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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
SWK
3376
Stephen W. Kidder
| USD 414 M | +USD 18.5 M | +5% | 3.94% | 111% | 78 | 6.41% | 7 |
|
| 3377 |
3377
Lifestyle Asset Management
Friendswood,
Texas
| USD 414 M | +USD 41.7 M | +11% | 0.44% | 88.3% | 143 | 19.58% | 1.6 |
|
| 3378 |
3378
Osprey Private Wealth
New York
| USD 413 M | +USD 26.1 M | +7% | 5.84% | – | 90 | 3.33% | 1.3 |
|
| 3379 |
3379
TriaGen Wealth Management
Calabasas,
California
| USD 413 M | +USD 13.2 M | +3% | 5.73% | 132% | 218 | 28.44% | 2.6 |
|
| 3380 |
3380
Libra Wealth
Los Gatos,
California
| USD 413 M | +USD 21.5 M | +6% | 1.27% | 66.1% | 81 | 14.81% | 2.7 |
|
| 3381 |
3381
Sicart Associates
New York
| USD 413 M | +USD 4.16 M | +1% | 5.03% | 113% | 79 | 13.92% | 4.4 |
|
| 3382 |
3382
Inlet Private Wealth
Jupiter,
Florida
| USD 413 M | +USD 1.17 M | +0.3% | 1.86% | 111% | 138 | 5.8% | 4.9 |
|
| 3383 |
3383
Clean Yield Group
Norwich,
Vermont
| USD 412 M | +USD 9.17 M | +2% | 3.69% | 80.7% | 410 | 8.05% | 5.3 |
|
| 3384 |
3384
Access Investment Management
Atlanta,
Georgia
| USD 412 M | +USD 21 M | +5% | 1.09% | – | 150 | 14% | 1.8 |
|
| 3385 |
3385
X-Square Capital
Guaynabo,
Puerto Rico
| USD 412 M | +USD 17.5 M | +4% | 1.07% | 151% | 191 | 14.14% | 3.4 |
|
| 3386 |
3386
Rose Capital Advisors
Miami Beach,
Florida
| USD 411 M | +USD 211 M | +106% | 3.71% | – | 279 | 62.72% | 0.1 |
|
| 3387 |
3387
Muhlenkamp & Co
Wexford,
Pennsylvania
| USD 411 M | +USD 65.5 M | +19% | 10% | 128% | 33 | 18.18% | 4.6 |
|
| 3388 |
3388
Brown Miller Wealth Management
Mclean,
Virginia
| USD 411 M | +USD 13.3 M | +3% | 4.22% | 121% | 218 | 15.14% | 2.9 |
|
| 3389 |
3389
Knuff & Co
Foster City,
California
| USD 410 M | +USD 15.6 M | +4% | 5.37% | 108% | 148 | 8.78% | 4 |
|
| 3390 |
CL
3390
COWA LLC
Tulsa,
Oklahoma
| USD 410 M | +USD 11.7 M | +3% | 0.76% | 67.7% | 199 | 16.58% | 2.6 |
|
| 3391 |
HC
3391
Headland Capital
Mt. Pleasant,
South Carolina
| USD 410 M | +USD 4.39 M | +1% | 0.52% | – | 81 | 35.8% | 1.1 |
|
| 3392 |
AV
3392
Aspiring Ventures
Cincinnati,
Ohio
| USD 410 M | -USD 1.62 M | -0.4% | 0.45% | – | 107 | 17.76% | 1.1 |
|
| 3393 |
3393
Modus Advisors
Excelsior,
Minnesota
| USD 409 M | +USD 4.48 M | +1% | 2.95% | 99.2% | 120 | 2.5% | 4 |
|
| 3394 |
3394
Fruth Investment Management
Houston,
Texas
| USD 409 M | -USD 11.4 M | -3% | 2.62% | 79.4% | 230 | 5.65% | 8.8 |
|
| 3395 |
CWM
3395
Cedar Wealth Management
Walnut Creek,
California
| USD 409 M | +USD 19.9 M | +5% | 1.72% | 76.7% | 119 | 27.73% | 3.8 |
|
| 3396 |
3396
Winthrop Capital Management
Carmel,
Indiana
| USD 409 M | -USD 5.39 M | -1% | 0.76% | 68.1% | 359 | 3.9% | 1.7 |
|
| 3397 |
3397
FCA Corp
Houston,
Texas
| USD 409 M | +USD 2.69 M | +0.7% | 0.52% | 61.5% | 209 | 7.66% | 5.4 |
|
| 3398 |
3398
Rooted Wealth Advisors
Bourbonnais,
Illinois
| USD 408 M | USD 0 | 0% | 0.48% | 57.3% | 149 | 0% | 2.1 |
|
| 3399 |
3399
Red Wave Investments
Dillsburg,
Pennsylvania
| USD 408 M | +USD 14.8 M | +4% | 3.17% | 68.8% | 126 | 10.32% | 3.8 |
|
| 3400 |
3400
S.E.E.D. Planning Group
Binghamton,
New York
| USD 408 M | +USD 29.4 M | +8% | 3.79% | 57.3% | 103 | 19.42% | 3 |
|