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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
S.E.E.D. Planning Group
Binghamton,
New York
| USD 302 M | +USD 26.5 M | +10% | 8.96% | 57.3% | 77 | 9.09% | 3.2 |
|
4327
GoodHaven Capital Management
Millburn,
New Jersey
| USD 302 M | +USD 29.2 M | +11% | 13.2% | 80.7% | 26 | 0% | 4.8 |
|
4328
Argonautica Private Wealth Management
Wellesley,
Massachusetts
| USD 302 M | +USD 9.35 M | +3% | 6% | 158% | 204 | 7.35% | 1.3 |
|
4329
NIA Impact Advisors
Berkeley,
California
| USD 301 M | +USD 22.9 M | +8% | 9.82% | – | 110 | 7.27% | 1.4 |
|
4330
Defender Capital
Charlotte,
North Carolina
| USD 301 M | +USD 8.46 M | +3% | 9.98% | 101% | 38 | 15.79% | 2.9 |
|
4331
Abound Wealth Management
Franklin,
Tennessee
| USD 301 M | +USD 29.9 M | +11% | 7.3% | 65.7% | 1,363 | 19.08% | 1.4 |
|
|
FAP
4332
Financial Advisory Partners
Winter Park,
Florida
| USD 301 M | +USD 33.7 M | +13% | 7.27% | 52.9% | 71 | 11.27% | 1.9 |
|
4333
Horan Capital Advisors
Cincinnati,
Ohio
| USD 301 M | +USD 16.4 M | +6% | 7.1% | 26.6% | 120 | 5.83% | 4.5 |
|
4334
ORG Wealth Partners
Dallas,
Texas
| USD 301 M | – | – | 19.3% | – | 479 | – | 0 |
|
|
BE
4335
Bonness Enterprises
Washington,
District of Columbia
| USD 301 M | +USD 27.5 M | +10% | 13.5% | 98.6% | 37 | 0% | 10.8 |
|
4336
Detalus Advisors
St. Louis,
Missouri
| USD 301 M | +USD 9.13 M | +3% | 6.61% | 75.7% | 163 | 12.88% | 2.8 |
|
4337
TIFF Advisory Services
Radnor,
Pennsylvania
| USD 301 M | +USD 10.8 M | +4% | 4.46% | 86.3% | 26 | 30.77% | 1.6 |
|
4338
Family Legacy Inc
Greenville,
South Carolina
| USD 301 M | +USD 21.5 M | +8% | 7.53% | 89% | 123 | 3.25% | 5 |
|
4339
Whitaker-Myers Wealth Managers
Mansfield,
Ohio
| USD 301 M | +USD 29.9 M | +11% | 7.2% | 75.2% | 116 | 23.28% | 1.1 |
|
4340
Legacy Capital Group California
Los Gatos,
California
| USD 301 M | +USD 23.3 M | +8% | 6.83% | 129% | 360 | 28.06% | 0.9 |
|
4341
Neumann Capital Management
Foster City,
California
| USD 301 M | +USD 9.6 M | +3% | 6.84% | 89.9% | 103 | 6.8% | 6.5 |
|
4342
Syntrinsic
Denver,
Colorado
| USD 301 M | -USD 590 k | -0.2% | 6.77% | – | 86 | 18.6% | 0.9 |
|
4343
Juniper Capital Advisors
Houston,
Texas
| USD 301 M | -USD 51.6 M | -15% | 14.7% | – | 1 | 0% | 0.8 |
|
4344
ForthRight Wealth Management
Alpharetta,
Georgia
| USD 300 M | +USD 22.1 M | +8% | 6.91% | 44.6% | 67 | 10.45% | 2.4 |
|
4345
Chase Investment Counsel
Charlottesville,
Virginia
| USD 300 M | +USD 18.3 M | +6% | 10.2% | 350% | 143 | 28.67% | 1.5 |
|
4346
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| USD 300 M | +USD 15.2 M | +5% | 3.55% | 17.7% | 253 | 44.66% | 3.9 |
|
4347
Dodds Wealth
Greenwood Village,
Colorado
| USD 300 M | +USD 43.8 M | +17% | 5.55% | – | 59 | 5.08% | 0.7 |
|
4348
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 300 M | +USD 30 M | +11% | 5.94% | 81.6% | 105 | 19.05% | 2.5 |
|
|
TCOT
4349
Trust Company of Tennessee
Knoxville,
Tennessee
| USD 300 M | +USD 20.3 M | +7% | 7.7% | – | 6 | 0% | 0.3 |
|
4350
Prudent Man Advisors
Naperville,
Illinois
| USD 300 M | +USD 16.9 M | +6% | 6.7% | 82.8% | 195 | 17.44% | 2.6 |
|