¡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
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
BH
5601
Burk Holdings
Tulsa,
Oklahoma
| USD 271 M | +USD 37.2 M | +16% | 12.3% | – | 698 | 10.89% | 0.4 |
|
| 5602 |
HWM
5602
Howard Wealth Management
Madison,
Connecticut
| USD 270 M | +USD 32.9 M | +14% | 11.9% | 60.3% | 156 | 8.97% | 2.8 |
|
| 5603 |
EPW
5603
Evergreen Private Wealth
Greenwood Village,
Colorado
| USD 270 M | +USD 23 M | +9% | 16.3% | – | 91 | 7.69% | 2.2 |
|
| 5604 |
AFO
5604
Allie Family Office
Miami,
Florida
| USD 270 M | +USD 41 M | +18% | 9.76% | 59% | 125 | 32% | 2.4 |
|
| 5605 |
CCAM
5605
Cascades Capital Asset Management
Greensboro,
North Carolina
| USD 270 M | +USD 31.8 M | +13% | 16.2% | – | 178 | 17.42% | 1.2 |
|
| 5606 |
CC
5606
Citrine Capital
San Francisco,
California
| USD 270 M | +USD 39.5 M | +17% | 9.03% | – | 66 | 21.21% | 0.9 |
|
| 5607 |
E
5607
EntreWealth
Austin,
Texas
| USD 270 M | +USD 46.8 M | +21% | 9.1% | – | 147 | 34.01% | 0.8 |
|
| 5608 |
PFWA
5608
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| USD 270 M | +USD 28.8 M | +12% | 11.8% | 72% | 155 | 21.94% | 3.3 |
|
| 5609 |
NF
5609
NavPoint Financial
Prior Lake,
Minnesota
| USD 270 M | +USD 22.6 M | +9% | 5.31% | – | 75 | 6.67% | 1.7 |
|
| 5610 |
VP
5610
Verisail Partners
Chamblee,
Georgia
| USD 270 M | +USD 23.3 M | +9% | 8.68% | – | 28 | 17.86% | 1.2 |
|
| 5611 |
TW
5611
Titan Wealth
St Peter Port,
| USD 269 M | +USD 37.8 M | +16% | 19% | – | 56 | 17.86% | 0.4 |
|
| 5612 |
RA
5612
Rosalind Advisors
Toronto,
Ontario, Canada
| USD 269 M | +USD 20.3 M | +8% | 22.9% | – | 45 | 42.22% | 1 |
|
| 5613 |
GPFA
5613
Game Plan Financial Advisors
Westlake,
Ohio
| USD 269 M | +USD 46.9 M | +21% | 18.8% | – | 492 | 35.37% | 1.7 |
|
| 5614 |
PM
5614
Plustick Management
Charlottesville,
Virginia
| USD 269 M | +USD 61.9 M | +30% | 77.6% | 1,667% | 32 | 56.25% | 0.7 |
|
| 5615 |
ZEP
5615
Zeno Equity Partners
London,
United Kingdom
| USD 269 M | +USD 22.6 M | +9% | 8.83% | – | 16 | 18.75% | 1.1 |
|
| 5616 |
LBW
5616
Landesbank Baden-Wuerttemberg
Stuttgart Baden-Wuerttemberg,
Germany
| USD 269 M | -USD 221 M | -45% | 3.84% | – | 7 | 14.29% | 0.5 |
|
| 5617 |
5W
5617
5T Wealth
Napa,
California
| USD 269 M | +USD 15.5 M | +6% | 10.8% | – | 139 | 10.79% | 1.1 |
|
| 5618 |
VFG
5618
V2 Financial group
Naperville,
Illinois
| USD 268 M | +USD 53.7 M | +25% | 15.8% | 63.3% | 127 | 18.11% | 2.5 |
|
| 5619 |
OCP
5619
Oakcliff Capital Partners
New York
| USD 268 M | +USD 41.8 M | +18% | 13% | 133% | 9 | 11.11% | 5.4 |
|
| 5620 |
OHWP
5620
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| USD 268 M | -USD 159 M | -37% | 11.5% | 64.7% | 299 | 32.11% | 3 |
|
| 5621 |
CLA
5621
Carnegie Lake Advisors
Princeton,
New Jersey
| USD 268 M | +USD 16.4 M | +7% | 13.1% | – | 176 | 9.66% | 1.5 |
|
| 5622 |
MRI
5622
Mad River Investors
Boston,
Massachusetts
| USD 268 M | -USD 9.8 M | -4% | 1.69% | 225% | 33 | 12.12% | 3.6 |
|
| 5623 |
MI
5623
Moneywise Inc
Forest,
Virginia
| USD 268 M | +USD 39 M | +17% | 13.8% | 58% | 89 | 11.24% | 3 |
|
| 5624 |
AP
5624
Aspect Partners
Fairfax,
Virginia
| USD 268 M | +USD 23.4 M | +10% | 9.88% | – | 766 | 18.8% | 1.8 |
|
| 5625 |
AB
5625
ANB Bank
Denver,
Colorado
| USD 268 M | +USD 20.8 M | +8% | 14.6% | – | 140 | 17.86% | 1.1 |
|