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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) |
|
|---|---|---|---|---|---|---|---|---|---|
5776
Pacific Wealth Management
San Diego,
California
| USD 203 M | +USD 20.6 M | +11% | 5.74% | 72.8% | 23 | 26.09% | 1.8 |
|
5777
Eads & Heald Wealth Management
Atlanta,
Georgia
| USD 202 M | +USD 5.53 M | +3% | 9.16% | 84.4% | 143 | 9.79% | 8.3 |
|
5778
Peoples Financial Services Corp
Moosic,
Pennsylvania
| USD 202 M | -USD 5.83 M | -3% | 8.68% | 104% | 261 | 3.07% | 8.3 |
|
5779
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| USD 202 M | +USD 29.4 M | +17% | 6.63% | – | 64 | 14.06% | 3.2 |
|
5780
Tandem Wealth Advisors
Phoenix,
Arizona
| USD 202 M | +USD 11 M | +6% | 6.36% | 43.1% | 55 | 14.55% | 1.9 |
|
5781
New Perspectives Inc
Ridgeland,
Mississippi
| USD 202 M | +USD 14.8 M | +8% | 8.92% | – | 40 | 15% | 2.4 |
|
5782
Patron Partners
Houston,
Texas
| USD 202 M | +USD 17.1 M | +9% | 9.2% | 90.2% | 185 | 10.81% | 3 |
|
|
SIA
5783
Schear Investment Advisers
Cincinnati,
Ohio
| USD 202 M | +USD 28.4 M | +16% | 21.3% | 241% | 93 | 11.83% | 1.9 |
|
|
AFT
5784
Alpha Family Trust
Los Angeles,
California
| USD 202 M | +USD 30.6 M | +18% | 18.9% | 198% | 199 | 20.1% | 1.5 |
|
5785
Allie Family Office
Miami,
Florida
| USD 202 M | +USD 18.8 M | +10% | 7.71% | 59% | 111 | 19.82% | 2.2 |
|
5786
Waypoint Wealth Counsel
Atlanta,
Georgia
| USD 202 M | +USD 42.4 M | +27% | 10.7% | 111% | 199 | 42.21% | 1.1 |
|
|
CCC
5787
Chelsea Counsel Company
Los Angeles,
California
| USD 202 M | +USD 17.7 M | +10% | 7.37% | 106% | 210 | 9.05% | 3.6 |
|
5788
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 202 M | +USD 7.61 M | +4% | 5.09% | 67.7% | 183 | 12.57% | 3 |
|
5789
Alternative Investment Advisors
Maitland,
Florida
| USD 201 M | +USD 12.3 M | +6% | 9.56% | 70.2% | 61 | 19.67% | 1.2 |
|
5790
5th Street Advisors
Southport,
Connecticut
| USD 201 M | -USD 6.01 M | -3% | 6.85% | 47.5% | 48 | 29.17% | 1.9 |
|
5791
LifePlan Investment Advisors
Raleigh,
North Carolina
| USD 201 M | +USD 27.5 M | +16% | 8.24% | 60.9% | 108 | 10.19% | 1.4 |
|
5792
Heritage Wealth Management (Texas)
Houston,
Texas
| USD 201 M | +USD 28.7 M | +17% | 6.14% | 52.3% | 40 | 25% | 1.7 |
|
|
LPCM
5793
Lynwood Price Capital Management
Austin,
Texas
| USD 201 M | +USD 25.8 M | +15% | 13.8% | – | 18 | 33.33% | 0.4 |
|
5794
Powers Capital
San Francisco,
California
| USD 201 M | +USD 16.9 M | +9% | 10.6% | – | 2 | 0% | 0.5 |
|
5795
RCS Financial Planning
Annapolis,
Maryland
| USD 201 M | +USD 11.6 M | +6% | 6.26% | 48.2% | 85 | 12.94% | 1.7 |
|
5796
Ampersand Capital Group
Burlingame,
California
| USD 201 M | +USD 56.1 M | +39% | 23.2% | – | 7 | 0% | 0.5 |
|
5797
Marmo Financial Group
Johnson City,
Tennessee
| USD 201 M | +USD 18 M | +10% | 8.91% | 47.5% | 30 | 13.33% | 1.5 |
|
5798
D. Scott Neal
Lexington,
Kentucky
| USD 201 M | +USD 20.3 M | +11% | 11.3% | 105% | 57 | 8.77% | 4.3 |
|
5799
Keener Financial Planning
Keller,
Texas
| USD 201 M | +USD 46.7 M | +30% | 9.52% | – | 221 | 18.55% | 1 |
|
5800
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 201 M | +USD 23.8 M | +13% | 14.2% | 131% | 126 | 15.87% | 1.8 |
|