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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3001
Moller Wealth Partners
| USD 181 M | +USD 73.5 M | +68% | 2.78% | 44.1% | 40 | 12.5% | 2 |
|
|
KWMG
3002
King Wealth Management Group
Naples,
Florida
| USD 181 M | +USD 18.6 M | +11% | 6.79% | 86% | 115 | 18.26% | 1.6 |
|
|
CPH
3003
C Partners Holding
Zurich,
Switzerland
| USD 181 M | -USD 141 k | -0.1% | 8.62% | 25.6% | 18 | 16.67% | 0.9 |
|
3004
Kellner Capital
New York
| USD 181 M | -USD 9.6 M | -5% | 12% | 390% | 64 | 51.56% | 0.4 |
|
3005
Zebra Capital Management
Stamford,
Connecticut
| USD 180 M | +USD 18.2 M | +11% | 2.31% | 142% | 273 | 32.97% | 1.1 |
|
3006
Benin Management Corp
Wilton,
Connecticut
| USD 180 M | -USD 4.1 M | -2% | 5.08% | 91.7% | 102 | 9.8% | 2 |
|
|
PAS
3007
Partnervest Advisory Services
Santa Barbara,
California
| USD 180 M | +USD 4.51 M | +3% | 3.35% | 45.1% | 202 | 31.68% | 1.4 |
|
3008
Talara Capital Management
Montclair,
New Jersey
| USD 180 M | +USD 18.7 M | +12% | 4.49% | 17.4% | 22 | 22.73% | 0.9 |
|
3009
Sound Point Capital Management
New York
| USD 180 M | – | – | 2.32% | 61.5% | 22 | – | 0 |
|
3010
Trust Company of Oklahoma
Tulsa,
Oklahoma
| USD 180 M | +USD 6.91 M | +4% | 6.27% | 101% | 104 | 11.54% | 2 |
|
|
OCM
3011
Oskie Capital Management
New York
| USD 180 M | +USD 4.8 M | +3% | 1.21% | 69.3% | 23 | 34.78% | 0.7 |
|
3012
Omega Fund Management
Boston,
Massachusetts
| USD 180 M | +USD 2.07 M | +1% | 5.86% | 106% | 10 | 0% | 0.7 |
|
3013
TCI Wealth Advisors
Tucson,
Arizona
| USD 180 M | +USD 13.6 M | +8% | 6.84% | 65% | 1,147 | 17.79% | 1.6 |
|
|
RDM
3014
Retirement Design & Management
Westport,
Connecticut
| USD 179 M | +USD 82.6 M | +85% | 6.34% | – | 80 | 26.25% | 0.7 |
|
3015
Coastal Bridge Advisors
Westport,
Connecticut
| USD 179 M | – | – | 6.2% | 88.1% | 59 | – | 0 |
|
3016
Ascent Wealth Partners
New Hartford,
New York
| USD 179 M | +USD 11.7 M | +7% | 6.15% | 105% | 117 | 20.51% | 1.5 |
|
|
AIA
3017
Allegis Investment Advisors
Idaho Falls,
Idaho
| USD 179 M | – | – | 3.6% | – | 1,164 | – | 0 |
|
3018
Oarsman Capital
Milwaukee,
Wisconsin
| USD 179 M | +USD 9.48 M | +6% | 4.63% | 70.6% | 202 | 10.89% | 1.8 |
|
3019
Strategic Investment Management
Arlington,
Virginia
| USD 178 M | -USD 80.4 M | -31% | 2.34% | 53.4% | 144 | 54.86% | 0.5 |
|
|
SAM
3020
Shamrock Asset Management
Dallas,
Texas
| USD 178 M | -USD 10.8 M | -6% | 3.85% | 31% | 292 | 19.86% | 1.3 |
|
|
KRC
3021
Kingdom Ridge Capital
White Plains,
New York
| USD 178 M | +USD 7.04 M | +4% | 9.75% | 51.6% | 23 | 65.22% | 0.6 |
|
|
LGC
3022
Laurel Grove Capital
Los Angeles,
California
| USD 178 M | +USD 3.26 M | +2% | 5.01% | 59.2% | 106 | 14.15% | 1.9 |
|
|
SIG
3023
Schaller Investment Group
Winston Salem,
North Carolina
| USD 178 M | +USD 31.8 M | +22% | 3.25% | 21.9% | 42 | 9.52% | 2.1 |
|
3024
Pacifica Capital Investments
Leander,
Texas
| USD 178 M | +USD 10.8 M | +6% | 0.58% | 70.4% | 17 | 5.88% | 1.9 |
|
|
PWAP
3025
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| USD 178 M | -USD 22.1 M | -11% | 6.75% | 58.5% | 132 | 18.18% | 2 |
|