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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
FWM
4876
Filbrandt Wealth Management
Middleton,
Wisconsin
| USD 174 M | -USD 2.23 M | -1% | 1.48% | – | 265 | 38.49% | 1 |
|
4877
Pacific Sun Financial
Los Angeles,
California
| USD 174 M | – | – | 1.9% | 70.3% | 174 | – | 2.5 |
|
4878
Sovereign Financial Group
Stamford,
Connecticut
| USD 174 M | +USD 8.7 M | +5% | 0.58% | 90.7% | 192 | 25.52% | 0.6 |
|
4879
Landaas & Company
Milwaukee,
Wisconsin
| USD 174 M | -USD 4.93 M | -3% | 0.62% | 68.3% | 77 | 5.19% | 2.6 |
|
4880
One Charles Private Wealth Services
Hingham,
Massachusetts
| USD 174 M | +USD 24.4 M | +16% | 7.35% | 99.7% | 126 | 15.08% | 0.4 |
|
4881
Legacy Bridge
West Des Moines,
Iowa
| USD 173 M | -USD 3.34 M | -2% | 0.34% | 236% | 312 | 10.26% | 2.1 |
|
4882
Harrington Investments
Napa,
California
| USD 173 M | +USD 4.41 M | +3% | 1.22% | 109% | 84 | 9.52% | 3.2 |
|
4883
Concorde Asset Management
Ann Arbor,
Michigan
| USD 173 M | -USD 4.8 M | -3% | 3.98% | – | 220 | 23.64% | 1.3 |
|
4884
Shayne & Jacobs LLC
Nashville,
Tennessee
| USD 173 M | -USD 5.06 M | -3% | 0.62% | 79.4% | 37 | 2.7% | 4.5 |
|
4885
Apexium Financial
Dallas,
Texas
| USD 173 M | +USD 12.1 M | +7% | 0.11% | 89.6% | 91 | 13.19% | 1.3 |
|
4886
Smith Shellnut Wilson
Ridgeland,
Mississippi
| USD 173 M | +USD 957 k | +0.6% | 0.37% | 98.6% | 177 | 19.77% | 2.8 |
|
4887
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| USD 173 M | -USD 6.34 M | -4% | 1.57% | 66.8% | 142 | 2.82% | 3.1 |
|
4888
IMS Capital Management
Portland,
Oregon
| USD 173 M | +USD 3.32 M | +2% | 1.22% | 119% | 146 | 19.18% | 3.2 |
|
4889
Donald L. Hagan LLC
Sarasota,
Florida
| USD 173 M | +USD 2.94 M | +2% | 2.19% | 47.9% | 103 | 15.53% | 2.1 |
|
4890
RFG Holdings
Argyle,
Texas
| USD 173 M | +USD 3.01 M | +2% | 1.56% | 74.2% | 36 | 36.11% | 0.5 |
|
|
CWM
4891
CCG Wealth Management
San Diego,
California
| USD 173 M | +USD 44 M | +34% | 0.25% | 82.6% | 117 | 33.33% | 1.2 |
|
4892
Spark Investment Management
New York
| USD 173 M | -USD 9.7 M | -5% | 8.46% | 459% | 45 | 28.89% | 0.9 |
|
4893
SWMG LLC
Fort Worth,
Texas
| USD 172 M | +USD 2.44 M | +1% | 1.28% | 68.7% | 68 | 20.59% | 0.6 |
|
4894
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| USD 172 M | +USD 5.55 M | +3% | 0.08% | 56.9% | 81 | 11.11% | 2 |
|
|
MA
4895
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| USD 172 M | -USD 17.3 M | -9% | 4.28% | 166% | 74 | 6.76% | 5.7 |
|
4896
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| USD 172 M | -USD 2.67 M | -2% | 0.76% | 91.4% | 178 | 29.21% | 0.5 |
|
4897
Strong Tower Advisory Services
Minneapolis,
Minnesota
| USD 172 M | – | – | 0.8% | 155% | 102 | – | 0 |
|
|
CFG
4898
CMC Financial Group
Atlanta,
Georgia
| USD 172 M | -USD 4.03 M | -2% | 2.02% | 102% | 32 | 28.13% | 1.5 |
|
|
WCH
4899
Willoughby Capital Holdings
Greenwich,
Connecticut
| USD 172 M | – | – | 22% | – | 1 | – | 0 |
|
4900
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| USD 172 M | +USD 19.7 M | +13% | 0.91% | 38.4% | 14 | 21.43% | 1.4 |
|