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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
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
BC
4676
Bruce & Co
Chicago,
Illinois
| USD 369 M | +USD 19.8 M | +6% | 13.8% | 94.5% | 41 | 0% | 7 |
|
| 4677 |
EW
4677
Evexia Wealth
Stevens Point,
Wisconsin
| USD 369 M | +USD 5.74 M | +2% | 10.5% | 92.5% | 85 | 10.59% | 1.9 |
|
| 4678 |
CCG
4678
Ceeto Capital Group
Coral Gables,
Florida
| USD 369 M | +USD 43.6 M | +13% | 17.6% | 94.4% | 183 | 15.3% | 4.7 |
|
| 4679 |
OG
4679
Odyssey Group
Lancaster,
Pennsylvania
| USD 369 M | – | – | 10.6% | – | 61 | – | 0 |
|
| 4680 |
WAOI
4680
Wealth Advisors of Iowa
West Des Moines,
Iowa
| USD 369 M | +USD 46 M | +14% | 10.2% | 60.9% | 92 | 7.61% | 2.3 |
|
| 4681 |
AWA
4681
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 369 M | +USD 61 M | +20% | 27.5% | 120% | 180 | 16.11% | 2.2 |
|
| 4682 |
GE
4682
General Electric
Evendale,
Ohio
| USD 369 M | +USD 60.6 M | +20% | 28.1% | 47.5% | 2 | 0% | 2.1 |
|
| 4683 |
GIM
4683
Gold Investment Management
Edmonton,
Alberta, Canada
| USD 369 M | +USD 45.9 M | +14% | 23.2% | – | 205 | 3.41% | 2.4 |
|
| 4684 |
JF
4684
Joule Financial
Lexington,
Kentucky
| USD 369 M | +USD 25.5 M | +7% | 10.1% | 55.5% | 122 | 11.48% | 2.5 |
|
| 4685 |
SPM
4685
Symmetry Peak Management
Radnor,
Pennsylvania
| USD 369 M | +USD 10.1 M | +3% | 35.6% | 320% | 148 | 81.76% | 0.2 |
|
| 4686 |
GFPC
4686
Global Financial Private Client
Sarasota,
Florida
| USD 369 M | +USD 63 M | +21% | 18.9% | 100% | 259 | 13.9% | 4 |
|
| 4687 |
CRI
4687
Commonwealth Retirement Investments
Richmond,
Virginia
| USD 368 M | +USD 45.2 M | +14% | 13.9% | 84.4% | 419 | 70.88% | 0.6 |
|
| 4688 |
BMC
4688
Battery Management Corp
Boston,
Massachusetts
| USD 368 M | -USD 57.5 M | -14% | 0.92% | 45.1% | 5 | 0% | 3.4 |
|
| 4689 |
PC
4689
PhiloSmith Capital
Stamford,
Connecticut
| USD 368 M | +USD 17.6 M | +5% | 5.01% | 54% | 23 | 4.35% | 7.6 |
|
| 4690 |
MCM
4690
Millstreet Capital Management
Boston,
Massachusetts
| USD 368 M | -USD 49.5 M | -12% | 11% | – | 2 | 0% | 1.5 |
|
| 4691 |
MTIC
4691
Missouri Trust & Investment Company
Springfield,
Missouri
| USD 368 M | +USD 27.2 M | +8% | 12% | 65.1% | 412 | 64.81% | 4.1 |
|
| 4692 |
BCC
4692
Bain Capital Credit
Boston,
Massachusetts
| USD 368 M | +USD 64.9 M | +21% | 1.15% | 14.4% | 6 | 0% | 3.2 |
|
| 4693 |
FZCM
4693
Flynn Zito Capital Management
Garden City,
New York
| USD 368 M | +USD 54.8 M | +17% | 23.7% | 97.3% | 176 | 15.91% | 2 |
|
| 4694 |
1CP
4694
11 Capital Partners
Darien,
Connecticut
| USD 368 M | +USD 19.2 M | +6% | 28.2% | 101% | 25 | 32% | 1.6 |
|
| 4695 |
PC
4695
Promethos Capital
Boston,
Massachusetts
| USD 368 M | -USD 4.39 M | -1% | 16.3% | – | 60 | 33.33% | 1.3 |
|
| 4696 |
SFP
4696
Sterling Financial Planning
Sparta,
New Jersey
| USD 368 M | +USD 30.4 M | +9% | 9.53% | 55.5% | 125 | 8% | 3.9 |
|
| 4697 |
FPL
4697
Fortress Private Ledger
Raleigh,
North Carolina
| USD 368 M | +USD 47.5 M | +15% | 17.2% | – | 303 | 25.08% | 0.9 |
|
| 4698 |
NWWA
4698
New Wave Wealth Advisors
Springdale,
Arkansas
| USD 367 M | +USD 79.3 M | +28% | 16.6% | – | 239 | 34.31% | 1 |
|
| 4699 |
OAP
4699
One Advisory Partners
Overland Park,
Kansas
| USD 367 M | +USD 42.9 M | +13% | 15% | 54.2% | 77 | 18.18% | 2.4 |
|
| 4700 |
WF
4700
Whelan Financial
Fresno,
California
| USD 367 M | +USD 45.1 M | +14% | 15.8% | 57.9% | 103 | 16.5% | 1.8 |
|