¡Ya estamos en !
Descubre más
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
AWMM
6376
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| USD 213 M | +USD 37.8 M | +22% | 11.1% | – | 163 | 29.45% | 1 |
|
| 6377 |
GL
6377
Gerber LLC
Columbus,
Ohio
| USD 213 M | +USD 33.5 M | +19% | 20% | – | 102 | 18.63% | 1.7 |
|
| 6378 |
LFIA
6378
Legacy Financial Independent Advisors
Louisville,
Kentucky
| USD 213 M | +USD 20.3 M | +11% | 14.2% | – | 135 | 24.44% | 0.2 |
|
| 6379 |
FCB
6379
First County Bank
Stamford,
Connecticut
| USD 213 M | +USD 25.2 M | +13% | 17.5% | 101% | 173 | 9.25% | 2.4 |
|
| 6380 |
IAIM
6380
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| USD 212 M | +USD 45.2 M | +27% | 23.5% | 81.5% | 8 | 0% | 3.2 |
|
| 6381 |
EPIM
6381
Equinox Partners Investment Management
Stamford,
Connecticut
| USD 212 M | -USD 33 M | -13% | 18.7% | 241% | 12 | 8.33% | 2 |
|
| 6382 |
CASB
6382
Cape Ann Savings Bank
Glocuster,
Massachusetts
| USD 212 M | +USD 13.4 M | +7% | 14.2% | 72.7% | 122 | 8.2% | 5 |
|
| 6383 |
A
6383
AFBI
Miami Beach,
Florida
| USD 212 M | +USD 81.1 M | +62% | 14.9% | – | 1 | 0% | 1.3 |
|
| 6384 |
BDAM
6384
Blue Door Asset Management
Stamford,
Connecticut
| USD 212 M | +USD 53.7 M | +34% | 45.9% | 127% | 25 | 44% | 0.9 |
|
| 6385 |
TCA
6385
Taconic Capital Advisors
New York
| USD 212 M | -USD 23.1 M | -10% | 8.09% | 273% | 22 | 59.09% | 1.1 |
|
| 6386 |
NPFS
6386
Novak & Powell Financial Services
St. Petersburg,
Florida
| USD 212 M | +USD 26.5 M | +14% | 15.2% | – | 178 | 12.36% | 1.9 |
|
| 6387 |
IIL
6387
Insight Inv LLC
El Segundo,
California
| USD 212 M | +USD 29.4 M | +16% | 33.4% | 136% | 111 | 8.11% | 3.3 |
|
| 6388 |
KWIA
6388
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| USD 212 M | – | – | 12.4% | – | 64 | – | 0 |
|
| 6389 |
SG
6389
Straightline Group
Troy,
Michigan
| USD 212 M | +USD 11 M | +5% | 3.51% | – | 22 | 36.36% | 0.9 |
|
| 6390 |
GCA
6390
GSI Capital Advisors
Newport Beach,
California
| USD 212 M | +USD 27.8 M | +15% | 12.6% | 39.7% | 33 | 24.24% | 2.3 |
|
| 6391 |
BDL
6391
Banque de Luxembourg
Luxembourg
| USD 212 M | +USD 18.7 M | +10% | 12.3% | – | 79 | 6.33% | 1.2 |
|
| 6392 |
SF
6392
Sun Financial
Midvale,
Utah
| USD 212 M | +USD 12.3 M | +6% | 14.9% | – | 176 | 18.18% | 0.4 |
|
| 6393 |
FIA
6393
FPC Investment Advisory
Petaluma,
California
| USD 212 M | +USD 11.4 M | +6% | 7.94% | – | 38 | 15.79% | 1.5 |
|
| 6394 |
DJYG
6394
David J. Yvars Group
University Park,
Florida
| USD 212 M | +USD 33 M | +18% | 22.8% | 143% | 111 | 21.62% | 2.6 |
|
| 6395 |
CFSG
6395
Clark Financial Services Group
Chesterfield,
Missouri
| USD 212 M | +USD 27.3 M | +15% | 27.8% | 102% | 118 | 24.58% | 2.2 |
|
| 6396 |
AA
6396
Addison Advisors
Middlebury,
Vermont
| USD 212 M | -USD 241 M | -53% | 10.4% | 50.2% | 1,037 | 36.26% | 3.2 |
|
| 6397 |
SL
6397
StoryOne LLC
Overland Park,
Kansas
| USD 212 M | +USD 34.2 M | +19% | 22.7% | – | 79 | 98.73% | 0.4 |
|
| 6398 |
PCP
6398
Panoramic Capital Partners
Lake Oswego,
Oregon
| USD 212 M | +USD 49.2 M | +30% | 15% | – | 80 | 31.25% | 0.9 |
|
| 6399 |
MIM
6399
Merrion Investment Management
Cranford,
New Jersey
| USD 211 M | +USD 25.2 M | +14% | 20.9% | 161% | 114 | 11.4% | 3.5 |
|
| 6400 |
HBFP
6400
Henderson Brothers Financial Partners
Pittsburgh,
Pennsylvania
| USD 211 M | -USD 184 M | -46% | 9.6% | – | 106 | 28.3% | 1.1 |
|