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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Northern Lights Advisors
Seattle,
Washington
| USD 192 M | +USD 8.17 M | +4% | 3.64% | – | 80 | 17.5% | 0.6 |
|
| 3427 |
3427
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 192 M | +USD 7.16 M | +4% | 1.14% | 40.6% | 95 | 23.16% | 1.5 |
|
| 3428 |
3428
BluePath Capital Management
Atlanta,
Georgia
| USD 192 M | +USD 9.11 M | +5% | 1.44% | 106% | 140 | 17.14% | 1.4 |
|
| 3429 |
3429
Lavelle Capital
San Francisco,
California
| USD 191 M | -USD 40.8 M | -18% | 0.41% | – | 88 | 19.32% | 0.5 |
|
| 3430 |
TCM
3430
Thoma Capital Management
Towson,
Maryland
| USD 191 M | +USD 3.78 M | +2% | 1.29% | – | 56 | 8.93% | 1.5 |
|
| 3431 |
3431
Emergent Wealth Advisors
Williamsville,
New York
| USD 191 M | -USD 1.18 M | -0.6% | 0.27% | 74.2% | 128 | 7.81% | 1.8 |
|
| 3432 |
3432
Compass Planning Associates
Greenfield,
Massachusetts
| USD 191 M | +USD 6.18 M | +3% | 1.38% | – | 37 | 16.22% | 1.2 |
|
| 3433 |
3433
Persium Advisors
Atlanta,
Georgia
| USD 191 M | +USD 37.7 M | +25% | 2.48% | – | 77 | 19.48% | 1.3 |
|
| 3434 |
3434
Magnolia Wealth Management
Dothan,
Alabama
| USD 191 M | -USD 91.3 k | -0% | 1.26% | 48.7% | 17 | 11.76% | 2.9 |
|
| 3435 |
3435
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| USD 191 M | -USD 13.2 M | -6% | 4.95% | 27.4% | 3 | 0% | 3.4 |
|
| 3436 |
3436
Cooper Investors
Melbourne, Victoria,
Australia
| USD 190 M | -USD 27.3 M | -13% | 4.03% | 57.5% | 43 | 23.26% | 1.6 |
|
| 3437 |
3437
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 190 M | +USD 13.7 M | +8% | 2.34% | – | 79 | 7.59% | 1.4 |
|
| 3438 |
3438
Clayton Financial Group
St. Louis,
Missouri
| USD 190 M | +USD 9.5 M | +5% | 1.21% | 69.8% | 304 | 78.62% | 0.4 |
|
| 3439 |
3439
Clearwave Capital
Upland,
California
| USD 190 M | +USD 8.99 M | +5% | 1.04% | – | 185 | 15.14% | 0.6 |
|
| 3440 |
3440
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 190 M | -USD 46.8 M | -20% | 2.31% | 44.1% | 65 | 23.08% | 2.5 |
|
| 3441 |
3441
Trust Company of Kansas
Wichita,
Kansas
| USD 190 M | -USD 4.83 M | -2% | 4.49% | 100% | 62 | 11.29% | 3.4 |
|
| 3442 |
3442
Crystal Rock Capital Management
Bannockburn,
Illinois
| USD 190 M | -USD 6.07 M | -3% | 0.12% | 164% | 37 | 16.22% | 5 |
|
| 3443 |
3443
Swiss Re
Zurich,
Switzerland
| USD 190 M | -USD 908 M | -83% | 3.9% | – | 240 | 3.33% | 0.6 |
|
| 3444 |
3444
Crew Capital Management
Cincinnati,
Ohio
| USD 190 M | +USD 6.99 M | +4% | 1.6% | 111% | 123 | 13.82% | 2.7 |
|
| 3445 |
3445
Channing Global Advisors
Miami,
Florida
| USD 190 M | -USD 3.24 M | -2% | 1.72% | 128% | 43 | 11.63% | 2.7 |
|
| 3446 |
3446
BayBridge Capital Group
Pleasanton,
California
| USD 190 M | -USD 2.01 M | -1% | 1.24% | 78.5% | 111 | 26.13% | 1.7 |
|
| 3447 |
3447
OceanIQ Capital
Palo Alto,
California
| USD 190 M | +USD 24.3 M | +15% | 8.32% | – | 125 | 30.4% | 0.2 |
|
| 3448 |
3448
Millennium Capital Advisors
Little Rock,
Arkansas
| USD 190 M | +USD 6.26 M | +3% | 5.63% | 134% | 143 | 8.39% | 3 |
|
| 3449 |
IAMH
3449
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| USD 190 M | +USD 12.8 M | +7% | 9.89% | 64.5% | 28 | 39.29% | 1.3 |
|
| 3450 |
3450
Cosner Financial Group
Windsor,
Colorado
| USD 189 M | -USD 5.44 M | -3% | 0.09% | 56.1% | 38 | 5.26% | 2.4 |
|