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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4251 |
PP
4251
Prosperity Planning
Kansas City,
Missouri
| USD 436 M | +USD 41.6 M | +11% | 7.89% | 43.5% | 120 | 8.33% | 3.2 |
|
| 4252 |
MCM
4252
Monarch Capital Management
Fort Wayne,
Indiana
| USD 436 M | +USD 27.6 M | +7% | 12.9% | 65% | 132 | 5.3% | 8.4 |
|
| 4253 |
BFS
4253
Bare Financial Services
Gap,
Pennsylvania
| USD 436 M | +USD 57.5 M | +15% | 11.3% | – | 1,946 | 19.42% | 0.8 |
|
| 4254 |
AWM
4254
Able Wealth Management
Toms River,
New Jersey
| USD 436 M | +USD 61.8 M | +17% | 13.2% | 58.3% | 206 | 44.66% | 1 |
|
| 4255 |
PFM
4255
Peak Financial Management
Wellesley,
Massachusetts
| USD 436 M | +USD 41.6 M | +11% | 10.3% | 58.2% | 120 | 21.67% | 4.2 |
|
| 4256 |
RCWVOTCITCONY
4256
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
| USD 435 M | +USD 4 M | +0.9% | 10.2% | – | 2 | 0% | 1.3 |
|
| 4257 |
GAG
4257
Goodman Advisory Group
Needham,
Massachusetts
| USD 435 M | +USD 49.6 M | +13% | 20.4% | 88.8% | 185 | 63.78% | 1.6 |
|
| 4258 |
LCM
4258
Lionstone Capital Management
New York
| USD 435 M | +USD 22 M | +5% | 5.77% | 74.1% | 12 | 8.33% | 4.8 |
|
| 4259 |
MLFP
4259
MPS Loria Financial Planners
Burr Ridge,
Illinois
| USD 435 M | +USD 56 M | +15% | 14.6% | 80% | 98 | 16.33% | 5.1 |
|
| 4260 |
OCPWS
4260
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 434 M | +USD 34.8 M | +9% | 11.8% | 99.7% | 180 | 13.89% | 2.9 |
|
| 4261 |
CAAM
4261
Cape Ann Asset Management
London,
United Kingdom
| USD 434 M | -USD 5.9 M | -1% | 2.09% | 199% | 12 | 8.33% | 2.5 |
|
| 4262 |
CFG
4262
Carr Financial Group
Worcester,
Massachusetts
| USD 434 M | +USD 55.3 M | +15% | 15.1% | 66.1% | 190 | 12.63% | 2.4 |
|
| 4263 |
NRC
4263
New Republic Capital
Charlotte,
North Carolina
| USD 434 M | +USD 137 M | +46% | 18.2% | 91.4% | 372 | 21.51% | 1.8 |
|
| 4264 |
NICM
4264
Neo Ivy Capital Management
New York
| USD 434 M | +USD 55 M | +14% | 22% | – | 520 | 73.08% | 0.3 |
|
| 4265 |
HSA
4265
Hussman Strategic Advisors
Ellicott City,
Maryland
| USD 434 M | -USD 28.5 M | -6% | 8.02% | 41.6% | 334 | 50.6% | 2 |
|
| 4266 |
DCM
4266
Divisar Capital Management
San Francisco,
California
| USD 434 M | +USD 41.6 M | +11% | 48.4% | 194% | 28 | 7.14% | 3.5 |
|
| 4267 |
SCP
4267
Seafarer Capital Partners
Larkspur,
California
| USD 434 M | -USD 1.86 M | -0.4% | 5.28% | 43% | 9 | 0% | 3.6 |
|
| 4268 |
CEI
4268
Clark Estates Inc
New York
| USD 434 M | +USD 17.5 M | +4% | 6.94% | 34.5% | 108 | 26.85% | 2.5 |
|
| 4269 |
BHWM
4269
Bay Harbor Wealth Management
Hunt Valley,
Maryland
| USD 434 M | +USD 47.9 M | +12% | 12.1% | 47.9% | 1,354 | 8.57% | 1.4 |
|
| 4270 |
BRF
4270
B. Riley Financial
Los Angeles,
California
| USD 434 M | -USD 22.7 M | -5% | 0.19% | 682% | 45 | 68.89% | 0.6 |
|
| 4271 |
CCMI
4271
Creative Capital Management Investments
San Diego,
California
| USD 433 M | +USD 85 M | +24% | 10.2% | 50.7% | 1,463 | 79.56% | 0.4 |
|
| 4272 |
SWA
4272
Shah Wealth Advisors
Chino Hills,
California
| USD 433 M | – | – | 15.8% | – | 79 | – | 0 |
|
| 4273 |
SIAG
4273
Safeguard Investment Advisory Group
Corona,
California
| USD 433 M | +USD 71.1 M | +20% | 21.8% | 84.3% | 184 | 25.54% | 2.4 |
|
| 4274 |
HCM
4274
Heights Capital Management
San Francisco,
California
| USD 433 M | +USD 74.3 M | +21% | 27.4% | – | 429 | 62.94% | 0.3 |
|
| 4275 |
IPW
4275
Intergy Private Wealth
Colorado Springs,
Colorado
| USD 433 M | +USD 92 M | +27% | 15.6% | 73.8% | 151 | 21.19% | 2.1 |
|