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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
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3876 |
WFM
3876
Wolff Financial Management
Kalamazoo,
Michigan
| USD 501 M | +USD 48.9 M | +11% | 11.9% | 52.8% | 107 | 4.67% | 3.1 |
|
| 3877 |
PPL
3877
Planning Project LLC
The Woodlands,
Texas
| USD 501 M | – | – | 9.25% | – | 26 | – | 0.3 |
|
| 3878 |
PCA
3878
Peddock Capital Advisors
Braintree,
Massachusetts
| USD 501 M | +USD 47.5 M | +10% | 13.8% | 113% | 171 | 6.43% | 6.6 |
|
| 3879 |
FGWP
3879
Founders Grove Wealth Partners
Richmond,
Virginia
| USD 501 M | +USD 60.9 M | +14% | 14.4% | – | 194 | 21.65% | 1 |
|
| 3880 |
PT
3880
Plimoth Trust
Plymouth,
Massachusetts
| USD 501 M | +USD 53.4 M | +12% | 19.9% | 94% | 177 | 3.39% | 6.4 |
|
| 3881 |
TLP
3881
Trinity Legacy Partners
Houston,
Texas
| USD 500 M | +USD 38.6 M | +8% | 12.8% | 63.3% | 117 | 15.38% | 3.5 |
|
| 3882 |
HC
3882
Headwater Capital
Hong Kong,
China
| USD 500 M | -USD 122 M | -20% | 25.2% | – | 21 | 57.14% | 0.5 |
|
| 3883 |
BCM
3883
Brown Capital Management
Baltimore,
Maryland
| USD 500 M | -USD 204 M | -29% | 35.2% | 79.2% | 63 | 25.4% | 3.9 |
|
| 3884 |
ISWM
3884
Intesa Sanpaolo Wealth Management
Ville De Luxembourg,
| USD 500 M | +USD 89.9 M | +22% | 13.4% | – | 336 | 20.83% | 0.4 |
|
| 3885 |
FNBOMD
3885
First National Bank of Mount Dora
Mount Dora,
Florida
| USD 499 M | +USD 36.6 M | +8% | 13.6% | 84.5% | 129 | 4.65% | 6.3 |
|
| 3886 |
TPWM
3886
Twelve Points Wealth Management
Concord,
Massachusetts
| USD 499 M | +USD 44.5 M | +10% | 8.47% | 50.7% | 219 | 11.42% | 2.8 |
|
| 3887 |
BRCM
3887
Bright Rock Capital Management
Hanover,
Massachusetts
| USD 499 M | -USD 6.86 M | -1% | 2.89% | 53.1% | 79 | 12.66% | 5.5 |
|
| 3888 |
MA
3888
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 498 M | +USD 107 M | +27% | 31.6% | 203% | 180 | 18.89% | 2 |
|
| 3889 |
TGV
3889
TRV GP V
Boston,
Massachusetts
| USD 498 M | +USD 97.2 M | +24% | 33.9% | – | 3 | 0% | 1.4 |
|
| 3890 |
GWM
3890
GSB Wealth Management
Guilford,
Connecticut
| USD 498 M | +USD 54.7 M | +12% | 16% | 61.8% | 255 | 9.41% | 3.7 |
|
| 3891 |
CMAI
3891
Capital Management Associates Inc
Minneapolis,
Minnesota
| USD 498 M | +USD 55.2 M | +12% | 14.4% | – | 167 | 17.96% | 1.5 |
|
| 3892 |
CWAF
3892
Core Wealth Advisors (Florida)
Lakeland,
Florida
| USD 497 M | +USD 78.5 M | +19% | 12.8% | 59.7% | 129 | 13.95% | 2.1 |
|
| 3893 |
PFG
3893
Premier Financial Group
Eureka,
California
| USD 497 M | -USD 90 M | -15% | 11.1% | – | 255 | 90.98% | 0.1 |
|
| 3894 |
RMAM
3894
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| USD 497 M | +USD 47.6 M | +11% | 12.8% | 75% | 203 | 10.34% | 6.7 |
|
| 3895 |
AFCM
3895
Alta Fox Capital Management
Fort Worth,
Texas
| USD 497 M | +USD 119 M | +32% | 17.5% | 261% | 17 | 58.82% | 0.5 |
|
| 3896 |
MCM
3896
Monument Capital Management
Alexandria,
Virginia
| USD 497 M | +USD 98.1 M | +25% | 25.1% | 170% | 283 | 30.74% | 2.2 |
|
| 3897 |
CMP
3897
Coston McIsaac & Partners
Bar Harbor,
Maine
| USD 497 M | +USD 53.9 M | +12% | 5.54% | 34.3% | 1,004 | 12.55% | 2.6 |
|
| 3898 |
PBF
3898
Petix & Botte Financial
La Mesa,
California
| USD 497 M | +USD 48 M | +11% | 11.8% | 47.5% | 145 | 7.59% | 3.5 |
|
| 3899 |
ACA
3899
Ackerman Capital Advisors
Dallas,
Texas
| USD 497 M | +USD 8.24 M | +2% | 8.35% | 40.4% | 122 | 7.38% | 3.7 |
|
| 3900 |
NL
3900
NVWM LLC
Yardley,
Pennsylvania
| USD 496 M | +USD 47.1 M | +10% | 20.9% | 119% | 803 | 10.96% | 3.1 |
|