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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
4951
Generations Wealth LLC
Mason,
Ohio
| USD 116 M | +USD 10.4 M | +10% | 0.01% | – | 44 | 25% | 0.5 |
|
| 4952 |
4952
Strategic Equity Management
Tucson,
Arizona
| USD 116 M | -USD 182 M | -61% | 0.87% | 74.9% | 67 | 46.27% | 2.4 |
|
| 4953 |
4953
Arrow Investment Advisors
Laurel,
Maryland
| USD 116 M | +USD 12.2 M | +12% | 1.06% | 38.1% | 84 | 17.86% | 0.9 |
|
| 4954 |
4954
21 West Wealth Management
Tustin,
California
| USD 115 M | -USD 1.83 M | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 4955 |
4955
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 115 M | -USD 44.4 M | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 4956 |
4956
J. Team Financial
Abilene,
Texas
| USD 115 M | +USD 12.2 M | +12% | 2.85% | – | 114 | 25.44% | 0.7 |
|
| 4957 |
4957
Ebert Capital Management
Eureka,
California
| USD 115 M | +USD 8.55 M | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 4958 |
4958
Helium Advisors
Everett,
Washington
| USD 115 M | -USD 5.34 M | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 4959 |
4959
Value Investment Professionals
New York
| USD 115 M | -USD 3.99 M | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 4960 |
4960
Gainline Financial Partners
Louisville,
Colorado
| USD 115 M | +USD 7.71 M | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 4961 |
4961
Members Capital Advisors Inc
Madison,
Wisconsin
| USD 115 M | -USD 1.65 M | -1% | 0.54% | – | 7 | 0% | 2.5 |
|
| 4962 |
4962
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 115 M | +USD 451 k | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 4963 |
4963
MH & Associates Securities Management
Carlsbad,
California
| USD 115 M | +USD 3.2 M | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 4964 |
KAM
4964
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 115 M | +USD 3.34 M | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|
| 4965 |
FCM
4965
Floyd Capital Management
Texarkana,
Texas
| USD 115 M | -USD 16.9 M | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 4966 |
4966
Traub Capital Management
Needham,
Massachusetts
| USD 114 M | +USD 2.21 M | +2% | 2.91% | – | 137 | 8.76% | 1.1 |
|
| 4967 |
4967
Lakehouse Capital
Sydney NSW,
Australia
| USD 114 M | +USD 23.6 M | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 4968 |
AIM
4968
Athena Investment Management
Orinda,
California
| USD 114 M | -USD 54.6 M | -32% | 1.41% | 88.5% | 137 | 18.98% | 3.9 |
|
| 4969 |
4969
Valued Retirements
Houston,
Texas
| USD 114 M | +USD 2.62 M | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 4970 |
4970
Unified Investment Management
Atlanta,
Georgia
| USD 114 M | +USD 5.35 M | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 4971 |
4971
Arrow Capital
Sydney,
Australia
| USD 113 M | -USD 4.03 M | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 4972 |
4972
Briggs Wealth Management
Glastonbury,
Connecticut
| USD 113 M | +USD 3.91 M | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 4973 |
4973
Opus Financial Solutions
Downers Grove,
Illinois
| USD 113 M | -USD 10.8 M | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 4974 |
4974
Eleva Capital
Paris,
France
| USD 113 M | -USD 230 M | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 4975 |
IMT
4975
Investment Management Trust
Fitchburg,
Massachusetts
| USD 113 M | +USD 1.57 M | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|