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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6001
Crux Wealth Advisors
Long Beach,
California
| USD 180 M | – | – | 1.73% | – | 150 | – | 0 |
|
|
CWM
6002
CCG Wealth Management
San Diego,
California
| USD 180 M | +USD 946 k | +0.5% | 1.69% | 82.6% | 77 | 15.58% | 3.2 |
|
6003
Grand Wealth Management
Grand Rapids,
Michigan
| USD 179 M | +USD 2.19 M | +1% | 2.56% | 54.1% | 69 | 8.7% | 2 |
|
6004
GEM Asset Management
Plymouth,
Michigan
| USD 179 M | +USD 4.41 M | +3% | 0.59% | 62.9% | 97 | 12.37% | 1.6 |
|
6005
Axiom Financial Strategies
New Albany,
Indiana
| USD 179 M | -USD 10.1 M | -5% | 0.74% | 54.5% | 46 | 10.87% | 2.3 |
|
6006
Security National Bank of So Dak
Sioux City,
Iowa
| USD 179 M | -USD 766 k | -0.4% | 2.04% | 67.7% | 113 | 15.04% | 5.5 |
|
6007
NBZ Investment Advisors
Knoxville,
Tennessee
| USD 179 M | – | – | 1.95% | – | 69 | – | 0 |
|
6008
Haven Private
Orlando,
Florida
| USD 179 M | – | – | 5.44% | – | 136 | – | 0 |
|
|
KIM
6009
Kane Investment Management
Los Gatos,
California
| USD 179 M | – | – | 6.03% | – | 90 | – | 0 |
|
6010
First County Bank
Stamford,
Connecticut
| USD 179 M | -USD 23.6 M | -12% | 1.27% | 101% | 164 | 14.63% | 1.8 |
|
6011
Fortitude Financial
Spokane,
Washington
| USD 179 M | – | – | 2.14% | – | 31 | – | 0 |
|
6012
Solstein Capital
Menlo Park,
California
| USD 179 M | -USD 9.9 M | -5% | 1.55% | 102% | 318 | 2.83% | 3 |
|
6013
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| USD 179 M | +USD 3.73 M | +2% | 0.46% | 74.4% | 148 | 7.43% | 2.6 |
|
6014
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 179 M | +USD 7.7 M | +4% | 2.44% | 84.1% | 81 | 14.81% | 2 |
|
6015
Orleans Capital Management
Mandeville,
Louisiana
| USD 179 M | +USD 2.75 M | +2% | 0.44% | 94.6% | 99 | 10.1% | 2.9 |
|
6016
IVC Wealth Advisors
Silverdale,
Pennsylvania
| USD 179 M | -USD 3.97 M | -2% | 0.83% | 81.9% | 170 | 15.29% | 2.8 |
|
6017
Tribune Investment Group
New York
| USD 179 M | – | – | 4.73% | – | 27 | – | 0 |
|
6018
Cincinnati Casualty Company
Fairfield,
Ohio
| USD 179 M | +USD 1.11 M | +0.6% | 1.09% | 68.7% | 24 | 0% | 8.8 |
|
|
RWIA
6019
Roger Wittlin Investment Advisory
San Francisco,
California
| USD 179 M | +USD 4.73 M | +3% | 1.42% | 61.3% | 56 | 26.79% | 1.7 |
|
6020
Integrity Wealth Solutions
Denver,
Colorado
| USD 179 M | +USD 7.14 M | +4% | 0.01% | – | 101 | 13.86% | 0.9 |
|
6021
Avory & Company
Miami,
Florida
| USD 178 M | +USD 13.6 M | +8% | 14.4% | 74.9% | 32 | 12.5% | 2.3 |
|
6022
Burns Matteson Capital Management
Corning,
New York
| USD 178 M | -USD 24.8 k | -0% | 2.62% | 137% | 194 | 35.57% | 1.4 |
|
6023
Constitution Capital
Shelton,
Connecticut
| USD 178 M | -USD 9.04 M | -5% | 0.43% | 91.1% | 63 | 17.46% | 2.9 |
|
6024
Mudita Advisors
London,
United Kingdom
| USD 178 M | -USD 4.61 M | -3% | 0.83% | 143% | 19 | 15.79% | 1.8 |
|
6025
University of Maryland Foundation
Adelphi,
Maryland
| USD 178 M | +USD 37.2 M | +26% | 0.79% | 54.9% | 8 | 12.5% | 3.4 |
|