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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Mission Creek Capital Partners
San Francisco,
California
| USD 688 M | +USD 119 M | +21% | 1.41% | 148% | 258 | 13.95% | 3.4 |
|
| 2402 |
MTC
2402
Matrix Trust Company
Denver,
Colorado
| USD 688 M | -USD 1.92 M | -0.3% | 0.45% | 51.4% | 105 | 8.57% | 2.6 |
|
| 2403 |
2403
PAX Financial Group
San Antonio,
Texas
| USD 687 M | +USD 14.5 M | +2% | 0% | 61.5% | 233 | 24.03% | 3.3 |
|
| 2404 |
FBT
2404
First Bank & Trust
Brookings,
South Dakota
| USD 687 M | +USD 6.98 M | +1% | 1.11% | 85.6% | 289 | 10.73% | 3.9 |
|
| 2405 |
AG
2405
Artal Group
Luxembourg
| USD 687 M | -USD 245 M | -26% | 26.5% | 154% | 3 | 33.33% | 5.5 |
|
| 2406 |
2406
Golden Reserve Retirement
Dublin,
Ohio
| USD 686 M | +USD 51 M | +8% | 2.08% | – | 136 | 33.82% | 0.6 |
|
| 2407 |
2407
San Luis Wealth Advisors
San Luis Obispo,
California
| USD 685 M | +USD 20.8 M | +3% | 1.58% | 65% | 203 | 16.26% | 1.8 |
|
| 2408 |
2408
Decheng Capital
Menlo Park,
California
| USD 685 M | -USD 46.7 M | -6% | 2.75% | 496% | 14 | 21.43% | 2.3 |
|
| 2409 |
2409
Atlas Legacy Advisors
Los Angeles,
California
| USD 685 M | +USD 7.11 M | +1% | 1.61% | – | 239 | 17.57% | 1.3 |
|
| 2410 |
2410
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| USD 684 M | +USD 14.4 M | +2% | 5.05% | 99.9% | 83 | 7.23% | 6.6 |
|
| 2411 |
2411
Providence Capital Advisors
Charlotte,
North Carolina
| USD 684 M | +USD 23.9 M | +4% | 3.28% | 60% | 439 | 17.31% | 1.9 |
|
| 2412 |
2412
Bell Investment Advisors
Oakland,
California
| USD 684 M | +USD 3.52 M | +0.5% | 0.98% | 45% | 2,003 | 12.58% | 3.5 |
|
| 2413 |
2413
Atomic Invest
New York
| USD 683 M | -USD 455 M | -40% | 2.28% | – | 446 | 14.35% | 0.6 |
|
| 2414 |
2414
Bellecapital
Zurich,
Switzerland
| USD 683 M | +USD 57.5 M | +9% | 8.62% | 152% | 161 | 42.24% | 2.9 |
|
| 2415 |
2415
Citizens Business Bank
Ontario,
California
| USD 682 M | +USD 18 M | +3% | 4.49% | 120% | 141 | 7.8% | 5.1 |
|
| 2416 |
2416
Bellwether Advisors
Lincoln,
Nebraska
| USD 682 M | +USD 6.89 M | +1% | 2.4% | 128% | 209 | 39.71% | 2.4 |
|
| 2417 |
2417
ARP Global Capital
Dubai,
| USD 681 M | +USD 450 M | +194% | 16.1% | – | 46 | 69.57% | 0.2 |
|
| 2418 |
2418
Wilsey Asset Management
San Diego,
California
| USD 681 M | +USD 191 k | +0% | 2.23% | 66.9% | 30 | 16.67% | 3.5 |
|
| 2419 |
CNBTD
2419
Citizens National Bank Trust Department
Meridian,
Mississippi
| USD 680 M | +USD 272 k | +0% | 2.35% | 124% | 404 | 6.68% | 4.1 |
|
| 2420 |
2420
Formidable Asset Management
Cincinnati,
Ohio
| USD 680 M | +USD 50.9 M | +8% | 2.65% | 62.2% | 433 | 17.55% | 3.3 |
|
| 2421 |
2421
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| USD 679 M | +USD 13.1 M | +2% | 5.19% | 102% | 373 | 12.6% | 2.2 |
|
| 2422 |
2422
Presilium Private Wealth
Radnor,
Pennsylvania
| USD 679 M | +USD 27.6 M | +4% | 0.76% | 45.9% | 118 | 24.58% | 2.1 |
|
| 2423 |
2423
Blume Capital Management
Berkeley,
California
| USD 678 M | -USD 6.11 M | -0.9% | 1.12% | 102% | 370 | 5.95% | 5.7 |
|
| 2424 |
2424
Helix Partners Management
New York
| USD 677 M | -USD 67.3 M | -9% | 20.1% | – | 19 | 42.11% | 0.7 |
|
| 2425 |
2425
Encompass Wealth Advisors
Portland,
Oregon
| USD 676 M | +USD 348 M | +106% | 1.21% | 68.7% | 122 | 13.93% | 3.6 |
|