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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7001 |
7001
Wells Financial Advisors
Framingham,
Massachusetts
| USD 10.8 M | -USD 11.1 k | -0.1% | 0.01% | 58.9% | 43 | 13.95% | 3.9 |
|
| 7002 |
7002
Vitol Holding
Rotterdam,
Netherlands
| USD 10.5 M | +USD 1.65 M | +19% | 18.6% | 103% | 1 | 0% | 6 |
|
| 7003 |
7003
Gallo Partners
Bloomfield,
New Jersey
| USD 10.3 M | -USD 34.8 M | -77% | 7.14% | – | 56 | 83.93% | 0.1 |
|
| 7004 |
7004
Varde Management
Minneapolis,
Minnesota
| USD 9.23 M | -USD 59.2 M | -87% | 17.1% | 206% | 7 | 100% | 0 |
|
| 7005 |
7005
Compound Global Advisors
Mercer Island,
Washington
| USD 9.22 M | +USD 5.17 M | +128% | 1.15% | – | 45 | 48.89% | 1.1 |
|
| 7006 |
SM
7006
Sabby Management
Miami Beach,
Florida
| USD 9.02 M | -USD 102 M | -92% | 29.5% | 95.8% | 31 | 58.06% | 0.8 |
|
| 7007 |
7007
Acute Investment Advisory
Mesa,
Arizona
| USD 8.99 M | -USD 463 k | -5% | 0.38% | 15% | 18 | 5.56% | 1.5 |
|
| 7008 |
7008
Park Square Financial Group
Roswell,
Georgia
| USD 8.79 M | -USD 2.29 M | -21% | 0.7% | – | 226 | 15.49% | 1.1 |
|
| 7009 |
7009
Price Financial Group Wealth Management
Portland,
Oregon
| USD 8.2 M | +USD 2.18 M | +36% | 3.91% | – | 24 | 37.5% | 0.4 |
|
| 7010 |
7010
SIP Global Opportunity Manager
Portsmouth,
New Hampshire
| USD 8.14 M | -USD 40.4 M | -83% | 62.2% | – | 1 | 0% | 0.8 |
|
| 7011 |
7011
Revelation Capital Management
Sausalito,
California
| USD 8.01 M | -USD 102 M | -93% | 50.8% | – | 3 | 66.67% | 0.4 |
|
| 7012 |
7012
Mizuho Financial Group
Chiyoda-Ku, Tokyo,
Japan
| USD 7.87 M | -USD 3.91 M | -33% | 18.6% | – | 14 | 92.86% | 13.3 |
|
| 7013 |
7013
SPG Advisors
Kirkland,
Washington
| USD 7.77 M | +USD 2.22 M | +40% | 10.5% | – | 12 | 25% | 0.8 |
|
| 7014 |
7014
Spurstone Advisory Services
Higganum,
Connecticut
| USD 7.64 M | +USD 313 k | +4% | 10.6% | – | 101 | 3.96% | 1.2 |
|
| 7015 |
7015
Hoya Capital Real Estate
Rowayton,
Connecticut
| USD 6.99 M | +USD 187 k | +3% | 2.51% | 109% | 10 | 10% | 3.2 |
|
| 7016 |
7016
Atlas Merchant Capital
New York
| USD 6.46 M | +USD 5.88 M | +1,006% | 4.76% | 67.6% | 3 | 100% | 0 |
|
| 7017 |
7017
BCI Securities
Miami,
Florida
| USD 6.17 M | -USD 5.44 M | -47% | 0.16% | – | 18 | 44.44% | 0.6 |
|
| 7018 |
1C
7018
1060 Capital
Denver,
Colorado
| USD 6.07 M | -USD 64.8 M | -91% | 25.3% | 208% | 13 | 100% | 0 |
|
| 7019 |
7019
Belfer Management
New York
| USD 5.94 M | -USD 97.1 k | -2% | 2.44% | 85.9% | 19 | 31.58% | 2.5 |
|
| 7020 |
7020
Pickering Energy Partners
Houston,
Texas
| USD 5.93 M | -USD 30.1 M | -84% | 15.8% | 29.1% | 15 | 33.33% | 0.7 |
|
| 7021 |
7021
Dai-ichi Life International Holdings
Tokyo,
Japan
| USD 5.92 M | +USD 2.76 M | +88% | 9.77% | – | 12 | 33.33% | 0.2 |
|
| 7022 |
7022
Declaration Partners
New York
| USD 4.88 M | -USD 6.38 M | -57% | 56.6% | – | 1 | 0% | 0.8 |
|
| 7023 |
OFC
7023
Oakland Financial Corp
| USD 4.82 M | +USD 308 k | +7% | 4.37% | – | 7 | 14.29% | 1.5 |
|
| 7024 |
EWML
7024
Eiger Wealth Management, LLC
San Diego,
California
| USD 4.62 M | +USD 1.43 M | +45% | 0.47% | – | 17 | 29.41% | 0.5 |
|
| 7025 |
7025
American International Group
New York
| USD 4.18 M | +USD 1.25 M | +43% | 42.6% | 161% | 1 | 0% | 2.3 |
|