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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
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
James T. Borello
East Dundee,
Illinois
| USD 219 M | +USD 96.9 M | +79% | 8.93% | 71.2% | 176 | 14.77% | 0.2 |
|
5002
Harbourvest Partners
Boston,
Massachusetts
| USD 219 M | -USD 79.2 M | -27% | 13.1% | 8.96% | 53 | 9.43% | 2.6 |
|
5003
Beacon Wealthcare LLC
Raleigh,
North Carolina
| USD 219 M | +USD 11.4 M | +5% | 5.46% | 47% | 19 | 15.79% | 1.8 |
|
5004
Eclectic Associates
Fullerton,
California
| USD 219 M | +USD 10.7 M | +5% | 5.8% | 53.8% | 92 | 9.78% | 2.2 |
|
5005
Whelan Financial
Fresno,
California
| USD 219 M | +USD 4.7 M | +2% | 5.26% | 64.6% | 44 | 20.45% | 1.5 |
|
5006
Kensington Investment Counsel
Long Beach,
California
| USD 219 M | +USD 28.2 M | +15% | 11.1% | 81.9% | 102 | 9.8% | 2.5 |
|
5007
SimpliFi Inc
San Diego,
California
| USD 219 M | +USD 15.7 M | +8% | 3.06% | 27.9% | 40 | 22.5% | 2.4 |
|
5008
Cypress Financial Planning
Haddon Heights,
New Jersey
| USD 219 M | +USD 108 M | +98% | 4% | 41.2% | 68 | 39.71% | 0.9 |
|
5009
Aull & Monroe Investment Management
Mobile,
Alabama
| USD 219 M | +USD 16 M | +8% | 9.66% | 98.3% | 136 | 7.35% | 7.6 |
|
5010
Fusion Capital
Mt. Pleasant,
South Carolina
| USD 219 M | +USD 23.3 M | +12% | 8.93% | 108% | 76 | 10.53% | 2.9 |
|
|
ODFS
5011
O'Donnell Financial Services
San Rafael,
California
| USD 218 M | +USD 19 M | +10% | 7.4% | 61% | 39 | 7.69% | 0.9 |
|
|
HIC
5012
Harbor Island Capital
Topsfield,
Massachusetts
| USD 218 M | +USD 16.7 M | +8% | 13.5% | 218% | 15 | 0% | 5.7 |
|
5013
Next Level Private
Harrison,
New York
| USD 218 M | +USD 41.4 M | +23% | 10.6% | 95.9% | 132 | 18.94% | 1 |
|
|
SST
5014
S Squared Technology
New York
| USD 218 M | +USD 11.8 M | +6% | 0.68% | 223% | 39 | 25.64% | 2.8 |
|
|
OIA
5015
Optimum Investment Advisors
Chicago,
Illinois
| USD 218 M | +USD 19 M | +10% | 12.4% | 125% | 672 | 9.67% | 5.6 |
|
|
MWM
5016
MTC Wealth Management
Tampa,
Florida
| USD 218 M | +USD 2.62 M | +1% | 3.6% | 30.5% | 13 | 7.69% | 2.5 |
|
5017
Fi3 Financial Advisors
Indianapolis,
Indiana
| USD 217 M | +USD 7.56 M | +4% | 9.04% | 83.1% | 92 | 25% | 1.5 |
|
5018
First Dallas Securities
Dallas,
Texas
| USD 217 M | +USD 23.3 M | +12% | 17.4% | 163% | 129 | 13.95% | 2.2 |
|
5019
Breakwater Investment Management
Seattle,
Washington
| USD 217 M | – | – | 5.66% | – | 314 | – | 0 |
|
5020
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 217 M | +USD 21 M | +11% | 6.62% | 60.3% | 24 | 4.17% | 1.7 |
|
5021
Investment Research & Advisory Group
Atlanta,
Georgia
| USD 217 M | +USD 21.3 M | +11% | 12.7% | 105% | 239 | 20.5% | 2.7 |
|
5022
Solitude Financial Services
Charlottesville,
Virginia
| USD 217 M | +USD 34.5 M | +19% | 8% | 62.4% | 50 | 38% | 2.1 |
|
5023
Ferguson Shapiro
Decatur,
Georgia
| USD 217 M | +USD 9.7 M | +5% | 5.5% | 42.7% | 47 | 34.04% | 1 |
|
5024
Savoir Faire Capital Management
Norwalk,
Connecticut
| USD 217 M | -USD 13.1 M | -6% | 8.01% | 0.01% | 60 | 28.33% | 0.4 |
|
5025
Winthrop Capital Management
Carmel,
Indiana
| USD 217 M | -USD 89.3 M | -29% | 8.14% | 68.1% | 304 | 55.92% | 0.2 |
|