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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, 4,666 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
Zenith Solutions
Philadelphia,
Pennsylvania
| USD 112 M | +USD 1.98 M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 4327 |
4327
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 112 M | -USD 195 k | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 4328 |
4328
Fortune Financial Group
Naples,
Florida
| USD 112 M | -USD 15.6 M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 4329 |
4329
Haven Global Partners
Atlanta,
Georgia
| USD 112 M | -USD 18.3 M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 4330 |
4330
Teza Capital Management
Chicago,
Illinois
| USD 112 M | +USD 60.2 M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|
| 4331 |
4331
Banta Asset Management
Newport Beach,
California
| USD 112 M | -USD 117 k | -0.1% | 1.3% | – | 21 | 19.05% | 4.8 |
|
| 4332 |
4332
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 112 M | +USD 5.48 M | +5% | 0.93% | – | 54 | 16.67% | 0.6 |
|
| 4333 |
4333
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| USD 112 M | -USD 874 k | -0.8% | 0.43% | – | 27 | 18.52% | 0.7 |
|
| 4334 |
4334
Urban Wealth Management
El Segundo,
California
| USD 112 M | -USD 3.09 M | -3% | 2.45% | – | 118 | 17.8% | 1.5 |
|
| 4335 |
4335
Objective Capital Management
Pepper Pike,
Ohio
| USD 112 M | -USD 1.06 M | -0.9% | 1.78% | – | 111 | 18.02% | 2.7 |
|
| 4336 |
4336
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| USD 111 M | +USD 2 M | +2% | 0.64% | – | 37 | 18.92% | 0.7 |
|
| 4337 |
4337
Atlas Venture Advisors
Boston,
Massachusetts
| USD 111 M | -USD 32.3 M | -22% | 21.5% | 34.6% | 3 | 0% | 6.9 |
|
| 4338 |
4338
Thayer Financial
Hickory,
North Carolina
| USD 111 M | +USD 1.04 M | +0.9% | 0.43% | – | 39 | 33.33% | 0.6 |
|
| 4339 |
4339
Merrithew & Thorsten Inc
San Diego,
California
| USD 111 M | -USD 6.78 M | -6% | 0.07% | – | 108 | 82.41% | 0.7 |
|
| 4340 |
4340
Hallstatt Advisors
New York
| USD 111 M | -USD 31.3 M | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 4341 |
4341
Layline Advisors
Rochester,
New York
| USD 111 M | -USD 942 k | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 4342 |
4342
RCW Management
Jacksonville,
Florida
| USD 111 M | -USD 1.03 M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 4343 |
4343
IronOak Wealth
Cedar Park,
Texas
| USD 110 M | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 4344 |
4344
Chicago Capital Management
Chicago,
Illinois
| USD 110 M | -USD 1.87 M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 4345 |
4345
Decision Investments
San Diego,
California
| USD 110 M | +USD 523 k | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 4346 |
4346
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 4347 |
4347
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 4348 |
4348
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 4349 |
4349
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 4350 |
4350
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|