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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, 4,696 fondos (~53%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| USD 213 M | -USD 2.31 M | -1% | 1.24% | 151% | 116 | 26.72% | 1.9 |
|
| 3252 |
3252
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 213 M | +USD 4.5 M | +2% | 0.64% | 68.6% | 51 | 19.61% | 2 |
|
| 3253 |
3253
ELCO Management
New York
| USD 213 M | -USD 19.1 M | -8% | 1.99% | 98.3% | 189 | 17.46% | 4.2 |
|
| 3254 |
3254
Values First Advisors
Gray,
Tennessee
| USD 213 M | -USD 6.26 M | -3% | 2.82% | 87.6% | 195 | 12.31% | 3.1 |
|
| 3255 |
3255
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 213 M | -USD 1.93 M | -0.9% | 1.03% | 70.7% | 65 | 12.31% | 4.4 |
|
| 3256 |
3256
Islay Capital Management
Lubbock,
Texas
| USD 213 M | -USD 3.77 M | -2% | 3.37% | 72% | 235 | 61.28% | 3.8 |
|
| 3257 |
SPI
3257
Sutton Place Investors
Katonah,
New York
| USD 212 M | +USD 5.84 M | +3% | 1.73% | 84% | 158 | 10.13% | 2.2 |
|
| 3258 |
3258
Destiny Capital
Golden,
Colorado
| USD 212 M | -USD 2.83 M | -1% | 0.89% | 60.5% | 63 | 9.52% | 2.5 |
|
| 3259 |
3259
BFI Infinity
Zurich,
Switzerland
| USD 212 M | -USD 125 M | -37% | 3.6% | – | 79 | 27.85% | 0.9 |
|
| 3260 |
3260
Commerce Advisors
Memphis,
Tennessee
| USD 212 M | +USD 27.9 M | +15% | 1.91% | – | 137 | 13.14% | 0.4 |
|
| 3261 |
HFS
3261
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 212 M | +USD 2.79 M | +1% | 0.4% | 60.8% | 88 | 14.77% | 1.8 |
|
| 3262 |
3262
Hager Investment Management Services
New London,
New Hampshire
| USD 212 M | -USD 5.77 M | -3% | 1.55% | – | 374 | 11.76% | 1.3 |
|
| 3263 |
3263
Crown Oak Advisors
Piedmont,
California
| USD 212 M | -USD 3.11 M | -1% | 0.9% | 53.3% | 23 | 0% | 2.5 |
|
| 3264 |
3264
Rareview Capital
Las Vegas,
Nevada
| USD 212 M | +USD 32.7 M | +18% | 4.81% | 28.6% | 62 | 20.97% | 1.2 |
|
| 3265 |
3265
Gouws Capital LLC
Charlotte,
North Carolina
| USD 212 M | -USD 3.37 M | -2% | 0.44% | 114% | 56 | 7.14% | 3.5 |
|
| 3266 |
3266
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| USD 211 M | -USD 1.4 M | -0.7% | 0.11% | – | 95 | 15.79% | 0.6 |
|
| 3267 |
3267
Code Waechter
Tampa,
Florida
| USD 211 M | +USD 18.1 M | +9% | 0.57% | – | 132 | 8.33% | 1.4 |
|
| 3268 |
SBCM
3268
Silverberg Bernstein Capital Management
Armonk,
New York
| USD 211 M | -USD 49.7 M | -19% | 10.3% | 133% | 71 | 14.08% | 2.4 |
|
| 3269 |
3269
AUA Capital Management
Camp Hill,
Pennsylvania
| USD 211 M | -USD 4.52 M | -2% | 1.88% | 70.2% | 85 | 7.06% | 7.2 |
|
| 3270 |
3270
Shearwater Capital
Denver,
Colorado
| USD 211 M | +USD 1.73 M | +0.8% | 2.13% | 74.4% | 71 | 8.45% | 2.9 |
|
| 3271 |
3271
Arta Finance Wealth Management
Mountain View,
California
| USD 211 M | -USD 22.5 M | -10% | 3.43% | – | 116 | 18.97% | 0.6 |
|
| 3272 |
3272
Independence Wealth Advisors (Ohio)
Independence,
Ohio
| USD 211 M | +USD 11.5 M | +6% | 3.36% | – | 93 | 15.05% | 0.6 |
|
| 3273 |
3273
Insight Inv LLC
El Segundo,
California
| USD 210 M | -USD 1.71 M | -0.8% | 1.29% | 139% | 111 | 4.5% | 3.5 |
|
| 3274 |
3274
Client First Investment Management
West Bend,
Wisconsin
| USD 210 M | -USD 27.2 M | -11% | 3.48% | 243% | 37 | 59.46% | 0.8 |
|
| 3275 |
3275
William Marsh Rice University
Houston,
Texas
| USD 210 M | -USD 9.13 M | -4% | 2.22% | 1.81% | 2 | 0% | 5.8 |
|