Melbourne,
Australia
| USD 277 M | -USD 97.8 M | -26% | 5.19% | 45.3% | 75 | 25.33% | 2.5 |
|
| 2936 |
2936
RLH Capital
Great Neck,
New York
| USD 277 M | +USD 67.8 M | +32% | 1.66% | – | 175 | 42.29% | 0.2 |
|
| 2937 |
HIC
2937
Harbor Island Capital
Topsfield,
Massachusetts
| USD 276 M | -USD 99.1 M | -26% | 8.68% | 218% | 16 | 0% | 7.3 |
|
| 2938 |
MFC
2938
Mechanics Financial Corp
Mansfield,
Ohio
| USD 276 M | -USD 3.11 M | -1% | 0.07% | 82.7% | 319 | 15.99% | 2.9 |
|
| 2939 |
2939
Investors Asset Management of Georgia
Atlanta,
Georgia
| USD 276 M | -USD 11.4 M | -4% | 1.5% | 118% | 199 | 4.52% | 6.7 |
|
| 2940 |
2940
Christensen King & Associates Investment Services
Richland,
Washington
| USD 276 M | +USD 24.5 M | +10% | 0.11% | 57.9% | 124 | 15.32% | 2.1 |
|
| 2941 |
2941
INCA Investments
Miami,
Florida
| USD 276 M | -USD 77.2 M | -22% | 8.93% | 120% | 10 | 0% | 5.7 |
|
| 2942 |
2942
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| USD 276 M | +USD 64.5 M | +31% | 0.94% | – | 82 | 14.63% | 1.3 |
|
| 2943 |
2943
AAF Wealth Management
Westborough,
Massachusetts
| USD 275 M | +USD 4.02 M | +1% | 1.48% | 75.1% | 64 | 18.75% | 2.9 |
|
| 2944 |
2944
Iridian Asset Management
Westport,
Connecticut
| USD 275 M | -USD 16.2 M | -6% | 0.12% | 88.4% | 44 | 13.64% | 4.2 |
|
| 2945 |
2945
Johnson & White Wealth Management
York,
Pennsylvania
| USD 275 M | +USD 7.44 M | +3% | 0.77% | 85.1% | 120 | 6.67% | 2.1 |
|
| 2946 |
2946
DLK Investment Management
Solana Beach,
California
| USD 275 M | +USD 39.6 M | +17% | 4.71% | 80.4% | 130 | 50% | 1.6 |
|
| 2947 |
PHM
2947
Prospect Hill Management
Short Hills,
New Jersey
| USD 275 M | +USD 17.3 M | +7% | 8.5% | 119% | 16 | 18.75% | 4.3 |
|
| 2948 |
2948
Clarus Wealth Advisors
Peoria,
Arizona
| USD 275 M | +USD 15.2 M | +6% | 1.76% | 89.7% | 96 | 20.83% | 3.1 |
|
| 2949 |
2949
Burford Brothers
Dallas,
Texas
| USD 275 M | +USD 2.02 M | +0.7% | 2.76% | 97.4% | 199 | 15.08% | 2 |
|
| 2950 |
2950
IMPACTfolio
Denver,
Colorado
| USD 274 M | +USD 8.84 M | +3% | 0.26% | 58.8% | 37 | 5.41% | 3.1 |
|