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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
1676
Gryphon Financial Partners
Columbus,
Ohio
| USD 1161 M | +USD 26.7 M | +2% | 4.44% | 111% | 412 | 12.62% | 3.1 |
|
| 1677 |
1677
Capital Impact Advisors
Boston,
Massachusetts
| USD 1159 M | -USD 624 M | -35% | 7.74% | – | 35 | 31.43% | 0.8 |
|
| 1678 |
CF
1678
Clarity Financial
Houston,
Texas
| USD 1158 M | -USD 18.7 M | -2% | 2.85% | 65.8% | 148 | 17.57% | 2.2 |
|
| 1679 |
1679
Berkshire Money Management
Dalton,
Massachusetts
| USD 1158 M | +USD 63.7 M | +6% | 0.24% | 61.8% | 148 | 62.84% | 1.5 |
|
| 1680 |
1680
Counterpoint Mutual Funds
San Diego,
California
| USD 1158 M | +USD 147 M | +15% | 3.06% | 74.3% | 505 | 77.62% | 0.2 |
|
| 1681 |
1681
Accurate Wealth Management
Wesley Chapel,
Florida
| USD 1158 M | +USD 109 M | +10% | 2.71% | 101% | 638 | 15.67% | 1.9 |
|
| 1682 |
1682
Jacobs & Co
San Francisco,
California
| USD 1157 M | -USD 9.1 M | -0.8% | 3.46% | 105% | 139 | 8.63% | 7.9 |
|
| 1683 |
1683
Occidental Asset Management
Burlingame,
California
| USD 1156 M | +USD 149 M | +15% | 4.76% | 97.4% | 397 | 21.91% | 3.1 |
|
| 1684 |
1684
AltraVue Capital
Bellevue,
Washington
| USD 1155 M | -USD 232 M | -17% | 11.2% | 175% | 27 | 11.11% | 4.4 |
|
| 1685 |
BDP
1685
Brehaut David Pascal
| USD 1153 M | +USD 90.9 M | +9% | 8.56% | – | 1 | 0% | 0.8 |
|
| 1686 |
1686
Private Capital Advisors
Darien,
Connecticut
| USD 1153 M | +USD 11.7 M | +1% | 3.12% | 132% | 85 | 18.82% | 5.8 |
|
| 1687 |
1687
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 1152 M | -USD 33.9 M | -3% | 1.31% | – | 325 | 10.77% | 6.2 |
|
| 1688 |
1688
Discipline Wealth Solutions
Greenville,
South Carolina
| USD 1152 M | +USD 5.51 M | +0.5% | 0.69% | 45.9% | 207 | 10.14% | 1.2 |
|
| 1689 |
1689
Lodestar Private Asset Management
Alamo,
California
| USD 1151 M | -USD 5.79 M | -0.5% | 0.26% | 64.4% | 244 | 9.84% | 3 |
|
| 1690 |
AH
1690
Allen Holding
New York
| USD 1150 M | +USD 137 M | +13% | 17.8% | 185% | 10 | 0% | 7.9 |
|
| 1691 |
1691
Trust Company
Manhattan,
Kansas
| USD 1149 M | +USD 41.1 M | +4% | 0.6% | 40.6% | 946 | 7.4% | 2.7 |
|
| 1692 |
1692
Vista Capital Partners
Portland,
Oregon
| USD 1147 M | +USD 3.21 M | +0.3% | 0.29% | 69.3% | 188 | 14.36% | 4 |
|
| 1693 |
1693
Marks Group Wealth Management
Minnetonka,
Minnesota
| USD 1145 M | -USD 3.27 M | -0.3% | 2.06% | 71.4% | 379 | 13.46% | 3.3 |
|
| 1694 |
1694
Asset Advisors Investment Management
Augusta,
Georgia
| USD 1144 M | +USD 54.1 M | +5% | 3.18% | 67.5% | 109 | 7.34% | 5.4 |
|
| 1695 |
1695
Great Lakes Retirement
Sandusky,
Ohio
| USD 1143 M | +USD 17.1 M | +2% | 2.25% | 118% | 234 | 12.82% | 2.8 |
|
| 1696 |
1696
Carret Asset Management
New York
| USD 1143 M | -USD 465 k | -0% | 2.51% | 106% | 320 | 7.19% | 8 |
|
| 1697 |
1697
BFSG LLC
Irvine,
California
| USD 1143 M | +USD 14.5 M | +1% | 1.53% | 90.7% | 960 | 24.38% | 2.2 |
|
| 1698 |
1698
Viking Fund Management
Minot,
North Dakota
| USD 1143 M | +USD 26.2 M | +2% | 0.75% | 105% | 155 | 14.84% | 4.8 |
|
| 1699 |
1699
Wealth Management Nebraska
Norfolk,
Nebraska
| USD 1141 M | +USD 20.2 M | +2% | 1.26% | – | 113 | 9.73% | 1.2 |
|
| 1700 |
1700
Delta Asset Management
Memphis,
Tennessee
| USD 1140 M | -USD 16.5 M | -1% | 3.92% | 66.5% | 605 | 2.98% | 5 |
|