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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, 4,149 fondos (~46%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
True Wind Capital Management
San Francisco,
California
| USD 156 M | -USD 69.8 M | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 3402 |
3402
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 156 M | -USD 8.06 M | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 3403 |
3403
Madison Park Capital Advisors
Seattle,
Washington
| USD 156 M | +USD 15.6 M | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 3404 |
3404
Winebrenner Capital Management
Louisville,
Kentucky
| USD 155 M | -USD 8.78 M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 3405 |
3405
Terra Nova Asset Management
New York
| USD 155 M | -USD 7.91 M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 3406 |
3406
Seek First
Campbell,
California
| USD 155 M | -USD 3.1 M | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 3407 |
3407
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 155 M | +USD 3.18 M | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 3408 |
ML
3408
MTCO Ltd
Nassau,
| USD 155 M | -USD 116 M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 3409 |
DW
3409
Durante & Waters
Brewster,
New York
| USD 155 M | +USD 2.14 M | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 3410 |
3410
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 155 M | +USD 3.41 M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 3411 |
3411
Richard Young Associates
Augusta,
Georgia
| USD 155 M | +USD 4.08 M | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 3412 |
3412
Rye Brook Capital
Greenwich,
Connecticut
| USD 154 M | +USD 11.9 M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 3413 |
3413
Koa Wealth Management
Encinitas,
California
| USD 154 M | +USD 7.38 M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 3414 |
3414
Abbington Investment Group
Westport,
Connecticut
| USD 154 M | -USD 2.8 M | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|
| 3415 |
3415
Sage Investment Advisers
Wappingers Falls,
New York
| USD 154 M | +USD 5.51 M | +4% | 1.2% | – | 101 | 7.92% | 2.8 |
|
| 3416 |
DIS
3416
Diversified Investment Strategies
Baton Rouge,
Louisiana
| USD 154 M | -USD 455 k | -0.3% | 5.81% | 93.8% | 57 | 10.53% | 5.4 |
|
| 3417 |
3417
Oath Planning
Tulsa,
Oklahoma
| USD 154 M | +USD 19.4 M | +14% | 1.14% | – | 78 | 14.1% | 0.7 |
|
| 3418 |
3418
Steinberg Asset Management
New York
| USD 154 M | -USD 6.67 M | -4% | 2.34% | 108% | 46 | 6.52% | 4.2 |
|
| 3419 |
3419
SageOak Financial
Tulsa,
Oklahoma
| USD 154 M | -USD 60.8 k | -0% | 1.28% | – | 37 | 5.41% | 1.5 |
|
| 3420 |
3420
Visa Foundation
San Francisco,
California
| USD 154 M | -USD 1.54 M | -1% | 2.2% | 58.1% | 2 | 0% | 2.5 |
|
| 3421 |
3421
TMT General Partner
Hong Kong
| USD 154 M | -USD 40.3 M | -21% | 19.2% | – | 3 | 0% | 1.6 |
|
| 3422 |
AC
3422
Anson Capital
Tyrone,
Georgia
| USD 153 M | -USD 239 k | -0.2% | 0.31% | 50.5% | 97 | 7.22% | 2.5 |
|
| 3423 |
3423
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| USD 153 M | +USD 3.19 M | +2% | 3.68% | – | 88 | 30.68% | 1.3 |
|
| 3424 |
3424
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| USD 153 M | -USD 2.1 M | -1% | 1.28% | – | 147 | 8.16% | 1.5 |
|
| 3425 |
3425
Sincerus Advisory
New York
| USD 153 M | +USD 6.01 M | +4% | 0.83% | – | 87 | 6.9% | 1.4 |
|