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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
NA
6101
Note Advisors
Buffalo,
New York
| USD 231 M | +USD 30.5 M | +15% | 7.96% | – | 88 | 5.68% | 1.3 |
|
| 6102 |
BFS
6102
Burrus Financial Services
Salt Lake City,
Utah
| USD 230 M | +USD 11.9 M | +5% | 6.76% | 30.2% | 11 | 0% | 2.3 |
|
| 6103 |
KIC
6103
Kensington Investment Counsel
Long Beach,
California
| USD 230 M | +USD 22.5 M | +11% | 21.1% | 81.9% | 93 | 19.35% | 3.3 |
|
| 6104 |
SFG
6104
Strive Financial Group
Carmel,
Indiana
| USD 230 M | +USD 41.6 M | +22% | 16.3% | – | 944 | 29.34% | 0.4 |
|
| 6105 |
BCM
6105
Banyan Capital Management
Atlanta,
Georgia
| USD 230 M | -USD 1.96 M | -0.8% | 4.14% | 42.5% | 55 | 0% | 2.2 |
|
| 6106 |
LCM
6106
LCM Capital Management
Chicago,
Illinois
| USD 230 M | +USD 30.7 M | +15% | 19% | 108% | 132 | 18.94% | 3.2 |
|
| 6107 |
BC
6107
BDFS Capital
Rehoboth Beach,
Delaware
| USD 230 M | +USD 22.2 M | +11% | 6.77% | – | 149 | 30.2% | 0.4 |
|
| 6108 |
ICMARC
6108
International City Management Association Retirement Corp
Washington,
District of Columbia
| USD 230 M | +USD 34.8 M | +18% | 9.68% | 42.9% | 6 | 0% | 2.6 |
|
| 6109 |
MPCG
6109
Matrix Private Capital Group
New York
| USD 230 M | +USD 22.5 M | +11% | 9.57% | 62.5% | 148 | 8.11% | 4.3 |
|
| 6110 |
ACM
6110
Azarias Capital Management
Berwyn,
Pennsylvania
| USD 230 M | +USD 6.68 M | +3% | 9.32% | 58.2% | 25 | 12% | 2.5 |
|
| 6111 |
IIA
6111
Integrity Investment Advisors
Fort Collins,
Colorado
| USD 230 M | +USD 45.4 M | +25% | 16.9% | – | 79 | 15.19% | 0.9 |
|
| 6112 |
LS
6112
LCW Services
Virginia Beach,
Virginia
| USD 230 M | +USD 28.4 M | +14% | 11.7% | – | 40 | 2.5% | 0.5 |
|
| 6113 |
AIFS
6113
A&I Financial Services
Lone Tree,
Colorado
| USD 230 M | +USD 18.5 M | +9% | 11.4% | – | 86 | 25.58% | 1.8 |
|
| 6114 |
CP
6114
Catalys Pacific
Tokyo,
Japan
| USD 229 M | -USD 1.26 M | -0.5% | 0.54% | – | 2 | 0% | 2.5 |
|
| 6115 |
HIA
6115
Highland Investment Advisors
Ponte Vedra,
Florida
| USD 229 M | – | – | 9.85% | – | 734 | – | 0 |
|
| 6116 |
AIM
6116
Alhambra Investment Management
Palmetto Bay,
Florida
| USD 229 M | +USD 12.6 M | +6% | 9.94% | 67.7% | 189 | 10.58% | 3.8 |
|
| 6117 |
CAIM
6117
Catherine Avery Investment Management
Longboat Key,
Florida
| USD 229 M | +USD 5.55 M | +2% | 15% | – | 173 | 41.04% | 0.9 |
|
| 6118 |
PRRFG
6118
Paul R. Ried Financial Group
Bellevue,
Washington
| USD 229 M | +USD 13.8 M | +6% | 6.75% | – | 47 | 12.77% | 1.1 |
|
| 6119 |
SWIM
6119
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| USD 229 M | +USD 39.1 M | +21% | 12.7% | 67.4% | 551 | 9.07% | 1.4 |
|
| 6120 |
PPA
6120
Painted Porch Advisors
Santa Barbara,
California
| USD 229 M | +USD 19.3 M | +9% | 9.76% | – | 81 | 24.69% | 1.7 |
|
| 6121 |
AAG
6121
Asset Advisory Group
Kinnelon,
New Jersey
| USD 229 M | +USD 29.5 M | +15% | 13.2% | – | 126 | 8.73% | 0.5 |
|
| 6122 |
TI
6122
tru Independence
Portland,
Oregon
| USD 229 M | +USD 26.5 M | +13% | 11.3% | 55.7% | 110 | 9.09% | 2.9 |
|
| 6123 |
IAAG
6123
Innovative Asset Advisors Group
Shelton,
Connecticut
| USD 229 M | +USD 55.4 M | +32% | 29.4% | – | 1,099 | 79.34% | 0.2 |
|
| 6124 |
WCM
6124
Wildcat Capital Management
New York
| USD 229 M | +USD 122 M | +115% | 120% | 126% | 3 | 33.33% | 3 |
|
| 6125 |
DCC
6125
Dow Chemical Company
Midland,
Michigan
| USD 228 M | -USD 10.3 M | -4% | 2.29% | 29.4% | 6 | 50% | 2.6 |
|