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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 91.7 M | -USD 12.9 M | -12% | 10.5% | 12.6% | 1 | 0% | 4.8 |
|
| 5127 |
S2L
5127
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| USD 90.5 M | -USD 18.5 M | -17% | 1.33% | 86% | 31 | 58.06% | 0.3 |
|
| 5128 |
5128
UG Investment Advisers
Taipei,
Taiwan
| USD 90.2 M | -USD 12.9 M | -13% | 1.83% | 183% | 11 | 27.27% | 1.2 |
|
| 5129 |
5129
WestBridge Capital Management
Trianon,
Mauritius
| USD 90.1 M | +USD 10.6 M | +13% | 26.4% | 21.9% | 1 | 0% | 4.3 |
|
| 5130 |
5130
Pacific Excel Wealth Advisors
Walnut Creek,
California
| USD 90.1 M | -USD 168 M | -65% | 2.26% | – | 307 | 87.95% | 0.2 |
|
| 5131 |
MA
5131
McGrath & Associates
Asheville,
North Carolina
| USD 89.8 M | +USD 13.1 M | +17% | 0.96% | – | 44 | 27.27% | 1.1 |
|
| 5132 |
5132
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| USD 89.6 M | +USD 16.3 M | +22% | 1.97% | 96.9% | 404 | 20.54% | 1.7 |
|
| 5133 |
5133
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| USD 89.6 M | -USD 12.3 M | -12% | 1.42% | 65.5% | 73 | 20.55% | 2.1 |
|
| 5134 |
5134
Eurizon Asset Management Hungary
Budapest,
| USD 89.5 M | -USD 4.4 M | -5% | 3.56% | – | 21 | 4.76% | 0.6 |
|
| 5135 |
5135
Alua Capital Management
New York
| USD 89.4 M | -USD 13.3 M | -13% | 23.8% | 46.7% | 1 | 0% | 3.8 |
|
| 5136 |
5136
Walleye Partners
Madison,
Wisconsin
| USD 89 M | +USD 1.27 M | +1% | 0.72% | – | 64 | 15.63% | 0.6 |
|
| 5137 |
5137
1888 Investments
Denver,
Colorado
| USD 88.4 M | +USD 31.9 M | +57% | 1.02% | 43.2% | 8 | 50% | 0.8 |
|
| 5138 |
GBA
5138
Garrison Bradford & Associates
New York
| USD 88.1 M | -USD 4.07 M | -4% | 1.61% | 62.2% | 38 | 26.32% | 7.2 |
|
| 5139 |
5139
John W. Brooker & Co
Oakland,
California
| USD 88 M | +USD 5.19 M | +6% | 0.06% | 43.4% | 78 | 14.1% | 2.4 |
|
| 5140 |
5140
Alan B. Lancz & Associates
Toledo,
Ohio
| USD 87.7 M | -USD 27.2 M | -24% | 4.97% | – | 143 | 33.57% | 3.3 |
|
| 5141 |
5141
Aflac Inc
Columbus,
Georgia
| USD 87.5 M | -USD 5.12 M | -6% | 5.37% | 13.4% | 4 | 0% | 3.2 |
|
| 5142 |
AIS
5142
Altium Investment Strategies
Wesley Chapel,
Florida
| USD 87.4 M | +USD 18 M | +26% | 3.06% | – | 26 | 26.92% | 0.3 |
|
| 5143 |
5143
Vermillion Wealth Management
Rosemount,
Minnesota
| USD 87.4 M | -USD 339 M | -80% | 0.77% | – | 1,604 | 64.84% | 0.7 |
|
| 5144 |
5144
Courant Investment Management
Franklin,
Tennessee
| USD 87.2 M | -USD 15.8 M | -15% | 0.14% | 35.2% | 7 | 0% | 4.6 |
|
| 5145 |
5145
Elite Life Management
Sarasota,
Florida
| USD 86.8 M | +USD 1.33 M | +2% | 2.28% | 91.6% | 64 | 15.63% | 1.5 |
|
| 5146 |
5146
Pictet Bank & Trust
Nassau,
Bahamas
| USD 85.5 M | -USD 7.81 M | -8% | 5.72% | 82.7% | 42 | 28.57% | 4.5 |
|
| 5147 |
OWM
5147
Omnitrust Wealth Management
Jacksonville,
Florida
| USD 85.4 M | – | – | 1.66% | – | 64 | – | 0.9 |
|
| 5148 |
5148
Broyhill Asset Management
Charlotte,
North Carolina
| USD 85.2 M | -USD 27.2 M | -24% | 2.53% | – | 77 | 25.97% | 1.4 |
|
| 5149 |
YIM
5149
Yoffe Investment Management
Lemoyne,
Pennsylvania
| USD 84.9 M | -USD 2.47 M | -3% | 1.6% | – | 116 | 4.31% | 1.6 |
|
| 5150 |
5150
Divco West Real Estate Services
San Francisco,
California
| USD 84.6 M | -USD 9.43 M | -10% | 9.93% | 2.32% | 4 | 0% | 3.8 |
|