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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, 3,922 fondos (~44%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| USD 84.1 M | -USD 33.8 M | -29% | 1.66% | – | 118 | 23.73% | 0.7 |
|
| 3777 |
3777
Centennial Advisors
Austin,
Texas
| USD 83.7 M | -USD 139 k | -0.2% | 0.45% | – | 89 | 30.34% | 0.5 |
|
| 3778 |
3778
FinDec Wealth Services
Stockton,
California
| USD 83.5 M | -USD 1.1 M | -1% | 0.19% | 52.7% | 33 | 12.12% | 3.1 |
|
| 3779 |
3779
Solutions 4 Wealth
Southlake,
Texas
| USD 83.3 M | +USD 5.78 M | +7% | 0.03% | 54.9% | 63 | 14.29% | 1.9 |
|
| 3780 |
3780
Pensionfund Sabic
Sittard,
Netherlands
| USD 82.9 M | -USD 10.6 M | -11% | 6.97% | 63.6% | 76 | 3.95% | 7.9 |
|
| 3781 |
WPA
3781
WIT Partners Advisory
Singapore
| USD 82.3 M | -USD 131 M | -61% | 2.64% | 22.7% | 16 | 62.5% | 1.2 |
|
| 3782 |
3782
ProCore Advisors
Newport Beach,
California
| USD 82.2 M | +USD 1.44 M | +2% | 1.47% | – | 99 | 23.23% | 0.6 |
|
| 3783 |
3783
Nordflint Capital Partners Fondsmaeglerselskab
Copenhagen O,
Denmark
| USD 81.2 M | -USD 106 M | -57% | 27% | – | 1 | 0% | 1.8 |
|
| 3784 |
3784
LDR Capital Management
New York
| USD 81 M | -USD 5.69 M | -7% | 6.1% | 28.4% | 49 | 18.37% | 1.3 |
|
| 3785 |
3785
Charis Legacy Partners
Bryan,
Texas
| USD 80.9 M | -USD 420 k | -0.5% | 2.02% | – | 29 | 3.45% | 1.4 |
|
| 3786 |
3786
Regents Gate Capital
London,
United Kingdom
| USD 80.2 M | +USD 5.09 M | +7% | 5.23% | – | 49 | 55.1% | 0.3 |
|
| 3787 |
3787
Myriad Asset Management US
West Palm Beach,
Florida
| USD 79.9 M | +USD 7.47 M | +10% | 4.69% | – | 78 | 51.28% | 0.4 |
|
| 3788 |
3788
Trium Capital
London,
United Kingdom
| USD 79.4 M | -USD 83.1 M | -51% | 8.97% | 215% | 73 | 54.79% | 0.7 |
|
| 3789 |
3789
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| USD 79.1 M | -USD 3.97 M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 3790 |
3790
Avory & Company
Miami,
Florida
| USD 78.9 M | -USD 1.12 M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 3791 |
3791
Alken Asset Management
London,
United Kingdom
| USD 78.5 M | -USD 11.1 M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 3792 |
3792
Stapp Wealth Management
Olympia,
Washington
| USD 77.2 M | +USD 706 k | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 3793 |
3793
Wellington Shields Capital Management
New York
| USD 76 M | -USD 712 M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 3794 |
CMANY
3794
Capital Management Associates (New York)
New York
| USD 76 M | -USD 1.75 M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 3795 |
3795
Wellington Shields & Co
New York
| USD 76 M | -USD 370 M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 3796 |
3796
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 75.9 M | +USD 6.28 M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 3797 |
3797
Triad Investment Management
Newport Beach,
California
| USD 75.4 M | -USD 15.3 M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 3798 |
3798
Optimas Capital
Central,
Hong Kong
| USD 75.3 M | -USD 21.6 M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 3799 |
BWM
3799
Blossom Wealth Management
San Ramon, Ca,
California
| USD 74.5 M | +USD 3.55 M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 3800 |
FCI
3800
Financial Counselors Inc
Overland Park,
Kansas
| USD 74 M | +USD 1.32 M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|