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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
26.9%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
WFI
4401
West Family Investments
Carlsbad,
California
| USD 294 M | -USD 39.8 M | -12% | 7.04% | 131% | 307 | 22.48% | 1.5 |
|
4402
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 294 M | +USD 60 M | +26% | 9.9% | 60.3% | 32 | 18.75% | 1.6 |
|
4403
Monterey Private Wealth
Monterey,
California
| USD 294 M | +USD 26 M | +10% | 6.99% | 29.8% | 130 | 13.85% | 2.7 |
|
4404
AYAL Capital Advisors
Toronto,
Ontario, Canada
| USD 293 M | +USD 30.1 M | +11% | 8.7% | – | 48 | 66.67% | 0.2 |
|
4405
Astoria Portfolio Advisors
New York
| USD 293 M | +USD 13.5 M | +5% | 6.14% | 75.4% | 221 | 17.65% | 1.5 |
|
4406
Bard Associates
Chicago,
Illinois
| USD 293 M | +USD 32.1 M | +12% | 14.1% | 241% | 182 | 8.24% | 5.5 |
|
|
ITIM
4407
Indiana Trust & Investment Management
Mishawaka,
Indiana
| USD 293 M | +USD 20.7 M | +8% | 5.89% | 114% | 500 | 12.4% | 2.3 |
|
|
BDA
4408
Borer Denton & Associates
Blue Bell,
Pennsylvania
| USD 293 M | +USD 17.7 M | +6% | 6.88% | 44.2% | 61 | 8.2% | 2.1 |
|
4409
Provident Wealth Management
Brentwood,
Tennessee
| USD 293 M | +USD 19.7 M | +7% | 6.51% | 61.1% | 130 | 12.31% | 2.2 |
|
4410
Chesapeake Wealth Management
Williamsburg,
Virginia
| USD 293 M | +USD 17.3 M | +6% | 6.56% | 74.9% | 161 | 6.21% | 4.9 |
|
|
AIA
4411
AIMZ Investment Advisors
Los Altos,
California
| USD 293 M | +USD 13.9 M | +5% | 6.88% | 81.3% | 126 | 7.14% | 6.6 |
|
4412
White Pine Capital
Bloomington,
Minnesota
| USD 293 M | +USD 28.8 M | +11% | 9.23% | 155% | 222 | 8.56% | 6 |
|
4413
Iron Horse Wealth Management
Johston,
Iowa
| USD 293 M | +USD 30.7 M | +12% | 6.66% | 29.1% | 512 | 6.25% | 1.7 |
|
|
XC
4414
XY Capital
Central,
Hong Kong
| USD 292 M | +USD 134 M | +85% | 17.4% | 52.8% | 124 | 65.32% | 0.4 |
|
4415
Magnitude Capital
New York
| USD 292 M | +USD 40.6 M | +16% | 16.2% | – | 1 | 0% | 0.8 |
|
4416
CJM Wealth Advisers
Falls Church,
Virginia
| USD 292 M | +USD 20 M | +7% | 5.85% | 76.8% | 69 | 7.25% | 2 |
|
4417
Westend Capital Management
Sausalito,
California
| USD 292 M | +USD 7.16 M | +3% | 7.32% | – | 254 | 13.39% | 1.4 |
|
4418
Hillman Capital Management
Bethesda,
Maryland
| USD 292 M | +USD 8.35 M | +3% | 4.22% | 20.2% | 56 | 12.5% | 3.3 |
|
4419
Pacifica Capital Investments
Leander,
Texas
| USD 291 M | +USD 13 M | +5% | 11.8% | 69.8% | 18 | 11.11% | 7.4 |
|
4420
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| USD 291 M | -USD 8.44 M | -3% | 11.4% | 52.1% | 131 | 21.37% | 3.1 |
|
4421
Ogorek Anthony Joseph
Williamsville,
New York
| USD 291 M | +USD 3.54 M | +1% | 5.04% | 61.1% | 296 | 14.19% | 4 |
|
4422
Ruedi Wealth Management
Champaign,
Illinois
| USD 291 M | +USD 37.4 M | +15% | 5.77% | 44.9% | 497 | 32.19% | 1.1 |
|
4423
Rench Wealth Management
Denton,
Texas
| USD 291 M | +USD 12.5 M | +4% | 3.54% | 106% | 45 | 0% | 5.7 |
|
4424
Millstreet Capital Management
Boston,
Massachusetts
| USD 291 M | +USD 39.5 M | +16% | 15.7% | – | 3 | 0% | 0.8 |
|
4425
Formula Growth
Montreal,
Quebec, Canada
| USD 291 M | +USD 16 M | +6% | 12.9% | 118% | 130 | 32.31% | 3.3 |
|