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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, 4,671 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 4352 |
4352
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 4353 |
4353
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 4354 |
4354
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 4355 |
4355
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 4356 |
4356
American National Bank of Texas
Richardson,
Texas
| USD 109 M | -USD 88.7 k | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 4357 |
4357
Aspirean Wealth
Mill Valley,
California
| USD 109 M | +USD 1.57 M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 4358 |
4358
Karras Company
Roy,
Utah
| USD 109 M | -USD 1.2 M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 4359 |
4359
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 109 M | +USD 657 k | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 4360 |
4360
Unify Financial Advisors
Clearwater,
Florida
| USD 109 M | +USD 725 k | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 4361 |
4361
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 109 M | +USD 2.43 M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 4362 |
4362
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 4363 |
4363
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 109 M | -USD 5.45 M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 4364 |
4364
Zinnia Wealth Advisory
Ocala,
Florida
| USD 109 M | +USD 10.6 M | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 4365 |
4365
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 4366 |
4366
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 108 M | +USD 1.28 M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 4367 |
RFL
4367
RD Finance Ltd
Limassol,
Cyprus
| USD 108 M | +USD 6.34 M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 4368 |
4368
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 108 M | -USD 67 M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 4369 |
4369
Shelter Rock Management
Jericho,
New York
| USD 107 M | +USD 4.29 M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 4370 |
4370
Lubar & Co
Milwaukee,
Wisconsin
| USD 107 M | -USD 19.2 M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 4371 |
4371
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 273 k | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 4372 |
4372
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 107 M | +USD 4.96 M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 4373 |
4373
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 4374 |
SG
4374
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 4375 |
4375
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 106 M | -USD 4.33 M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|