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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) |
|
|---|---|---|---|---|---|---|---|---|---|
3076
IMA Advisory Services
Denver,
Colorado
| USD 298 M | +USD 21.7 M | +8% | 7.48% | 74.5% | 311 | 24.44% | 2.2 |
|
|
PT
3077
Plimoth Trust
Plymouth,
Massachusetts
| USD 298 M | +USD 17 M | +6% | 8.56% | 110% | 163 | 2.45% | 2.5 |
|
3078
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| USD 298 M | +USD 5.48 M | +2% | 0.11% | 61.5% | 103 | 12.62% | 1.6 |
|
|
SA
3079
Strategic Advisors
New York
| USD 298 M | +USD 30.1 M | +11% | 11.2% | 106% | 160 | 15.63% | 3.2 |
|
3080
American Investment Services
Great Barrington,
Massachusetts
| USD 298 M | +USD 13.5 M | +5% | 6.5% | 63.1% | 138 | 5.07% | 3.8 |
|
|
OIA
3081
Optimum Investment Advisors
Chicago,
Illinois
| USD 298 M | +USD 10.8 M | +4% | 9.99% | 125% | 968 | 16.12% | 2.9 |
|
3082
Lake Street Private Wealth
Chicago,
Illinois
| USD 298 M | +USD 27.8 M | +10% | 9.55% | 105% | 162 | 8.02% | 1 |
|
3083
Goldstein Munger & Associates
San Ramon,
California
| USD 298 M | +USD 32.4 M | +12% | 7.61% | 11.9% | 39 | 5.13% | 4.5 |
|
|
AW
3084
Avion Wealth
The Woodlands,
Texas
| USD 297 M | +USD 10 M | +3% | 1.84% | 48.8% | 321 | 18.07% | 0.5 |
|
3085
Bishop Rock Capital
New York
| USD 297 M | -USD 7.17 M | -2% | 8.62% | 35.4% | 23 | 0% | 3 |
|
3086
Blue Pool Management
Causeway Bay,
Hong Kong
| USD 297 M | +USD 76.4 M | +35% | 8.79% | 72.8% | 37 | 24.32% | 1 |
|
3087
Consolidated Investment Group
Englewood,
Colorado
| USD 297 M | +USD 32.6 M | +12% | 11.7% | 150% | 62 | 0% | 3.5 |
|
3088
Carolinas Wealth Consulting
Charlotte,
North Carolina
| USD 297 M | +USD 43.3 M | +17% | 8.78% | 24.6% | 1,031 | 32.2% | 0.2 |
|
3089
Westwind Capital
Las Cruces,
New Mexico
| USD 297 M | +USD 33.4 M | +13% | 22.8% | 87.6% | 44 | 15.91% | 1.9 |
|
3090
Oberweis Asset Management
Lisle,
Illinois
| USD 297 M | +USD 42.4 M | +17% | 31.3% | 485% | 152 | 36.18% | 1.5 |
|
3091
Ten Capital Wealth Advisors
Spokane,
Washington
| USD 297 M | – | – | 6.86% | 25% | 107 | – | 0 |
|
3092
Kavar Capital Partners Group
Leawood,
Kansas
| USD 297 M | +USD 36.1 M | +14% | 9.16% | 86.8% | 146 | 18.49% | 3.2 |
|
3093
Hourglass Capital
Houston,
Texas
| USD 296 M | +USD 14 M | +5% | 5.02% | 94.4% | 120 | 3.33% | 4.3 |
|
3094
Gould Asset Management
Claremont,
California
| USD 296 M | +USD 10.8 M | +4% | 5.76% | 48.3% | 141 | 9.93% | 4.2 |
|
|
SIA
3095
Strategic Investment Advisors
Farmington Hills,
Michigan
| USD 296 M | +USD 31.1 M | +12% | 5.33% | 66.1% | 193 | 21.24% | 1.1 |
|
|
CRCP
3096
Copper Rock Capital Partners
Boston,
Massachusetts
| USD 296 M | -USD 286 M | -49% | 16.9% | – | 67 | 35.82% | 1 |
|
|
MP
3097
Mediatel Partners
Fort Worth,
Texas
| USD 296 M | +USD 40.8 M | +16% | 16.5% | 11.6% | 2 | 0% | 7.3 |
|
3098
Carderock Capital Management
Chevy Chase,
Maryland
| USD 296 M | +USD 24.7 M | +9% | 14% | 97.6% | 73 | 10.96% | 4.9 |
|
3099
Peavine Capital
Reno,
Nevada
| USD 296 M | +USD 1.42 M | +0.5% | 3.81% | 30.8% | 11 | 9.09% | 3.2 |
|
3100
McNamara Financial Services
Marshfield,
Massachusetts
| USD 295 M | +USD 15.7 M | +6% | 5.59% | 42.6% | 51 | 11.76% | 2.8 |
|