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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
Quantedge Capital
Singapore
| USD 921 M | +USD 789 M | +598% | 2.13% | 118% | 74 | 55.41% | 1.2 |
|
| 1977 |
1977
Liquid Strategies
Atlanta,
Georgia
| USD 920 M | +USD 188 M | +26% | 0.44% | 52.4% | 7 | 0% | 5.7 |
|
| 1978 |
1978
Bank Hapoalim BM
Tel Aviv,
Israel
| USD 919 M | -USD 586 M | -39% | 2.07% | 80.5% | 123 | 10.57% | 5.3 |
|
| 1979 |
1979
Strid Group
Newtown Square,
Pennsylvania
| USD 917 M | +USD 16.5 M | +2% | 0.19% | 55.2% | 97 | 8.25% | 3.1 |
|
| 1980 |
1980
Baker Ellis Asset Management
Vancouver,
Washington
| USD 917 M | -USD 47 M | -5% | 1.62% | 91.9% | 270 | 8.52% | 5.9 |
|
| 1981 |
1981
Sycomore Asset Management
Paris,
France
| USD 917 M | -USD 14.7 M | -2% | 3.85% | 163% | 72 | 5.56% | 3 |
|
| 1982 |
1982
ZEGA Investments
Palm Beach Gardens,
Florida
| USD 917 M | -USD 56.1 M | -6% | 4.93% | – | 382 | 32.46% | 0.7 |
|
| 1983 |
1983
Johnson Bixby & Associates
Vancouver,
Washington
| USD 916 M | +USD 20.1 M | +2% | 0.52% | 48.7% | 135 | 8.89% | 3.4 |
|
| 1984 |
1984
Advisors Preferred
Rockville,
Maryland
| USD 915 M | +USD 270 M | +42% | 1.89% | 102% | 313 | 60.06% | 0.8 |
|
| 1985 |
1985
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 915 M | -USD 69.1 M | -7% | 2.79% | 114% | 317 | 11.67% | 2.3 |
|
| 1986 |
1986
Liberty Wealth Management
Oakland,
California
| USD 914 M | +USD 114 M | +14% | 0.69% | 73% | 311 | 26.37% | 2.6 |
|
| 1987 |
1987
RTD Financial Advisors
Philadelphia,
Pennsylvania
| USD 914 M | -USD 2.96 M | -0.3% | 1.51% | 51.5% | 129 | 10.85% | 3.5 |
|
| 1988 |
1988
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| USD 912 M | +USD 5.71 M | +0.6% | 0.33% | 72.8% | 221 | 13.57% | 1.8 |
|
| 1989 |
1989
Walkner Condon Financial Advisors
Madison,
Wisconsin
| USD 911 M | +USD 40 M | +5% | 0.25% | 62.6% | 384 | 14.06% | 2.8 |
|
| 1990 |
1990
Soundwatch Capital
Rowayton,
Connecticut
| USD 911 M | +USD 9.6 M | +1% | 2.48% | 79.6% | 55 | 10.91% | 1.8 |
|
| 1991 |
1991
Wealthcare Capital Management
Richmond,
Virginia
| USD 911 M | -USD 143 M | -14% | 0.83% | 46.2% | 111 | 16.22% | 4.5 |
|
| 1992 |
1992
Vivo Capital
Palo Alto,
California
| USD 909 M | -USD 186 M | -17% | 5.54% | 4,748% | 55 | 23.64% | 1.5 |
|
| 1993 |
1993
Valley National Advisers
Bethlehem,
Pennsylvania
| USD 909 M | +USD 8.92 M | +1% | 0.75% | 87.2% | 1,756 | 42.2% | 2.9 |
|
| 1994 |
1994
Teamwork Financial Advisors
San Antonio,
Texas
| USD 908 M | -USD 194 M | -18% | 1.2% | 134% | 242 | 35.95% | 2.3 |
|
| 1995 |
1995
Lake Street Private Wealth
Chicago,
Illinois
| USD 908 M | +USD 33.7 M | +4% | 3.88% | 105% | 289 | 8.3% | 3.8 |
|
| 1996 |
1996
Murchinson
Toronto,
Ontario, Canada
| USD 908 M | +USD 183 M | +25% | 5.4% | 137% | 163 | 58.9% | 0.4 |
|
| 1997 |
1997
Oak Root LLC
Santa Barbara,
California
| USD 907 M | +USD 877 k | +0.1% | 0.12% | 75.4% | 10 | 0% | 2.8 |
|
| 1998 |
1998
Inscription Capital
Houston,
Texas
| USD 906 M | -USD 222 M | -20% | 3.06% | – | 860 | 32.56% | 1.9 |
|
| 1999 |
1999
Philip James Wealth Mangement
Milton,
Georgia
| USD 906 M | +USD 17.3 M | +2% | 3.99% | 76% | 158 | 11.39% | 1.8 |
|
| 2000 |
2000
Pathway Financial Advisors
South Burlington,
Vermont
| USD 905 M | +USD 47.8 M | +6% | 0.13% | 52.7% | 133 | 6.02% | 5 |
|