¡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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
NED
6426
Nancy E. Dempze
| USD 209 M | +USD 26.9 M | +15% | 23.6% | 83.1% | 97 | 11.34% | 4.4 |
|
| 6427 |
PAM
6427
Peninsula Asset Management
Bradenton,
Florida
| USD 209 M | +USD 13.1 M | +7% | 9.36% | 44.1% | 56 | 8.93% | 7.1 |
|
| 6428 |
HFS
6428
Hoge Financial Services
Canonsburg,
Pennsylvania
| USD 209 M | +USD 22.1 M | +12% | 12.4% | – | 87 | 21.84% | 1.5 |
|
| 6429 |
IA
6429
IFS Advisors
Overland Park,
Kansas
| USD 209 M | +USD 14.8 M | +8% | 8.74% | 54.2% | 226 | 6.64% | 2.7 |
|
| 6430 |
RC
6430
RLH Capital
Great Neck,
New York
| USD 209 M | +USD 12 M | +6% | 0.19% | – | 180 | 67.78% | 0.1 |
|
| 6431 |
PFG
6431
Pacific Financial Group
Bellevue,
Washington
| USD 209 M | +USD 23 M | +12% | 14.5% | 61.1% | 90 | 8.89% | 5.3 |
|
| 6432 |
FAG
6432
Financial Architects (Georgia)
Woodstock,
Georgia
| USD 209 M | +USD 18.9 M | +10% | 9.49% | 35.9% | 25 | 4% | 1.8 |
|
| 6433 |
OWA
6433
Oak Wealth Advisors
Northbrook,
Illinois
| USD 208 M | +USD 26.5 M | +15% | 12.4% | – | 68 | 16.18% | 1.2 |
|
| 6434 |
CCAM
6434
Capelight Capital Asset Management
New York
| USD 208 M | +USD 74.4 M | +55% | 96.8% | – | 50 | 58% | 0.2 |
|
| 6435 |
AWM
6435
Aberdeen Wealth Management
Lake Bluff,
Illinois
| USD 208 M | -USD 11.1 M | -5% | 15.8% | 73.1% | 436 | 61.01% | 1.8 |
|
| 6436 |
PA
6436
Promethium Advisors
Bethesda,
Maryland
| USD 208 M | +USD 15.2 M | +8% | 9.08% | – | 130 | 20% | 1.4 |
|
| 6437 |
AWP
6437
Axis Wealth Partners
East Providence,
Rhode Island
| USD 208 M | +USD 20.2 M | +11% | 9.99% | – | 197 | 18.78% | 1.2 |
|
| 6438 |
MGWA
6438
Monument Group Wealth Advisors
Concord,
Massachusetts
| USD 208 M | +USD 28.1 M | +16% | 12.5% | – | 44 | 2.27% | 2 |
|
| 6439 |
MF
6439
Meridian Financial
Holliston,
Massachusetts
| USD 208 M | +USD 25.2 M | +14% | 12.5% | 58.5% | 152 | 11.18% | 2.9 |
|
| 6440 |
AAA
6440
Andrews Advisory Associates
Honolulu,
Hawaii
| USD 208 M | +USD 18.2 M | +10% | 9.1% | – | 89 | 11.24% | 0.4 |
|
| 6441 |
KTC
6441
Kentucky Trust Company
Danville,
Kentucky
| USD 208 M | +USD 17.1 M | +9% | 15.3% | – | 326 | 7.67% | 1.3 |
|
| 6442 |
AFC
6442
AFT Forsyth & Company
West Palm Beach,
Florida
| USD 208 M | -USD 4.54 M | -2% | 20.9% | 135% | 126 | 16.67% | 8.4 |
|
| 6443 |
ACA
6443
Arena Capital Advisors
Los Angeles,
California
| USD 208 M | +USD 8.23 M | +4% | 3.47% | 124% | 22 | 9.09% | 1.7 |
|
| 6444 |
IFS
6444
Intelligent Financial Strategies
Excelsior,
Minnesota
| USD 208 M | +USD 15.9 M | +8% | 9.62% | 63.5% | 62 | 3.23% | 3.8 |
|
| 6445 |
SCM
6445
Sheridan Capital Management
San Rafael,
California
| USD 208 M | +USD 18.1 M | +10% | 9.64% | – | 32 | 6.25% | 1.8 |
|
| 6446 |
WBWA
6446
William B. Walkup & Associates
Columbia,
South Carolina
| USD 208 M | +USD 40.2 M | +24% | 16.6% | – | 266 | 41.73% | 1.2 |
|
| 6447 |
SCM
6447
Stonebridge Capital Management
Los Angeles,
California
| USD 208 M | -USD 12.3 M | -6% | 33.3% | – | 89 | 31.46% | 8.4 |
|
| 6448 |
BWA
6448
Babb Wealth Advisors
Flagstaff,
Arizona
| USD 207 M | +USD 24.6 M | +13% | 9.09% | – | 20 | 10% | 1.3 |
|
| 6449 |
BP
6449
BCK Partners
Corning,
New York
| USD 207 M | +USD 22.2 M | +12% | 11.1% | 44.6% | 28 | 7.14% | 4.1 |
|
| 6450 |
SBA
6450
Seven Bridges Advisors
New York
| USD 207 M | – | – | 16.1% | – | 16 | – | 1.1 |
|