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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4426
Concentrum Wealth Management
San Jose,
California
| USD 319 M | +USD 48.9 M | +18% | 22.2% | 174% | 83 | 20.48% | 3.1 |
|
4427
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| USD 319 M | +USD 22.8 M | +8% | 4.58% | 36.2% | 161 | 13.66% | 2.7 |
|
4428
TSP Capital Management Group
Summit,
New Jersey
| USD 319 M | +USD 14.6 M | +5% | 10.3% | 186% | 46 | 100% | – |
|
4429
Capital Planning
Bellevue,
Washington
| USD 318 M | -USD 39.3 M | -11% | 15.7% | 81.2% | 101 | 27.72% | 2.9 |
|
4430
Oxler Private Wealth
Rye Brook,
New York
| USD 318 M | +USD 33.6 M | +12% | 14.8% | 119% | 87 | 3.45% | 3.4 |
|
4431
11 Capital Partners
Darien,
Connecticut
| USD 318 M | +USD 16.7 M | +6% | 17.9% | 101% | 19 | 15.79% | 1.6 |
|
4432
Evexia Wealth
Stevens Point,
Wisconsin
| USD 318 M | +USD 42.9 M | +16% | 13% | 92.5% | 84 | 19.05% | 1.3 |
|
|
FAP
4433
Financial Advisory Partners
Winter Park,
Florida
| USD 318 M | +USD 19.1 M | +6% | 7.32% | 52.9% | 67 | 5.97% | 2.6 |
|
4434
Neumann Capital Management
Foster City,
California
| USD 318 M | +USD 28.8 M | +10% | 12.4% | 89.9% | 103 | 6.8% | 7.3 |
|
4435
Court Place Advisors
Ellicott City,
Maryland
| USD 318 M | +USD 16.5 M | +5% | 9.05% | 92% | 153 | 7.19% | 7.9 |
|
4436
Newton One Investments
Newark,
Delaware
| USD 318 M | +USD 38.1 M | +14% | 7.22% | 42% | 129 | 9.3% | 1.7 |
|
4437
Boyd Watterson Asset Management
Cleveland,
Ohio
| USD 318 M | +USD 4.95 M | +2% | 13.6% | 101% | 436 | 4.13% | 3.9 |
|
4438
EWA LLC
Pittsbugh,
Pennsylvania
| USD 318 M | +USD 48.6 M | +18% | 14.2% | 102% | 233 | 27.9% | 1.1 |
|
4439
Knuff & Co
Foster City,
California
| USD 318 M | +USD 19.6 M | +7% | 13.3% | 85.8% | 143 | 19.58% | 4.1 |
|
|
CIA
4440
Corigliano Investment Advisers
Raleigh,
North Carolina
| USD 318 M | +USD 92.3 M | +41% | 1.4% | – | 63 | 73.02% | 0.1 |
|
4441
Oak Family Advisors
Chicago,
Illinois
| USD 317 M | +USD 20.4 M | +7% | 11.3% | 81.9% | 119 | 28.57% | 2.2 |
|
4442
Seascape Capital Management
Portsmouth,
New Hampshire
| USD 317 M | +USD 30.5 M | +11% | 10.9% | 111% | 103 | 9.71% | 3.3 |
|
4443
OLIO Financial Planning
Mclean,
Virginia
| USD 317 M | +USD 27.7 M | +10% | 6.9% | 52.9% | 64 | 7.81% | 2.1 |
|
4444
Sandbox Financial Partners
Bethesda,
Maryland
| USD 317 M | +USD 33.8 M | +12% | 13% | 69.6% | 127 | 17.32% | 2.3 |
|
|
VST
4445
Van Strum & Towne
San Francisco,
California
| USD 317 M | +USD 19.3 M | +6% | 7.4% | 62.2% | 114 | 4.39% | 5.9 |
|
4446
360 Financial
Wayzata,
Minnesota
| USD 317 M | +USD 40.5 M | +15% | 10.8% | 82.5% | 86 | 12.79% | 2.9 |
|
4447
Duncan Williams Asset Management
Memphis,
Tennessee
| USD 317 M | +USD 40 M | +14% | 7.97% | – | 156 | 7.05% | 0.8 |
|
4448
WJ Wealth Management
Glendale,
Arizona
| USD 317 M | +USD 34.1 M | +12% | 13.1% | 90.6% | 106 | 31.13% | 1.8 |
|
4449
Crestview Partners III
New York
| USD 316 M | -USD 23.6 M | -7% | 5.95% | 51.2% | 3 | 0% | 4.2 |
|
4450
EdgeRock Capital
Denver,
Colorado
| USD 316 M | +USD 176 M | +125% | 9.84% | 71.3% | 112 | 41.96% | 0.9 |
|