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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, 6,148 fondos (~69%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
5376
Strategic Wealth Advisors
Scottsdale,
Arizona
| USD 134 M | +USD 16.9 M | +14% | 0.65% | – | 260 | 80.38% | 0.8 |
|
| 5377 |
5377
Kraematon Investment Advisors
Braintree,
Massachusetts
| USD 134 M | -USD 422 k | -0.3% | 0.58% | 89.8% | 109 | 6.42% | 2.8 |
|
| 5378 |
5378
Waystone Advisors
Redmond,
Washington
| USD 134 M | -USD 451 k | -0.3% | 2.91% | – | 110 | 0% | 0.6 |
|
| 5379 |
5379
RD Lewis Holdings
Maitland,
Florida
| USD 134 M | -USD 1.64 M | -1% | 1.07% | – | 90 | 4.44% | 1.5 |
|
| 5380 |
5380
Epacria Capital Partners
Boulder,
Colorado
| USD 134 M | +USD 3.98 M | +3% | 0.86% | 86.1% | 25 | 4% | 3.1 |
|
| 5381 |
5381
Harbor Asset Planning
Belmont,
Massachusetts
| USD 133 M | +USD 295 k | +0.2% | 0.18% | – | 423 | 3.55% | 1.2 |
|
| 5382 |
5382
Clearview Wealth Management
Irvine,
California
| USD 133 M | -USD 22.2 M | -14% | 1.42% | – | 66 | 13.64% | 0.5 |
|
| 5383 |
5383
Eagle Harbor Asset Management
Seattle,
Washington
| USD 133 M | +USD 5.98 M | +5% | 1.02% | 76.2% | 158 | 25.32% | 2.7 |
|
| 5384 |
5384
Point Break Capital Management
Miami,
Florida
| USD 133 M | +USD 41.4 M | +45% | 8.88% | – | 27 | 40.74% | 0.8 |
|
| 5385 |
5385
Yorkville Advisors Global
Mountainside,
New Jersey
| USD 133 M | +USD 46.8 M | +54% | 5.16% | – | 53 | 50.94% | 0.3 |
|
| 5386 |
5386
Axos Invest
Las Vegas,
Nevada
| USD 133 M | -USD 3.68 M | -3% | 0.19% | – | 22 | 13.64% | 1.5 |
|
| 5387 |
5387
Barnett & Company
Chattanooga,
Tennessee
| USD 133 M | -USD 2.39 M | -2% | 6.07% | 77% | 92 | 23.91% | 4.1 |
|
| 5388 |
SIM
5388
Summitas Investment Management
Mckinney,
Texas
| USD 133 M | -USD 1.89 M | -1% | 1.83% | – | 10 | 0% | 0.8 |
|
| 5389 |
5389
SBI Holdings USA
Santa Clara,
California
| USD 133 M | +USD 31.5 M | +31% | 31.2% | – | 1 | 0% | 0.8 |
|
| 5390 |
5390
Ruggiero Investments
West Palm Beach,
Florida
| USD 133 M | +USD 13.8 M | +12% | 4.99% | – | 101 | 22.77% | 0.5 |
|
| 5391 |
5391
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| USD 132 M | -USD 2.27 M | -2% | 1.01% | – | 125 | 16% | 1.2 |
|
| 5392 |
5392
RM Financial Services
Falmouth,
Maine
| USD 132 M | -USD 2.09 M | -2% | 0.91% | – | 81 | 6.17% | 0.7 |
|
| 5393 |
5393
LWM Advisors
El Dorado Hills,
California
| USD 132 M | -USD 1.63 M | -1% | 0.87% | – | 40 | 20% | 1.2 |
|
| 5394 |
5394
Pacific Capital Partners
London,
| USD 132 M | +USD 16.9 M | +15% | 1.98% | 61.4% | 45 | 20% | 0.4 |
|
| 5395 |
5395
Tannin Capital
Charlotte,
North Carolina
| USD 132 M | -USD 19.7 M | -13% | 1.65% | – | 182 | 21.43% | 0.6 |
|
| 5396 |
5396
E6 Portfolios
Midvale,
Utah
| USD 132 M | +USD 7.24 M | +6% | 1.68% | – | 102 | 17.65% | 0.6 |
|
| 5397 |
5397
James Reed Financial Services
Cleveland,
Ohio
| USD 132 M | +USD 1.36 M | +1% | 0.24% | – | 19 | 5.26% | 2.7 |
|
| 5398 |
5398
Summerhill Capital Management
Toronto,
Ontario, Canada
| USD 132 M | +USD 7.05 M | +6% | 1.07% | – | 18 | 5.56% | 2 |
|
| 5399 |
5399
Kitching Partners
Conshohocken,
Pennsylvania
| USD 132 M | +USD 15.9 M | +14% | 1.16% | 45.8% | 43 | 16.28% | 1.7 |
|
| 5400 |
5400
Global Strategic Management
San Juan,
Puerto Rico
| USD 132 M | +USD 2.6 M | +2% | 17.1% | – | 33 | 33.33% | 3.8 |
|