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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
ICM
3851
Isabella Capital Management
London,
| USD 335 M | +USD 147 M | +78% | 0.63% | – | 13 | 23.08% | 0.3 |
|
| 3852 |
3852
Wilkerson Advisory Group
Columbia,
Missouri
| USD 335 M | +USD 9.7 M | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 3853 |
3853
Prodigy Asset Management
Omaha,
Nebraska
| USD 335 M | +USD 3.16 M | +1% | 0.68% | – | 31 | 6.45% | 1.3 |
|
| 3854 |
3854
Legacy Capital Group California
Los Gatos,
California
| USD 335 M | +USD 3.46 M | +1% | 3.26% | 143% | 347 | 21.9% | 1.7 |
|
| 3855 |
3855
AlphaGrep UK
London,
| USD 335 M | -USD 1.51 M | -0.4% | 4.76% | – | 988 | 53.54% | 0.3 |
|
| 3856 |
3856
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 335 M | -USD 2.24 M | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 3857 |
3857
Nutshell Asset Management
Sevenoaks,
United Kingdom
| USD 335 M | +USD 35 M | +12% | 3.64% | – | 61 | 39.34% | 0.6 |
|
| 3858 |
3858
Roth Financial Partners
Kingwood,
Texas
| USD 335 M | -USD 1.57 M | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 3859 |
3859
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 335 M | -USD 38.5 M | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 3860 |
3860
Geneva Partners
Lake Geneva,
Wisconsin
| USD 334 M | -USD 40.7 M | -11% | 3.99% | 417% | 92 | 30.43% | 2.2 |
|
| 3861 |
3861
Hayek Kallen Investment Management
Fairhope,
Alabama
| USD 334 M | +USD 4.57 M | +1% | 5.48% | 87.2% | 100 | 9% | 0.6 |
|
| 3862 |
3862
Glynn Capital Management
Menlo Park,
California
| USD 334 M | -USD 29.4 M | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 3863 |
3863
Enzi Wealth
Austin,
Texas
| USD 334 M | +USD 17.8 M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 3864 |
HCM
3864
Hall Capital Management
Barrington,
Rhode Island
| USD 333 M | +USD 12.2 M | +4% | 1.34% | – | 114 | 11.4% | 5.9 |
|
| 3865 |
3865
Core Alternative Capital
Peachtree Corners,
Georgia
| USD 333 M | -USD 1.2 M | -0.4% | 5.91% | 89% | 201 | 5.47% | 4.7 |
|
| 3866 |
3866
Bank of Stockton
Stockton,
California
| USD 333 M | -USD 23.4 M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|
| 3867 |
LLI
3867
LTS Liquid Investments
Nassau,
| USD 333 M | +USD 146 M | +78% | 2.29% | – | 10 | 30% | 0.4 |
|
| 3868 |
3868
Mount Lucas Management
Newtown,
Pennsylvania
| USD 333 M | +USD 51.9 M | +18% | 0.62% | 110% | 188 | 27.66% | 1.3 |
|
| 3869 |
SCI
3869
Silver Coast Investments
San Diego,
United States
| USD 332 M | -USD 3.36 M | -1% | 0.63% | 46.1% | 124 | 9.68% | 1.9 |
|
| 3870 |
3870
Costello Asset Management
Feasterville,
Pennsylvania
| USD 332 M | -USD 830 k | -0.2% | 3.89% | 81.5% | 723 | 5.67% | 2.2 |
|
| 3871 |
3871
Hassell Wealth Management
Houma,
Louisiana
| USD 332 M | +USD 6.21 M | +2% | 0.92% | 49.7% | 29 | 3.45% | 3 |
|
| 3872 |
3872
Pacifica Partners
Surrey,
Canada
| USD 332 M | +USD 559 k | +0.2% | 0.45% | 127% | 429 | 7.69% | 4 |
|
| 3873 |
3873
IFS Advisors
Overland Park,
Kansas
| USD 332 M | +USD 123 M | +59% | 0.42% | 54.2% | 465 | 53.12% | 1.4 |
|
| 3874 |
3874
Richard W. Paul & Associates
Novi,
Michigan
| USD 332 M | +USD 4.88 M | +1% | 1.18% | 73.7% | 335 | 11.64% | 2.8 |
|
| 3875 |
3875
Prosperitas Financial
Valencia,
California
| USD 332 M | +USD 19.5 M | +6% | 3.19% | 118% | 125 | 26.4% | 1.3 |
|