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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) |
|
|---|---|---|---|---|---|---|---|---|---|
4851
Roth Financial Partners
Kingwood,
Texas
| USD 250 M | +USD 18.7 M | +8% | 6.33% | 61% | 32 | 3.13% | 2.6 |
|
4852
Castle Wealth Management
West Palm Beach,
Florida
| USD 250 M | +USD 41.7 M | +20% | 6% | 60.1% | 126 | 11.11% | 1.7 |
|
4853
Stableford Capital II
Scottsdale,
Arizona
| USD 250 M | -USD 4.12 M | -2% | 6.24% | 66.9% | 141 | 12.77% | 1.2 |
|
4854
Libra Wealth
Los Gatos,
California
| USD 250 M | +USD 19.3 M | +8% | 5.66% | 66.1% | 58 | 10.34% | 1.9 |
|
4855
FSA Wealth Management
Needham,
Massachusetts
| USD 250 M | – | – | 7.06% | – | 561 | – | 0.9 |
|
|
DA
4856
DCF Advisers
Greenwich,
Connecticut
| USD 250 M | +USD 56 M | +29% | 5.2% | 379% | 108 | 24.07% | 1.9 |
|
|
PWM
4857
Prosperity Wealth Management
San Ramon,
California
| USD 250 M | +USD 46.6 M | +23% | 4.53% | 175% | 233 | 43.35% | 0.7 |
|
4858
Dupree Financial Group
Lexington,
Kentucky
| USD 250 M | +USD 29.8 M | +14% | 8.97% | 75.8% | 74 | 14.86% | 0.5 |
|
4859
Wealth Management Resources
Smithfield,
Rhode Island
| USD 250 M | +USD 16.7 M | +7% | 5.82% | 37.7% | 34 | 11.76% | 2 |
|
4860
Kaye Capital Management
El Segundo,
California
| USD 249 M | +USD 12 M | +5% | 5.08% | – | 41 | 14.63% | 1.3 |
|
4861
CGC Financial Services
Lake Oswego,
Oregon
| USD 249 M | +USD 19 M | +8% | 6.86% | 46% | 359 | 4.46% | 1.1 |
|
4862
Newton One Investments
Newark,
Delaware
| USD 249 M | +USD 17.4 M | +8% | 5.8% | 42% | 116 | 63.79% | 3.4 |
|
|
SWMG
4863
Signature Wealth Management Group
Atlanta,
Georgia
| USD 249 M | +USD 21 M | +9% | 7.95% | – | 105 | 5.71% | 3.3 |
|
4864
Planned Solutions
Folsom,
California
| USD 249 M | +USD 42.5 M | +21% | 6.1% | 68.3% | 661 | 83.36% | 0.4 |
|
|
EAM
4865
Eukles Asset Management
Cincinnati,
Ohio
| USD 249 M | +USD 18 M | +8% | 9.64% | 87.9% | 241 | 2.49% | 3.9 |
|
4866
Aikya Investment Management
London,
United Kingdom
| USD 249 M | -USD 97.4 M | -28% | 1.38% | 11.1% | 3 | 0% | 0.8 |
|
|
EE
4867
EWG Elevate
Roseville,
California
| USD 249 M | -USD 24.7 M | -9% | 5.54% | 76% | 145 | 30.34% | 1.9 |
|
4868
Malaga Cove Capital
Pv Estates,
California
| USD 249 M | +USD 2.39 M | +1% | 4.82% | 97.3% | 199 | 22.61% | 2.4 |
|
4869
Slocum, Gordon & Co
Newport,
Rhode Island
| USD 249 M | +USD 114 M | +85% | 12.2% | 65.3% | 152 | 13.82% | 1.4 |
|
|
EFM
4870
Eley Financial Management
South Burlington,
Vermont
| USD 248 M | +USD 12.5 M | +5% | 5.76% | 74.9% | 70 | 7.14% | 1.5 |
|
4871
TSA Wealth Management
Houston,
Texas
| USD 248 M | +USD 13.5 M | +6% | 5.24% | 62.4% | 68 | 11.76% | 0.6 |
|
4872
Addison Capital
Conshohocken,
Pennsylvania
| USD 248 M | +USD 17.4 M | +8% | 6.65% | 71.4% | 147 | 9.52% | 4.1 |
|
4873
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 248 M | +USD 18.5 M | +8% | 5.29% | 47% | 27 | 29.63% | 1.6 |
|
4874
Weik Capital Management
Wyomissing,
Pennsylvania
| USD 248 M | +USD 13.9 M | +6% | 8.48% | 71.6% | 96 | 6.25% | 7.5 |
|
4875
Texas Capital Bancshares
Dallas,
Texas
| USD 248 M | +USD 3.99 M | +2% | 4.48% | 175% | 78 | 7.69% | 3.9 |
|