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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
4401
Revisor Wealth Management
Akron,
Ohio
| USD 362 M | -USD 11.4 M | -3% | 1.58% | 72% | 360 | 17.5% | 1.3 |
|
4402
Advanced Asset Management Advisors
Dublin,
Ohio
| USD 362 M | -USD 4.22 M | -1% | 3.68% | 93.6% | 83 | 7.23% | 5.5 |
|
4403
Safeguard Investment Advisory Group
Corona,
California
| USD 362 M | -USD 28.9 M | -7% | 1.97% | 84.3% | 158 | 15.82% | 2.9 |
|
4404
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| USD 362 M | -USD 157 k | -0% | 1.44% | 81.5% | 241 | 7.05% | 5.2 |
|
4405
Cordoba Advisory Partners
New York
| USD 362 M | -USD 42.8 M | -11% | 1.57% | – | 156 | 31.41% | 0.2 |
|
4406
Wood Tarver Financial Group
Boise,
Idaho
| USD 362 M | +USD 5.79 M | +2% | 0.57% | – | 159 | 7.55% | 1.2 |
|
|
A6
4407
Anchor @ 65
Singapore
| USD 362 M | -USD 72.3 M | -17% | 12% | – | 2 | 0% | 1.3 |
|
4408
Elmwood Wealth Management
Berkeley,
California
| USD 362 M | +USD 45 M | +14% | 1.24% | 42.1% | 191 | 17.28% | 3.3 |
|
4409
Xcel Wealth Management
Holly Hill,
Florida
| USD 362 M | -USD 31.6 M | -8% | 5.08% | 98.8% | 149 | 14.09% | 3.8 |
|
4410
Donoghue Forlines
Boston,
Massachusetts
| USD 361 M | +USD 38 M | +12% | 8.86% | 229% | 161 | 56.52% | 0.6 |
|
4411
Daybright Advisory Services
Miami,
Florida
| USD 361 M | -USD 13.5 M | -4% | 3.63% | – | 141 | 11.35% | 0.2 |
|
4412
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| USD 361 M | +USD 12.7 M | +4% | 1.18% | 81.6% | 142 | 17.61% | 2.8 |
|
|
PI
4413
Pennant Investors
Summit,
New Jersey
| USD 361 M | -USD 56.9 M | -14% | 10.1% | 372% | 18 | 11.11% | 3.1 |
|
4414
OLIO Financial Planning
Mclean,
Virginia
| USD 361 M | +USD 4.47 M | +1% | 0.04% | 52.9% | 73 | 4.11% | 2.5 |
|
4415
Bridge City Capital
Lake Oswego,
Oregon
| USD 361 M | +USD 20.6 M | +6% | 7.84% | 120% | 114 | 10.53% | 4.3 |
|
4416
Peak Planning Group
Centennial,
Colorado
| USD 361 M | +USD 4.15 M | +1% | 1.91% | 111% | 123 | 4.88% | 2.1 |
|
|
VWM
4417
VCI Wealth Management
St Louis,
Missouri
| USD 361 M | +USD 1.03 M | +0.3% | 1.06% | 86.3% | 137 | 30.66% | 0.9 |
|
4418
PYA Waltman Capital
Knoxville,
Tennessee
| USD 361 M | -USD 11.5 M | -3% | 5.41% | 62.4% | 75 | 10.67% | 3.9 |
|
4419
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 361 M | -USD 41.8 M | -10% | 1.57% | – | 176 | 15.91% | 1.4 |
|
|
MCM
4420
Monimus Capital Management
Woodbridge,
New Jersey
| USD 361 M | +USD 209 M | +138% | 11.2% | – | 71 | 42.25% | 0.6 |
|
4421
Proathlete Wealth Management
Boca Raton,
Florida
| USD 361 M | -USD 6.2 M | -2% | 3.17% | 73.9% | 320 | 9.06% | 1 |
|
4422
SK Wealth Management
Providence,
Rhode Island
| USD 360 M | +USD 1.79 M | +0.5% | 2.11% | – | 80 | 5% | 1.2 |
|
4423
RR Advisors
Dallas,
Texas
| USD 360 M | +USD 40.6 M | +13% | 27.2% | 89.8% | 29 | 10.34% | 3.9 |
|
4424
True Wealth Design
Akron,
Ohio
| USD 360 M | +USD 19.3 M | +6% | 1.34% | 57% | 2,839 | 15.04% | 1.4 |
|
4425
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 360 M | +USD 17.2 M | +5% | 0.34% | 67.6% | 195 | 8.21% | 2.5 |
|