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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6326 |
DC
6326
Destiny Capital
Golden,
Colorado
| USD 215 M | +USD 27.4 M | +15% | 15.2% | – | 60 | 15% | 2.4 |
|
| 6327 |
BWM
6327
Base Wealth Management
Lakewood Ranch,
Florida
| USD 215 M | +USD 36.3 M | +20% | 11.8% | – | 66 | 9.09% | 1 |
|
| 6328 |
GCL
6328
Gouws Capital LLC
Charlotte,
North Carolina
| USD 215 M | +USD 26.1 M | +14% | 20.2% | 114% | 59 | 8.47% | 3.2 |
|
| 6329 |
KWA
6329
Kellett Wealth Advisors
Cincinnati,
Ohio
| USD 215 M | +USD 30.3 M | +16% | 12.6% | 76.3% | 98 | 20.41% | 2.1 |
|
| 6330 |
KCM
6330
KRS Capital Management
Bloomfield,
Michigan
| USD 215 M | +USD 51.7 M | +32% | 49.1% | 272% | 129 | 14.73% | 2.8 |
|
| 6331 |
GP
6331
GLR Partners
Columbia,
Maryland
| USD 215 M | +USD 31.5 M | +17% | 15.5% | – | 118 | 20.34% | 0.2 |
|
| 6332 |
COA
6332
Crown Oak Advisors
Piedmont,
California
| USD 215 M | +USD 15.4 M | +8% | 6.67% | 53.3% | 24 | 8.33% | 2.3 |
|
| 6333 |
PWM
6333
Peterson Wealth Management
Sparks,
Nevada
| USD 215 M | +USD 42.1 M | +24% | 11.5% | 78% | 202 | 26.24% | 0.8 |
|
| 6334 |
RWM
6334
Riverchase Wealth Management
Flower Mound,
Texas
| USD 215 M | +USD 22.7 M | +12% | 8.42% | – | 81 | 12.35% | 1.1 |
|
| 6335 |
NC
6335
Nipun Capital
Foster City,
California
| USD 215 M | +USD 12.4 M | +6% | 5.89% | 30.2% | 10 | 40% | 1.6 |
|
| 6336 |
LF
6336
LifeSteps Financial
Claremont,
California
| USD 215 M | +USD 56.6 M | +36% | 17.5% | 98.4% | 793 | 87.77% | 0.5 |
|
| 6337 |
SFG
6337
Sowa Financial Group
Lincoln,
Rhode Island
| USD 215 M | +USD 12.7 M | +6% | 9.53% | 77.7% | 31 | 9.68% | 3.6 |
|
| 6338 |
SWMP
6338
Signature Wealth Management Partners
Montvale,
New Jersey
| USD 214 M | +USD 15.1 M | +8% | 16.1% | 80.4% | 128 | 14.06% | 3.3 |
|
| 6339 |
PIMC
6339
Praesidium Investment Management Company
New York
| USD 214 M | -USD 204 M | -49% | 22.2% | 79% | 12 | 0% | 3.1 |
|
| 6340 |
VCS
6340
Vaughan & Co Securities
Ridgewood,
New Jersey
| USD 214 M | +USD 21.8 M | +11% | 15.3% | 65.6% | 63 | 11.11% | 4.3 |
|
| 6341 |
PWMG
6341
Pinnacle Wealth Management Group
Plymouth,
Michigan
| USD 214 M | +USD 10.6 M | +5% | 6.93% | 64.3% | 130 | 9.23% | 2.5 |
|
| 6342 |
KCM
6342
Knoll Capital Management
Miami,
Florida
| USD 214 M | +USD 34.1 M | +19% | 2.82% | 258% | 38 | 5.26% | 2.4 |
|
| 6343 |
BCA
6343
Bayshore Capital Advisors
Tampa,
Florida
| USD 214 M | -USD 22.8 M | -10% | 17.7% | – | 47 | 23.4% | 0.4 |
|
| 6344 |
KA
6344
Kearns & Associates
Palos Verdes Estates,
California
| USD 214 M | +USD 28.3 M | +15% | 14.3% | 78.7% | 42 | 7.14% | 3.2 |
|
| 6345 |
HIW
6345
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| USD 214 M | +USD 16.5 M | +8% | 7.4% | – | 424 | 13.92% | 1.2 |
|
| 6346 |
FVIM
6346
Fort Vancouver Investment Management
Vancouver,
Washington
| USD 214 M | +USD 17.2 M | +9% | 10% | – | 62 | 4.84% | 1.4 |
|
| 6347 |
SCGM
6347
Starwood Capital Group Management
Miami Beach,
Florida
| USD 214 M | +USD 26.3 M | +14% | 14.2% | 16.2% | 6 | 0% | 1.6 |
|
| 6348 |
SP
6348
Successful Portfolios
Clearwater,
Florida
| USD 214 M | +USD 32.7 M | +18% | 22.8% | 110% | 200 | 6.5% | 4.8 |
|
| 6349 |
BWS
6349
Broadway Wealth Solutions
San Antonio,
Texas
| USD 214 M | +USD 20.7 M | +11% | 9.62% | – | 105 | 21.9% | 1.2 |
|
| 6350 |
MSWM
6350
Mader & Shannon Wealth Management
Kansas City,
Missouri
| USD 214 M | -USD 2.01 M | -0.9% | 0.06% | 53.1% | 21 | 4.76% | 3.2 |
|