¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
SWGLO
5226
Summit Wealth Group, LLC/OK
Tulsa,
Oklahoma
| USD 59 M | -USD 18 M | -23% | 3% | – | 63 | 17.46% | 0.7 |
|
| 5227 |
5227
Lexington Partners
New York
| USD 58.9 M | -USD 75 M | -56% | 27.6% | 24.5% | 3 | 33.33% | 2 |
|
| 5228 |
5228
Praxis Capital Management
Chicago,
Illinois
| USD 58.9 M | -USD 4.24 M | -7% | 1.82% | – | 36 | 36.11% | 0.5 |
|
| 5229 |
PFA
5229
Portland Financial Advisors
Port Washington,
New York
| USD 57.5 M | +USD 2.72 M | +5% | 0.08% | – | 95 | 9.47% | 1.3 |
|
| 5230 |
5230
Littlejohn & Co
Greenwich,
Connecticut
| USD 57 M | -USD 21.6 M | -27% | 3.12% | 66.1% | 10 | 30% | 2.6 |
|
| 5231 |
5231
General Motors Holdings
Detroit,
Michigan
| USD 56.7 M | -USD 23.1 M | -29% | 28.6% | 21.4% | 4 | 0% | 2.7 |
|
| 5232 |
5232
Eagle Point Credit Management
Greenwich,
Connecticut
| USD 56.4 M | -USD 9.8 M | -15% | 7.74% | – | 13 | 0% | 0.8 |
|
| 5233 |
5233
Israel Discount Bank of New York
New York
| USD 55.4 M | +USD 1.37 M | +3% | 0.85% | 40.8% | 46 | 13.04% | 4.3 |
|
| 5234 |
5234
Wise Wealth Partners
Phoenix,
Arizona
| USD 54.6 M | -USD 4.25 M | -7% | 0.01% | – | 45 | 20% | 1.1 |
|
| 5235 |
5235
Towarzystwo Funduszy Inwestycyjnych Allianz Polska
Warszawa,
Poland
| USD 54.5 M | +USD 7.83 M | +17% | 15.5% | – | 39 | 0% | 2 |
|
| 5236 |
5236
Axon Capital
New York
| USD 53.9 M | -USD 19.7 M | -27% | 6.37% | – | 12 | 41.67% | 0.5 |
|
| 5237 |
5237
H&F Corporate Investors IX
San Francisco,
California
| USD 53.8 M | -USD 2.28 M | -4% | 4.07% | 64.2% | 1 | 0% | 3.8 |
|
| 5238 |
5238
Hestia Capital Management
Cranberry Township,
Pennsylvania
| USD 52.9 M | -USD 22.6 M | -30% | 16.1% | – | 11 | 36.36% | 0.9 |
|
| 5239 |
5239
SL Advisors
Westfield,
New Jersey
| USD 51.2 M | -USD 5.92 M | -10% | 2.39% | 74.1% | 33 | 9.09% | 6.7 |
|
| 5240 |
5240
Crosspoint Financial
Tustin,
California
| USD 50.5 M | +USD 6.85 M | +16% | 1.38% | – | 46 | 30.43% | 1.2 |
|
| 5241 |
5241
Notable Capital Management
Menlo Park,
California
| USD 49.5 M | -USD 2.07 M | -4% | 11.5% | – | 10 | 10% | 0.9 |
|
| 5242 |
5242
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 49.2 M | +USD 3.85 M | +8% | 14.2% | 261% | 39 | 48.72% | 2.2 |
|
| 5243 |
5243
Novus Advisors
Greenville,
South Carolina
| USD 47.7 M | -USD 257 k | -0.5% | 0.29% | – | 55 | 20% | 1.4 |
|
| 5244 |
5244
Robert Wood Johnson Foundation
Princeton,
New Jersey
| USD 47.4 M | -USD 33.6 M | -42% | 4.45% | 3.79% | 3 | 66.67% | 3.3 |
|
| 5245 |
5245
Summit Rock Advisors
New York
| USD 47 M | -USD 29.2 M | -38% | 8.36% | – | 3 | 33.33% | 0.3 |
|
| 5246 |
5246
TRB Advisors
New York
| USD 46.4 M | -USD 186 M | -80% | 1.25% | 76.1% | 6 | 50% | 5 |
|
| 5247 |
FDG
5247
Financial Discovery Group
Atlanta,
Georgia
| USD 46.3 M | -USD 586 k | -1% | 0.22% | – | 21 | 23.81% | 0.5 |
|
| 5248 |
CAM
5248
Capital Asset Management
Denver,
Colorado
| USD 45.9 M | +USD 1.49 M | +3% | 2.38% | – | 47 | 8.51% | 0.7 |
|
| 5249 |
BCM
5249
Bratton Capital Management
Fort Worth,
Texas
| USD 45.4 M | +USD 4.61 M | +11% | 11.3% | 203% | 1 | 0% | 7.8 |
|
| 5250 |
5250
Cornerstone Partners Capital Management
Charlottesville,
Virginia
| USD 45.1 M | +USD 10.7 M | +31% | 2.52% | 61.7% | 8 | 25% | 3.5 |
|