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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5601
Lodestone Wealth Management
Spokane,
Washington
| USD 246 M | +USD 23.1 M | +10% | 2.94% | 87.1% | 798 | 78.32% | 0.5 |
|
5602
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 246 M | +USD 7.16 M | +3% | 1.44% | 60.9% | 119 | 8.4% | 1.7 |
|
5603
Metavasi Capital
Larchmont,
New York
| USD 245 M | -USD 85.6 M | -26% | 8.45% | 840% | 45 | 62.22% | 1 |
|
5604
HighMark Wealth Management
St. Paul,
Minnesota
| USD 245 M | +USD 18.2 M | +8% | 10.6% | 110% | 667 | 21.29% | 3.1 |
|
5605
Tumwater Wealth Management
Boise,
Idaho
| USD 245 M | +USD 20.2 M | +9% | 2.97% | – | 36 | 11.11% | 0.9 |
|
|
SWMG
5606
Signature Wealth Management Group
Atlanta,
Georgia
| USD 245 M | -USD 12.4 M | -5% | 0.24% | – | 120 | 16.67% | 3.7 |
|
5607
Financial Symmetry
Raleigh,
North Carolina
| USD 245 M | +USD 22.2 M | +10% | 3.22% | 68.4% | 62 | 16.13% | 1.3 |
|
|
AAG
5608
Avalon Advisory Group
Wexford,
Pennsylvania
| USD 245 M | -USD 1.65 M | -0.7% | 1.38% | 46% | 18 | 27.78% | 3.8 |
|
5609
Bayshore Asset Management
Coral Gables,
Florida
| USD 245 M | +USD 11.8 M | +5% | 3.09% | 66.1% | 41 | 2.44% | 2.9 |
|
5610
Dopkins Wealth Management
Williamsville,
New York
| USD 245 M | +USD 7.77 M | +3% | 2.93% | 64.4% | 82 | 4.88% | 2 |
|
5611
Elevation Capital Advisory
Bend,
Oregon
| USD 245 M | -USD 5.59 M | -2% | 1.02% | – | 86 | 56.98% | 0.5 |
|
5612
Bull Oak Capital
San Diego,
California
| USD 245 M | +USD 9.34 M | +4% | 1.52% | 62.1% | 37 | 16.22% | 1.2 |
|
5613
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| USD 245 M | +USD 56.1 M | +30% | 0.08% | 7.8% | 128 | 28.91% | 1.2 |
|
5614
Family Office Research
Bethesda,
Maryland
| USD 245 M | +USD 16 M | +7% | 6.42% | – | 79 | 11.39% | 0.8 |
|
5615
Financial Guidance Group
Palm Harbor,
Florida
| USD 244 M | +USD 21.4 M | +10% | 1.65% | 58.7% | 91 | 8.79% | 2.3 |
|
5616
WealthCollab
Bellevue,
Washington
| USD 244 M | +USD 26.5 M | +12% | 1.01% | – | 1,113 | 20.58% | 1.4 |
|
5617
CNB Bank
Clearfield,
Pennsylvania
| USD 244 M | +USD 4.32 M | +2% | 3.28% | 106% | 523 | 6.69% | 4.5 |
|
|
SM
5618
Salzhauer Michael
| USD 244 M | +USD 35.9 M | +17% | 6.99% | 98% | 106 | 23.58% | 4 |
|
5619
Financial Avengers
Oakland,
California
| USD 244 M | +USD 11.5 M | +5% | 6.29% | 108% | 148 | 7.43% | 3.8 |
|
5620
Fiduciary Wealth Partners
Boston,
Massachusetts
| USD 244 M | +USD 5.71 M | +2% | 2.6% | – | 96 | 12.5% | 1.2 |
|
5621
Porter White Investment Advisors
Birmingham,
Alabama
| USD 244 M | +USD 10.9 M | +5% | 2.71% | 58% | 36 | 2.78% | 2.4 |
|
5622
Aristotle Pacific Capital
Newport Beach,
California
| USD 244 M | +USD 38.4 M | +19% | 0.47% | 1.84% | 6 | 16.67% | 3.8 |
|
5623
Glass Wealth Management
San Antonio,
Texas
| USD 244 M | +USD 19.4 M | +9% | 8.69% | – | 58 | 5.17% | 1.6 |
|
5624
Verisail Partners
Chamblee,
Georgia
| USD 243 M | +USD 7.71 M | +3% | 1.72% | – | 24 | 8.33% | 0.9 |
|
5625
Ananym Capital Management
New York
| USD 243 M | -USD 17 M | -7% | 0.92% | – | 10 | 20% | 0.9 |
|