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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
CF
5751
Calder Financial
Downingtown,
Pennsylvania
| USD 105 M | -USD 1.56 M | -1% | 0.67% | – | 43 | 2.33% | 0.7 |
|
| 5752 |
TF
5752
Telligent Fund
Hong Kong
| USD 104 M | -USD 31.2 M | -23% | 8.59% | – | 31 | 54.84% | 0.6 |
|
| 5753 |
5753
Bluebird Wealth Management
Medfield,
Massachusetts
| USD 104 M | -USD 11.2 M | -10% | 4.65% | – | 99 | 21.21% | 0.5 |
|
| 5754 |
5754
Surience Private Wealth
Yakima,
Washington
| USD 104 M | -USD 9.5 M | -8% | 0.47% | 169% | 64 | 62.5% | 0.4 |
|
| 5755 |
5755
Crosspoint Capital Strategies
Orinda,
California
| USD 104 M | – | – | 1.81% | – | 139 | – | 0.3 |
|
| 5756 |
5756
Q Fund Management (Hong Kong)
Hong Kong,
| USD 104 M | -USD 5.52 M | -5% | 9.72% | – | 42 | 47.62% | 0.4 |
|
| 5757 |
5757
Montchanin Asset Management
Montchanin,
Delaware
| USD 104 M | +USD 5.89 M | +6% | 7.66% | 120% | 66 | 12.12% | 2.4 |
|
| 5758 |
5758
Succession Financial
Mckinney,
Texas
| USD 104 M | -USD 1.23 M | -1% | 2.69% | – | 55 | 21.82% | 0.2 |
|
| 5759 |
5759
Willow Creek Capital Management
Missoula,
Montana
| USD 104 M | +USD 728 k | +0.7% | 3.78% | – | 106 | 12.26% | 0.2 |
|
| 5760 |
5760
T3 Companies
New York
| USD 103 M | +USD 9.7 M | +10% | 1.69% | – | 292 | 72.26% | 0.2 |
|
| 5761 |
UPWM
5761
UMB Private Wealth Management
Kansas City,
Missouri
| USD 103 M | – | – | 1.91% | – | 1,409 | – | 0 |
|
| 5762 |
5762
Strategic Financial Group
Grand Haven,
Michigan
| USD 103 M | -USD 1.12 M | -1% | 2.08% | – | 20 | 5% | 0.5 |
|
| 5763 |
EAP
5763
Elevation Advisory Partners
Orlando,
Florida
| USD 103 M | +USD 5.44 M | +6% | 3.7% | – | 54 | 16.67% | 0.4 |
|
| 5764 |
5764
Gritstone Asset Management
Bethesda,
Maryland
| USD 103 M | -USD 846 k | -0.8% | 0.36% | – | 226 | 36.73% | 0.6 |
|
| 5765 |
5765
Provident Living Financial Services
Lehi,
Utah
| USD 103 M | +USD 1.43 M | +1% | 2.03% | – | 54 | 9.26% | 0.7 |
|
| 5766 |
5766
Parrish Capital
Kennesaw,
Georgia
| USD 103 M | -USD 1.09 M | -1% | 2.12% | – | 88 | 5.68% | 0.7 |
|
| 5767 |
PBK
5767
Peoples Bank (Kansas)
Pratt,
Kansas
| USD 103 M | -USD 339 k | -0.3% | 3.28% | 74.5% | 101 | 6.93% | 2.6 |
|
| 5768 |
RCDBASW
5768
Rudd Co d/b/a Styre Wealth
Fort Worth,
Texas
| USD 103 M | – | – | 2.29% | – | 75 | – | 0 |
|
| 5769 |
5769
Langley Wealth Management
Corinth,
Mississippi
| USD 102 M | -USD 209 k | -0.2% | 1.68% | – | 139 | 23.02% | 0.2 |
|
| 5770 |
5770
Palladiem
Bryn Mawr,
Pennsylvania
| USD 102 M | -USD 884 k | -0.9% | 0.24% | – | 142 | 9.86% | 1.6 |
|
| 5771 |
5771
Guilbault Capital
Metairie,
Louisiana
| USD 102 M | +USD 2.44 M | +2% | 1.75% | – | 81 | 19.75% | 0.6 |
|
| 5772 |
5772
Schuylkill Financial
Wyomissing,
Pennsylvania
| USD 102 M | -USD 6.23 M | -6% | 2.19% | – | 72 | 16.67% | 0.2 |
|
| 5773 |
IWMO
5773
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| USD 102 M | +USD 6.9 M | +7% | 1.93% | – | 104 | 17.31% | 0.5 |
|
| 5774 |
5774
Benson Wealth Management
Ooltewah, Tn,
Tennessee
| USD 102 M | +USD 2.18 M | +2% | 2.28% | – | 385 | 8.83% | 0.6 |
|
| 5775 |
5775
Financial Network Wealth Advisors
Murray,
Utah
| USD 101 M | +USD 2.73 M | +3% | 1.88% | 57.7% | 973 | 18.5% | 1.4 |
|