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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
HT Partners
Centerbrook,
Connecticut
| USD 364 M | +USD 3.29 M | +0.9% | 1.14% | 71.1% | 56 | 5.36% | 6 |
|
| 3652 |
3652
Omnia Family Wealth
Aventura,
Florida
| USD 364 M | -USD 9.15 M | -2% | 2.33% | 87.5% | 132 | 29.55% | 3.5 |
|
| 3653 |
CCM
3653
Consolidated Capital Management
Burbank,
California
| USD 364 M | -USD 10.9 M | -3% | 0.9% | 166% | 74 | 4.05% | 2.7 |
|
| 3654 |
3654
Firetrail Investments
Sydney, NSW,
Australia
| USD 364 M | +USD 8.87 M | +2% | 1.88% | 139% | 34 | 5.88% | 1.5 |
|
| 3655 |
3655
Centerpoint Advisors
Needham,
Massachusetts
| USD 363 M | +USD 11.1 M | +3% | 1.38% | 82.6% | 507 | 34.12% | 3.9 |
|
| 3656 |
3656
Verger Capital Management
Winston-Salem,
North Carolina
| USD 363 M | +USD 21.7 M | +6% | 1.13% | 58.3% | 14 | 21.43% | 8.1 |
|
| 3657 |
3657
Family Legacy Inc
Greenville,
South Carolina
| USD 363 M | -USD 11.9 M | -3% | 2.48% | 89% | 128 | 6.25% | 6.2 |
|
| 3658 |
3658
Wright Investors Service
Shelton,
Connecticut
| USD 363 M | -USD 2.87 M | -0.8% | 4.41% | 161% | 167 | 23.95% | 4.6 |
|
| 3659 |
HA
3659
Hamel Associates
Chatham,
New Jersey
| USD 363 M | -USD 45.5 k | -0% | 2.91% | 59.4% | 94 | 7.45% | 6.4 |
|
| 3660 |
3660
Global Financial Private Client
Sarasota,
Florida
| USD 362 M | -USD 6.39 M | -2% | 2.2% | 100% | 253 | 9.49% | 4.3 |
|
| 3661 |
3661
Persistent Asset Partners
Hong Kong
| USD 362 M | +USD 27 M | +8% | 4.09% | – | 1,124 | 58.72% | 0.2 |
|
| 3662 |
DS
3662
Dalal Street
West Lake Hills,
Texas
| USD 362 M | +USD 35.3 M | +11% | 7.44% | 32.1% | 4 | 0% | 1.8 |
|
| 3663 |
3663
VSM Wealth Advisory
Hunt Valley,
Maryland
| USD 362 M | -USD 14.8 M | -4% | 0.4% | – | 512 | 77.73% | 1.5 |
|
| 3664 |
3664
Greenstone Partners & Co
Larkspur,
California
| USD 362 M | -USD 71 M | -16% | 7.43% | 402% | 9 | 22.22% | 3.7 |
|
| 3665 |
3665
PhiloSmith Capital
Stamford,
Connecticut
| USD 362 M | -USD 6.63 M | -2% | 1.14% | 47% | 23 | 4.35% | 7.8 |
|
| 3666 |
3666
Vectors Research Management
New York
| USD 362 M | -USD 21.4 M | -6% | 0.3% | 71.4% | 153 | 8.5% | 4.3 |
|
| 3667 |
3667
Team Hewins
Redwood City,
California
| USD 361 M | -USD 4.08 M | -1% | 0.87% | 62.5% | 47 | 14.89% | 2 |
|
| 3668 |
3668
Kercheville Advisors
San Antonio,
Texas
| USD 361 M | +USD 32.9 M | +10% | 5.57% | 261% | 125 | 18.4% | 2.6 |
|
| 3669 |
3669
Tilson Financial Group
New Providence,
New Jersey
| USD 361 M | -USD 2.53 M | -0.7% | 0.25% | 42.9% | 97 | 17.53% | 1.9 |
|
| 3670 |
3670
Grandview Asset Management
Harrisburg,
Pennsylvania
| USD 361 M | -USD 41.5 M | -10% | 6.77% | 200% | 156 | 21.79% | 2.6 |
|
| 3671 |
3671
Range Financial Group
Tigard,
Oregon
| USD 361 M | -USD 5.03 M | -1% | 2.6% | 195% | 240 | 27.92% | 1.9 |
|
| 3672 |
3672
Ducere Wealth Management
Newport Beach,
California
| USD 361 M | +USD 28.1 M | +8% | 1.72% | – | 155 | 27.74% | 0.5 |
|
| 3673 |
3673
Evexia Wealth
Stevens Point,
Wisconsin
| USD 360 M | -USD 9.17 M | -2% | 0.38% | 95% | 80 | 3.75% | 2.1 |
|
| 3674 |
3674
Riverwater Partners
Milwaukee,
Wisconsin
| USD 360 M | +USD 23.4 M | +7% | 0.45% | 112% | 224 | 14.29% | 2.2 |
|
| 3675 |
3675
Lawson Kroeker Investment Management
Omaha,
Nebraska
| USD 360 M | -USD 550 k | -0.2% | 4.19% | 69.7% | 61 | 6.56% | 6.9 |
|