¡Ya estamos en !
Descubre más
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
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) |
|
|---|---|---|---|---|---|---|---|---|---|
4926
Milestone Advisory Partners
Southern Pines,
North Carolina
| USD 170 M | -USD 19.5 M | -10% | 0% | 19.7% | 90 | 14.44% | 1.6 |
|
4927
Harvest Group Wealth Management
Waltham,
Massachusetts
| USD 170 M | +USD 2.24 M | +1% | 1.46% | 28.1% | 73 | 26.03% | 0.8 |
|
|
MCM
4928
McMillion Capital Management
Greensboro,
North Carolina
| USD 170 M | -USD 13.5 M | -7% | 0.72% | 59.3% | 86 | 9.3% | 4.7 |
|
4929
Compass Advisory Group
Melville,
New York
| USD 170 M | +USD 8.82 M | +5% | 0.26% | 49.2% | 55 | 14.55% | 0.6 |
|
4930
Franklin Street Capital Partners
New York
| USD 170 M | +USD 52 M | +44% | 3.56% | – | 48 | 43.75% | 0.5 |
|
4931
Demars Financial Group
Spokane Valley,
Washington
| USD 170 M | +USD 3.51 M | +2% | 1.49% | 69.1% | 98 | 27.55% | 1 |
|
4932
Yaupon Capital Management
New York
| USD 170 M | -USD 11.2 M | -6% | 2.87% | 122% | 89 | 71.91% | 0.3 |
|
4933
Brookmont Capital Management
Dallas,
Texas
| USD 170 M | +USD 4.25 M | +3% | 1.33% | 32.2% | 58 | 8.62% | 5.1 |
|
|
I2I
4934
Insight 2811 Inc
Chicago,
Illinois
| USD 169 M | -USD 8.04 M | -5% | 0.43% | 31.3% | 87 | 20.69% | 3.4 |
|
|
APSI
4935
Asset Planning Services Inc
Covington,
Louisiana
| USD 169 M | -USD 3.62 M | -2% | 1.91% | 138% | 39 | 0% | 3.2 |
|
|
TI
4936
Truehand Inc
Strafford,
New Hampshire
| USD 169 M | -USD 525 k | -0.3% | 1.21% | 86.9% | 200 | 4% | 2.4 |
|
4937
Kozak & Associates
Highlands Ranch,
Colorado
| USD 169 M | – | – | 0.73% | 111% | 333 | – | 0.2 |
|
4938
Friedenthal Financial
Marlton,
New Jersey
| USD 169 M | +USD 2.24 M | +1% | 0.84% | 105% | 79 | 29.11% | 2.1 |
|
4939
New England Professional Planning Group
Westerly,
Rhode Island
| USD 169 M | +USD 2.97 M | +2% | 1.75% | 64.1% | 55 | 18.18% | 3 |
|
4940
R.W. Roge & Company
Bohemia,
New York
| USD 169 M | +USD 9.14 M | +6% | 0.08% | 76.3% | 44 | 13.64% | 1.3 |
|
|
JPLA
4941
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| USD 169 M | +USD 1.43 M | +0.9% | 0.82% | 84% | 639 | 10.49% | 0.9 |
|
|
WA1
4942
Wimmer Associates 1
Pasadena,
California
| USD 169 M | -USD 1.76 M | -1% | 0.16% | 78.9% | 123 | 5.69% | 3.9 |
|
4943
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 169 M | +USD 2.38 M | +1% | 1.76% | 108% | 79 | 7.59% | 1.3 |
|
4944
BNC Wealth Management
Beaverton,
Oregon
| USD 169 M | +USD 3.66 M | +2% | 1.43% | 204% | 101 | 21.78% | 0.7 |
|
4945
Western Financial Corp
San Diego,
California
| USD 169 M | -USD 16.5 M | -9% | 6.58% | 275% | 101 | 21.78% | 0.5 |
|
4946
Summit Rock Advisors
New York
| USD 169 M | -USD 83.8 M | -33% | 2.65% | – | 5 | 20% | 0.6 |
|
4947
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| USD 169 M | +USD 3.43 M | +2% | 2.15% | 58.7% | 53 | 5.66% | 1.9 |
|
4948
VCU Investment Management
Richmond,
Virginia
| USD 168 M | -USD 1.35 M | -0.8% | 0.76% | – | 7 | 0% | 2.8 |
|
4949
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 168 M | +USD 192 k | +0.1% | 0.42% | 68.7% | 27 | 0% | 5.8 |
|
4950
Radnor Capital Management
Wayne,
Pennsylvania
| USD 168 M | -USD 128 M | -43% | 1.74% | 96.9% | 213 | 65.26% | 2.5 |
|