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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
| Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|
5476
Bay Rivers Group
Williamsburg,
Virginia
| USD 237 M | +USD 18.9 M | +9% | 12.8% | 166% | 95 | 9.47% | 3.2 |
|
5477
Greykasell Wealth Strategies
Danville,
California
| USD 237 M | +USD 28.8 M | +14% | 8.11% | – | 412 | 25.97% | 0.4 |
|
|
APSI
5478
Asset Planning Services Inc
Covington,
Louisiana
| USD 237 M | +USD 19.8 M | +9% | 10.2% | 138% | 36 | 8.33% | 5.7 |
|
5479
Carmel Capital Partners
San Diego,
California
| USD 237 M | -USD 48 M | -17% | 9.25% | 65.9% | 160 | 38.75% | 2.2 |
|
5480
DCM Advisors
New York
| USD 237 M | +USD 3.87 M | +2% | 9.62% | 99.3% | 41 | 12.2% | 3.7 |
|
5481
McNaughton Wealth Management
San Diego,
California
| USD 237 M | +USD 12.9 M | +6% | 6.53% | 55.6% | 76 | 6.58% | 3.2 |
|
|
BC
5482
Bowman & Company
Oshkosh,
Wisconsin
| USD 237 M | +USD 12.9 M | +6% | 7% | 59.7% | 110 | 2.73% | 2.5 |
|
5483
Asset Allocation & Management Company
Chicago,
Illinois
| USD 237 M | +USD 21 M | +10% | 6.6% | 58.5% | 96 | 12.5% | 2.2 |
|
5484
Guardian Financial Partners
Orange,
California
| USD 237 M | +USD 14.4 M | +6% | 4.98% | 53.9% | 63 | 11.11% | 1.6 |
|
5485
Greenfield Savings Bank
Greenfield,
Massachusetts
| USD 237 M | +USD 16.6 M | +8% | 8.68% | 108% | 153 | 7.84% | 2.6 |
|
5486
Dopkins Wealth Management
Williamsville,
New York
| USD 237 M | +USD 14 M | +6% | 7.46% | 64.4% | 83 | 6.02% | 1.9 |
|
5487
Ridgewood Investments
Springfield,
New Jersey
| USD 237 M | +USD 5.52 M | +2% | 6.91% | – | 730 | 72.6% | 3.6 |
|
5488
Juniper Capital Advisors
Houston,
Texas
| USD 237 M | +USD 55.6 M | +31% | 30.7% | – | 1 | 0% | 1.8 |
|
5489
Socha Financial Group
Corning,
New York
| USD 237 M | +USD 12.1 M | +5% | 8.67% | 88.4% | 26 | 19.23% | 2.1 |
|
5490
Hutner Capital Management
Manchester,
Vermont
| USD 236 M | +USD 16.6 M | +8% | 6.8% | 52.2% | 44 | 0% | 7.1 |
|
5491
Independent Family Office
Albany,
New York
| USD 236 M | +USD 20.6 M | +10% | 9.44% | 68.4% | 80 | 5% | 3.5 |
|
|
JCFM
5492
JBR Co Financial Management
Ardmore,
Oklahoma
| USD 236 M | +USD 33.8 M | +17% | 9.96% | 126% | 122 | 11.48% | 1.3 |
|
5493
Shared Vision Wealth Group
Carlsbad,
United States
| USD 236 M | +USD 36 M | +18% | 9.49% | – | 99 | 17.17% | 1.2 |
|
|
CWMGP
5494
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| USD 236 M | +USD 132 M | +127% | 7.5% | 75.9% | 81 | 39.51% | 1.6 |
|
5495
FMB Wealth Management
Westlake Village,
California
| USD 236 M | +USD 26.1 M | +12% | 7.91% | 71.1% | 91 | 9.89% | 1.8 |
|
5496
Gainplan
Bloomfield Hills,
Michigan
| USD 236 M | +USD 15.8 M | +7% | 8.67% | 103% | 73 | 42.47% | 1.7 |
|
5497
Ardent Capital Management
Cincinnati,
Ohio
| USD 236 M | +USD 27.5 M | +13% | 10.2% | 87.2% | 52 | 19.23% | 2.1 |
|
5498
Nova R Wealth
Overland Park,
Kansas
| USD 236 M | +USD 20.8 M | +10% | 4.42% | 60.7% | 87 | 13.79% | 2.5 |
|
5499
Envision Financial Planning
Memphis,
Tennessee
| USD 236 M | +USD 22 M | +10% | 4.22% | 32.1% | 49 | 8.16% | 1.4 |
|
5500
Redwood Wealth Management Group
Medford,
New Jersey
| USD 236 M | +USD 13.2 M | +6% | 8.26% | 74.1% | 193 | 14.51% | 1.6 |
|