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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
YC
5001
Yunqi Capital
Hong Kong
| USD 111 M | -USD 14 M | -11% | 11.1% | 65.3% | 4 | 25% | 2.4 |
|
| 5002 |
5002
Lane Generational
Dover,
Massachusetts
| USD 111 M | -USD 3.13 M | -3% | 7.65% | 172% | 47 | 12.77% | 2 |
|
| 5003 |
5003
Intentional Wealth Strategies
Colorado Springs,
Colorado
| USD 111 M | +USD 4.09 M | +4% | 0.89% | – | 77 | 23.38% | 0.4 |
|
| 5004 |
5004
Brickwood Asset Management
London,
United Kingdom
| USD 111 M | -USD 28.5 M | -20% | 5.97% | – | 11 | 9.09% | 0.8 |
|
| 5005 |
5005
Merrithew & Thorsten Inc
San Diego,
California
| USD 111 M | -USD 6.78 M | -6% | 0.07% | – | 108 | 82.41% | 0.7 |
|
| 5006 |
5006
Hallstatt Advisors
New York
| USD 111 M | -USD 31.3 M | -22% | 9.58% | – | 16 | 37.5% | 0.5 |
|
| 5007 |
5007
Layline Advisors
Rochester,
New York
| USD 111 M | -USD 942 k | -0.8% | 0.05% | – | 80 | 8.75% | 0.4 |
|
| 5008 |
5008
RCW Management
Jacksonville,
Florida
| USD 111 M | -USD 1.03 M | -0.9% | 0.47% | – | 68 | 1.47% | 0.7 |
|
| 5009 |
5009
IronOak Wealth
Cedar Park,
Texas
| USD 110 M | – | – | 2.81% | – | 59 | – | 0.8 |
|
| 5010 |
5010
Chicago Capital Management
Chicago,
Illinois
| USD 110 M | -USD 1.87 M | -2% | 7.44% | 270% | 37 | 48.65% | 0.5 |
|
| 5011 |
5011
Decision Investments
San Diego,
California
| USD 110 M | +USD 523 k | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 5012 |
5012
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 5013 |
5013
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 5014 |
5014
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 110 M | +USD 4.4 M | +4% | 0.13% | – | 256 | 60.55% | 0.3 |
|
| 5015 |
5015
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 5016 |
5016
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 5017 |
5017
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 5018 |
5018
American National Bank of Texas
Richardson,
Texas
| USD 109 M | -USD 88.7 k | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 5019 |
5019
Aspirean Wealth
Mill Valley,
California
| USD 109 M | +USD 1.57 M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 5020 |
5020
Karras Company
Roy,
Utah
| USD 109 M | -USD 1.2 M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 5021 |
5021
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 109 M | +USD 657 k | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 5022 |
5022
Unify Financial Advisors
Clearwater,
Florida
| USD 109 M | +USD 725 k | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 5023 |
5023
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 109 M | +USD 2.43 M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 5024 |
5024
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 5025 |
5025
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 109 M | -USD 5.45 M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|