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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
VH
2026
V3 Holding
Rye,
New York
| USD 894 M | -USD 535 M | -37% | 35.4% | – | 1 | 0% | 1.8 |
|
| 2027 |
2027
Meridian Wealth Advisors
Austin,
Texas
| USD 893 M | +USD 12.9 M | +1% | 4.16% | 91.2% | 229 | 13.97% | 4.3 |
|
| 2028 |
2028
TFC Financial Management
Boston,
Massachusetts
| USD 893 M | -USD 9.5 M | -1% | 1.13% | 66.9% | 1,096 | 10.13% | 3 |
|
| 2029 |
2029
LexAurum Advisors
Overland Park,
Kansas
| USD 893 M | +USD 26.8 M | +3% | 0.64% | – | 445 | 9.66% | 3.4 |
|
| 2030 |
2030
High Probability Advisors
Pittsford,
New York
| USD 892 M | -USD 42.9 M | -5% | 1.42% | 52.6% | 78 | 12.82% | 3.3 |
|
| 2031 |
MO
2031
McMillan Office
St. Clair Shores,
Michigan
| USD 892 M | +USD 20.8 M | +2% | 5.49% | – | 526 | 7.41% | 0.7 |
|
| 2032 |
2032
Caledonia Investments plc (UK)
London England,
United Kingdom
| USD 890 M | +USD 6.93 M | +0.8% | 4.29% | 61.9% | 15 | 0% | 6.7 |
|
| 2033 |
2033
Slow Capital
Greenbrae,
California
| USD 890 M | +USD 33.2 M | +4% | 9.42% | 156% | 113 | 4.42% | 5.3 |
|
| 2034 |
2034
Baxter Bros Inc
Riverside,
Connecticut
| USD 889 M | +USD 24.9 M | +3% | 4.96% | 84.1% | 180 | 6.11% | 6 |
|
| 2035 |
2035
Knightsbridge Asset Management
Newport Beach,
California
| USD 888 M | +USD 126 M | +17% | 2.12% | 156% | 386 | 30.83% | 1.6 |
|
| 2036 |
2036
Capital Advisors Wealth Management
Yakima,
Washington
| USD 888 M | +USD 36.2 M | +4% | 1.44% | 70.5% | 243 | 9.05% | 2.7 |
|
| 2037 |
2037
Abacus Wealth Partners
Santa Monica,
California
| USD 886 M | -USD 65.4 M | -7% | 1.1% | 49.5% | 354 | 19.21% | 1.5 |
|
| 2038 |
2038
1834 Investment Advisors
Milwaukee,
Wisconsin
| USD 886 M | +USD 3.13 M | +0.4% | 1.14% | 68.7% | 238 | 13.87% | 5.7 |
|
| 2039 |
2039
Cannon Financial Strategists
Athens,
Georgia
| USD 885 M | +USD 6.18 M | +0.7% | 1.1% | 56.7% | 139 | 6.47% | 3.3 |
|
| 2040 |
2040
TCP Asset Management
Columbus,
Ohio
| USD 885 M | +USD 2.41 M | +0.3% | 0.15% | 65% | 153 | 13.73% | 1.8 |
|
| 2041 |
2041
Apollon Financial
Mount Pleasant,
South Carolina
| USD 883 M | +USD 35.8 M | +4% | 1.29% | 103% | 318 | 10.38% | 1.7 |
|
| 2042 |
2042
SeaCrest Wealth Management
Purchase,
New York
| USD 883 M | -USD 20.3 M | -2% | 2.4% | 153% | 586 | 12.97% | 4.9 |
|
| 2043 |
2043
Fractal Investments
Glastonbury,
Connecticut
| USD 883 M | +USD 15.8 M | +2% | 0.27% | 74.2% | 86 | 16.28% | 2.5 |
|
| 2044 |
2044
Vision Capital Management
Portland,
Oregon
| USD 882 M | +USD 5.62 M | +0.6% | 2.53% | 78.4% | 161 | 9.32% | 4.9 |
|
| 2045 |
2045
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 881 M | -USD 696 M | -44% | 3.56% | 66.5% | 81 | 58.02% | 0.8 |
|
| 2046 |
2046
Mar Vista Investment Partners
Los Angeles,
California
| USD 881 M | -USD 124 M | -12% | 3.02% | 88.1% | 33 | 0% | 6.1 |
|
| 2047 |
2047
FJ Capital Management
Mclean,
Virginia
| USD 881 M | +USD 110 M | +14% | 4.34% | 80% | 201 | 64.18% | 0.7 |
|
| 2048 |
2048
Inspirion Wealth Advisors
Libertyville,
Illinois
| USD 880 M | +USD 6.9 M | +0.8% | 1.07% | 52.5% | 200 | 11.5% | 4.6 |
|
| 2049 |
2049
Parkside Investments
Deerfield,
Illinois
| USD 879 M | -USD 23 M | -3% | 1.16% | 70.4% | 99 | 12.12% | 4.4 |
|
| 2050 |
2050
Bernicke Wealth Management
Altoona,
Wisconsin
| USD 878 M | +USD 16.2 M | +2% | 0.99% | – | 118 | 13.56% | 3.6 |
|