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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5001
Hutner Capital Management
Manchester,
Vermont
| USD 143 M | -USD 9.41 M | -6% | 5.13% | 52.2% | 44 | 2.27% | 4.8 |
|
5002
Western Financial Corp
San Diego,
California
| USD 143 M | +USD 2.29 M | +2% | 0.45% | 275% | 106 | 25.47% | 0.9 |
|
5003
Ironwood Investment Management
Boston,
Massachusetts
| USD 143 M | -USD 6.59 M | -4% | 2.42% | 164% | 171 | 6.43% | 5.6 |
|
5004
FSA Wealth Management
Needham,
Massachusetts
| USD 143 M | +USD 107 M | +297% | 4.99% | – | 54 | 59.26% | 1.1 |
|
5005
Stonebridge Financial Planning Group
Orlando,
Florida
| USD 143 M | -USD 4.37 M | -3% | 4.83% | 67.2% | 123 | 16.26% | 2 |
|
5006
City State Bank
Norwalk,
Iowa
| USD 143 M | -USD 524 k | -0.4% | 5.11% | 79.1% | 721 | 5.41% | 0.7 |
|
5007
Sheares Healthcare Group
Singapore
| USD 143 M | +USD 77.5 M | +119% | 119% | – | 1 | 0% | 0.8 |
|
5008
Northpond Ventures
Bethesda,
Maryland
| USD 143 M | +USD 37.7 M | +36% | 79.1% | 67.3% | 5 | 0% | 0.7 |
|
5009
Soundmark Wealth Management
Kirkland,
Washington
| USD 143 M | +USD 2.34 M | +2% | 5.86% | 17.2% | 60 | 6.67% | 1.4 |
|
5010
Helen Stephens Group
Fort Worth,
Texas
| USD 143 M | +USD 1.7 M | +1% | 4.55% | 53.4% | 65 | 20% | 0.6 |
|
5011
BMS Financial Advisors
Rapid City,
South Dakota
| USD 143 M | -USD 10.2 M | -7% | 4.84% | – | 117 | 33.33% | 0.6 |
|
5012
GoalVest Advisory
New York
| USD 143 M | -USD 15.2 M | -10% | 5.92% | 94.8% | 325 | 26.77% | 1.1 |
|
5013
Sterling Financial Planning
Sparta,
New Jersey
| USD 143 M | +USD 356 k | +0.3% | 5.81% | 55.5% | 90 | 8.89% | 1.6 |
|
|
MA
5014
Menlo Advisors
Menlo Park,
California
| USD 143 M | -USD 8.26 M | -5% | 3.34% | 108% | 34 | 20.59% | 5.5 |
|
5015
Red Spruce Capital
Berwyn,
Pennsylvania
| USD 142 M | -USD 7.55 M | -5% | 3.56% | 98.4% | 88 | 2.27% | 2.3 |
|
5016
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 142 M | -USD 10.7 M | -7% | 6.35% | 56% | 26 | 0% | 7 |
|
5017
Weitzel Financial Services
Dubuque,
Iowa
| USD 142 M | -USD 5.79 M | -4% | 4.85% | 46.3% | 38 | 18.42% | 1.3 |
|
5018
Pacific Sun Financial
Los Angeles,
California
| USD 142 M | -USD 9.26 M | -6% | 4.59% | 70.3% | 181 | 6.63% | 3.3 |
|
|
APSI
5019
Asset Planning Services Inc
Covington,
Louisiana
| USD 142 M | -USD 10.3 M | -7% | 6.41% | 138% | 36 | 5.56% | 3.6 |
|
5020
Tabor Asset Management
New York
| USD 142 M | +USD 7.5 M | +6% | 13.1% | 214% | 39 | 46.15% | 0.6 |
|
5021
Tieton Capital Management
Yakima,
Washington
| USD 142 M | -USD 2.24 M | -2% | 1.35% | 172% | 33 | 6.06% | 4.1 |
|
5022
WR Wealth Planners
Columbia,
Missouri
| USD 142 M | -USD 9.7 M | -6% | 5.35% | 22.1% | 569 | 15.47% | 0.4 |
|
5023
Birchview Capital
Burlington,
Vermont
| USD 142 M | +USD 4.53 M | +3% | 12% | 327% | 62 | 6.45% | 2.8 |
|
5024
Blackston Financial Advisory Group
The Villages,
Florida
| USD 142 M | -USD 11.1 M | -7% | 5.16% | 69.1% | 103 | 23.3% | 0.6 |
|
|
WMA
5025
Wealth Management Associates
Cherry Hill,
New Jersey
| USD 142 M | -USD 4.63 M | -3% | 5.7% | 111% | 188 | 14.36% | 2.4 |
|