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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2701
Moisand Fitzgerald Tamayo
Orlando,
Florida
| USD 578 M | +USD 104 M | +22% | 10.2% | 51.1% | 833 | 29.77% | 2.5 |
|
2702
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| USD 578 M | +USD 13.5 M | +2% | 9.88% | 52.3% | 15 | 0% | 2 |
|
2703
Personal CFO Solutions
Chester,
New Jersey
| USD 578 M | +USD 71.6 M | +14% | 10.7% | 98.9% | 553 | 25.32% | 1.9 |
|
2704
Bain Capital Credit
Boston,
Massachusetts
| USD 577 M | -USD 37.7 M | -6% | 3.5% | 14.4% | 9 | 33.33% | 1.4 |
|
2705
Insight Wealth Partners
Plano,
Texas
| USD 577 M | +USD 60.1 M | +12% | 4.68% | 56.2% | 79 | 15.19% | 2 |
|
|
CF
2706
Clarity Financial
Houston,
Texas
| USD 577 M | -USD 18.6 M | -3% | 7.13% | 56.8% | 129 | 23.26% | 0.8 |
|
2707
LS Investment Advisors
Bloomfield Hills,
Michigan
| USD 577 M | +USD 44.7 M | +8% | 11.7% | 98.7% | 134 | 8.21% | 8.1 |
|
2708
Strategic Investment Solutions
Orland Park,
Illinois
| USD 576 M | -USD 7529 M | -93% | 4.38% | – | 1,250 | 51.12% | 0.4 |
|
2709
Private Advisory Group
Redmond,
Washington
| USD 576 M | +USD 70.1 M | +14% | 16.2% | 187% | 240 | 40% | 1.5 |
|
2710
De Burlo Group
Boston,
Massachusetts
| USD 576 M | USD 0 | 0% | 13.7% | 164% | 81 | 0% | 3 |
|
2711
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| USD 575 M | -USD 21.9 M | -4% | 10.6% | 116% | 319 | 12.54% | 3.6 |
|
2712
Slow Capital
Greenbrae,
California
| USD 575 M | +USD 30.1 M | +6% | 12.7% | 156% | 127 | 7.09% | 4.6 |
|
2713
HHM Wealth Advisors
Chattanooga,
Tennessee
| USD 575 M | +USD 62.8 M | +12% | 11.1% | 70.6% | 834 | 16.43% | 2.4 |
|
2714
Murchinson
Toronto,
Ontario, Canada
| USD 574 M | -USD 205 M | -26% | 10.6% | 107% | 77 | 79.22% | 0.4 |
|
2715
Montag & Caldwell
Atlanta,
Georgia
| USD 573 M | -USD 206 M | -26% | 15% | 91.3% | 89 | 11.24% | 4 |
|
2716
Falcon Wealth Planning
Ontario,
California
| USD 572 M | +USD 111 M | +24% | 10.2% | 56.4% | 134 | 19.4% | 1.7 |
|
2717
USA Financial Formulas
Ada,
Michigan
| USD 572 M | +USD 505 M | +754% | 11.7% | 104% | 570 | 54.91% | 1.5 |
|
2718
Cullen Investment Group
Lafayette,
Louisiana
| USD 571 M | – | – | 9.55% | 102% | 172 | – | 0 |
|
2719
Planning Alternatives
Birmingham,
Michigan
| USD 571 M | +USD 55 M | +11% | 10.8% | 69.6% | 51 | 13.73% | 5.5 |
|
2720
Capital Investment Counsel Inc
Raleigh,
North Carolina
| USD 571 M | +USD 73.3 M | +15% | 11.7% | 174% | 236 | 16.1% | 4.7 |
|
|
PGCM
2721
Prescott Group Capital Management
Tulsa,
Oklahoma
| USD 571 M | +USD 120 M | +26% | 15.9% | 135% | 193 | 30.57% | 2.2 |
|
2722
Acorn Financial Advisory Services
Reston,
Virginia
| USD 571 M | +USD 10.5 M | +2% | 11.2% | 108% | 257 | 11.67% | 2.6 |
|
2723
Lee Financial
Dallas,
Texas
| USD 570 M | +USD 33.2 M | +6% | 9.28% | 75% | 945 | 20.53% | 2.9 |
|
|
GWI
2724
Grace & White Inc
Ny,
New York
| USD 570 M | +USD 33.5 M | +6% | 9.03% | 59.6% | 145 | 2.76% | 6.3 |
|
2725
FengHe Fund Management
Singapore
| USD 570 M | +USD 149 M | +35% | 29.4% | 779% | 25 | 60% | 0.4 |
|