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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
3776
Brady Family Wealth
Saint Louis,
Missouri
| USD 345 M | -USD 1.19 M | -0.3% | 4.46% | 74.7% | 116 | 10.34% | 3.2 |
|
| 3777 |
3777
Bregal Sagemount IV
St. Helier,
| USD 345 M | -USD 104 M | -23% | 13.2% | – | 1 | 0% | 0.8 |
|
| 3778 |
3778
Matthew 25 Management Corp
Ambler,
Pennsylvania
| USD 345 M | -USD 446 k | -0.1% | 5.22% | 155% | 21 | 9.52% | 6 |
|
| 3779 |
3779
G&S Capital
Denver,
Colorado
| USD 345 M | -USD 166 k | -0% | 2.13% | 85.6% | 171 | 17.54% | 2.9 |
|
| 3780 |
3780
Mayfair Advisory Group
Birmingham,
Alabama
| USD 345 M | +USD 13 M | +4% | 1.31% | 71.5% | 195 | 9.74% | 3.2 |
|
| 3781 |
3781
Acima Private Wealth
Richmond,
Virginia
| USD 344 M | +USD 33.8 k | +0% | 0.47% | 51.1% | 177 | 3.95% | 6.3 |
|
| 3782 |
3782
Goepper Burkhardt
Greenville,
South Carolina
| USD 344 M | +USD 11.1 M | +3% | 1.76% | 58.2% | 104 | 6.73% | 3.4 |
|
| 3783 |
3783
Tandem Financial
Greenwood Village,
Colorado
| USD 344 M | +USD 11.7 M | +4% | 0.79% | – | 106 | 9.43% | 0.9 |
|
| 3784 |
3784
Etesian Wealth Advisors
West Linn,
Oregon
| USD 344 M | +USD 5.75 M | +2% | 1.34% | 60.6% | 144 | 4.17% | 2.8 |
|
| 3785 |
PIP
3785
Palisades Investment Partners
Santa Monica,
California
| USD 344 M | -USD 7.67 M | -2% | 7.7% | – | 57 | 12.28% | 1.4 |
|
| 3786 |
3786
United Bank (Georgia)
Zebulon,
Georgia
| USD 344 M | +USD 15 M | +5% | 3.66% | 93.7% | 130 | 13.08% | 4.8 |
|
| 3787 |
3787
Ferguson Shapiro
Decatur,
Georgia
| USD 344 M | +USD 1.93 M | +0.6% | 0.61% | 42.7% | 97 | 16.49% | 1.5 |
|
| 3788 |
3788
Mosley Wealth Management
Anaheim,
California
| USD 343 M | +USD 29.2 M | +9% | 0.77% | – | 826 | 8.11% | 0.6 |
|
| 3789 |
3789
Pamplona Capital Management
New York
| USD 343 M | -USD 18 M | -5% | 0.21% | – | 5 | 20% | 1.5 |
|
| 3790 |
3790
Francisco Partners Management
San Francisco,
California
| USD 343 M | -USD 18.1 M | -5% | 2.51% | 7.11% | 3 | 0% | 5.6 |
|
| 3791 |
3791
Worth Asset Management
Dallas,
Texas
| USD 343 M | +USD 30.5 M | +10% | 1.45% | 115% | 267 | 34.83% | 1.2 |
|
| 3792 |
3792
Whitegate Investment Counselors
Concord,
New Hampshire
| USD 343 M | -USD 8.18 M | -2% | 1.3% | 51% | 76 | 9.21% | 6.4 |
|
| 3793 |
3793
Master's Wealth Management
Lancaster,
Pennsylvania
| USD 343 M | +USD 10.6 M | +3% | 0.85% | – | 94 | 12.77% | 1 |
|
| 3794 |
MCG
3794
McCollum Christoferson Group
Amherst,
New York
| USD 343 M | +USD 1.72 M | +0.5% | 3.26% | 59.4% | 93 | 19.35% | 3.8 |
|
| 3795 |
WOCP
3795
White Oak Capital Partners
Singapore
| USD 343 M | -USD 82.6 M | -19% | 5.74% | – | 21 | 23.81% | 1.1 |
|
| 3796 |
3796
Midwest Heritage Bank
West Des Moines,
Iowa
| USD 342 M | -USD 10.4 M | -3% | 1.31% | 52.2% | 54 | 5.56% | 3.2 |
|
| 3797 |
3797
Ketron Financial
Novato,
California
| USD 342 M | +USD 20.3 M | +6% | 8.12% | – | 69 | 10.14% | 0.6 |
|
| 3798 |
3798
Realta Investment Advisors
Wilmington,
Delaware
| USD 342 M | +USD 20.4 M | +6% | 6.59% | 151% | 423 | 25.53% | 2.9 |
|
| 3799 |
3799
Hi-Line Capital Management
Watertown,
South Dakota
| USD 342 M | -USD 13.3 M | -4% | 0.63% | 55.4% | 33 | 9.09% | 2 |
|
| 3800 |
3800
Hartree Partners
New York
| USD 342 M | -USD 127 M | -27% | 7.55% | 133% | 156 | 71.79% | 0.5 |
|