¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
BWM
5901
Blossom Wealth Management
San Ramon, Ca,
California
| USD 74.5 M | +USD 3.55 M | +5% | 3.37% | 104% | 77 | 6.49% | 3.2 |
|
| 5902 |
FCI
5902
Financial Counselors Inc
Overland Park,
Kansas
| USD 74 M | +USD 1.32 M | +2% | 1.39% | 84.8% | 13 | 0% | 9.1 |
|
| 5903 |
5903
APEIRON Capital Ltd
Hong Kong
| USD 73.7 M | -USD 82 M | -53% | 23.8% | 362% | 14 | 50% | 1 |
|
| 5904 |
5904
Angel Oak Capital Advisors
Atlanta,
Georgia
| USD 73.3 M | -USD 6 M | -8% | 3.61% | – | 36 | 22.22% | 1.2 |
|
| 5905 |
5905
Harrison Street Private Wealth
Denver,
Colorado
| USD 73 M | +USD 2.06 M | +3% | 8.26% | – | 21 | 0% | 0.5 |
|
| 5906 |
5906
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| USD 72.5 M | -USD 311 k | -0.4% | 1.85% | – | 1 | 0% | 1.8 |
|
| 5907 |
5907
Stronghold Wealth Management
Tampa,
Florida
| USD 72.4 M | -USD 2.34 M | -3% | 1.27% | – | 143 | 20.98% | 0.6 |
|
| 5908 |
5908
XXEC Inc
Tulsa,
Oklahoma
| USD 71.8 M | -USD 698 M | -91% | 5.93% | 30.1% | 26 | 26.92% | 2.7 |
|
| 5909 |
BAM
5909
Bosun Asset Management
Chicago,
Illinois
| USD 71.3 M | -USD 124 M | -63% | 6.74% | 309% | 79 | 72.15% | 2.5 |
|
| 5910 |
5910
Fourier Capital Management
Hong Kong,
| USD 70.7 M | +USD 6.73 M | +11% | 16.5% | – | 20 | 80% | 0.1 |
|
| 5911 |
5911
University of Maryland Foundation
Adelphi,
Maryland
| USD 70.4 M | +USD 14.3 M | +25% | 1.22% | 54.9% | 5 | 20% | 2.8 |
|
| 5912 |
5912
Copperwood Asset Management
Houston,
Texas
| USD 70.1 M | +USD 23.5 M | +50% | 42.2% | – | 1 | 0% | 0.8 |
|
| 5913 |
5913
Lockerman Financial Group
Newport Beach,
California
| USD 69.7 M | +USD 4.3 M | +7% | 0.25% | 70.4% | 97 | 15.46% | 2 |
|
| 5914 |
5914
Sapphire Ventures
Austin,
Texas
| USD 69.5 M | -USD 34.3 M | -33% | 24.2% | 7.75% | 4 | 25% | 3.3 |
|
| 5915 |
5915
Andina Capital Management
Lehi,
Utah
| USD 69.4 M | +USD 7.43 M | +12% | 0.87% | 38.9% | 86 | 33.72% | 1.2 |
|
| 5916 |
ACM
5916
Altium Capital Management
New York
| USD 68.8 M | +USD 21.3 M | +45% | 2.32% | – | 20 | 5% | 0.7 |
|
| 5917 |
5917
TCG Capital Management
Playa Vista,
California
| USD 67.7 M | -USD 5.88 M | -8% | 7.99% | 29.3% | 1 | 0% | 3.8 |
|
| 5918 |
BC
5918
Bayforest Capital
London,
United Kingdom
| USD 67.6 M | -USD 40.6 M | -38% | 1.42% | – | 1,258 | 59.22% | 0.4 |
|
| 5919 |
5919
Canaan Partners XI
Menlo Park,
California
| USD 66.9 M | -USD 60.4 M | -47% | 46.3% | 798% | 3 | 0% | 3.4 |
|
| 5920 |
5920
Connective Portfolio Management
New York
| USD 66.9 M | +USD 6.81 M | +11% | 9.51% | 468% | 54 | 55.56% | 1.1 |
|
| 5921 |
5921
Crystal Cove Asset Management
Newport Beach,
California
| USD 66.8 M | -USD 24.9 M | -27% | 20.8% | – | 23 | 26.09% | 0.4 |
|
| 5922 |
5922
QP Wealth Management
Eatontown,
New Jersey
| USD 66.5 M | -USD 3.6 M | -5% | 6.73% | – | 88 | 38.64% | 2.4 |
|
| 5923 |
5923
Navigation Wealth Management
Fort Collins,
Colorado
| USD 66.1 M | -USD 6.47 M | -9% | 0.25% | 46.5% | 35 | 8.57% | 1.2 |
|
| 5924 |
5924
Altar Rock
New York
| USD 65.8 M | -USD 2.69 M | -4% | 4.69% | – | 96 | 40.63% | 0.5 |
|
| 5925 |
KA
5925
Kailix Advisors
Fort Lauderdale,
Florida
| USD 65.7 M | -USD 37.8 M | -37% | 11.8% | 6.04% | 12 | 50% | 1.4 |
|