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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5926 |
UWM
5926
Udine Wealth Management
Boca Raton,
Florida
| USD 243 M | +USD 38.3 M | +19% | 18.4% | 127% | 45 | 33.33% | 1.7 |
|
| 5927 |
NAM
5927
NewGen Asset Management
Toronto,
Ontario, Canada
| USD 243 M | -USD 15.9 M | -6% | 4.72% | 402% | 47 | 63.83% | 0.4 |
|
| 5928 |
LWMI
5928
Legacy Wealth Management (Idaho)
Boise,
Idaho
| USD 243 M | +USD 41.5 M | +21% | 17.8% | – | 1,072 | 84.51% | 1.2 |
|
| 5929 |
TF
5929
Threadgill Financial
Spring,
Texas
| USD 243 M | -USD 102 M | -30% | 10.8% | 49.3% | 48 | 33.33% | 2.2 |
|
| 5930 |
OWSCM
5930
One William Street Capital Management
New York
| USD 242 M | -USD 937 M | -79% | 3.16% | 44% | 18 | 27.78% | 0.4 |
|
| 5931 |
PSF
5931
Pacific Sun Financial
Los Angeles,
California
| USD 242 M | +USD 36 M | +17% | 18.6% | 70.3% | 222 | 10.81% | 5 |
|
| 5932 |
SS
5932
Sound Stewardship
Overland Park,
Kansas
| USD 242 M | +USD 24.1 M | +11% | 8.38% | 45.9% | 73 | 13.7% | 2.3 |
|
| 5933 |
EAM
5933
Eukles Asset Management
Cincinnati,
Ohio
| USD 242 M | +USD 18.1 M | +8% | 12.5% | 77.2% | 243 | 8.23% | 4.9 |
|
| 5934 |
HSWS
5934
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| USD 242 M | +USD 23.4 M | +11% | 12.5% | – | 68 | 11.76% | 1.6 |
|
| 5935 |
IF
5935
IRON Financial
Northbrook,
Illinois
| USD 242 M | +USD 13.5 M | +6% | 8.66% | 51.4% | 156 | 10.26% | 3.1 |
|
| 5936 |
LIWM
5936
Long Island Wealth Management
Melville,
New York
| USD 242 M | +USD 26.6 M | +12% | 10.4% | – | 97 | 10.31% | 1.9 |
|
| 5937 |
DEA
5937
DoubleLine ETF Adviser
Tampa,
Florida
| USD 242 M | -USD 20.6 M | -8% | 6.25% | 51.6% | 217 | 40.55% | 1 |
|
| 5938 |
WCP
5938
Wealthcare Capital Partners
West Chester,
Pennsylvania
| USD 242 M | +USD 28.6 M | +13% | 10.8% | – | 185 | 20.54% | 1.1 |
|
| 5939 |
TFP
5939
TrueWealth Financial Partners
Bellevue,
Washington
| USD 242 M | -USD 8.88 M | -4% | 7.61% | 36.4% | 66 | 57.58% | 0.4 |
|
| 5940 |
RPSM
5940
Royalty Pharma Sub-Manager
New York
| USD 242 M | +USD 69.2 M | +40% | 27.9% | – | 5 | 40% | 0.4 |
|
| 5941 |
FH
5941
Financial Harvest
Winter Park,
Florida
| USD 242 M | +USD 72.1 M | +42% | 10.2% | – | 67 | 14.93% | 0.8 |
|
| 5942 |
SA
5942
Sunesis Advisors
Overland Park,
Kansas
| USD 242 M | +USD 20.6 M | +9% | 9.96% | – | 63 | 9.52% | 2.9 |
|
| 5943 |
UI
5943
Unconventional Investor
Portsmouth,
New Hampshire
| USD 242 M | +USD 31.1 M | +15% | 11.1% | 62.7% | 51 | 13.73% | 2.6 |
|
| 5944 |
ACP
5944
Arcus Capital Partners
Atlanta,
Georgia
| USD 242 M | -USD 36.5 M | -13% | 13.3% | 69.2% | 131 | 25.19% | 3.1 |
|
| 5945 |
TP
5945
Thayer Partners
Wyndmoor,
Pennsylvania
| USD 242 M | +USD 31.5 M | +15% | 12.2% | – | 104 | 13.46% | 0.4 |
|
| 5946 |
PFA
5946
Peak Financial Advisors
Denver,
Colorado
| USD 242 M | +USD 15.6 M | +7% | 6.03% | 40.1% | 90 | 35.56% | 1.7 |
|
| 5947 |
CWWM
5947
Curry Webb Wealth Management
Indianapolis,
Indiana
| USD 241 M | +USD 29.9 M | +14% | 11.4% | – | 69 | 11.59% | 0.5 |
|
| 5948 |
PPW
5948
PACK Private Wealth
Wayzata,
Minnesota
| USD 241 M | +USD 23.7 M | +11% | 11.4% | 52.8% | 62 | 9.68% | 2.8 |
|
| 5949 |
ACM
5949
Alethea Capital Management
Mercer Island,
Washington
| USD 241 M | +USD 46.5 M | +24% | 33% | 275% | 43 | 72.09% | 0.9 |
|
| 5950 |
NIA
5950
NIA Impact Advisors
Berkeley,
California
| USD 241 M | +USD 16.5 M | +7% | 25.5% | – | 94 | 28.72% | 2.5 |
|