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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
First Dallas Securities
Dallas,
Texas
| USD 239 M | -USD 6.06 M | -2% | 0.3% | 163% | 122 | 16.39% | 3 |
|
5002
Members Advisory Group
Williamsville,
New York
| USD 239 M | -USD 4.54 M | -2% | 2.65% | 70.6% | 36 | 16.67% | 1.2 |
|
|
HCM
5003
Horrell Capital Management
Little Rock,
Arkansas
| USD 239 M | -USD 103 M | -30% | 0.81% | 55.6% | 214 | 17.76% | 7.2 |
|
5004
Peloton Wealth Strategists
Indianapolis,
Indiana
| USD 239 M | -USD 8.72 M | -4% | 2.37% | 51.3% | 99 | 14.14% | 3.5 |
|
5005
American Trust Investment Advisors
Lebanon,
New Hampshire
| USD 239 M | -USD 4.81 M | -2% | 0.02% | 91% | 115 | 17.39% | 3.6 |
|
5006
Omnia Family Wealth
Aventura,
Florida
| USD 239 M | -USD 2.88 M | -1% | 1.19% | 80.6% | 93 | 17.2% | 3.9 |
|
5007
American Assets Capital Advisers
San Diego,
California
| USD 239 M | -USD 60.7 M | -20% | 8.12% | 73.5% | 43 | 13.95% | 3.3 |
|
5008
Kerrisdale Advisers
Miami,
Florida
| USD 239 M | -USD 57 M | -19% | 5.64% | 78.8% | 98 | 29.59% | 1.6 |
|
5009
Highview Capital Management
Buffalo Grove,
Illinois
| USD 239 M | -USD 21.5 M | -8% | 1.96% | 123% | 129 | 26.36% | 2.1 |
|
5010
Capasso Planning Partners
Charleston,
South Carolina
| USD 239 M | -USD 11.3 M | -5% | 1.37% | 51.6% | 104 | 8.65% | 1.8 |
|
5011
Painted Porch Advisors
Santa Barbara,
California
| USD 239 M | +USD 36.2 M | +18% | 3.65% | – | 581 | 25.3% | 0.6 |
|
5012
DLK Investment Management
Solana Beach,
California
| USD 239 M | -USD 366 k | -0.2% | 0.37% | 80.4% | 94 | 12.77% | 1.1 |
|
|
VWM
5013
VCI Wealth Management
St Louis,
Missouri
| USD 238 M | +USD 2.76 M | +1% | 0.16% | 86.3% | 111 | 30.63% | 0.6 |
|
5014
Morris Financial Concepts
Mount Pleasant,
South Carolina
| USD 238 M | +USD 5.12 M | +2% | 1.67% | 56.5% | 200 | 9% | 2.2 |
|
5015
Harmony Asset Management
Scottsdale,
Arizona
| USD 238 M | -USD 14 M | -6% | 3.02% | 138% | 173 | 15.61% | 0.9 |
|
5016
Invenio Wealth Partners
Coral Gables,
Florida
| USD 238 M | -USD 582 k | -0.2% | 1.19% | 55.5% | 105 | 19.05% | 1.3 |
|
5017
Wealth Effects
Boston,
Massachusetts
| USD 238 M | -USD 43.4 M | -15% | 8.41% | 235% | 222 | 15.32% | 2.3 |
|
5018
Jessup Wealth Management
Dayton,
Ohio
| USD 238 M | +USD 3.35 M | +1% | 5.31% | 181% | 86 | 33.72% | 1.1 |
|
5019
Strategic Equity Management
Tucson,
Arizona
| USD 238 M | +USD 501 k | +0.2% | 4.09% | 74.9% | 64 | 26.56% | 1.3 |
|
5020
Peak Planning Group
Centennial,
Colorado
| USD 238 M | -USD 2.21 M | -0.9% | 2.69% | 105% | 131 | 18.32% | 2.2 |
|
5021
Penobscot Wealth Management
Portland,
Maine
| USD 238 M | +USD 20.8 M | +10% | 0.39% | 56.7% | 94 | 24.47% | 2 |
|
5022
Myriad Asset Management US
West Palm Beach,
Florida
| USD 238 M | +USD 88.5 M | +59% | 11.6% | – | 75 | 100% | 0 |
|
5023
Flagship Wealth Advisors
Wakefield,
Massachusetts
| USD 238 M | +USD 67.4 M | +40% | 2.45% | – | 396 | 8.08% | 0.2 |
|
5024
Bayview Asset Management
Coral Gables,
Florida
| USD 238 M | +USD 114 M | +92% | 0.43% | 55.4% | 68 | 69.12% | 0.3 |
|
5025
MMA Asset Management
Conshohocken,
Pennsylvania
| USD 237 M | +USD 8.54 M | +4% | 0.85% | 61.2% | 137 | 10.22% | 2.2 |
|