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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) |
|
|---|---|---|---|---|---|---|---|---|---|
|
JWM
6026
Johnson Wealth Management
Grand Forks,
North Dakota
| USD 236 M | +USD 28.9 M | +14% | 9.99% | – | 60 | 21.67% | 0.6 |
|
6027
Ceera Investments
Bellaire,
Texas
| USD 236 M | +USD 7.9 M | +3% | 7.87% | 56.1% | 109 | 22.02% | 2.1 |
|
|
AG
6028
ASO Group
Road Town,
| USD 236 M | -USD 1.24 M | -0.5% | 9.87% | – | 57 | 3.51% | 0.5 |
|
6029
CMG Global Holdings
Plano,
Texas
| USD 236 M | +USD 25.9 M | +12% | 14.9% | 80.8% | 104 | 11.54% | 3.7 |
|
6030
EPIQ Partners
Minneapolis,
Minnesota
| USD 236 M | +USD 21.8 M | +10% | 10.5% | 49.6% | 99 | 17.17% | 3.1 |
|
|
FFC
6031
Frederick Financial Consultants
Frederick,
Maryland
| USD 236 M | +USD 34.7 M | +17% | 15.8% | – | 125 | 16% | 1.1 |
|
|
APSI
6032
Asset Planning Services Inc
Covington,
Louisiana
| USD 236 M | +USD 7.55 M | +3% | 9.81% | 138% | 36 | 2.78% | 6.1 |
|
|
LWM
6033
Latko Wealth Management
Frankfort,
Illinois
| USD 236 M | +USD 30.5 M | +15% | 14.8% | – | 39 | 12.82% | 1.4 |
|
|
TFG
6034
Team Financial Group
Temecula,
California
| USD 236 M | +USD 15.2 M | +7% | 8.14% | 46% | 274 | 79.93% | 1.9 |
|
6035
BostonPremier Wealth
Hanover,
Massachusetts
| USD 235 M | +USD 41.9 M | +22% | 19.8% | – | 79 | 11.39% | 1.1 |
|
6036
Allodium Investment Consultants
Minneapolis,
Minnesota
| USD 235 M | +USD 26.6 M | +13% | 10.2% | – | 57 | 8.77% | 1.3 |
|
6037
DLK Investment Management
Solana Beach,
California
| USD 235 M | -USD 17.8 M | -7% | 5.17% | 80.4% | 126 | 50.79% | 1.5 |
|
6038
Plan A Wealth
Lincoln,
Nebraska
| USD 235 M | +USD 26.3 M | +13% | 10.8% | – | 209 | 22.01% | 0.9 |
|
6039
Prepared Retirement Institute
Lansdale,
Pennsylvania
| USD 235 M | +USD 33.4 M | +17% | 9.74% | – | 96 | 19.79% | 1.7 |
|
6040
MN Wealth Advisors
Overland Park,
Kansas
| USD 235 M | +USD 29.3 M | +14% | 14.2% | 68.3% | 141 | 17.02% | 1.5 |
|
|
BOCM
6041
Bontempo Ohly Capital Management
Bethesda,
Maryland
| USD 235 M | +USD 13.2 M | +6% | 8.07% | 49.6% | 34 | 2.94% | 4.4 |
|
6042
AMANSA Capital
Raffles City Tower,
Singapore
| USD 235 M | +USD 48.2 M | +26% | 27.7% | 32% | 2 | 0% | 3 |
|
6043
Crestview Partners II
New York
| USD 235 M | -USD 106 M | -31% | 27.8% | 157% | 3 | 0% | 7.7 |
|
6044
Peregrine Investment Management
Toronto,
Ontario, Canada
| USD 235 M | +USD 108 M | +85% | 78.3% | – | 31 | 51.61% | 0.6 |
|
6045
Core Wealth Partners
Santa Rosa,
California
| USD 235 M | +USD 19.6 M | +9% | 15.3% | 75.7% | 205 | 19.02% | 2.1 |
|
6046
Long Path Partners
Stamford,
Connecticut
| USD 235 M | +USD 14.5 M | +7% | 7.95% | 9.18% | 10 | 10% | 1.7 |
|
6047
Serenity Investment Advisors
Chicago,
Illinois
| USD 235 M | +USD 20.9 M | +10% | 13.4% | – | 79 | 10.13% | 0.4 |
|
6048
Trevian Wealth Management
Weston,
Massachusetts
| USD 235 M | +USD 32 M | +16% | 15.1% | 94.1% | 45 | 4.44% | 1.8 |
|
|
KIM
6049
Kane Investment Management
Los Gatos,
California
| USD 235 M | +USD 40.2 M | +21% | 27.3% | – | 113 | 23.89% | 1.1 |
|
6050
Northern Capital Management (Washington)
Spokane,
Washington
| USD 235 M | +USD 35.1 M | +18% | 17.4% | 80% | 56 | 10.71% | 2.9 |
|