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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5151
Treynor Bancshares
Treynor,
Iowa
| USD 159 M | +USD 13.8 M | +10% | 4.02% | 3.35% | 73 | 2.74% | 1.2 |
|
5152
HMS Capital Management
Nashville,
Tennessee
| USD 159 M | -USD 15.9 M | -9% | 7.98% | 140% | 115 | 26.09% | 2.1 |
|
5153
Collaborative Wealth Management
Lake Mary,
Florida
| USD 159 M | +USD 6.55 M | +4% | 4.66% | 46.6% | 178 | 10.11% | 1.8 |
|
5154
Sterneck Capital Management
Kansas City,
Missouri
| USD 159 M | +USD 7.9 M | +5% | 7.62% | 61.5% | 104 | 7.69% | 4.3 |
|
5155
Thrive Capital Management (Pennsylvania)
Fort Washington,
Pennsylvania
| USD 158 M | +USD 5.57 M | +4% | 3.99% | 65.3% | 128 | 16.41% | 1.2 |
|
5156
DB Wealth Management Group
San Diego,
California
| USD 158 M | +USD 4.13 M | +3% | 3.09% | 19% | 359 | 1.39% | 1.5 |
|
5157
Alta Wealth Advisors
Woburn,
Massachusetts
| USD 158 M | +USD 10.4 M | +7% | 15.3% | 120% | 153 | 18.95% | 1.7 |
|
5158
Worldly Partners Management
Needham,
Massachusetts
| USD 158 M | +USD 29.8 M | +23% | 26.6% | 19.2% | 4 | 0% | 0.3 |
|
5159
Reliant Investment Management
Memphis,
Tennessee
| USD 158 M | -USD 9.37 M | -6% | 2.03% | 129% | 61 | 16.39% | 2.7 |
|
5160
PCG Wealth Advisors
Overland Park,
Kansas
| USD 158 M | +USD 266 k | +0.2% | 3.32% | 87% | 123 | 21.14% | 0.8 |
|
5161
Forum Private Client Group
Fishers,
Indiana
| USD 158 M | +USD 13.5 M | +9% | 4.04% | 47.9% | 69 | 5.8% | 0.9 |
|
5162
Prosperity Consulting Group
Owings Mills,
Maryland
| USD 158 M | +USD 8.16 M | +5% | 6.26% | 66.8% | 106 | 6.6% | 1 |
|
|
YC
5163
Yunqi Capital
Hong Kong
| USD 158 M | +USD 10.2 M | +7% | 4.15% | 71.4% | 8 | 37.5% | 0.5 |
|
5164
Baron Financial Group
Fair Lawn,
New Jersey
| USD 158 M | +USD 7.11 M | +5% | 4.77% | 55.5% | 58 | 15.52% | 1.8 |
|
|
APSI
5165
Asset Planning Services Inc
Covington,
Louisiana
| USD 158 M | -USD 54 k | -0% | 5.14% | 138% | 37 | 5.41% | 3.9 |
|
5166
Barrett & Company
Providence,
Rhode Island
| USD 158 M | +USD 6.49 M | +4% | 4.69% | 83.6% | 612 | 6.05% | 0.5 |
|
5167
Planned Solutions
Folsom,
California
| USD 158 M | +USD 21.3 M | +16% | 6.35% | 68.3% | 82 | 13.41% | 1.7 |
|
|
STC
5168
Sarah T. Connolly
| USD 158 M | +USD 10.6 M | +7% | 7.85% | 35% | 95 | 1.05% | 2 |
|
5169
Palmer Knight Company
Jacksonville,
Florida
| USD 157 M | +USD 45.4 M | +41% | 7.46% | 78.9% | 33 | 24.24% | 2.9 |
|
5170
Beacon Financial Advisory
Cleveland,
Ohio
| USD 157 M | +USD 17.7 M | +13% | 6.12% | 76.8% | 214 | 11.68% | 2.1 |
|
5171
Burns Matteson Capital Management
Corning,
New York
| USD 157 M | +USD 6.44 M | +4% | 2.35% | 137% | 184 | 47.28% | 0.9 |
|
5172
PFG Private Wealth Management
Lutz,
Florida
| USD 157 M | -USD 3.82 M | -2% | 4.38% | 52.6% | 410 | 35.61% | 1.4 |
|
5173
H&H Retirement Design & Management
Las Vegas,
Nevada
| USD 157 M | +USD 38.6 M | +33% | 2.54% | 38.4% | 97 | 71.13% | 1.1 |
|
5174
Values First Advisors
Gray,
Tennessee
| USD 157 M | +USD 13.7 M | +10% | 5.82% | 87.6% | 403 | 54.84% | 0.9 |
|
5175
Asset Management Resources
Hyannis,
Massachusetts
| USD 157 M | +USD 9.8 M | +7% | 5.24% | – | 64 | 28.13% | 0.9 |
|