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Las carteras de acciones más recientes de los mejores inversionistas y fondos de cobertura del mundo
Warren Buffett
Berkshire Hathaway
27.55%
Rendimiento estimado a 1 año
Bill Ackman
Pershing Square Capital Management
2.08%
Rendimiento estimado a 1 año
Philippe Laffont
Coatue Management
94.27%
Rendimiento estimado a 1 año
Ray Dalio
Bridgewater Associates
40.93%
Rendimiento estimado a 1 año
Ken Griffin
Citadel Advisors
40.89%
Rendimiento estimado a 1 año
Ken Fisher
Fisher Asset Management
26.9%
Rendimiento estimado a 1 año
Jim Simons
Renaissance Technologies
54.88%
Rendimiento estimado a 1 año
David Tepper
Appaloosa LP
104.51%
Rendimiento estimado a 1 año
Stanley Druckenmiller
Duquesne Family Office
87.01%
Rendimiento estimado a 1 año
| Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|
2551
Bensler
Bellevue,
Washington
| USD 690 M | +USD 87.3 M | +14% | 11.4% | 109% | 170 | 15.29% | 1.6 |
|
2552
Discerene Group
Stamford,
Connecticut
| USD 689 M | -USD 110 M | -14% | 3.95% | 48.6% | 14 | 21.43% | 2.8 |
|
2553
JGP Wealth Management
Bend,
Oregon
| USD 689 M | +USD 15.3 M | +2% | 6.75% | 87.8% | 177 | 13.56% | 3.5 |
|
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 688 M | +USD 61.7 M | +10% | 11.2% | 80.3% | 222 | 13.06% | 5.5 |
|
2555
Managed Asset Portfolios
Rochester,
Michigan
| USD 687 M | +USD 27.5 M | +4% | 8.1% | 99.2% | 42 | 11.9% | 4.4 |
|
2556
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 686 M | +USD 111 M | +19% | 10.1% | 116% | 355 | 18.31% | 3.3 |
|
2557
Wilkins Investment Counsel
Boston,
Massachusetts
| USD 685 M | +USD 275 M | +67% | 6.98% | 71.3% | 129 | 40.31% | 4.5 |
|
2558
Opus Capital Group
Cincinnati,
Ohio
| USD 685 M | +USD 69.4 M | +11% | 6.27% | 53.7% | 129 | 8.53% | 4.7 |
|
2559
McGuire Investment Group
Wakefield,
Rhode Island
| USD 685 M | +USD 85.2 M | +14% | 14.8% | 202% | 122 | 10.66% | 3.5 |
|
2560
Resources Management Corp
West Hartford,
Connecticut
| USD 684 M | +USD 11.1 M | +2% | 8.48% | 78.5% | 469 | 9.17% | 4.2 |
|
2561
Arbor Investment Advisors
Winston Salem,
North Carolina
| USD 683 M | +USD 43.7 M | +7% | 5.09% | 48.5% | 113 | 10.62% | 4.4 |
|
2562
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 683 M | +USD 46 M | +7% | 9.87% | 84.5% | 538 | 16.17% | 2.6 |
|
2563
Rockbridge Investment Management
Syracuse,
New York
| USD 682 M | +USD 28.6 M | +4% | 3.57% | 38.6% | 666 | 82.28% | 2.8 |
|
2564
Bell Asset Management
Melbourne,
Australia
| USD 682 M | +USD 26.6 M | +4% | 6.61% | 45.3% | 64 | 4.69% | 3.9 |
|
2565
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 681 M | +USD 40.2 M | +6% | 7.67% | 76.8% | 196 | 8.67% | 6 |
|
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| USD 681 M | +USD 124 M | +22% | 7.86% | 68% | 165 | 40% | 1.1 |
|
2567
Insight Wealth Strategies
San Ramon,
California
| USD 681 M | +USD 62 M | +10% | 7.18% | 83.5% | 185 | 31.35% | 2.4 |
|
2568
Curated Wealth Partners
El Segundo,
California
| USD 681 M | +USD 68.4 M | +11% | 0% | 39.9% | 280 | 100% | 0 |
|
2569
Conversant Capital
Summit,
New Jersey
| USD 680 M | +USD 447 M | +192% | 99.9% | 228% | 20 | 60% | 0.5 |
|
2570
Keebeck Wealth Management
Chicago,
Illinois
| USD 680 M | +USD 73.7 M | +12% | 9.7% | 81.3% | 289 | 14.53% | 2.4 |
|
2571
Financial Management Professionals
Austin,
Texas
| USD 679 M | +USD 64.8 M | +11% | 7.9% | 67.3% | 1,131 | 16.27% | 3.1 |
|
2572
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 678 M | +USD 31.6 M | +5% | 8.87% | – | 276 | 7.97% | 6.1 |
|
2573
Praesidium Investment Management Company
New York
| USD 678 M | -USD 132 M | -16% | 8.2% | 79% | 15 | 33.33% | 2.8 |
|
2574
Octavia Wealth Advisors
Cincinnati,
Ohio
| USD 677 M | +USD 109 M | +19% | 7.56% | 67.9% | 242 | 18.6% | 2.1 |
|
2575
Intelligence Driven Advisers
Carlsbad,
California
| USD 677 M | +USD 57.9 M | +9% | 6.21% | 65.6% | 109 | 22.02% | 1.7 |
|