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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, 7,143 fondos (~80%) 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
Samara Investment Management
Beaverton,
Oregon
| USD 207 M | +USD 98.6 M | +91% | 2.25% | – | 132 | 50.76% | 0.3 |
|
| 5102 |
5102
Battery Global Advisors
Boston,
Massachusetts
| USD 207 M | +USD 7.39 M | +4% | 1.61% | 76.5% | 158 | 1.27% | 1.9 |
|
| 5103 |
5103
Ponta Wealth Partners
Winter Park,
Florida
| USD 207 M | +USD 20.3 M | +11% | 6.25% | – | 223 | 22.87% | 0.5 |
|
| 5104 |
5104
Beacon Advisors Holdings
Austin,
Texas
| USD 207 M | +USD 2.84 M | +1% | 0.02% | – | 38 | 2.63% | 0.7 |
|
| 5105 |
5105
Stanich Group
Montauk,
New York
| USD 207 M | +USD 48.3 M | +30% | 0.12% | – | 64 | 18.75% | 1.1 |
|
| 5106 |
5106
InTrack Investment Management
South Burlington,
Vermont
| USD 207 M | +USD 5.27 M | +3% | 3.26% | 99.2% | 115 | 12.17% | 2.9 |
|
| 5107 |
5107
Investments & Financial Planning LLC
Lexington,
Kentucky
| USD 207 M | -USD 4.23 M | -2% | 1.34% | 68% | 41 | 12.2% | 3.8 |
|
| 5108 |
5108
Westview Investment Advisors
Burlington,
Vermont
| USD 207 M | +USD 2.56 M | +1% | 2.11% | – | 72 | 8.33% | 0.6 |
|
| 5109 |
5109
Aspen Wealth Strategies
Arvada,
Colorado
| USD 207 M | +USD 132 k | +0.1% | 1.26% | 72.3% | 92 | 7.61% | 2.6 |
|
| 5110 |
5110
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| USD 207 M | -USD 2.44 M | -1% | 1.44% | 41.6% | 20 | 5% | 1.5 |
|
| 5111 |
IF
5111
Integrity Financial
Cheyenne,
Wyoming
| USD 207 M | -USD 2.68 M | -1% | 2.35% | 75.8% | 324 | 17.9% | 2.5 |
|
| 5112 |
RFG
5112
RFP Financial Group
Atlanta,
Georgia
| USD 207 M | -USD 16.6 M | -7% | 2.62% | 63.4% | 77 | 27.27% | 2.1 |
|
| 5113 |
5113
Rachor Investment Advisory Services
Linden,
Michigan
| USD 207 M | +USD 3.49 M | +2% | 1.31% | – | 232 | 15.52% | 0.6 |
|
| 5114 |
5114
Cassia Capital Partners
Winston Salem,
North Carolina
| USD 207 M | +USD 278 k | +0.1% | 1.04% | 59.9% | 73 | 10.96% | 3.1 |
|
| 5115 |
NED
5115
Nancy E. Dempze
| USD 207 M | -USD 2.48 M | -1% | 2.63% | 94.5% | 92 | 6.52% | 4.7 |
|
| 5116 |
5116
Momentous Wealth Management
Vancouver,
Washington
| USD 206 M | +USD 11.3 M | +6% | 0.47% | – | 55 | 21.82% | 1.3 |
|
| 5117 |
5117
Delta Capital Management
Red Bank,
New Jersey
| USD 206 M | -USD 11 M | -5% | 0.05% | 129% | 112 | 9.82% | 6.1 |
|
| 5118 |
IFS
5118
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 206 M | -USD 1.77 M | -0.9% | 0.61% | 63.5% | 79 | 26.58% | 3.1 |
|
| 5119 |
5119
Deepwater Asset Management
Minneapolis,
Minnesota
| USD 206 M | -USD 14.2 M | -6% | 2.67% | 156% | 43 | 39.53% | 0.9 |
|
| 5120 |
5120
Riverchase Wealth Management
Flower Mound,
Texas
| USD 206 M | -USD 8.61 M | -4% | 0.59% | – | 85 | 14.12% | 1.3 |
|
| 5121 |
5121
Instrumental Wealth
Tampa,
Florida
| USD 206 M | +USD 8.46 M | +4% | 0.75% | 38.2% | 92 | 6.52% | 1.7 |
|
| 5122 |
5122
Hurley Capital
New York
| USD 206 M | +USD 12.7 M | +7% | 1.2% | – | 723 | 14.8% | 1.1 |
|
| 5123 |
5123
Cyr Financial
Hennepin,
Illinois
| USD 206 M | +USD 13.8 M | +7% | 0.26% | – | 63 | 9.52% | 1.6 |
|
| 5124 |
5124
Counterweight Ventures
Wilmington,
North Carolina
| USD 205 M | +USD 4.9 M | +2% | 4.58% | 113% | 81 | 2.47% | 2.3 |
|
| 5125 |
5125
All-Stars Investment
Hong Kong
| USD 205 M | +USD 6.18 M | +3% | 5.9% | 30.1% | 11 | 18.18% | 1.1 |
|