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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
SAM
6001
Sequent Asset Management
Houston,
Texas
| USD 237 M | +USD 28.2 M | +13% | 13.4% | 51.3% | 99 | 19.19% | 3.5 |
|
| 6002 |
AIA
6002
Arcadia Investment Advisors
Eagle,
Idaho
| USD 237 M | +USD 25.3 M | +12% | 11.2% | 56.4% | 83 | 6.02% | 5.8 |
|
| 6003 |
RF
6003
RetireMitten Financial
Milford,
Michigan
| USD 237 M | +USD 30.3 M | +15% | 10% | – | 182 | 74.18% | 0.3 |
|
| 6004 |
BTIM
6004
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| USD 237 M | +USD 10.7 M | +5% | 1.05% | 44.9% | 67 | 40.3% | 1.8 |
|
| 6005 |
TBF
6005
True Blue Financial
Stevensville,
Michigan
| USD 237 M | +USD 110 M | +87% | 10% | – | 62 | 17.74% | 0.4 |
|
| 6006 |
CA
6006
Continental Advisors
Park City,
Utah
| USD 237 M | +USD 40.9 M | +21% | 4.99% | 73.6% | 54 | 14.81% | 5.4 |
|
| 6007 |
GSF
6007
Grove Street Fiduciary
Peterborough,
New Hampshire
| USD 237 M | +USD 9.8 M | +4% | 6.12% | – | 80 | 13.75% | 1.2 |
|
| 6008 |
TRIA
6008
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| USD 237 M | +USD 6.72 M | +3% | 13.2% | 83.9% | 105 | 17.14% | 3.4 |
|
| 6009 |
CFGF
6009
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| USD 237 M | +USD 14.9 M | +7% | 9.25% | 44.1% | 52 | 11.54% | 4.1 |
|
| 6010 |
AL
6010
ADE LLC
Baltimore,
Maryland
| USD 237 M | +USD 28 M | +13% | 12.6% | 52.2% | 96 | 13.54% | 3.5 |
|
| 6011 |
MWA
6011
Miller Wealth Advisors
Ridgeway,
Colorado
| USD 237 M | -USD 23.1 M | -9% | 8.89% | 117% | 126 | 10.32% | 2.5 |
|
| 6012 |
TCM
6012
TAM Capital Management
Stamford,
Connecticut
| USD 237 M | +USD 31.7 M | +15% | 7.68% | 4.15% | 10 | 40% | 0.6 |
|
| 6013 |
IWMWV
6013
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| USD 237 M | +USD 13.4 M | +6% | 8.55% | 38.1% | 31 | 32.26% | 4.5 |
|
| 6014 |
1L
6014
10Elms LLP
Tulsa,
Oklahoma
| USD 236 M | +USD 77.8 M | +49% | 10.8% | – | 528 | 10.61% | 1.2 |
|
| 6015 |
DRS
6015
Deane Retirement Strategies
New Orleans,
Louisiana
| USD 236 M | -USD 12.4 M | -5% | 1.53% | 73.4% | 77 | 58.44% | 1.5 |
|
| 6016 |
CCC
6016
Chelsea Counsel Company
Los Angeles,
California
| USD 236 M | +USD 11.3 M | +5% | 11.6% | 106% | 245 | 9.8% | 3.9 |
|
| 6017 |
JWM
6017
Johnson Wealth Management
Grand Forks,
North Dakota
| USD 236 M | +USD 28.9 M | +14% | 9.99% | – | 60 | 21.67% | 0.6 |
|
| 6018 |
CI
6018
Ceera Investments
Bellaire,
Texas
| USD 236 M | +USD 7.9 M | +3% | 7.87% | 47.9% | 109 | 22.02% | 2.1 |
|
| 6019 |
AG
6019
ASO Group
Road Town,
| USD 236 M | -USD 1.24 M | -0.5% | 9.87% | – | 57 | 3.51% | 0.5 |
|
| 6020 |
CGH
6020
CMG Global Holdings
Plano,
Texas
| USD 236 M | +USD 25.9 M | +12% | 14.9% | 80.8% | 104 | 11.54% | 3.7 |
|
| 6021 |
EP
6021
EPIQ Partners
Minneapolis,
Minnesota
| USD 236 M | +USD 21.8 M | +10% | 10.5% | 49.6% | 99 | 17.17% | 3.1 |
|
| 6022 |
FFC
6022
Frederick Financial Consultants
Frederick,
Maryland
| USD 236 M | +USD 34.7 M | +17% | 15.8% | – | 125 | 16% | 1.1 |
|
| 6023 |
APSI
6023
Asset Planning Services Inc
Covington,
Louisiana
| USD 236 M | +USD 7.55 M | +3% | 9.81% | 138% | 36 | 2.78% | 6.1 |
|
| 6024 |
LWM
6024
Latko Wealth Management
Frankfort,
Illinois
| USD 236 M | +USD 30.5 M | +15% | 14.8% | – | 39 | 12.82% | 1.4 |
|
| 6025 |
TFG
6025
Team Financial Group
Temecula,
California
| USD 236 M | +USD 15.2 M | +7% | 8.14% | 42.4% | 274 | 79.93% | 1.9 |
|