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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6251
Asset Planning Corporation
Knoxville,
Tennessee
| USD 129 M | -USD 537 k | -0.4% | 9.02% | 44.5% | 43 | 9.3% | 2.2 |
|
6252
Fort Henry Capital
Wheeling,
West Virginia
| USD 129 M | +USD 12.4 M | +11% | 9.36% | 39.3% | 15 | 6.67% | 2.7 |
|
6253
Keener Financial Planning
Keller,
Texas
| USD 129 M | – | – | 11% | 70.5% | 185 | – | 0 |
|
|
LAM
6254
LifePro Asset Management
San Diego,
California
| USD 129 M | +USD 8.03 M | +7% | 7.07% | 49% | 127 | 35.43% | 1 |
|
6255
Philip James Wealth Mangement
Milton,
Georgia
| USD 129 M | – | – | 7.23% | 76% | 74 | – | 0 |
|
6256
Mainsail Financial Group
Bellevue,
Washington
| USD 129 M | +USD 18.8 M | +17% | 9.99% | 61.9% | 52 | 7.69% | 0.8 |
|
6257
SWP Financial
San Diego,
California
| USD 129 M | – | – | 9.69% | 58.4% | 44 | – | 0 |
|
6258
Sterling Group Wealth Management
Pasadena,
California
| USD 129 M | +USD 23 M | +22% | 10.9% | 75.9% | 55 | 14.55% | 0.9 |
|
6259
Lakewood Asset Management
Naperville,
Illinois
| USD 129 M | +USD 6.03 M | +5% | 8.87% | 69.3% | 113 | 5.31% | 1 |
|
6260
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 129 M | +USD 31.3 M | +32% | 10.8% | 63.8% | 109 | 16.51% | 0.6 |
|
6261
Carson Advisory
Athens,
Georgia
| USD 129 M | +USD 14.5 M | +13% | 12.7% | 70.9% | 165 | 12.12% | 1.4 |
|
6262
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 129 M | +USD 12.8 M | +11% | 9.23% | 54.2% | 35 | 5.71% | 2.3 |
|
6263
Dopkins Wealth Management
Williamsville,
New York
| USD 129 M | -USD 3.53 M | -3% | 10.8% | 64.4% | 60 | 33.33% | 1.4 |
|
6264
Tenzing Global Management
San Francisco,
California
| USD 129 M | -USD 52.9 M | -29% | 5.63% | 273% | 17 | 41.18% | 1.8 |
|
6265
Trevian Wealth Management
Weston,
Massachusetts
| USD 128 M | +USD 19.5 M | +18% | 12.3% | 103% | 34 | 23.53% | 0.7 |
|
6266
Trust Investment Advisors
Indianapolis,
Indiana
| USD 128 M | +USD 12 M | +10% | 14.4% | 178% | 113 | 28.32% | 3.9 |
|
6267
Refined Wealth Management
Salt Lake City,
Utah
| USD 128 M | +USD 16.8 M | +15% | 21% | 99.4% | 26 | 0% | 1.9 |
|
6268
WealthCollab
Bellevue,
Washington
| USD 128 M | – | – | 9.69% | – | 877 | – | 0 |
|
6269
Channing Global Advisors
Miami,
Florida
| USD 128 M | +USD 25.6 M | +25% | 15.3% | 128% | 50 | 16% | 1.3 |
|
6270
Mendota Financial Group
Madison,
Wisconsin
| USD 128 M | +USD 32.1 M | +33% | 9.73% | 50.1% | 414 | 37.44% | 0.6 |
|
6271
Presidio Capital Management
San Diego,
California
| USD 128 M | +USD 14.2 M | +12% | 7.79% | 56.1% | 43 | 18.6% | 1.1 |
|
|
PIP
6272
PB Investment Partners
Burlingame,
California
| USD 128 M | +USD 11 M | +9% | 14.7% | 81.1% | 9 | 11.11% | 1.8 |
|
6273
Jacobs Asset Management
New York
| USD 128 M | -USD 19.2 M | -13% | 19.2% | 114% | 39 | 30.77% | 1.8 |
|
6274
Olistico Wealth
Tulsa,
Oklahoma
| USD 128 M | +USD 16 M | +14% | 12.2% | 108% | 109 | 8.26% | 0.9 |
|
|
HAM
6275
Hedges Asset Management
Reno,
Nevada
| USD 128 M | +USD 13.5 M | +12% | 15.8% | – | 113 | 11.5% | 1.7 |
|