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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6276
Dogwood Wealth Management
Lenexa,
Kansas
| USD 128 M | – | – | 9.77% | – | 605 | – | 0 |
|
6277
Planning Capital Management Corporation
Paoli,
Pennsylvania
| USD 128 M | – | – | 8.6% | – | 650 | – | 0 |
|
6278
Strategic Financial Planning
Plano,
Texas
| USD 128 M | +USD 19.3 M | +18% | 10.1% | 47.5% | 35 | 17.14% | 3.1 |
|
6279
Valley Financial Group
Ambler,
Pennsylvania
| USD 128 M | – | – | 7.22% | – | 56 | – | 0 |
|
|
SWG
6280
Summit Wealth Group
White River Junction,
Vermont
| USD 128 M | +USD 15.8 M | +14% | 9.27% | 53% | 46 | 23.91% | 1.5 |
|
6281
Vawter Financial
Columbus,
Ohio
| USD 128 M | +USD 16.5 M | +15% | 9.49% | 48% | 78 | 10.26% | 0.8 |
|
6282
Birchview Capital
Burlington,
Vermont
| USD 128 M | +USD 10.1 M | +9% | 14.5% | 327% | 59 | 15.25% | 3.2 |
|
6283
Invus Financial Advisors
New York
| USD 128 M | -USD 31.8 M | -20% | 6.73% | 29.5% | 8 | 12.5% | 2.8 |
|
6284
HealthInvest Partners
Stockholm,
Sweden
| USD 128 M | – | – | 13.6% | – | 45 | – | 0.9 |
|
6285
Beacon Financial Planning
Hyannis,
Massachusetts
| USD 128 M | +USD 12 M | +10% | 8.81% | 74.3% | 36 | 16.67% | 0.7 |
|
6286
Israel Discount Bank of New York
New York
| USD 128 M | +USD 7.28 M | +6% | 8.94% | 40.8% | 88 | 3.41% | 4.7 |
|
6287
Wallace Advisory Group
Lafayette,
California
| USD 128 M | -USD 11.6 M | -8% | 7.05% | 50.9% | 182 | 14.84% | 0.8 |
|
6288
Forthright Family Wealth Advisory
Houston,
Texas
| USD 128 M | – | – | 9.04% | 60.2% | 53 | – | 0 |
|
6289
Broadwater Capital
Boston,
Massachusetts
| USD 128 M | – | – | 9.62% | – | 223 | – | 0 |
|
6290
Candelo Capital Management
New York
| USD 128 M | – | – | 17.4% | – | 29 | – | 0 |
|
6291
Kapstone Financial Advisors
Lebanon,
Ohio
| USD 128 M | +USD 16.5 M | +15% | 11.2% | 131% | 102 | 15.69% | 0.8 |
|
6292
Lantern Wealth Advisors
Melville,
New York
| USD 128 M | – | – | 11.2% | – | 115 | – | 0 |
|
6293
Spring Capital Management
Amarillo,
Texas
| USD 127 M | +USD 8.59 M | +7% | 7.58% | 73.6% | 29 | 3.45% | 1.8 |
|
6294
Sippican Capital Advisors
Boston,
Massachusetts
| USD 127 M | +USD 16.7 M | +15% | 11.4% | 81.1% | 124 | 17.74% | 4.7 |
|
6295
Milestones Administradora de Recursos
Jaragua Do Sul,
Brazil
| USD 127 M | -USD 8.39 M | -6% | 16.6% | 116% | 11 | 9.09% | 1.6 |
|
6296
Cadence Wealth Management
Westborough,
Massachusetts
| USD 127 M | +USD 6.99 M | +6% | 10.7% | 56.4% | 48 | 29.17% | 1.4 |
|
6297
Merrion Investment Management
Cranford,
New Jersey
| USD 127 M | +USD 11.7 M | +10% | 7.89% | 161% | 96 | 8.33% | 2.1 |
|
6298
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 127 M | +USD 10.5 M | +9% | 8.09% | 51.3% | 207 | 31.4% | 1.8 |
|
6299
Cladis Investment Advisory
Billings,
Montana
| USD 127 M | +USD 13.1 M | +11% | 12.3% | 131% | 147 | 11.56% | 1.6 |
|
|
MF
6300
Meridian Financial
Holliston,
Massachusetts
| USD 127 M | +USD 19.8 M | +18% | 11.1% | 58.5% | 115 | 19.13% | 1.4 |
|