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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4826
Sara-Bay Financial
Sarasota,
Florida
| USD 279 M | +USD 52.7 M | +23% | 52.9% | 233% | 88 | 27.27% | 3 |
|
4827
Penobscot Wealth Management
Portland,
Maine
| USD 279 M | +USD 41.6 M | +17% | 8.43% | 56.7% | 101 | 13.86% | 2 |
|
4828
Essex Woodlands Management
The Woodlands,
Texas
| USD 279 M | -USD 67.5 M | -19% | 16.1% | 55% | 6 | 0% | 6 |
|
4829
Bear Mountain Capital
Seattle,
Washington
| USD 279 M | +USD 20.5 M | +8% | 7.78% | – | 347 | 48.41% | 1.2 |
|
4830
Oak Asset Management
Westlake Village,
California
| USD 279 M | +USD 6.14 M | +2% | 5.76% | 91.8% | 104 | 3.85% | 2.7 |
|
4831
Luminvest Wealth Management
Scottsdale,
Arizona
| USD 279 M | +USD 36.3 M | +15% | 7.67% | 47.7% | 42 | 26.19% | 1 |
|
4832
Stevens Capital Partners
Omaha,
Nebraska
| USD 279 M | +USD 66 M | +31% | 11% | 76.3% | 86 | 32.56% | 1.5 |
|
4833
Evelyn Partners Investment Management (Europe)
Dublin,
| USD 279 M | +USD 11.4 M | +4% | 9.33% | – | 189 | 3.17% | 0.5 |
|
4834
Berkeley Inc
Boise,
Idaho
| USD 279 M | +USD 65.5 M | +31% | 5.44% | 49.4% | 75 | 13.33% | 2.7 |
|
4835
JVL Associates
Wyoming,
Michigan
| USD 278 M | +USD 30.6 M | +12% | 10.2% | 81% | 67 | 16.42% | 3.5 |
|
4836
Bishop & Co Investment Management
Erie,
Pennsylvania
| USD 278 M | +USD 19.8 M | +8% | 8.69% | 47.6% | 27 | 7.41% | 5.9 |
|
4837
Your Advocates Ltd
Houston,
Texas
| USD 278 M | +USD 17.6 M | +7% | 6.87% | 50% | 217 | 9.68% | 2.9 |
|
4838
WealthCare Investment Partners
Portsmouth,
Rhode Island
| USD 278 M | +USD 42.3 M | +18% | 9.23% | 62.6% | 158 | 6.96% | 2.2 |
|
4839
X-Square Capital
Guaynabo,
Puerto Rico
| USD 278 M | +USD 45.4 M | +20% | 19.1% | 158% | 173 | 18.5% | 3.1 |
|
|
CAGAS
4840
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| USD 278 M | +USD 16 M | +6% | 7.54% | 54.8% | 185 | 12.43% | 2.5 |
|
4841
Burkett Financial Services
Rock Hill,
South Carolina
| USD 278 M | +USD 32.3 M | +13% | 7.39% | 63.6% | 265 | 19.25% | 1.2 |
|
4842
Roth Financial Partners
Kingwood,
Texas
| USD 277 M | +USD 24.2 M | +10% | 8.67% | 61% | 32 | 6.25% | 3.2 |
|
4843
Patient Square Capital
Menlo Park,
California
| USD 277 M | +USD 35.7 M | +15% | 15.4% | 329% | 22 | 27.27% | 0.6 |
|
4844
Team Hewins
Redwood City,
California
| USD 277 M | +USD 20 M | +8% | 5.98% | 60.5% | 38 | 15.79% | 1.4 |
|
4845
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 277 M | +USD 31 M | +13% | 10.1% | 83.1% | 181 | 32.04% | 1.5 |
|
4846
Revisor Wealth Management
Akron,
Ohio
| USD 277 M | +USD 52.5 M | +23% | 6.68% | 72% | 283 | 26.15% | 0.9 |
|
4847
Windward Private Wealth Management
Overland Park,
Kansas
| USD 277 M | +USD 20.9 M | +8% | 6.38% | 35.5% | 44 | 9.09% | 3.9 |
|
4848
Long Corridor Asset Management
Hong Kong
| USD 277 M | +USD 141 M | +103% | 15.5% | 73.6% | 23 | 39.13% | 1.1 |
|
|
PH
4849
Pinnacle Holdings
Tulsa,
Oklahoma
| USD 277 M | +USD 14.1 M | +5% | 4.43% | 79.6% | 257 | 20.23% | 4.9 |
|
4850
Rede Wealth
Charlottesville,
Virginia
| USD 277 M | -USD 6.09 M | -2% | 0.42% | 84.4% | 107 | 2.8% | 3 |
|