¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|
5226
MBE Wealth Management
Tomah,
Wisconsin
| USD 168 M | -USD 26.5 M | -14% | 4.93% | 66.5% | 74 | 18.92% | 1.4 |
|
|
SC
5227
Steph & Co
Marinette,
Wisconsin
| USD 168 M | -USD 4.92 M | -3% | 4.43% | 61.6% | 314 | 10.83% | 1.6 |
|
5228
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| USD 168 M | -USD 4.43 M | -3% | 2.3% | 51.7% | 102 | 16.67% | 1.9 |
|
5229
Intrepid Capital Management
Jacksonville Beach,
Florida
| USD 168 M | -USD 28.5 M | -15% | 3.4% | 70.2% | 67 | 7.46% | 2.1 |
|
5230
HC Financial Advisors
Lafayette,
California
| USD 168 M | -USD 12 M | -7% | 4.82% | 31.2% | 346 | 11.27% | 1.9 |
|
5231
WR Wealth Planners
Columbia,
Missouri
| USD 168 M | – | – | 2.7% | 22.1% | 518 | – | 0 |
|
5232
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| USD 168 M | -USD 7.33 M | -4% | 5.91% | 46.3% | 24 | 20.83% | 1.3 |
|
5233
FOCUS Wealth Advisors
Houston,
Texas
| USD 168 M | +USD 721 k | +0.4% | 2.49% | 68.7% | 44 | 6.82% | 1 |
|
|
CSA
5234
Cottage Street Advisors
Marion,
Massachusetts
| USD 168 M | -USD 8.87 M | -5% | 5.44% | 95.8% | 109 | 6.42% | 3 |
|
5235
GoodHaven Capital Management
Millburn,
New Jersey
| USD 168 M | -USD 3.54 M | -2% | 0.38% | 80.7% | 29 | 6.9% | 3.6 |
|
5236
Almitas Capital
Santa Monica,
California
| USD 168 M | – | – | 2.93% | 86.1% | 85 | – | 0.5 |
|
5237
Game Plan Financial Advisors
Westlake,
Ohio
| USD 168 M | -USD 19.4 M | -10% | 6.25% | – | 120 | 20% | 1.2 |
|
5238
Platinum Equity
Beverly Hills,
California
| USD 167 M | – | – | 0.63% | 52.7% | 6 | – | 0 |
|
5239
New England Professional Planning Group
Westerly,
Rhode Island
| USD 167 M | +USD 3.17 M | +2% | 5.15% | 59% | 50 | 14% | 3.6 |
|
5240
Kinloch Capital
Glen Allen,
Virginia
| USD 167 M | +USD 5.67 M | +4% | 2.9% | 63.4% | 71 | 14.08% | 1.1 |
|
5241
Ardmore Road Asset Management
New York
| USD 167 M | -USD 22.6 M | -12% | 15.9% | 245% | 34 | 70.59% | 0.1 |
|
5242
Harrington Investments
Napa,
California
| USD 167 M | -USD 18.9 M | -10% | 6.92% | 109% | 85 | 5.88% | 3.7 |
|
5243
Harvest Investment Services
Oakbrook Terrace,
Illinois
| USD 167 M | -USD 70.3 M | -30% | 1.12% | 282% | 286 | 50.35% | 1.4 |
|
5244
ShankerValleau Wealth Advisors
Skokie,
Illinois
| USD 167 M | -USD 7.19 M | -4% | 4.11% | 60.3% | 18 | 5.56% | 0.2 |
|
5245
Sowa Financial Group
Lincoln,
Rhode Island
| USD 167 M | -USD 4 M | -2% | 1.47% | 100% | 73 | 10.96% | 2 |
|
5246
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 167 M | -USD 33.9 M | -17% | 4.18% | 44.1% | 32 | 12.5% | 2.8 |
|
5247
BCK Capital Management
Stamford,
Connecticut
| USD 167 M | +USD 18.3 M | +12% | 5.76% | 161% | 194 | 64.43% | 0.4 |
|
|
GIM
5248
Greenwich Investment Management
Norwalk,
Connecticut
| USD 167 M | +USD 19.6 M | +13% | 1.75% | – | 78 | 20.51% | 2.2 |
|
5249
Prentiss Smith & Co
Brattleboro,
Vermont
| USD 167 M | -USD 45 M | -21% | 7.91% | 67.4% | 86 | 23.26% | 4.5 |
|
5250
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| USD 167 M | -USD 6.85 M | -4% | 3.12% | 63.8% | 108 | 12.04% | 1.8 |
|