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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
Philip James Wealth Mangement
Milton,
Georgia
| USD 857 M | +USD 72.9 M | +9% | 8.55% | 76% | 195 | 22.56% | 1 |
|
2552
Triata Capital
Hong Kong
| USD 857 M | +USD 344 M | +67% | 29.1% | – | 16 | 12.5% | 0.6 |
|
2553
Fiducient Advisors
Chicago,
Illinois
| USD 856 M | +USD 38.8 M | +5% | 5.75% | 52.3% | 172 | 19.77% | 1.9 |
|
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| USD 855 M | +USD 50.8 M | +6% | 7.66% | 80.3% | 209 | 6.22% | 6.3 |
|
2555
Grove Bank & Trust
Miami,
Florida
| USD 855 M | +USD 53 M | +7% | 7.55% | 80.5% | 896 | 12.39% | 3 |
|
2556
Mosaic Family Wealth Partners
St. Louis,
Missouri
| USD 855 M | +USD 69.8 M | +9% | 7.21% | 67.5% | 249 | 12.85% | 2 |
|
2557
Novem Group
Rochester,
New York
| USD 854 M | +USD 60 M | +8% | 6.38% | – | 452 | 17.7% | 0.6 |
|
2558
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| USD 853 M | +USD 93.1 M | +12% | 6.53% | 84.5% | 514 | 17.7% | 3.1 |
|
2559
Sendero Wealth Management
San Antonio,
Texas
| USD 853 M | +USD 51.7 M | +6% | 8.46% | 99.2% | 198 | 9.6% | 1.9 |
|
2560
Criteria Caixa
Barcelona,
Spain
| USD 853 M | +USD 91.1 M | +12% | 13.6% | 35.5% | 22 | 27.27% | 2 |
|
2561
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 853 M | +USD 61 M | +8% | 9.77% | 81.4% | 85 | 8.24% | 2.9 |
|
2562
Rivulet Capital
Summit,
New Jersey
| USD 852 M | -USD 178 M | -17% | 1.52% | 27.4% | 16 | 18.75% | 1.8 |
|
2563
Slow Capital
Greenbrae,
California
| USD 851 M | +USD 34.6 M | +4% | 7.35% | 156% | 121 | 5.79% | 4.9 |
|
2564
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| USD 851 M | -USD 73 M | -8% | 19% | 142% | 24 | 29.17% | 3.5 |
|
2565
Mattern Capital Management
Lakewood,
Colorado
| USD 851 M | +USD 18.2 M | +2% | 2.4% | 31.5% | 174 | 3.45% | 3.5 |
|
2566
Fort Point Capital Partners
San Francisco,
California
| USD 849 M | -USD 538 M | -39% | 6.08% | 62.2% | 326 | 37.42% | 4.2 |
|
2567
Legacy Edge Advisors
Syosset,
New York
| USD 849 M | +USD 100 M | +13% | 5.43% | – | 216 | 14.35% | 1.3 |
|
2568
Insight Wealth Strategies
San Ramon,
California
| USD 849 M | +USD 57.1 M | +7% | 6.82% | 83.5% | 187 | 17.11% | 2.6 |
|
2569
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 849 M | +USD 58 M | +7% | 5.63% | 51.1% | 599 | 6.51% | 4.2 |
|
2570
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 848 M | +USD 65.7 M | +8% | 5.72% | 52.3% | 16 | 0% | 3.3 |
|
2571
Quadcap Wealth Management
Frisco,
Texas
| USD 848 M | +USD 60.3 M | +8% | 8.52% | – | 435 | 16.09% | 1.3 |
|
2572
Private Wealth Asset Management
Cedar Rapids,
Iowa
| USD 848 M | +USD 94 M | +12% | 7.18% | – | 1,148 | 10.19% | 0.5 |
|
2573
Cortland Associates
St Louis,
Missouri
| USD 847 M | -USD 10.2 M | -1% | 2.45% | 57.1% | 65 | 10.77% | 5.7 |
|
|
RIA
2574
RPG Investment Advisory
Pleasanton,
California
| USD 847 M | +USD 42.6 M | +5% | 11.5% | 186% | 87 | 5.75% | 4.7 |
|
2575
Great Waters Wealth Management
Shoreview,
Minnesota
| USD 846 M | +USD 77.6 M | +10% | 5.92% | 49% | 117 | 8.55% | 2.1 |
|