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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
32.8%
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) |
|
|---|---|---|---|---|---|---|---|---|---|
6101
Founders Capital Management (Texas)
Houston,
Texas
| USD 148 M | +USD 10.3 M | +7% | 7.61% | 131% | 389 | 10.54% | 4.1 |
|
6102
Dogwood Wealth Management
Lenexa,
Kansas
| USD 148 M | +USD 19.9 M | +16% | 6.18% | 57.9% | 627 | 6.7% | 0.2 |
|
|
VWM
6103
VCI Wealth Management
St Louis,
Missouri
| USD 148 M | -USD 16.5 M | -10% | 6.87% | 86.3% | 125 | 30.4% | 0.2 |
|
6104
Montz Harcus Wealth Management
New Orleans,
Louisiana
| USD 148 M | +USD 16.8 M | +13% | 10.1% | 84.1% | 73 | 26.03% | 1.4 |
|
6105
Evergreen Wealth Management
Williamston,
Michigan
| USD 148 M | +USD 11.8 M | +9% | 9.46% | 68.8% | 55 | 0% | 1.2 |
|
6106
BCR Wealth Strategies
Vestavia,
Alabama
| USD 148 M | +USD 8.25 M | +6% | 4.96% | 45.1% | 21 | 9.52% | 1.9 |
|
6107
Thompson Davis & Co
Richmond,
Virginia
| USD 148 M | +USD 30.1 M | +26% | 20.6% | 179% | 144 | 43.75% | 2.2 |
|
6108
Matrix Private Capital Group
New York
| USD 148 M | +USD 15.1 M | +11% | 9.28% | 62.5% | 150 | 8.67% | 3.1 |
|
6109
Mittelman Wealth Management
Andover,
Massachusetts
| USD 148 M | – | – | 7.83% | – | 64 | – | 0 |
|
6110
Hibernia Wealth Partners
Baton Rouge,
Louisiana
| USD 148 M | +USD 14.1 M | +11% | 4.81% | 40.6% | 84 | 23.81% | 0.4 |
|
6111
Fairway Wealth
Independence,
Ohio
| USD 148 M | +USD 16.8 M | +13% | 5.45% | 51.5% | 80 | 8.75% | 0.2 |
|
6112
Kaizen Financial Strategies
Campbell,
California
| USD 147 M | +USD 15.5 M | +12% | 8.89% | 126% | 141 | 24.11% | 1.7 |
|
6113
HBC Financial Services
Seattle,
Washington
| USD 147 M | -USD 53 k | -0% | 7.23% | 12.6% | 196 | 16.84% | 2.4 |
|
6114
Cobblestone Asset Management
Richmond,
Virginia
| USD 147 M | +USD 11.8 M | +9% | 5.76% | 60.6% | 49 | 28.57% | 0.4 |
|
6115
Piedmont Capital Management (Montana)
Whitefish,
Montana
| USD 147 M | +USD 10.1 M | +7% | 8.63% | 94% | 48 | 4.17% | 2.1 |
|
6116
BCK Capital Management
Stamford,
Connecticut
| USD 147 M | +USD 45.4 M | +45% | 9.03% | 161% | 102 | 54.9% | 0.7 |
|
6117
Sivia Capital Partners
Mill Valley,
California
| USD 147 M | +USD 15.9 M | +12% | 13.3% | – | 200 | 12.5% | 0.2 |
|
6118
Lakewood Asset Management
Naperville,
Illinois
| USD 147 M | +USD 18.4 M | +14% | 10.8% | 69.3% | 118 | 10.17% | 1.1 |
|
6119
Platinum Equity
Beverly Hills,
California
| USD 147 M | -USD 570 k | -0.4% | 1.27% | 52.7% | 7 | 14.29% | 1.9 |
|
6120
Avory & Company
Miami,
Florida
| USD 147 M | +USD 3.98 M | +3% | 0.08% | 74.9% | 30 | 10% | 1.8 |
|
6121
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 147 M | +USD 19.3 M | +15% | 22.8% | 156% | 102 | 4.9% | 1 |
|
6122
C.M. Bidwell & Associates
Honolulu,
Hawaii
| USD 147 M | +USD 12 M | +9% | 8.85% | 70.6% | 562 | 27.58% | 2.5 |
|
6123
Yarger Wealth Strategies
Westerville,
Ohio
| USD 147 M | +USD 22.9 M | +19% | 7.16% | 58.1% | 80 | 21.25% | 1.3 |
|
|
SWG
6124
Summit Wealth Group
White River Junction,
Vermont
| USD 147 M | +USD 19 M | +15% | 6.49% | 56.7% | 44 | 6.82% | 1.7 |
|
6125
Wells Financial Advisors
Framingham,
Massachusetts
| USD 147 M | +USD 9.12 M | +7% | 6.91% | 58.9% | 69 | 8.7% | 2.4 |
|