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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Monaco Asset Management
Monaco
| USD 818 M | -USD 440 M | -35% | 0.68% | 136% | 64 | 45.31% | 1 |
|
| 2152 |
2152
Nottingham Advisors
Amherst,
New York
| USD 817 M | -USD 20.6 M | -2% | 1.25% | 47.6% | 126 | 10.32% | 5 |
|
| 2153 |
2153
Asio Capital
Lexington,
Kentucky
| USD 816 M | +USD 34.8 M | +4% | 1.8% | 98% | 137 | 24.82% | 2.6 |
|
| 2154 |
2154
Artemis Wealth Advisors
New York
| USD 815 M | -USD 19.4 M | -2% | 1.24% | 180% | 64 | 37.5% | 2.4 |
|
| 2155 |
2155
Resources Management Corp
West Hartford,
Connecticut
| USD 815 M | +USD 21.1 M | +3% | 4.3% | 93.2% | 195 | 5.64% | 6.5 |
|
| 2156 |
2156
Stonebridge Financial Group
San Rafael,
California
| USD 815 M | +USD 92.4 M | +13% | 0.57% | – | 327 | 18.96% | 0.2 |
|
| 2157 |
2157
MATAURO
New York
| USD 814 M | +USD 57.9 M | +8% | 4.04% | – | 189 | 26.98% | 1 |
|
| 2158 |
2158
Riversedge Advisors
Wilmington,
Delaware
| USD 813 M | +USD 53.9 M | +7% | 2.68% | 71.3% | 400 | 29% | 1.3 |
|
| 2159 |
2159
Greenup Street Wealth Management
Ann Arbor,
Michigan
| USD 813 M | -USD 8.69 M | -1% | 0.44% | 69.8% | 155 | 22.58% | 2 |
|
| 2160 |
2160
Cordoba Advisory Partners
New York
| USD 813 M | +USD 341 M | +72% | 3.28% | – | 156 | 9.62% | 0.6 |
|
| 2161 |
2161
Meridian Wealth Partners
Exton,
Pennsylvania
| USD 812 M | -USD 13.9 M | -2% | 0.31% | 59% | 130 | 18.46% | 4 |
|
| 2162 |
2162
Avenir Corporation
Alexandria,
Virginia
| USD 812 M | -USD 8.97 M | -1% | 5.77% | 49.1% | 79 | 10.13% | 6.9 |
|
| 2163 |
2163
Pembroke Management
Montreal,
Quebec, Canada
| USD 809 M | +USD 34.8 M | +5% | 1.91% | 105% | 116 | 16.38% | 1.9 |
|
| 2164 |
2164
Edenbrook Capital
Mt. Kisco,
New York
| USD 808 M | +USD 312 M | +63% | 18.8% | 436% | 27 | 59.26% | 2.1 |
|
| 2165 |
2165
Trifecta Capital Advisors
Northbrook,
Illinois
| USD 808 M | +USD 31.6 M | +4% | 5.51% | 149% | 499 | 38.08% | 2.3 |
|
| 2166 |
2166
Nexus Investment Management
Toronto,
Ontario, Canada
| USD 808 M | +USD 41 M | +5% | 5.42% | 93.5% | 73 | 1.37% | 5.5 |
|
| 2167 |
2167
Stokes Family Office
New Orleans,
Louisiana
| USD 808 M | -USD 49.7 M | -6% | 1.81% | 76.3% | 288 | 12.85% | 3.7 |
|
| 2168 |
2168
Cornerstone Planning Group
Fairfield,
New Jersey
| USD 808 M | +USD 13.6 M | +2% | 0.39% | 60% | 1,868 | 90.58% | 2.8 |
|
| 2169 |
2169
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| USD 807 M | +USD 25 M | +3% | 2.84% | 71.4% | 239 | 10.88% | 3.9 |
|
| 2170 |
2170
Barton Investment Management
West Conshohocken,
Pennsylvania
| USD 807 M | +USD 68.4 M | +9% | 15.1% | 124% | 61 | 6.56% | 6.6 |
|
| 2171 |
2171
Strategic Wealth Investment Group
Louisville,
Kentucky
| USD 806 M | -USD 18.5 M | -2% | 2.86% | – | 108 | 11.11% | 2.6 |
|
| 2172 |
2172
Suncoast Equity Management
Tampa,
Florida
| USD 806 M | +USD 7.51 M | +0.9% | 6.14% | 96.1% | 67 | 10.45% | 3.3 |
|
| 2173 |
2173
Capital Investment Counsel (Colorado)
Denver,
Colorado
| USD 805 M | -USD 3.25 M | -0.4% | 0.46% | 68.7% | 162 | 8.02% | 1.7 |
|
| 2174 |
2174
Thrive Wealth Management
Audubon,
Pennsylvania
| USD 805 M | +USD 18 M | +2% | 2.64% | 84.1% | 279 | 13.62% | 2.7 |
|
| 2175 |
2175
Kimmeridge Energy Management
New York
| USD 804 M | -USD 44.4 M | -5% | 2.29% | 9.48% | 3 | 0% | 0.3 |
|