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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, 4,647 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
AM
4401
Account Management
Boxford,
Massachusetts
| USD 99.2 M | +USD 203 k | +0.2% | 0.82% | 88.3% | 25 | 12% | 4.8 |
|
| 4402 |
4402
Lane Brothers & Co
Prescott,
Arizona
| USD 99.1 M | -USD 53.8 M | -35% | 0.81% | – | 95 | 41.05% | 0.7 |
|
| 4403 |
4403
HFG Wealth Management
The Woodlands,
Texas
| USD 99 M | -USD 430 k | -0.4% | 3.16% | 45.9% | 42 | 2.38% | 2.3 |
|
| 4404 |
4404
October Effect
Virginia Beach,
Virginia
| USD 98.3 M | -USD 8.04 M | -8% | 4% | – | 68 | 14.71% | 0.9 |
|
| 4405 |
4405
Professional Financial Management
Appleton,
Wisconsin
| USD 98.2 M | -USD 374 k | -0.4% | 3.75% | – | 28 | 35.71% | 0.5 |
|
| 4406 |
4406
August Group Capital
Toronto,
| USD 98 M | +USD 7.02 M | +8% | 3.5% | – | 107 | 16.82% | 0.6 |
|
| 4407 |
4407
Vima LLC
Troy,
Michigan
| USD 97.9 M | -USD 4.67 M | -5% | 1.4% | – | 381 | 10.24% | 0.6 |
|
| 4408 |
4408
Piper Sandler & Co
Minneapolis,
Minnesota
| USD 97.6 M | -USD 37.2 M | -28% | 0.01% | 0.05% | 16 | 12.5% | 0.4 |
|
| 4409 |
4409
Wedgewood Investors
Erie,
Pennsylvania
| USD 97.6 M | +USD 277 k | +0.3% | 3.82% | – | 113 | 8.85% | 7.7 |
|
| 4410 |
HIIL
4410
HS Investments IV Ltd
St Peter Port,
| USD 97.5 M | -USD 14.7 M | -13% | 4.56% | – | 2 | 0% | 0.6 |
|
| 4411 |
4411
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| USD 97.1 M | +USD 5.54 M | +6% | 11.3% | 136% | 67 | 10.45% | 1.9 |
|
| 4412 |
ACIM
4412
Ask Capital Investment Managers
Amarillo,
Texas
| USD 97.1 M | – | – | 5.39% | – | 28 | – | 0 |
|
| 4413 |
4413
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 97 M | -USD 5.69 M | -6% | 1.17% | 75.1% | 2 | 0% | 6.5 |
|
| 4414 |
4414
Florin Court Capital
London,
United Kingdom
| USD 97 M | +USD 35.7 M | +58% | 9.36% | 129% | 29 | 37.93% | 1.5 |
|
| 4415 |
4415
University of Cambridge Investment Management
Cambridge,
| USD 96.4 M | +USD 2.5 M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 4416 |
4416
DB&C Advisors
Holland,
Michigan
| USD 96.3 M | +USD 3.92 M | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 4417 |
4417
Closed-End Fund Advisors
Richmond,
Virginia
| USD 96.2 M | -USD 6.14 M | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 4418 |
4418
Holland Advisory Services
Ormond Beach,
Florida
| USD 95.6 M | +USD 5.07 M | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 4419 |
4419
Delphi Management
Brookline,
Massachusetts
| USD 95.5 M | -USD 6.82 M | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 4420 |
4420
Meadowbrook Wealth Management
Garden City,
New York
| USD 95.4 M | +USD 2.57 M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 4421 |
4421
York GP
Grand Cayman,
Cayman Islands
| USD 95.2 M | -USD 31.2 M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 4422 |
4422
WealthSpring Partners
Long Beach,
California
| USD 94.4 M | -USD 21.9 M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 4423 |
4423
Measured Risk Portfolios
San Diego,
California
| USD 93.8 M | -USD 18.6 M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 4424 |
4424
Deuterium Capital Management
Clearwater,
Florida
| USD 93.3 M | +USD 937 k | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 4425 |
4425
FSR Wealth Management
Elmhurst,
Illinois
| USD 92.9 M | +USD 5.19 M | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|