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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4326
Safeguard Investment Advisory Group
Corona,
California
| USD 235 M | +USD 26.8 M | +13% | 7.65% | 84.3% | 109 | 13.76% | 1.7 |
|
|
WA
4327
Wealth Advisors
Rancho Santa Fe,
California
| USD 234 M | +USD 24 M | +11% | 15% | 40% | 73 | 20.55% | 2.2 |
|
4328
LCNB Corp
Lebanon,
Ohio
| USD 234 M | +USD 13.4 M | +6% | 5.43% | 75.2% | 179 | 6.7% | 4 |
|
4329
Atwater Malick
Lancaster,
Pennsylvania
| USD 234 M | +USD 20.8 M | +10% | 4.74% | 83.4% | 66 | 15.15% | 2.7 |
|
4330
McElhenny Sheffield Capital Management
Dallas,
Texas
| USD 234 M | +USD 44.2 M | +23% | 13% | 86.3% | 107 | 28.97% | 1.2 |
|
4331
Radnor Capital Management
Wayne,
Pennsylvania
| USD 234 M | -USD 146 M | -38% | 4.36% | 96.9% | 254 | 66.93% | 2.5 |
|
4332
Hurlow Wealth Management Group
Bloomington,
Indiana
| USD 234 M | +USD 17.7 M | +8% | 5.5% | 55.8% | 110 | 9.09% | 3.3 |
|
4333
Almitas Capital
Santa Monica,
California
| USD 234 M | +USD 24.7 M | +12% | 1.58% | 86.1% | 118 | 39.83% | 0.9 |
|
|
LFM
4334
Lumina Fund Management
New York
| USD 234 M | +USD 21.4 M | +10% | 8.72% | 28.1% | 76 | 6.58% | 2.1 |
|
4335
FirstPurpose Wealth
Orem,
Utah
| USD 234 M | +USD 30.7 M | +15% | 5.87% | – | 213 | 18.31% | 1 |
|
4336
BHK Investment Advisors
Birmingham,
Alabama
| USD 234 M | +USD 4.74 M | +2% | 5.12% | 54.6% | 62 | 8.06% | 3.9 |
|
4337
Syverson Strege & Co
West Des Moines,
Iowa
| USD 234 M | -USD 623 k | -0.3% | 4.09% | 66.8% | 666 | 90.69% | 2.2 |
|
4338
MBM Wealth Consultants
Chesterfield,
Missouri
| USD 234 M | -USD 11.6 M | -5% | 5.02% | 57.1% | 281 | 62.99% | 3.1 |
|
4339
DCM Advisors
New York
| USD 233 M | +USD 18.5 M | +9% | 9.59% | 99.3% | 80 | 12.5% | 1.6 |
|
4340
All-Stars Investment
Hong Kong
| USD 233 M | -USD 116 M | -33% | 17.7% | 41.7% | 3 | 0% | 1.2 |
|
|
DL
4341
DOHJ LLC
Seattle,
Washington
| USD 233 M | +USD 35.5 M | +18% | 6.06% | 51.5% | 89 | 4.49% | 2.5 |
|
4342
WPWealth
Fort Worth,
Texas
| USD 233 M | +USD 16.5 M | +8% | 2.49% | 38.2% | 56 | 21.43% | 0.3 |
|
4343
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| USD 233 M | +USD 26.4 M | +13% | 12.6% | 70.6% | 90 | 6.67% | 1.9 |
|
4344
Modus Advisors
Excelsior,
Minnesota
| USD 233 M | +USD 15.7 M | +7% | 5.52% | 89.5% | 106 | 8.49% | 2.5 |
|
4345
O'Keefe Stevens Advisory
Rochester,
New York
| USD 233 M | +USD 30.4 M | +15% | 17.3% | 208% | 42 | 4.76% | 4 |
|
|
AIA
4346
AIMZ Investment Advisors
Los Altos,
California
| USD 233 M | +USD 9.48 M | +4% | 5.56% | 81.3% | 113 | 2.65% | 6.2 |
|
4347
TrueFG
Cedar Park,
Texas
| USD 233 M | +USD 11.1 M | +5% | 3.5% | 54.2% | 39 | 7.69% | 2.9 |
|
4348
Somerset Trust
Somerset,
Pennsylvania
| USD 232 M | +USD 1.81 M | +0.8% | 4.93% | 80.5% | 152 | 9.21% | 5.1 |
|
4349
Wells Trecaso Financial Group
Akron,
Ohio
| USD 232 M | +USD 16.5 M | +8% | 8.12% | 108% | 95 | 10.53% | 3.5 |
|
4350
Scott Capital Advisors
Portland,
Oregon
| USD 232 M | +USD 24.9 M | +12% | 5.3% | 50.9% | 48 | 8.33% | 1.1 |
|