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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, 4,665 fondos (~52%) 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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
IronBridge Private Wealth
Austin,
Texas
| USD 338 M | +USD 33.2 M | +11% | 9.38% | 143% | 58 | 36.21% | 1.8 |
|
| 2377 |
2377
Red Lighthouse Investment Management
New York
| USD 338 M | +USD 1.97 M | +0.6% | 1.4% | 71.1% | 86 | 2.33% | 2.3 |
|
| 2378 |
2378
Aikya Investment Management
London,
United Kingdom
| USD 337 M | -USD 3.17 M | -0.9% | 5.92% | 11.1% | 5 | 0% | 2 |
|
| 2379 |
2379
PFW Advisors
Atlanta,
Georgia
| USD 337 M | -USD 6.26 M | -2% | 0.21% | – | 135 | 17.78% | 4.7 |
|
| 2380 |
2380
L.K. Benson & Company
Baltimore,
Maryland
| USD 337 M | +USD 5.16 M | +2% | 3.61% | – | 125 | 13.6% | 1.4 |
|
| 2381 |
2381
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 337 M | +USD 12.7 M | +4% | 5.35% | 105% | 352 | 16.76% | 2.8 |
|
| 2382 |
2382
NKCFO LLC
Geneva,
Illinois
| USD 337 M | +USD 6.36 M | +2% | 8.78% | 237% | 117 | 47.86% | 1.1 |
|
| 2383 |
2383
Empirical Capital Management
Hendersonville,
Tennessee
| USD 336 M | -USD 29.5 M | -8% | 1.33% | 205% | 34 | 47.06% | 1.7 |
|
| 2384 |
2384
Triton Wealth Management
Sun City,
Arizona
| USD 336 M | +USD 10.8 M | +3% | 2.1% | – | 149 | 20.13% | 2.7 |
|
| 2385 |
LWMM
2385
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| USD 336 M | -USD 53.3 M | -14% | 4.47% | 105% | 132 | 19.7% | 2.9 |
|
| 2386 |
2386
Corbyn Investment Management
Lutherville,
Maryland
| USD 336 M | -USD 10.1 M | -3% | 4.95% | 71% | 68 | 4.41% | 5.6 |
|
| 2387 |
2387
Nicollet Investment Management
Minneapolis,
Minnesota
| USD 336 M | +USD 12.2 M | +4% | 8.91% | 104% | 81 | 9.88% | 5.2 |
|
| 2388 |
2388
United Community Bank
Greenville,
South Carolina
| USD 336 M | +USD 12.5 M | +4% | 1.42% | 72.7% | 595 | 16.64% | 2.3 |
|
| 2389 |
2389
HF Advisory Group
Annapolis,
Maryland
| USD 336 M | +USD 12.3 M | +4% | 2.33% | 73.2% | 175 | 4.57% | 3 |
|
| 2390 |
2390
Core Wealth Management
Jupiter,
Florida
| USD 336 M | -USD 20.1 M | -6% | 1.42% | 44.5% | 44 | 31.82% | 2.5 |
|
| 2391 |
ICM
2391
Isabella Capital Management
London,
| USD 335 M | +USD 147 M | +78% | 0.63% | – | 13 | 23.08% | 0.3 |
|
| 2392 |
2392
Wilkerson Advisory Group
Columbia,
Missouri
| USD 335 M | +USD 9.7 M | +3% | 1.11% | – | 678 | 13.72% | 0.6 |
|
| 2393 |
2393
Prodigy Asset Management
Omaha,
Nebraska
| USD 335 M | +USD 3.16 M | +1% | 0.68% | – | 31 | 6.45% | 1.3 |
|
| 2394 |
2394
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 335 M | -USD 2.24 M | -0.7% | 0.42% | 79.4% | 103 | 4.85% | 4.4 |
|
| 2395 |
2395
Roth Financial Partners
Kingwood,
Texas
| USD 335 M | -USD 1.57 M | -0.5% | 0.14% | 61% | 37 | 10.81% | 3.7 |
|
| 2396 |
2396
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| USD 335 M | -USD 38.5 M | -10% | 0.61% | 83% | 175 | 19.43% | 2.3 |
|
| 2397 |
2397
Geneva Partners
Lake Geneva,
Wisconsin
| USD 334 M | -USD 40.7 M | -11% | 3.99% | 417% | 92 | 30.43% | 2.2 |
|
| 2398 |
2398
Glynn Capital Management
Menlo Park,
California
| USD 334 M | -USD 29.4 M | -8% | 9.15% | 252% | 46 | 19.57% | 2.8 |
|
| 2399 |
2399
Enzi Wealth
Austin,
Texas
| USD 334 M | +USD 17.8 M | +6% | 0.22% | 77% | 84 | 9.52% | 2.5 |
|
| 2400 |
2400
Bank of Stockton
Stockton,
California
| USD 333 M | -USD 23.4 M | -7% | 0.07% | 99.2% | 128 | 4.69% | 7.1 |
|