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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, 4,517 fondos (~51%) 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
Urban Wealth Management
El Segundo,
California
| USD 112 M | -USD 3.09 M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4202 |
4202
Objective Capital Management
Pepper Pike,
Ohio
| USD 112 M | -USD 1.06 M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4203 |
4203
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| USD 111 M | +USD 2 M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4204 |
4204
Atlas Venture Advisors
Boston,
Massachusetts
| USD 111 M | -USD 32.3 M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 4205 |
4205
Thayer Financial
Hickory,
North Carolina
| USD 111 M | +USD 1.04 M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 4206 |
4206
Hallstatt Advisors
New York
| USD 111 M | -USD 31.3 M | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 4207 |
4207
Layline Advisors
Rochester,
New York
| USD 111 M | -USD 942 k | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 4208 |
4208
RCW Management
Jacksonville,
Florida
| USD 111 M | -USD 1.03 M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 4209 |
4209
IronOak Wealth
Cedar Park,
Texas
| USD 110 M | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 4210 |
4210
Chicago Capital Management
Chicago,
Illinois
| USD 110 M | -USD 1.87 M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 4211 |
4211
Decision Investments
San Diego,
California
| USD 110 M | +USD 523 k | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 4212 |
4212
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 4213 |
4213
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 4214 |
4214
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 4215 |
4215
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 4216 |
4216
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 4217 |
4217
American National Bank of Texas
Richardson,
Texas
| USD 109 M | -USD 88.7 k | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 4218 |
4218
Aspirean Wealth
Mill Valley,
California
| USD 109 M | +USD 1.57 M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 4219 |
4219
Karras Company
Roy,
Utah
| USD 109 M | -USD 1.2 M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 4220 |
4220
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 109 M | +USD 657 k | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 4221 |
4221
Unify Financial Advisors
Clearwater,
Florida
| USD 109 M | +USD 725 k | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 4222 |
4222
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 109 M | +USD 2.43 M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 4223 |
4223
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 4224 |
4224
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 109 M | -USD 5.45 M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 4225 |
4225
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|