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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 115 M | +USD 451 k | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 5652 |
5652
MH & Associates Securities Management
Carlsbad,
California
| USD 115 M | +USD 3.2 M | +3% | 3.68% | – | 103 | 3.88% | 0.7 |
|
| 5653 |
KAM
5653
Kazazian Asset Management
Fort Lauderdale,
Florida
| USD 115 M | +USD 3.34 M | +3% | 0.26% | – | 66 | 34.85% | 1.8 |
|
| 5654 |
FCM
5654
Floyd Capital Management
Texarkana,
Texas
| USD 115 M | -USD 16.9 M | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 5655 |
5655
Traub Capital Management
Needham,
Massachusetts
| USD 114 M | +USD 2.21 M | +2% | 2.91% | – | 137 | 8.76% | 1.1 |
|
| 5656 |
5656
Lakehouse Capital
Sydney NSW,
Australia
| USD 114 M | +USD 23.6 M | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 5657 |
AIM
5657
Athena Investment Management
Orinda,
California
| USD 114 M | -USD 54.6 M | -32% | 1.41% | 88.5% | 137 | 18.98% | 3.9 |
|
| 5658 |
5658
Valued Retirements
Houston,
Texas
| USD 114 M | +USD 2.62 M | +2% | 2.43% | 84.6% | 110 | 19.09% | 1.8 |
|
| 5659 |
5659
Unified Investment Management
Atlanta,
Georgia
| USD 114 M | +USD 5.35 M | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 5660 |
5660
Arrow Capital
Sydney,
Australia
| USD 113 M | -USD 4.03 M | -3% | 4.85% | – | 34 | 73.53% | 0.3 |
|
| 5661 |
5661
Briggs Wealth Management
Glastonbury,
Connecticut
| USD 113 M | +USD 3.91 M | +4% | 0.63% | – | 65 | 10.77% | 0.6 |
|
| 5662 |
5662
Opus Financial Solutions
Downers Grove,
Illinois
| USD 113 M | -USD 10.8 M | -9% | 1.16% | – | 125 | 24.8% | 0.6 |
|
| 5663 |
5663
Eleva Capital
Paris,
France
| USD 113 M | -USD 230 M | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 5664 |
IMT
5664
Investment Management Trust
Fitchburg,
Massachusetts
| USD 113 M | +USD 1.57 M | +1% | 3.31% | – | 82 | 10.98% | 0.5 |
|
| 5665 |
5665
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| USD 113 M | +USD 1.5 M | +1% | 1.98% | – | 316 | 4.11% | 0.7 |
|
| 5666 |
5666
Redwood Family Wealth
Addison,
Texas
| USD 113 M | -USD 941 k | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 5667 |
5667
JBGlobal.com
New York
| USD 113 M | -USD 1.35 M | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 5668 |
5668
Townsend Financial Planning
Mt Sterling,
Kentucky
| USD 113 M | -USD 1.85 M | -2% | 2.16% | – | 31 | 3.23% | 0.7 |
|
| 5669 |
5669
Jefferson Bridge Capital
Nashville,
Tennessee
| USD 113 M | -USD 2.56 M | -2% | 1.9% | – | 54 | 9.26% | 0.7 |
|
| 5670 |
5670
Catalyst Investment Management
Windham,
New Hampshire
| USD 113 M | +USD 2.51 M | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 5671 |
5671
FinArc Investments
Norwood,
Massachusetts
| USD 113 M | +USD 2.38 M | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 5672 |
5672
AlphaCentric Advisors
San Juan,
Puerto Rico
| USD 113 M | -USD 5.41 M | -5% | 3.08% | – | 292 | 27.4% | 1.2 |
|
| 5673 |
5673
Variant Private Wealth
Tysons,
Virginia
| USD 113 M | +USD 23.6 M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 5674 |
5674
Royal Palms Capital
Whitefish,
Montana
| USD 113 M | -USD 1.16 M | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 5675 |
5675
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 112 M | +USD 695 k | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|