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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4801
SMART Wealth
Omaha,
Nebraska
| USD 255 M | +USD 7.92 M | +3% | 5.44% | 83.6% | 166 | 40.36% | 0.7 |
|
4802
Westwood Wealth Management
Los Angeles,
California
| USD 255 M | -USD 13.2 M | -5% | 0.93% | 495% | 44 | 9.09% | 1.8 |
|
4803
Letson Investment Management
Atlanta,
Georgia
| USD 255 M | +USD 28.7 M | +13% | 10.3% | 56.7% | 91 | 3.3% | 0.7 |
|
4804
Cypress Point Wealth Management
Dallas,
Texas
| USD 255 M | +USD 43.4 M | +21% | 16% | 255% | 77 | 9.09% | 1.3 |
|
4805
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| USD 255 M | +USD 54.3 M | +27% | 5.57% | 61.9% | 220 | 30.45% | 0.8 |
|
4806
Your Advocates Ltd
Houston,
Texas
| USD 255 M | +USD 16.3 M | +7% | 6.41% | 53.6% | 249 | 10.84% | 2.5 |
|
4807
Forager Capital Management
Birmingham,
Alabama
| USD 254 M | +USD 20.8 M | +9% | 11.4% | 52.6% | 14 | 7.14% | 2.3 |
|
4808
Allred Capital Management
Dallas,
Texas
| USD 254 M | -USD 6.66 M | -3% | 6.38% | 85.2% | 179 | 13.97% | 4 |
|
4809
David Kennon
Sarasota,
Florida
| USD 254 M | +USD 15.9 M | +7% | 5.94% | 52.4% | 34 | 0% | 1.5 |
|
4810
Sweeney & Michel
Chico,
California
| USD 254 M | +USD 19.2 M | +8% | 6.56% | – | 123 | 10.57% | 1.2 |
|
4811
Main Street Group
Glen Allen,
Virginia
| USD 254 M | +USD 13.1 M | +5% | 4.02% | 98.3% | 937 | 17.18% | 0.7 |
|
4812
Mezzasalma Advisors
Tinton Falls,
New Jersey
| USD 254 M | +USD 20.4 M | +9% | 6.66% | 203% | 87 | 13.79% | 1.7 |
|
|
AC
4813
ASB Consultores
Aventura,
Florida
| USD 254 M | -USD 25 M | -9% | 4.94% | 91% | 226 | 21.24% | 1.1 |
|
4814
Eclectic Associates
Fullerton,
California
| USD 253 M | +USD 28.5 M | +13% | 6.86% | 53.8% | 104 | 16.35% | 2.4 |
|
4815
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| USD 253 M | +USD 35.1 M | +16% | 14.2% | 0.74% | 3 | 0% | 1.3 |
|
|
GWM
4816
Gray Wealth Management
Bangor,
Maine
| USD 253 M | +USD 21.5 M | +9% | 6.28% | 22.1% | 144 | 9.72% | 3 |
|
4817
Bear Mountain Capital
Seattle,
Washington
| USD 253 M | +USD 7.48 M | +3% | 6.57% | 43% | 192 | 14.06% | 0.7 |
|
4818
My Legacy Advisors
Bend,
Oregon
| USD 253 M | -USD 59.6 M | -19% | 6.91% | 49.1% | 212 | 10.85% | 1.8 |
|
|
PWMG
4819
Private Wealth Management Group
Princeton,
New Jersey
| USD 253 M | +USD 22.4 M | +10% | 7.4% | 63.2% | 1,564 | 8.57% | 0.7 |
|
|
BIMC
4820
Benson Investment Management Company
Roanoke,
Virginia
| USD 253 M | +USD 11.3 M | +5% | 7.32% | 99.8% | 62 | 43.55% | 1.6 |
|
4821
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| USD 253 M | +USD 119 M | +88% | 88.4% | 943% | 1 | 0% | 2.8 |
|
4822
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 253 M | – | – | 9.81% | – | 157 | – | 0 |
|
4823
DHJJ Financial Advisors
Naperville,
Illinois
| USD 253 M | +USD 15.9 M | +7% | 5.81% | 62.5% | 887 | 6.76% | 1.2 |
|
4824
Sachetta
Lynnfield,
Massachusetts
| USD 253 M | +USD 22.8 M | +10% | 6.34% | – | 1,316 | 13.91% | 0.7 |
|
4825
Fortitude Family Office
Scottsdale,
Arizona
| USD 253 M | +USD 76.3 M | +43% | 7.91% | 81.1% | 1,298 | 32.97% | 0.5 |
|