¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|
3601
WestHill Financial Advisors
San Rafael,
California
| USD 324 M | – | – | 0.39% | 62.9% | 112 | – | 0.5 |
|
3602
Hedeker Wealth
Lincolnshire,
Illinois
| USD 324 M | +USD 2.49 M | +0.8% | 0.13% | 161% | 94 | 25.53% | 2.4 |
|
3603
Acorn Financial Advisory Services
Reston,
Virginia
| USD 323 M | -USD 15.9 M | -5% | 1.26% | 96.9% | 248 | 20.97% | 1.2 |
|
3604
Capital City Trust
Tallahassee,
Florida
| USD 322 M | -USD 7.48 M | -2% | 0.01% | 98.5% | 122 | 4.92% | 5.3 |
|
3605
Advisors Management Group
La Crosse,
Wisconsin
| USD 322 M | -USD 13.2 M | -4% | 0.94% | 125% | 137 | 5.84% | 3.1 |
|
3606
BT Wealth Management
Atlanta,
Georgia
| USD 322 M | -USD 7.93 M | -2% | 0.29% | 34.8% | 60 | 10% | 1.7 |
|
3607
Foresite Capital Management V
Larkspur,
California
| USD 322 M | +USD 67.6 M | +27% | 9.48% | 401% | 20 | 30% | 0.5 |
|
3608
Seven Post Investment Office
San Francisco,
California
| USD 322 M | -USD 9.28 M | -3% | 2.11% | 44.4% | 56 | 25% | 2 |
|
|
TCPWM
3609
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| USD 321 M | +USD 3.68 M | +1% | 0.41% | 16.4% | 109 | 2.75% | 2.3 |
|
3610
Providence Capital Advisors
Charlotte,
North Carolina
| USD 321 M | +USD 11.5 M | +4% | 0.97% | 47.4% | 358 | 20.95% | 1.7 |
|
3611
Anfield Capital Management
Irvine,
California
| USD 321 M | +USD 58 M | +22% | 0.78% | 65.3% | 275 | 76.36% | 0.6 |
|
3612
Partners in Financial Planning
Salem,
Virginia
| USD 320 M | +USD 890 k | +0.3% | 1.11% | 38.9% | 95 | 3.16% | 0.2 |
|
3613
Parkside Advisors
Berkeley,
California
| USD 320 M | +USD 6.7 M | +2% | 0.75% | 36.7% | 73 | 8.22% | 3.1 |
|
3614
Bar Harbor Trust Services
Ellsworth,
Maine
| USD 320 M | +USD 8.85 M | +3% | 1.46% | 86.4% | 127 | 5.51% | 2.8 |
|
3615
Ellenbecker Investment Group
Waukesha,
Wisconsin
| USD 320 M | +USD 15.2 M | +5% | 0.46% | 56.3% | 74 | 9.46% | 2.4 |
|
3616
Perkins Coie Trust Company
Seattle,
Washington
| USD 320 M | -USD 5.24 M | -2% | 0.28% | 83.2% | 297 | 6.4% | 5 |
|
3617
Westover Capital Advisors
Wilmington,
Delaware
| USD 320 M | +USD 7.81 M | +3% | 1.92% | 144% | 191 | 17.28% | 2.3 |
|
3618
Redmond Asset Management
Henrico,
Virginia
| USD 319 M | -USD 21.6 M | -6% | 1.85% | 68.2% | 194 | 6.7% | 3.2 |
|
3619
Discerene Group
Stamford,
Connecticut
| USD 319 M | +USD 8.01 M | +3% | 14.2% | 48.6% | 14 | 14.29% | 0.6 |
|
3620
Summit Asset Management
Memphis,
Tennessee
| USD 319 M | +USD 965 k | +0.3% | 0.94% | 48.9% | 149 | 3.36% | 4.4 |
|
3621
Inscription Capital
Houston,
Texas
| USD 319 M | -USD 562 M | -64% | 0.09% | – | 413 | 73.85% | 0.9 |
|
|
SWK
3622
Stephen W. Kidder
| USD 319 M | -USD 5.25 M | -2% | 0.29% | 94.7% | 77 | 7.79% | 5.7 |
|
3623
Krensavage Asset Management
New York
| USD 319 M | +USD 24.2 M | +8% | 8.76% | 124% | 14 | 14.29% | 3 |
|
3624
Gries Financial
Cleveland,
Ohio
| USD 319 M | +USD 6.81 M | +2% | 0.05% | 71.3% | 191 | 32.98% | 0.4 |
|
3625
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| USD 319 M | -USD 5.03 M | -2% | 0.8% | 49.3% | 51 | 3.92% | 5.5 |
|