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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Zinnia Wealth Advisory
Ocala,
Florida
| USD 109 M | +USD 10.6 M | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 5027 |
5027
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 5028 |
5028
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 108 M | +USD 1.28 M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 5029 |
RFL
5029
RD Finance Ltd
Limassol,
Cyprus
| USD 108 M | +USD 6.34 M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 5030 |
5030
Mirabaud Asset Management
London,
United Kingdom
| USD 108 M | -USD 12.6 M | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 5031 |
5031
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 108 M | -USD 67 M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 5032 |
5032
Shelter Rock Management
Jericho,
New York
| USD 107 M | +USD 4.29 M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 5033 |
5033
Lubar & Co
Milwaukee,
Wisconsin
| USD 107 M | -USD 19.2 M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|
| 5034 |
5034
Fullerton Advisors
Danville,
California
| USD 107 M | +USD 273 k | +0.3% | 0.18% | – | 56 | 7.14% | 0.7 |
|
| 5035 |
5035
Good Harbor Advisors
Gloucester,
Massachusetts
| USD 107 M | +USD 4.96 M | +5% | 1.51% | – | 92 | 9.78% | 0.7 |
|
| 5036 |
5036
Heronetta Management
New York
| USD 107 M | -USD 1.81 M | -2% | 1.44% | 55.4% | 15 | 0% | 8.8 |
|
| 5037 |
5037
Grange Capital
Beaverton,
Oregon
| USD 107 M | -USD 1.65 M | -2% | 2.34% | – | 55 | 12.73% | 1.3 |
|
| 5038 |
SG
5038
Sherry Group
Mountain Home,
Arkansas
| USD 107 M | +USD 4.11 M | +4% | 2.01% | – | 57 | 19.3% | 0.6 |
|
| 5039 |
5039
Ballast Financial Advisors
West Chester,
Pennsylvania
| USD 106 M | -USD 4.33 M | -4% | 0.49% | – | 74 | 8.11% | 0.7 |
|
| 5040 |
5040
Burkett Asset Management
Victoria,
| USD 106 M | -USD 911 k | -0.9% | 0.18% | – | 66 | 21.21% | 0.6 |
|
| 5041 |
SCCL
5041
Split Creek Capital LLC
Charlottesville,
Virginia
| USD 106 M | -USD 2.25 M | -2% | 0.96% | – | 149 | 20.13% | 0.6 |
|
| 5042 |
5042
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| USD 106 M | -USD 12.2 M | -10% | 0.54% | – | 129 | 23.26% | 1.9 |
|
| 5043 |
PWM
5043
Puff Wealth Management
Haddonfield,
New Jersey
| USD 106 M | +USD 7.85 M | +8% | 0.94% | – | 83 | 10.84% | 1.2 |
|
| 5044 |
5044
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| USD 105 M | -USD 19.4 M | -16% | 0.68% | – | 102 | 27.45% | 1.1 |
|
| 5045 |
5045
Prism Planning Partners
Libertyville,
Illinois
| USD 105 M | +USD 10.8 M | +11% | 0.82% | – | 53 | 33.96% | 0.5 |
|
| 5046 |
MI
5046
Moneywise Inc
Forest,
Virginia
| USD 105 M | -USD 163 M | -61% | 1.23% | 60.8% | 95 | 43.16% | 3.3 |
|
| 5047 |
5047
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 199 k | +0.2% | 0.88% | – | 61 | 9.84% | 0.6 |
|
| 5048 |
5048
Corecam AG
Zurich,
| USD 105 M | -USD 12.1 M | -10% | 5.32% | – | 53 | 16.98% | 0.5 |
|
| 5049 |
5049
Geremia Financial Services
Edison,
New Jersey
| USD 105 M | +USD 10.5 M | +11% | 0.88% | – | 9 | 0% | 0.7 |
|
| 5050 |
5050
Amitell Capital
Singapore
| USD 105 M | -USD 4.56 M | -4% | 0.58% | 188% | 33 | 45.45% | 0.6 |
|