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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Capital Advantage
Walnut Creek,
California
| USD 834 M | +USD 14.5 M | +2% | 0.59% | 49.2% | 166 | 14.46% | 2.7 |
|
| 2127 |
2127
Almanack Investment Partners
Wayne,
Pennsylvania
| USD 833 M | +USD 48.7 M | +6% | 1.43% | 82.2% | 359 | 20.33% | 1.7 |
|
| 2128 |
2128
Titan Investment Solutions
London,
| USD 833 M | -USD 60.8 M | -7% | 4.48% | – | 80 | 31.25% | 0.5 |
|
| 2129 |
2129
Wallington Asset Management
Indianapolis,
Indiana
| USD 833 M | +USD 18.7 M | +2% | 3.86% | 120% | 64 | 9.38% | 7.3 |
|
| 2130 |
2130
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 832 M | -USD 10.3 M | -1% | 2.89% | 98.2% | 154 | 9.74% | 5.4 |
|
| 2131 |
2131
Alight Capital Management
New York
| USD 831 M | +USD 119 M | +17% | 7.36% | 506% | 99 | 48.48% | 1 |
|
| 2132 |
2132
Alvarez & Marsal Private Wealth Partners
West Palm Beach,
Florida
| USD 831 M | +USD 72.4 M | +10% | 1.31% | – | 119 | 28.57% | 0.6 |
|
| 2133 |
2133
Sharkey, Howes & Javer
Denver,
Colorado
| USD 830 M | +USD 1.63 M | +0.2% | 0.11% | 60.2% | 165 | 4.85% | 3.7 |
|
| 2134 |
2134
Abacus Planning Group
Columbia,
South Carolina
| USD 830 M | +USD 20.7 M | +3% | 2.03% | 67.8% | 273 | 9.52% | 4.4 |
|
| 2135 |
2135
Tobias Financial Advisors
Plantation,
Florida
| USD 830 M | +USD 42.2 M | +5% | 0.32% | 49% | 162 | 14.2% | 2.7 |
|
| 2136 |
2136
White Lighthouse Investment Management
Bedford,
Massachusetts
| USD 829 M | +USD 26.9 M | +3% | 0.62% | 62.1% | 157 | 9.55% | 5.5 |
|
| 2137 |
2137
Morton Capital Management
Calabasas,
California
| USD 828 M | +USD 96.6 M | +13% | 2.36% | 75.4% | 167 | 11.98% | 2.7 |
|
| 2138 |
2138
Titan Global Capital Management USA
New York
| USD 827 M | +USD 38 M | +5% | 7.13% | 213% | 95 | 20% | 2.1 |
|
| 2139 |
2139
Kingsway Capital Partners
London,
| USD 827 M | +USD 90.9 M | +12% | 16.7% | – | 5 | 0% | 0.9 |
|
| 2140 |
2140
Live Oak Private Wealth
Wilmington,
North Carolina
| USD 827 M | +USD 26.9 M | +3% | 1.48% | 74.6% | 214 | 2.34% | 4.3 |
|
| 2141 |
2141
First Hawaiian Bank
Honolulu,
Hawaii
| USD 826 M | +USD 36.3 M | +5% | 0.47% | 72.7% | 99 | 12.12% | 7.9 |
|
| 2142 |
2142
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| USD 825 M | -USD 16.8 M | -2% | 0.85% | 80.3% | 190 | 11.05% | 3.2 |
|
| 2143 |
2143
North Peak Capital Management
New York
| USD 824 M | -USD 75.7 M | -8% | 15.8% | 249% | 11 | 54.55% | 1.7 |
|
| 2144 |
2144
Blue Edge Capital
Richmond,
Virginia
| USD 823 M | -USD 10.1 M | -1% | 0.19% | 73.2% | 140 | 6.43% | 5.4 |
|
| 2145 |
2145
Vanderbilt University
Nashville,
Tennessee
| USD 822 M | +USD 94.1 M | +13% | 4.24% | 76.4% | 94 | 41.49% | 1.6 |
|
| 2146 |
2146
Segra Capital Management
Palm Beach,
Florida
| USD 822 M | +USD 326 M | +66% | 20.7% | 19% | 17 | 64.71% | 0.3 |
|
| 2147 |
2147
De Lisle Partners
Poole,
United Kingdom
| USD 821 M | -USD 95 M | -10% | 2.55% | – | 190 | 10.53% | 1.7 |
|
| 2148 |
2148
Tempo Wealth
Independence,
Ohio
| USD 821 M | +USD 146 M | +22% | 0.44% | – | 258 | 13.18% | 0.6 |
|
| 2149 |
SIA
2149
Schear Investment Advisers
Cincinnati,
Ohio
| USD 821 M | +USD 522 M | +174% | 0.44% | 241% | 272 | 79.41% | 0.7 |
|
| 2150 |
2150
Merck & Co
Rahway,
New Jersey
| USD 820 M | +USD 294 M | +56% | 98.5% | – | 13 | 0% | 1.5 |
|