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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Keating Investment Counselors
Delray Beach,
Florida
| USD 382 M | +USD 17.7 M | +5% | 5.48% | 50% | 62 | 8.06% | 6.8 |
|
| 3527 |
TM
3527
TigerOak Management
Albuquerque,
New Mexico
| USD 382 M | +USD 25.8 M | +7% | 6.7% | – | 141 | 4.96% | 1.4 |
|
| 3528 |
3528
FC Advisory
West Chester,
Pennsylvania
| USD 382 M | +USD 4.04 M | +1% | 1.21% | 46.6% | 121 | 9.09% | 5.9 |
|
| 3529 |
HWM
3529
HFR Wealth Management
Niskayuna,
New York
| USD 381 M | -USD 28.2 M | -7% | 0.21% | 51.4% | 54 | 5.56% | 4.4 |
|
| 3530 |
3530
GFG Capital
Miami,
Florida
| USD 381 M | +USD 17.9 M | +5% | 7.4% | 152% | 105 | 20% | 2.9 |
|
| 3531 |
3531
Congress Park Capital
Saratoga Springs,
New York
| USD 381 M | +USD 10.5 M | +3% | 0.96% | 99.9% | 146 | 19.18% | 3.9 |
|
| 3532 |
3532
Kaleidoscope Capital
Boston,
Massachusetts
| USD 381 M | +USD 110 M | +41% | 42.5% | – | 20 | 35% | 2.2 |
|
| 3533 |
3533
HighVista Strategies
Boston,
Massachusetts
| USD 381 M | -USD 57.7 M | -13% | 2.4% | 561% | 171 | 34.5% | 1.2 |
|
| 3534 |
3534
360 Financial
Wayzata,
Minnesota
| USD 381 M | -USD 12.9 M | -3% | 1.5% | 86.1% | 90 | 16.67% | 3.3 |
|
| 3535 |
SFMG
3535
Sage Financial Management Group
Mclean,
Virginia
| USD 381 M | +USD 16.8 M | +5% | 0.63% | 51.6% | 64 | 9.38% | 2 |
|
| 3536 |
3536
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 380 M | +USD 13 M | +4% | 0.5% | – | 236 | 24.58% | 1.1 |
|
| 3537 |
3537
Alpha Financial Advisors
Charlotte,
North Carolina
| USD 380 M | -USD 1.76 M | -0.5% | 0.76% | 46.6% | 121 | 8.26% | 1.4 |
|
| 3538 |
3538
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 380 M | -USD 49.9 M | -12% | 1.12% | 47.7% | 59 | 23.73% | 1.9 |
|
| 3539 |
3539
Kings Path Partners
Sugar Land,
Texas
| USD 380 M | +USD 4.33 M | +1% | 0.86% | – | 393 | 14.5% | 1.4 |
|
| 3540 |
3540
Corundum Group
Colorado Springs,
Colorado
| USD 380 M | +USD 42.9 M | +13% | 0.89% | 89.5% | 126 | 14.29% | 4.8 |
|
| 3541 |
3541
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 380 M | +USD 10.7 M | +3% | 2.12% | 134% | 194 | 19.07% | 2.3 |
|
| 3542 |
3542
Smart Money Group
Eastland,
Texas
| USD 380 M | -USD 10 M | -3% | 2.26% | 58.6% | 90 | 7.78% | 3.3 |
|
| 3543 |
3543
Websterrogers Financial Advisors
Florence,
South Carolina
| USD 379 M | -USD 10.9 M | -3% | 0.74% | 46% | 107 | 10.28% | 3 |
|
| 3544 |
3544
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 379 M | +USD 8.12 M | +2% | 5.21% | 116% | 400 | 5.5% | 5.2 |
|
| 3545 |
3545
denkapparat Operations
Berlin,
Germany
| USD 379 M | +USD 73.3 M | +24% | 1.6% | – | 455 | 22.42% | 0.8 |
|
| 3546 |
3546
Davis Rea
Toronto,
Ontario, Canada
| USD 379 M | +USD 28.6 M | +8% | 10.3% | 66.9% | 46 | 13.04% | 3.9 |
|
| 3547 |
3547
Starr Indemnity & Liability Company
New York
| USD 379 M | +USD 2.23 M | +0.6% | 0.46% | – | 5 | 20% | 1.1 |
|
| 3548 |
AB
3548
Atlas Brown
Louisville,
Kentucky
| USD 379 M | +USD 6.68 M | +2% | 3.03% | 115% | 244 | 6.15% | 6.8 |
|
| 3549 |
3549
Concord Investment Counsel
Irvine,
California
| USD 379 M | +USD 12.6 M | +3% | 5.89% | – | 54 | 7.41% | 1.6 |
|
| 3550 |
3550
Flynn Zito Capital Management
Garden City,
New York
| USD 379 M | +USD 11.1 M | +3% | 1.51% | 109% | 178 | 8.99% | 2.2 |
|