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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, 5,156 fondos (~58%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Prota Financial
Houston,
Texas
| USD 157 M | +USD 4.61 M | +3% | 0.41% | – | 71 | 4.23% | 0.7 |
|
| 4202 |
4202
ATX Financial Planning
Austin,
Texas
| USD 156 M | +USD 5.4 M | +4% | 1.56% | – | 94 | 27.66% | 0.6 |
|
| 4203 |
4203
Kopion Asset Management
Mckinney,
Texas
| USD 156 M | -USD 1.73 M | -1% | 4.38% | 80.5% | 21 | 4.76% | 4.3 |
|
| 4204 |
4204
Polaris Investment Advisors
Framingham,
Massachusetts
| USD 156 M | +USD 308 k | +0.2% | 0.59% | – | 82 | 13.41% | 0.7 |
|
| 4205 |
4205
46 Peaks LLC
Newtown,
Pennsylvania
| USD 156 M | -USD 2.67 M | -2% | 1.6% | – | 31 | 29.03% | 0.7 |
|
| 4206 |
4206
Aspetuck Financial Management
Westport,
Connecticut
| USD 156 M | -USD 13.5 M | -8% | 2.42% | – | 85 | 11.76% | 1.5 |
|
| 4207 |
4207
True Wind Capital Management
San Francisco,
California
| USD 156 M | -USD 69.8 M | -31% | 22.9% | 59.6% | 2 | 50% | 4.8 |
|
| 4208 |
4208
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 156 M | -USD 8.06 M | -5% | 0.34% | 41.2% | 62 | 11.29% | 3 |
|
| 4209 |
4209
Madison Park Capital Advisors
Seattle,
Washington
| USD 156 M | +USD 15.6 M | +11% | 2.1% | 62.4% | 76 | 18.42% | 1.9 |
|
| 4210 |
4210
AlpenGlobal Capital
Tahoe City,
California
| USD 156 M | +USD 26.9 k | +0% | 1.29% | – | 38 | 18.42% | 1.4 |
|
| 4211 |
4211
PlanVest Financial
Gaithersburg,
Maryland
| USD 156 M | +USD 6.03 M | +4% | 1.1% | – | 615 | 5.04% | 0.5 |
|
| 4212 |
4212
Winebrenner Capital Management
Louisville,
Kentucky
| USD 155 M | -USD 8.78 M | -5% | 0.54% | – | 161 | 13.04% | 1.3 |
|
| 4213 |
4213
Terra Nova Asset Management
New York
| USD 155 M | -USD 7.91 M | -5% | 1.29% | 172% | 107 | 24.3% | 3.2 |
|
| 4214 |
4214
Seek First
Campbell,
California
| USD 155 M | -USD 3.1 M | -2% | 0.89% | – | 68 | 8.82% | 1.3 |
|
| 4215 |
4215
Lederer & Associates Investment Counsel
Long Beach,
California
| USD 155 M | +USD 3.18 M | +2% | 5.63% | 92.7% | 90 | 8.89% | 5.9 |
|
| 4216 |
ML
4216
MTCO Ltd
Nassau,
| USD 155 M | -USD 116 M | -43% | 26.3% | – | 6 | 33.33% | 0.4 |
|
| 4217 |
4217
Mirabaud Asset Management (France)
Paris,
France
| USD 155 M | -USD 67.3 M | -30% | 0% | – | 19 | 0% | 0.1 |
|
| 4218 |
DW
4218
Durante & Waters
Brewster,
New York
| USD 155 M | +USD 2.14 M | +1% | 0.42% | 59.1% | 37 | 16.22% | 2.2 |
|
| 4219 |
4219
MJT & Associates Financial Advisory
Monteviceo,
Minnesota
| USD 155 M | +USD 3.41 M | +2% | 0.33% | – | 490 | 15.92% | 1.2 |
|
| 4220 |
4220
Richard Young Associates
Augusta,
Georgia
| USD 155 M | +USD 4.08 M | +3% | 1.62% | – | 33 | 18.18% | 0.6 |
|
| 4221 |
4221
Rye Brook Capital
Greenwich,
Connecticut
| USD 154 M | +USD 11.9 M | +8% | 0.98% | 77.2% | 44 | 18.18% | 1.1 |
|
| 4222 |
4222
Koa Wealth Management
Encinitas,
California
| USD 154 M | +USD 7.38 M | +5% | 6.45% | 74.8% | 57 | 8.77% | 2 |
|
| 4223 |
4223
Kennondale Capital Management
Richmond,
Virginia
| USD 154 M | +USD 4.27 M | +3% | 9.76% | – | 85 | 11.76% | 1.4 |
|
| 4224 |
4224
Abbington Investment Group
Westport,
Connecticut
| USD 154 M | -USD 2.8 M | -2% | 7.53% | – | 53 | 5.66% | 0.9 |
|
| 4225 |
4225
Oder Investment Management
Woodland Hills,
California
| USD 154 M | +USD 5.33 M | +4% | 5.91% | 115% | 117 | 5.13% | 3.3 |
|