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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
AUM masivo
Más de $200 mil millones
AUM elevado
De $10 mil millones a $200 mil millones
AUM medio
De $2B a $10B
AUM bajo
De $250M a $2B
AUM micro
Menos de $250M
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
SA
5126
Skyline Advisors
Bellingham,
Washington
| USD 319 M | +USD 32 M | +11% | 10% | – | 132 | 15.91% | 1.5 |
|
| 5127 |
BI
5127
Berkeley Inc
Boise,
Idaho
| USD 319 M | +USD 20.6 M | +7% | 9% | 40.9% | 88 | 10.23% | 3.1 |
|
| 5128 |
SC
5128
Summa Corp
Tomball,
Texas
| USD 319 M | +USD 76.7 M | +32% | 58.9% | – | 90 | 15.56% | 1.4 |
|
| 5129 |
AWMNH
5129
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| USD 319 M | +USD 42.2 M | +15% | 11.3% | 50.2% | 73 | 17.81% | 2.2 |
|
| 5130 |
BIA
5130
Beacon Investment Advisors
Gaithersburg,
Maryland
| USD 318 M | +USD 53.5 M | +20% | 26.5% | 96.4% | 182 | 8.24% | 2.5 |
|
| 5131 |
CCM
5131
Chaney Capital Management
Lynnwood,
Washington
| USD 318 M | +USD 34.4 M | +12% | 14% | – | 47 | 17.02% | 1.8 |
|
| 5132 |
SWP
5132
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| USD 318 M | +USD 39.4 M | +14% | 14.3% | 72.4% | 114 | 16.67% | 2.4 |
|
| 5133 |
SN
5133
Sittner & Nelson
Eugene,
Oregon
| USD 318 M | +USD 44.3 M | +16% | 15.2% | 88.1% | 650 | 18% | 3.3 |
|
| 5134 |
NC
5134
Nixon Capital
Austin,
Texas
| USD 318 M | +USD 25 M | +9% | 19.9% | 118% | 27 | 40.74% | 1.1 |
|
| 5135 |
GCM
5135
GoodHaven Capital Management
Millburn,
New Jersey
| USD 318 M | +USD 30.7 M | +11% | 9.98% | 80.7% | 26 | 0% | 6.1 |
|
| 5136 |
CFGA
5136
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| USD 318 M | +USD 22.2 M | +8% | 13.3% | 69.5% | 177 | 17.51% | 2 |
|
| 5137 |
MWA
5137
Mills Wealth Advisors
Southlake,
Texas
| USD 318 M | +USD 31.3 M | +11% | 6.56% | 37.4% | 88 | 22.73% | 1.8 |
|
| 5138 |
BIG
5138
Boothe Investment Group
Dover,
Delaware
| USD 317 M | +USD 6.73 M | +2% | 10.7% | 59.8% | 41 | 9.76% | 2.4 |
|
| 5139 |
GCA
5139
Genesee Capital Advisors
Auburn,
New York
| USD 317 M | +USD 78.7 M | +33% | 25.3% | 101% | 181 | 28.73% | 1.9 |
|
| 5140 |
TF
5140
Theory Financial
Fort Collins,
Colorado
| USD 317 M | +USD 32.4 M | +11% | 13.2% | 54.5% | 104 | 14.42% | 2 |
|
| 5141 |
WP
5141
Wealthspan Partners
Davenport,
Iowa
| USD 317 M | +USD 33.5 M | +12% | 9.99% | 65% | 133 | 10.53% | 2.8 |
|
| 5142 |
MWA
5142
Medallion Wealth Advisors
Farmington,
Connecticut
| USD 317 M | +USD 11 M | +4% | 12.7% | – | 1,314 | 21.77% | 1.1 |
|
| 5143 |
MAM
5143
Montanaro Asset Management
London,
United Kingdom
| USD 317 M | -USD 17.2 M | -5% | 18.7% | 49.6% | 47 | 21.28% | 2.5 |
|
| 5144 |
TW
5144
ticino wealth
Mission Viejo,
California
| USD 317 M | +USD 29.4 M | +10% | 13.6% | – | 149 | 16.78% | 0.5 |
|
| 5145 |
PIA
5145
Powell Investment Advisors
Miami,
Florida
| USD 317 M | +USD 26.7 M | +9% | 15.9% | 76.1% | 187 | 17.65% | 3.5 |
|
| 5146 |
FDW
5146
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| USD 316 M | +USD 52.6 M | +20% | 20% | – | 713 | 21.74% | 1.1 |
|
| 5147 |
NF
5147
Nvest Financial
Portsmouth,
New Hampshire
| USD 316 M | +USD 47.9 M | +18% | 17% | 92.8% | 156 | 14.74% | 1.9 |
|
| 5148 |
BWG
5148
Balanced Wealth Group
Westlake,
Ohio
| USD 316 M | +USD 36.9 M | +13% | 14.1% | – | 79 | 8.86% | 2 |
|
| 5149 |
LAM
5149
Lountzis Asset Management
Wyomissing,
Pennsylvania
| USD 316 M | +USD 43.4 M | +16% | 32.2% | 144% | 57 | 12.28% | 3.7 |
|
| 5150 |
RIS
5150
Richmond Investment Services
Mequon,
Wisconsin
| USD 316 M | -USD 303 M | -49% | 17.5% | – | 270 | 51.85% | 1.1 |
|