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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
ATC
5451
Advantage Trust Company
Salina,
Kansas
| USD 284 M | +USD 61.1 M | +27% | 15.2% | – | 203 | 42.36% | 1.3 |
|
| 5452 |
VWM
5452
Vivid Wealth Management
West Des Moines,
Iowa
| USD 284 M | +USD 37.1 M | +15% | 15.7% | – | 76 | 17.11% | 1.4 |
|
| 5453 |
BP
5453
Bandera Partners
New York
| USD 284 M | +USD 62.8 M | +28% | 27.4% | 55.4% | 19 | 10.53% | 3.8 |
|
| 5454 |
CA
5454
Cumberland Advisors
Sarasota,
Florida
| USD 284 M | +USD 28.3 M | +11% | 14.5% | 73.5% | 50 | 6% | 5.4 |
|
| 5455 |
1W
5455
1776 Wealth
Atlanta,
Georgia
| USD 284 M | +USD 29.4 M | +12% | 15% | 90.4% | 155 | 7.74% | 3.3 |
|
| 5456 |
WMA
5456
William Mack & Associates
Troy,
Michigan
| USD 284 M | +USD 109 M | +62% | 10.3% | – | 110 | 35.45% | 0.9 |
|
| 5457 |
CWMGP
5457
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 284 M | +USD 44.9 M | +19% | 21% | 75.9% | 109 | 21.1% | 1.8 |
|
| 5458 |
FL
5458
FreeGulliver LLC
New Orleans,
Louisiana
| USD 284 M | +USD 46.4 M | +20% | 13.6% | – | 137 | 26.28% | 1.1 |
|
| 5459 |
AFG
5459
American Financial Group
Cincinnati,
Ohio
| USD 284 M | +USD 13.9 M | +5% | 4.33% | 32.5% | 76 | 10.53% | 5.6 |
|
| 5460 |
SIP
5460
Sellwood Investment Partners
Portland,
Oregon
| USD 284 M | +USD 29.7 M | +12% | 10.4% | – | 61 | 6.56% | 1.2 |
|
| 5461 |
GCC
5461
Game Creek Capital
Boston,
Massachusetts
| USD 283 M | -USD 17.4 M | -6% | 41% | 176% | 98 | 26.53% | 3.3 |
|
| 5462 |
BC
5462
Beaconlight Capital
New York
| USD 283 M | +USD 93.5 M | +49% | 32.5% | 282% | 46 | 54.35% | 1.3 |
|
| 5463 |
LWM
5463
Lodestone Wealth Management
Spokane,
Washington
| USD 283 M | +USD 30.9 M | +12% | 17% | 87.1% | 801 | 5.24% | 1 |
|
| 5464 |
FPW
5464
Flagship Private Wealth
Woburn,
Massachusetts
| USD 283 M | +USD 36.5 M | +15% | 14.8% | 62.7% | 121 | 14.88% | 3.2 |
|
| 5465 |
MCA
5465
Mendon Capital Advisors
Key Largo,
Florida
| USD 283 M | +USD 24.9 M | +10% | 19% | – | 57 | 26.32% | 2.4 |
|
| 5466 |
SHA
5466
Seneca House Advisors
Richmond,
Virginia
| USD 283 M | +USD 31.2 M | +12% | 12.1% | 58.2% | 107 | 14.02% | 4 |
|
| 5467 |
TSS
5467
Thomas Story & Son
Culver,
Indiana
| USD 283 M | +USD 22.3 M | +9% | 22.6% | 101% | 54 | 7.41% | 7.4 |
|
| 5468 |
OCFG
5468
O'Connor Financial Group
Quincy,
Illinois
| USD 283 M | +USD 38.3 M | +16% | 11.8% | 44.9% | 72 | 23.61% | 1.9 |
|
| 5469 |
S
5469
ShariaPortfolio
Lake Mary,
Florida
| USD 283 M | +USD 56.8 M | +25% | 42.8% | 233% | 47 | 23.4% | 1.1 |
|
| 5470 |
HC
5470
Hillman Company
Pittsburgh,
Pennsylvania
| USD 283 M | +USD 25.4 M | +10% | 12.6% | 134% | 17 | 35.29% | 1.9 |
|
| 5471 |
HC
5471
Hendley & Co
Zanesville,
Ohio
| USD 283 M | +USD 12.3 M | +5% | 5.93% | 54.8% | 48 | 8.33% | 5.9 |
|
| 5472 |
BWM
5472
BKM Wealth Management
Brookfield,
Wisconsin
| USD 282 M | +USD 8.49 M | +3% | 12.1% | – | 162 | 17.28% | 2 |
|
| 5473 |
SWM
5473
Selby Wealth Management
Emeryville,
California
| USD 282 M | +USD 28.2 M | +11% | 8.08% | – | 85 | 7.06% | 0.5 |
|
| 5474 |
KTM
5474
Keeler Thomas Management
Orem,
Utah
| USD 282 M | +USD 45.8 M | +19% | 5.78% | 46.1% | 149 | 30.2% | 1.1 |
|
| 5475 |
JFG
5475
Juno Financial Group
Richmond,
Virginia
| USD 282 M | +USD 26.9 M | +11% | 10.4% | – | 74 | 6.76% | 0.5 |
|