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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
Virginia Estate & Retirement Planning Advisors
Glen Allen,
Virginia
| USD 79.1 M | -USD 3.97 M | -5% | 2.18% | – | 262 | 42.75% | 0.3 |
|
| 5177 |
5177
Avory & Company
Miami,
Florida
| USD 78.9 M | -USD 1.12 M | -1% | 5.29% | 74.9% | 34 | 5.88% | 2.3 |
|
| 5178 |
5178
Alken Asset Management
London,
United Kingdom
| USD 78.5 M | -USD 11.1 M | -12% | 1.61% | 2.19% | 31 | 3.23% | 0.9 |
|
| 5179 |
5179
Norwood Investment Partners
Mill Valley,
California
| USD 77.3 M | +USD 4.93 M | +7% | 5.1% | 24.4% | 17 | 29.41% | 1.4 |
|
| 5180 |
JAWA
5180
John A. Wolfe & Associates
Portage,
Michigan
| USD 77.3 M | +USD 4.73 M | +7% | 1.23% | – | 47 | 10.64% | 0.6 |
|
| 5181 |
5181
Stapp Wealth Management
Olympia,
Washington
| USD 77.2 M | +USD 706 k | +0.9% | 1.88% | 54.4% | 34 | 14.71% | 1.7 |
|
| 5182 |
OR
5182
Olympiad Research
Stamford,
Connecticut
| USD 77 M | +USD 29 M | +60% | 3.3% | 187% | 335 | 82.69% | 0.1 |
|
| 5183 |
5183
Wellington Shields & Co
New York
| USD 76 M | -USD 370 M | -83% | 2.19% | 127% | 333 | 87.69% | 4.8 |
|
| 5184 |
CMANY
5184
Capital Management Associates (New York)
New York
| USD 76 M | -USD 1.75 M | -2% | 2.19% | 215% | 50 | 22% | 3.1 |
|
| 5185 |
5185
Wellington Shields Capital Management
New York
| USD 76 M | -USD 712 M | -90% | 2.19% | 157% | 337 | 87.54% | 6.3 |
|
| 5186 |
5186
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| USD 75.9 M | +USD 6.28 M | +9% | 5.59% | 2.88% | 5 | 40% | 3.9 |
|
| 5187 |
5187
Triad Investment Management
Newport Beach,
California
| USD 75.4 M | -USD 15.3 M | -17% | 1.69% | – | 37 | 21.62% | 3.5 |
|
| 5188 |
5188
Optimas Capital
Central,
Hong Kong
| USD 75.3 M | -USD 21.6 M | -22% | 3.5% | 358% | 27 | 81.48% | 0.1 |
|
| 5189 |
BWM
5189
Blossom Wealth Management
San Ramon, Ca,
California
| USD 74.5 M | +USD 3.55 M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5190 |
FCI
5190
Financial Counselors Inc
Overland Park,
Kansas
| USD 74 M | +USD 1.32 M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5191 |
5191
APEIRON Capital Ltd
Hong Kong
| USD 73.7 M | -USD 82 M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5192 |
5192
Harrison Street Private Wealth
Denver,
Colorado
| USD 73 M | +USD 2.06 M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5193 |
5193
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| USD 72.5 M | -USD 311 k | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5194 |
5194
Stronghold Wealth Management
Tampa,
Florida
| USD 72.4 M | -USD 2.34 M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5195 |
5195
XXEC Inc
Tulsa,
Oklahoma
| USD 71.8 M | -USD 698 M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5196 |
5196
Fourier Capital Management
Hong Kong,
| USD 70.7 M | +USD 6.73 M | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5197 |
5197
University of Maryland Foundation
Adelphi,
Maryland
| USD 70.4 M | +USD 14.3 M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5198 |
5198
Lockerman Financial Group
Newport Beach,
California
| USD 69.7 M | +USD 4.3 M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5199 |
5199
Sapphire Ventures
Austin,
Texas
| USD 69.5 M | -USD 34.3 M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5200 |
5200
Andina Capital Management
Lehi,
Utah
| USD 69.4 M | +USD 7.43 M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|