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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
34.66%
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
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| USD 701 M | +USD 28.7 M | +4% | 2.12% | 62.2% | 118 | 11.86% | 3.5 |
|
2552
JGP Wealth Management
Bend,
Oregon
| USD 701 M | +USD 12.3 M | +2% | 1.9% | 87.8% | 178 | 13.48% | 3.5 |
|
2553
Perennial Investment Advisors
Los Angeles,
California
| USD 701 M | +USD 41.9 M | +6% | 3.92% | 84.3% | 401 | 17.96% | 2 |
|
2554
Compass Ion Advisors
Conshohocken,
Pennsylvania
| USD 700 M | +USD 4.19 M | +0.6% | 0.98% | 75.6% | 229 | 1.31% | 1.3 |
|
2555
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 700 M | +USD 17.3 M | +3% | 2.6% | 82.1% | 557 | 17.77% | 2.7 |
|
2556
HCR Wealth Advisors
Los Angeles,
California
| USD 700 M | +USD 40.3 M | +6% | 7.15% | 107% | 234 | 10.68% | 3.5 |
|
2557
Focused Wealth Management
Newburgh,
New York
| USD 699 M | +USD 48.4 M | +7% | 3.46% | 73.9% | 275 | 41.82% | 4.9 |
|
2558
Mechanics Bank - Trust Department
Walnut Creek,
California
| USD 699 M | +USD 17.7 M | +3% | 3.2% | 76.8% | 202 | 7.43% | 6 |
|
2559
NTV Asset Management
Charleston,
West Virginia
| USD 699 M | +USD 42.5 M | +6% | 3.34% | 110% | 264 | 7.2% | 6.1 |
|
2560
McGuire Investment Group
Wakefield,
Rhode Island
| USD 697 M | +USD 12.9 M | +2% | 5.41% | 202% | 117 | 4.27% | 3.8 |
|
2561
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 697 M | +USD 9.3 M | +1% | 2.95% | 80.3% | 209 | 8.13% | 5.8 |
|
2562
Heritage Financial Services
Westwood,
Massachusetts
| USD 697 M | +USD 25 M | +4% | 1.29% | 38.3% | 108 | 6.48% | 1.6 |
|
2563
Hendershot Investments
Centreville,
Virginia
| USD 696 M | -USD 3.5 M | -0.5% | 0.29% | 50.5% | 137 | 8.76% | 5.1 |
|
2564
Stanley-Laman Group
Berwyn,
Pennsylvania
| USD 696 M | -USD 17.3 M | -2% | 1.83% | 114% | 288 | 19.79% | 1.9 |
|
2565
Continuum Advisory
Eagle,
Idaho
| USD 694 M | +USD 25.8 M | +4% | 2.61% | 77% | 1,761 | 6.81% | 0.9 |
|
2566
ShawSpring Partners
Boston,
Massachusetts
| USD 693 M | -USD 85.3 M | -11% | 3.76% | 3.53% | 10 | 20% | 2 |
|
2567
Qtron Investments
Boston,
Massachusetts
| USD 692 M | -USD 13.9 M | -2% | 5.79% | 140% | 507 | 18.15% | 2.1 |
|
2568
Moloney Securities Asset Management
Manchester,
Missouri
| USD 692 M | +USD 28.1 M | +4% | 2.54% | 86% | 519 | 18.3% | 3.3 |
|
2569
Center for Financial Planning
Southfied,
Michigan
| USD 692 M | +USD 22.7 M | +3% | 1.4% | 57.5% | 634 | 11.83% | 3.1 |
|
|
TCOT
2570
Trust Company of Toledo
Holland,
Ohio
| USD 691 M | +USD 51.8 M | +8% | 4.13% | 109% | 237 | 6.75% | 6.2 |
|
2571
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| USD 691 M | -USD 94.8 M | -12% | 5.16% | 40.2% | 99 | 15.15% | 4.2 |
|
|
WCM
2572
Wallace Capital Management
Dallas,
Texas
| USD 690 M | -USD 43 M | -6% | 3.6% | 62.3% | 81 | 7.41% | 5 |
|
2573
Security National Bank
Omaha,
Nebraska
| USD 689 M | +USD 28.1 M | +4% | 5.59% | 113% | 295 | 8.47% | 1.8 |
|
2574
Dillon & Associates
Jackson,
Michigan
| USD 688 M | +USD 51.3 M | +8% | 9.36% | 117% | 83 | 4.82% | 7 |
|
2575
Resources Management Corp
West Hartford,
Connecticut
| USD 687 M | +USD 2.78 M | +0.4% | 2.19% | 78.5% | 451 | 7.54% | 4.4 |
|