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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, 7,143 fondos (~80%) 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 |
5751
Aureum Wealth Management
North Palm Beach,
Florida
| USD 162 M | +USD 477 k | +0.3% | 0.13% | – | 65 | 16.92% | 0.6 |
|
| 5752 |
5752
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| USD 162 M | +USD 2.09 M | +1% | 0.77% | – | 67 | 1.49% | 1.6 |
|
| 5753 |
5753
Argyle Capital Partners
Los Angeles,
California
| USD 162 M | +USD 2.9 M | +2% | 3.46% | – | 186 | 10.75% | 1.4 |
|
| 5754 |
5754
PartnerRe Asset Management
Greenwich,
Connecticut
| USD 162 M | +USD 20.1 M | +14% | 2.62% | – | 3 | 33.33% | 0.5 |
|
| 5755 |
5755
Exchange Bank
Santa Rosa,
California
| USD 162 M | +USD 955 k | +0.6% | 1.75% | 75.2% | 135 | 8.15% | 2.4 |
|
| 5756 |
5756
Charter Research & Investment Group
Southport,
Connecticut
| USD 162 M | -USD 3.2 M | -2% | 2.85% | 97.2% | 94 | 7.45% | 7.6 |
|
| 5757 |
5757
Michels Family Financial
Fort Worth,
Texas
| USD 162 M | +USD 5.58 M | +4% | 1.81% | – | 159 | 10.06% | 1.4 |
|
| 5758 |
5758
Gibson Wealth Advisors
Tyler,
Texas
| USD 162 M | +USD 1.2 M | +0.7% | 0.57% | – | 32 | 6.25% | 3.9 |
|
| 5759 |
5759
Center for Wealth Management Advisory
Milford,
Ohio
| USD 161 M | +USD 1.96 M | +1% | 0.07% | – | 77 | 38.96% | 0.5 |
|
| 5760 |
5760
Mendota Financial Group
Madison,
Wisconsin
| USD 161 M | -USD 127 k | -0.1% | 1.76% | 50.1% | 34 | 8.82% | 2.2 |
|
| 5761 |
5761
Porter White Investment Advisors
Birmingham,
Alabama
| USD 161 M | -USD 98.5 M | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
| 5762 |
5762
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 161 M | +USD 3.42 M | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
| 5763 |
KIM
5763
Kane Investment Management
Los Gatos,
California
| USD 161 M | -USD 73.5 M | -31% | 0.48% | – | 107 | 14.95% | 1.3 |
|
| 5764 |
5764
Harber Asset Management
Asheville,
North Carolina
| USD 161 M | -USD 5.4 M | -3% | 6.32% | 82% | 52 | 46.15% | 0.9 |
|
| 5765 |
5765
Rexford Capital
Bellaire,
Texas
| USD 161 M | -USD 2.37 M | -1% | 0.56% | – | 380 | 24.47% | 0.9 |
|
| 5766 |
KFO
5766
Kopp Family Office
Bloomington,
Minnesota
| USD 161 M | -USD 2.39 M | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
| 5767 |
5767
Blue Capital Inc
Omaha,
Nebraska
| USD 161 M | +USD 3.2 M | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
| 5768 |
5768
ADG Wealth Management Group
Metairie,
Louisiana
| USD 161 M | +USD 3.16 M | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
| 5769 |
5769
Boyar Asset Management
New York
| USD 161 M | -USD 13.7 M | -8% | 2.49% | 87% | 80 | 8.75% | 8 |
|
| 5770 |
5770
Laraway Financial Advisors
Saint Cloud,
Minnesota
| USD 161 M | -USD 4.13 M | -3% | 1.66% | 101% | 140 | 5% | 3.7 |
|
| 5771 |
5771
Arbor Wealth Advisors
Troy,
Michigan
| USD 161 M | -USD 2.99 M | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
| 5772 |
5772
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 160 M | -USD 1.06 M | -0.7% | 0.48% | 71.4% | 724 | 8.43% | 2 |
|
| 5773 |
5773
Horizons Wealth Management
Asheville,
North Carolina
| USD 160 M | – | – | 1.83% | – | 165 | – | 3.4 |
|
| 5774 |
5774
Cultivar Capital
Denton,
Texas
| USD 160 M | +USD 4.95 M | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
| 5775 |
CCP
5775
Crocodile Capital Partners
Ursensollen,
Germany
| USD 160 M | +USD 13.1 M | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|