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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, 2,475 fondos (~28%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
MLP3 LLC
Linwood,
New Jersey
| USD 116 M | +USD 13.1 M | +13% | 0.05% | – | 110 | 18.18% | 0.6 |
|
| 2302 |
RBDF
2302
Robert B. Daugherty Foundation
Omaha,
Nebraska
| USD 116 M | -USD 28.7 M | -20% | 19.8% | – | 1 | 0% | 0.8 |
|
| 2303 |
2303
21 West Wealth Management
Tustin,
California
| USD 115 M | -USD 1.83 M | -2% | 1.26% | – | 70 | 15.71% | 1.1 |
|
| 2304 |
2304
Aubrey Capital Management
Edinburgh,
United Kingdom
| USD 115 M | -USD 44.4 M | -28% | 11.4% | 319% | 56 | 62.5% | 0.6 |
|
| 2305 |
2305
Ebert Capital Management
Eureka,
California
| USD 115 M | +USD 8.55 M | +8% | 5.86% | – | 30 | 10% | 0.6 |
|
| 2306 |
2306
Helium Advisors
Everett,
Washington
| USD 115 M | -USD 5.34 M | -4% | 3.21% | – | 110 | 10% | 1.3 |
|
| 2307 |
2307
Value Investment Professionals
New York
| USD 115 M | -USD 3.99 M | -3% | 0.48% | – | 107 | 14.95% | 0.4 |
|
| 2308 |
2308
Gainline Financial Partners
Louisville,
Colorado
| USD 115 M | +USD 7.71 M | +7% | 0.34% | – | 60 | 16.67% | 0.2 |
|
| 2309 |
2309
Vavra Capital Management
Collegeville,
Pennsylvania
| USD 115 M | +USD 451 k | +0.4% | 0.22% | – | 25 | 16% | 0.6 |
|
| 2310 |
FCM
2310
Floyd Capital Management
Texarkana,
Texas
| USD 115 M | -USD 16.9 M | -13% | 2.12% | – | 1 | 0% | 1.8 |
|
| 2311 |
2311
Lakehouse Capital
Sydney NSW,
Australia
| USD 114 M | +USD 23.6 M | +26% | 23.5% | 87.4% | 12 | 0% | 4.2 |
|
| 2312 |
2312
Unified Investment Management
Atlanta,
Georgia
| USD 114 M | +USD 5.35 M | +5% | 4.22% | – | 157 | 14.65% | 1.4 |
|
| 2313 |
2313
Eleva Capital
Paris,
France
| USD 113 M | -USD 230 M | -67% | 11.2% | – | 43 | 83.72% | 0.2 |
|
| 2314 |
2314
Redwood Family Wealth
Addison,
Texas
| USD 113 M | -USD 941 k | -0.8% | 1.52% | – | 116 | 14.66% | 0.7 |
|
| 2315 |
2315
JBGlobal.com
New York
| USD 113 M | -USD 1.35 M | -1% | 1.43% | – | 35 | 8.57% | 0.9 |
|
| 2316 |
2316
Catalyst Investment Management
Windham,
New Hampshire
| USD 113 M | +USD 2.51 M | +2% | 0.48% | – | 83 | 22.89% | 0.6 |
|
| 2317 |
2317
FinArc Investments
Norwood,
Massachusetts
| USD 113 M | +USD 2.38 M | +2% | 3.99% | – | 58 | 25.86% | 0.5 |
|
| 2318 |
2318
Variant Private Wealth
Tysons,
Virginia
| USD 113 M | +USD 23.6 M | +27% | 8.8% | – | 47 | 14.89% | 1.3 |
|
| 2319 |
2319
Royal Palms Capital
Whitefish,
Montana
| USD 113 M | -USD 1.16 M | -1% | 2.91% | – | 61 | 16.39% | 0.6 |
|
| 2320 |
2320
Stonebridge Wealth Management
Oak Brook,
Illinois
| USD 112 M | +USD 695 k | +0.6% | 0.65% | – | 38 | 10.53% | 1.1 |
|
| 2321 |
2321
Zenith Solutions
Philadelphia,
Pennsylvania
| USD 112 M | +USD 1.98 M | +2% | 1.02% | – | 96 | 23.96% | 0.2 |
|
| 2322 |
2322
Vericrest Private Wealth
Newtown,
Pennsylvania
| USD 112 M | -USD 195 k | -0.2% | 0% | – | 44 | 6.82% | 2.7 |
|
| 2323 |
2323
Fortune Financial Group
Naples,
Florida
| USD 112 M | -USD 15.6 M | -12% | 0.24% | – | 121 | 28.93% | 0.6 |
|
| 2324 |
2324
Haven Global Partners
Atlanta,
Georgia
| USD 112 M | -USD 18.3 M | -14% | 1.12% | – | 9 | 11.11% | 1.2 |
|
| 2325 |
2325
Teza Capital Management
Chicago,
Illinois
| USD 112 M | +USD 60.2 M | +116% | 6.67% | 133% | 295 | 71.19% | 0.3 |
|