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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| USD 97.1 M | +USD 5.54 M | +6% | 11.3% | 136% | 67 | 10.45% | 1.9 |
|
| 5102 |
ACIM
5102
Ask Capital Investment Managers
Amarillo,
Texas
| USD 97.1 M | – | – | 5.39% | – | 28 | – | 0 |
|
| 5103 |
5103
Independent Order of Foresters
Toronto,
Ontario, Canada
| USD 97 M | -USD 5.69 M | -6% | 1.17% | 75.1% | 2 | 0% | 6.5 |
|
| 5104 |
5104
Florin Court Capital
London,
United Kingdom
| USD 97 M | +USD 35.7 M | +58% | 9.36% | 129% | 29 | 37.93% | 1.5 |
|
| 5105 |
5105
University of Cambridge Investment Management
Cambridge,
| USD 96.4 M | +USD 2.5 M | +3% | 2.66% | – | 1 | 0% | 0.8 |
|
| 5106 |
5106
Turner Financial Group
Pace,
Florida
| USD 96.4 M | -USD 4.15 M | -4% | 2.38% | – | 125 | 30.4% | 0.2 |
|
| 5107 |
5107
DB&C Advisors
Holland,
Michigan
| USD 96.3 M | +USD 3.92 M | +4% | 5.12% | – | 79 | 7.59% | 0.7 |
|
| 5108 |
5108
Closed-End Fund Advisors
Richmond,
Virginia
| USD 96.2 M | -USD 6.14 M | -6% | 5.11% | – | 175 | 10.86% | 0.7 |
|
| 5109 |
FF
5109
Formulate Financial
Boca Raton,
Florida
| USD 96.2 M | +USD 1.18 M | +1% | 2.81% | – | 29 | 20.69% | 0.8 |
|
| 5110 |
5110
IDG China Capital Fund GP III Associates
Central Hong Kong,
China
| USD 95.7 M | +USD 22.3 M | +30% | 31.1% | – | 2 | 0% | 0.8 |
|
| 5111 |
5111
Holland Advisory Services
Ormond Beach,
Florida
| USD 95.6 M | +USD 5.07 M | +6% | 0.6% | 63% | 51 | 5.88% | 3.1 |
|
| 5112 |
5112
Delphi Management
Brookline,
Massachusetts
| USD 95.5 M | -USD 6.82 M | -7% | 2.03% | 107% | 85 | 8.24% | 3.8 |
|
| 5113 |
5113
Meadowbrook Wealth Management
Garden City,
New York
| USD 95.4 M | +USD 2.57 M | +3% | 6.7% | – | 91 | 31.87% | 0.7 |
|
| 5114 |
5114
York GP
Grand Cayman,
Cayman Islands
| USD 95.2 M | -USD 31.2 M | -25% | 24.2% | – | 3 | 0% | 1.7 |
|
| 5115 |
5115
WealthSpring Partners
Long Beach,
California
| USD 94.4 M | -USD 21.9 M | -19% | 0.94% | – | 82 | 23.17% | 2.6 |
|
| 5116 |
5116
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 94 M | -USD 11.6 M | -11% | 0.31% | – | 158 | 24.68% | 0.9 |
|
| 5117 |
5117
Measured Risk Portfolios
San Diego,
California
| USD 93.8 M | -USD 18.6 M | -17% | 0.02% | – | 66 | 7.58% | 1.5 |
|
| 5118 |
5118
Deuterium Capital Management
Clearwater,
Florida
| USD 93.3 M | +USD 937 k | +1% | 10.3% | 262% | 25 | 4% | 2 |
|
| 5119 |
5119
Steel Partners Holdings
New York
| USD 93 M | +USD 15 M | +19% | 11.6% | – | 12 | 25% | 0.8 |
|
| 5120 |
5120
FSR Wealth Management
Elmhurst,
Illinois
| USD 92.9 M | +USD 5.19 M | +6% | 2.92% | – | 42 | 19.05% | 0.8 |
|
| 5121 |
5121
Capitol Family Office
Beaverton,
Oregon
| USD 92.9 M | -USD 1.79 M | -2% | 1.9% | 72% | 47 | 23.4% | 2.2 |
|
| 5122 |
MIL
5122
MFG Investments, LLC
Medford,
New Jersey
| USD 92.8 M | – | – | 0.65% | – | 79 | – | 0 |
|
| 5123 |
5123
Demming Financial Services
Aurora,
Ohio
| USD 92.1 M | -USD 65.2 M | -41% | 0.02% | – | 43 | 11.63% | 0.6 |
|
| 5124 |
5124
CPWA LLC
Hood River,
Oregon
| USD 92 M | +USD 5.89 M | +7% | 2.8% | – | 101 | 13.86% | 0.5 |
|
| 5125 |
HCM
5125
Helios Capital Management
Singapore
| USD 91.9 M | -USD 10.5 M | -10% | 3.55% | 124% | 27 | 11.11% | 1.8 |
|