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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Decision Investments
San Diego,
California
| USD 110 M | +USD 523 k | +0.5% | 2.62% | – | 155 | 9.68% | 0.7 |
|
| 5702 |
5702
Michael Brady & Co
Westlake,
Ohio
| USD 110 M | -USD 3.14 M | -3% | 1.01% | – | 58 | 5.17% | 0.7 |
|
| 5703 |
5703
Barden Capital Management
Austin,
Texas
| USD 110 M | +USD 1.57 M | +1% | 1.21% | 80.1% | 58 | 8.62% | 3 |
|
| 5704 |
5704
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 110 M | +USD 4.4 M | +4% | 0.13% | – | 256 | 60.55% | 0.3 |
|
| 5705 |
5705
Deer Park Road Corp
Steamboat Springs,
Colorado
| USD 110 M | +USD 85.3 M | +347% | 52.9% | 55.9% | 6 | 16.67% | 3.5 |
|
| 5706 |
5706
Weber Capital Management
San Francisco,
California
| USD 110 M | -USD 7.81 M | -7% | 0.07% | – | 13 | 0% | 0.8 |
|
| 5707 |
5707
Kachkovsky & Fisher Inc
San Diego,
California
| USD 110 M | +USD 5.55 M | +5% | 2.34% | – | 74 | 16.22% | 0.2 |
|
| 5708 |
5708
American National Bank of Texas
Richardson,
Texas
| USD 109 M | -USD 88.7 k | -0.1% | 0.16% | – | 57 | 10.53% | 0.9 |
|
| 5709 |
5709
Entelevest
Coral Gables,
Florida
| USD 109 M | -USD 7.76 M | -7% | 0.45% | – | 169 | 24.85% | 0.5 |
|
| 5710 |
5710
Aspirean Wealth
Mill Valley,
California
| USD 109 M | +USD 1.57 M | +1% | 0.05% | – | 20 | 10% | 0.7 |
|
| 5711 |
5711
Karras Company
Roy,
Utah
| USD 109 M | -USD 1.2 M | -1% | 0.13% | – | 66 | 9.09% | 0.7 |
|
| 5712 |
5712
Yanni & Associates Investment Advisors
Wexford,
Pennsylvania
| USD 109 M | +USD 657 k | +0.6% | 1.41% | – | 38 | 13.16% | 0.7 |
|
| 5713 |
5713
Unify Financial Advisors
Clearwater,
Florida
| USD 109 M | +USD 725 k | +0.7% | 1.7% | – | 95 | 14.74% | 0.7 |
|
| 5714 |
MFC
5714
Miramar Fiduciary Corp
Reno,
Nevada
| USD 109 M | +USD 7.85 M | +8% | 0.92% | 67.7% | 5 | 0% | 4.8 |
|
| 5715 |
5715
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 109 M | +USD 2.43 M | +2% | 2.54% | – | 173 | 64.16% | 0.3 |
|
| 5716 |
5716
Ramsey Quantitative Systems
Louisville,
Kentucky
| USD 109 M | -USD 2.63 M | -2% | 1.3% | 51.1% | 83 | 49.4% | 0.3 |
|
| 5717 |
5717
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| USD 109 M | -USD 5.45 M | -5% | 5.47% | 80.2% | 51 | 9.8% | 3.7 |
|
| 5718 |
5718
Zinnia Wealth Advisory
Ocala,
Florida
| USD 109 M | +USD 10.6 M | +11% | 2.56% | – | 115 | 22.61% | 0.6 |
|
| 5719 |
5719
PMG Family Office
Plano,
Texas
| USD 108 M | -USD 394 k | -0.4% | 1.58% | – | 117 | 6.84% | 0.9 |
|
| 5720 |
5720
Oregon Pacific Wealth Management
Medford,
Oregon
| USD 108 M | +USD 1.28 M | +1% | 0.15% | – | 128 | 21.09% | 1.1 |
|
| 5721 |
RFL
5721
RD Finance Ltd
Limassol,
Cyprus
| USD 108 M | +USD 6.34 M | +6% | 1.74% | – | 37 | 56.76% | 0.3 |
|
| 5722 |
5722
Mirabaud Asset Management
London,
United Kingdom
| USD 108 M | -USD 12.6 M | -10% | 1.71% | 136% | 49 | 100% | – |
|
| 5723 |
5723
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| USD 108 M | -USD 67 M | -38% | 0.22% | – | 104 | 50.96% | 1.4 |
|
| 5724 |
5724
Shelter Rock Management
Jericho,
New York
| USD 107 M | +USD 4.29 M | +4% | 1.45% | – | 42 | 19.05% | 0.6 |
|
| 5725 |
5725
Lubar & Co
Milwaukee,
Wisconsin
| USD 107 M | -USD 19.2 M | -15% | 14.3% | – | 3 | 0% | 9.1 |
|