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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, 5,393 fondos (~60%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
HC
4451
Hoese & Co
Glencoe,
Minnesota
| USD 152 M | -USD 1.91 M | -1% | 0.23% | 51% | 185 | 7.57% | 2.8 |
|
| 4452 |
4452
Northern Financial Advisors
Bloomfield Hills,
Michigan
| USD 152 M | +USD 805 k | +0.5% | 2.95% | 120% | 104 | 5.77% | 2.9 |
|
| 4453 |
4453
Themes Management Co
Greenwich,
Connecticut
| USD 152 M | +USD 1.04 M | +0.7% | 5.04% | – | 146 | 27.4% | 0.6 |
|
| 4454 |
4454
Adelphi Trust
Saint Petersburg,
Florida
| USD 152 M | +USD 1.24 M | +0.8% | 3.57% | – | 120 | 10.83% | 0.6 |
|
| 4455 |
4455
Asset Planning Inc
Cypress,
California
| USD 152 M | -USD 2.82 M | -2% | 0.58% | – | 337 | 3.86% | 1.4 |
|
| 4456 |
JRSI
4456
Jeter Robert S II
| USD 151 M | +USD 47.1 M | +45% | 1.84% | – | 86 | 51.16% | 0.3 |
|
| 4457 |
4457
Winnow Wealth
Waco,
Texas
| USD 151 M | +USD 4.27 M | +3% | 0.45% | – | 153 | 18.3% | 0.8 |
|
| 4458 |
4458
White & Co Financial Planning
Sunnyside,
Washington
| USD 151 M | -USD 10.1 M | -6% | 3.49% | – | 21 | 4.76% | 1.6 |
|
| 4459 |
4459
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| USD 151 M | -USD 5.04 M | -3% | 0.02% | 83.3% | 109 | 12.84% | 5 |
|
| 4460 |
CFG
4460
Compass Financial Group
Dublin,
Ohio
| USD 151 M | +USD 1.48 M | +1% | 0.49% | – | 50 | 18% | 0.7 |
|
| 4461 |
4461
JM2 Capital
Edmond,
Oklahoma
| USD 151 M | +USD 5.33 M | +4% | 4.6% | – | 124 | 4.84% | 0.7 |
|
| 4462 |
4462
swisspartners Advisors
Zurich,
Switzerland
| USD 151 M | +USD 2.6 M | +2% | 4.69% | 75.9% | 23 | 4.35% | 4 |
|
| 4463 |
4463
Financial Life Planners
Tempe,
Arizona
| USD 151 M | -USD 4.78 M | -3% | 4.28% | – | 337 | 11.28% | 0.7 |
|
| 4464 |
4464
Overlook Investments
Grand Cayman,
Cayman Islands
| USD 151 M | -USD 7.79 M | -5% | 5.03% | – | 1 | 0% | 0.8 |
|
| 4465 |
KL
4465
KFG LLC
Rapid City,
South Dakota
| USD 151 M | – | – | 0.61% | – | 664 | – | 0 |
|
| 4466 |
4466
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| USD 151 M | -USD 15 M | -9% | 5.73% | – | 3 | 0% | 1.3 |
|
| 4467 |
4467
Value Base
Tel Aviv,
Israel
| USD 151 M | -USD 11.8 M | -7% | 6.26% | – | 6 | 0% | 1.7 |
|
| 4468 |
4468
Mount Vernon Associates
Baltimore,
Maryland
| USD 150 M | -USD 3.01 M | -2% | 3.18% | 136% | 63 | 9.52% | 7.8 |
|
| 4469 |
4469
Sippican Capital Advisors
Boston,
Massachusetts
| USD 150 M | -USD 13.5 M | -8% | 5.11% | 81.1% | 111 | 10.81% | 6.7 |
|
| 4470 |
4470
Dorato Capital Management
Denver,
Colorado
| USD 150 M | +USD 2.69 M | +2% | 1.67% | – | 258 | 3.1% | 0.7 |
|
| 4471 |
4471
Ethos Capital Management
Newtown,
Pennsylvania
| USD 150 M | +USD 9.5 M | +7% | 0.01% | – | 64 | 12.5% | 0.6 |
|
| 4472 |
4472
Elm3 Financial Group
Alpharetta,
Georgia
| USD 150 M | +USD 3.93 M | +3% | 0.19% | – | 162 | 24.07% | 1 |
|
| 4473 |
4473
Rahlfs Capital
Lake Kiowa,
Texas
| USD 150 M | +USD 13.5 M | +10% | 6.05% | – | 94 | 13.83% | 1.4 |
|
| 4474 |
4474
Rockbridge Capital Management
Alexandria,
Virginia
| USD 150 M | -USD 5.45 M | -4% | 3.74% | – | 33 | 6.06% | 1.3 |
|
| 4475 |
4475
Yorktown Management & Research Company
Forest,
Virginia
| USD 150 M | -USD 13.6 M | -8% | 4.48% | 211% | 273 | 16.48% | 1.5 |
|