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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Hazelview Securities
Toronto,
Ontario, Canada
| USD 669 M | -USD 53 M | -7% | 5.65% | – | 91 | 21.98% | 1 |
|
| 2452 |
2452
Baring Fintech Fund III Managers
St Peter Port,
Guernsey
| USD 668 M | +USD 52.7 M | +9% | 8.56% | – | 1 | 0% | 1.8 |
|
| 2453 |
2453
Asset Allocation Strategies
Farmington,
Michigan
| USD 668 M | +USD 18.9 M | +3% | 0.12% | 58.1% | 187 | 13.9% | 2 |
|
| 2454 |
CM
2454
Capital Management
Glen Allen,
Virginia
| USD 668 M | +USD 1.27 M | +0.2% | 1.43% | 63.6% | 74 | 4.05% | 5.1 |
|
| 2455 |
2455
Jackson Square Capital
San Francisco,
California
| USD 667 M | -USD 51.7 M | -7% | 1.63% | 423% | 161 | 24.84% | 2.7 |
|
| 2456 |
2456
Harfst & Associates
Sheridan,
Wyoming
| USD 667 M | +USD 23.9 M | +4% | 0.31% | 88.1% | 129 | 9.3% | 3.9 |
|
| 2457 |
2457
Grey Fox Wealth Advisors
Rockland,
Delaware
| USD 667 M | +USD 29.6 M | +5% | 1.18% | 45.3% | 196 | 17.86% | 2.1 |
|
| 2458 |
2458
Orrstown Financial Services
Harrisburg,
Pennsylvania
| USD 667 M | -USD 6.67 M | -1% | 0.18% | 73.7% | 122 | 5.74% | 4.5 |
|
| 2459 |
2459
ACK Asset Management
Greenwich,
Connecticut
| USD 667 M | -USD 189 M | -22% | 17% | 118% | 25 | 36% | 0.7 |
|
| 2460 |
2460
Crusonia Wealth Advisors
Denver,
Colorado
| USD 667 M | +USD 57.4 M | +9% | 0.13% | – | 260 | 15% | 0.6 |
|
| 2461 |
2461
Edge Wealth Management
New York
| USD 666 M | +USD 71.9 M | +12% | 3.29% | 75.3% | 94 | 12.77% | 5.8 |
|
| 2462 |
2462
Armbruster Capital Management
Pittsford,
New York
| USD 666 M | -USD 5.01 M | -0.7% | 1.44% | 66.7% | 132 | 5.3% | 5.9 |
|
| 2463 |
AMCA
2463
Arthur M. Cohen & Associates
Northbrook,
Illinois
| USD 666 M | +USD 25.5 M | +4% | 7.36% | 129% | 142 | 7.04% | 5.4 |
|
| 2464 |
AOUL
2464
ALL OPTIONS USA, LLC
Austin,
Texas
| USD 665 M | +USD 132 M | +25% | 1.89% | – | 1,844 | 42.3% | 0.4 |
|
| 2465 |
2465
West Financial Advisors
Des Moines,
Iowa
| USD 665 M | +USD 6.53 M | +1% | 1.19% | 49.1% | 310 | 39.03% | 2.3 |
|
| 2466 |
2466
Alpha Omega Wealth Management
Richmond,
Virginia
| USD 665 M | +USD 7.82 M | +1% | 3.26% | 65.9% | 214 | 6.07% | 6.9 |
|
| 2467 |
2467
Gibraltar Capital Management
Tulsa,
Oklahoma
| USD 664 M | +USD 14.2 M | +2% | 3.26% | 65% | 136 | 12.5% | 2.6 |
|
| 2468 |
2468
Qtron Investments
Boston,
Massachusetts
| USD 664 M | -USD 86.5 M | -12% | 4.25% | 151% | 519 | 27.94% | 2.8 |
|
| 2469 |
2469
CMH Wealth Management
Portsmouth,
New Hampshire
| USD 664 M | +USD 8.21 M | +1% | 3.19% | 88% | 119 | 7.56% | 2.4 |
|
| 2470 |
2470
Fonville Wealth Management
Richmond,
Virginia
| USD 663 M | +USD 50.8 M | +8% | 0.02% | 53.9% | 169 | 14.79% | 1.8 |
|
| 2471 |
2471
D.L. Carlson Investment Group
Concord,
New Hampshire
| USD 663 M | +USD 34.6 M | +6% | 3.97% | 130% | 156 | 21.79% | 4 |
|
| 2472 |
2472
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| USD 663 M | +USD 48 M | +8% | 0.63% | 81% | 163 | 12.27% | 3.6 |
|
| 2473 |
2473
Pandi LLC
Leawood,
Kansas
| USD 662 M | +USD 3.96 M | +0.6% | 1.93% | – | 4 | 0% | 1.1 |
|
| 2474 |
2474
Kiley Juergens Wealth Management
Olympia,
Washington
| USD 661 M | +USD 22.9 M | +4% | 4.57% | 121% | 249 | 7.23% | 2.1 |
|
| 2475 |
2475
Montecito Bank & Trust
Santa Barbara,
California
| USD 660 M | -USD 7.92 M | -1% | 1.4% | – | 280 | 6.07% | 6.6 |
|