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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) |
|
|---|---|---|---|---|---|---|---|---|---|
6526
Omni 360 Wealth
Plainsboro,
New Jersey
| USD 150 M | +USD 4.71 M | +3% | 0.57% | 59.9% | 114 | 7.02% | 0.9 |
|
6527
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| USD 150 M | -USD 73.1 k | -0% | 1.35% | 63.8% | 115 | 10.43% | 1.4 |
|
6528
National Wealth Management Group
Cincinnati,
Ohio
| USD 150 M | +USD 2.61 M | +2% | 4.6% | 128% | 179 | 39.66% | 1.3 |
|
6529
Bank of Jackson Hole Trust
Jackson,
Wyoming
| USD 150 M | – | – | 1.43% | – | 516 | – | 0 |
|
6530
Apis Capital Advisors
New York
| USD 150 M | +USD 6.4 M | +4% | 38.9% | 1,532% | 38 | 36.84% | 1 |
|
6531
Channing Global Advisors
Miami,
Florida
| USD 150 M | +USD 31.6 M | +27% | 1.62% | 128% | 58 | 24.14% | 1.6 |
|
6532
Western Standard LLC
Los Angeles,
California
| USD 150 M | +USD 43.5 M | +41% | 1.54% | 83.7% | 28 | 42.86% | 0.5 |
|
6533
Williamson Legacy Group
Carmel,
Indiana
| USD 150 M | +USD 413 k | +0.3% | 6.04% | – | 135 | 37.04% | 0.4 |
|
6534
LeClair Wealth Partners
Dublin,
Ohio
| USD 150 M | – | – | 2.16% | – | 96 | – | 0 |
|
|
SA
6535
Stonebridge Advisors
Wilton,
Connecticut
| USD 150 M | +USD 631 k | +0.4% | 4.34% | 0.03% | 5 | 40% | 2.3 |
|
6536
Sectoral Asset Management
Montreal,
Quebec, Canada
| USD 150 M | -USD 19.5 M | -12% | 0.63% | 168% | 99 | 22.22% | 2.6 |
|
6537
Spectrum Investment Advisors
Mequon,
Wisconsin
| USD 150 M | +USD 3.98 M | +3% | 0.91% | – | 30 | 20% | 0.8 |
|
|
RHDIC
6538
R.H. Dinel Investment Counsel
Los Angeles,
California
| USD 150 M | -USD 10.3 M | -6% | 4.91% | 55.9% | 42 | 0% | 8.9 |
|
6539
W.H. Cornerstone Investments
Kingston,
Massachusetts
| USD 150 M | +USD 1.72 M | +1% | 0.36% | 58.2% | 129 | 14.73% | 1.6 |
|
6540
Argus Investors Counsel
New York
| USD 150 M | -USD 3.53 M | -2% | 2.98% | 132% | 118 | 6.78% | 4.8 |
|
6541
Andrews Lucia Wealth Management
Danville,
California
| USD 150 M | +USD 8.64 M | +6% | 1.41% | 64% | 28 | 10.71% | 2.5 |
|
6542
McGinn Penninger Investment Management
Alexandria,
Virginia
| USD 150 M | -USD 536 k | -0.4% | 1.21% | 51.9% | 26 | 7.69% | 3.4 |
|
6543
Beacon Financial Strategies
Raleigh,
North Carolina
| USD 150 M | +USD 2.92 M | +2% | 0.51% | 54.2% | 36 | 8.33% | 2.9 |
|
6544
Albert D. Mason Inc
Boston,
Massachusetts
| USD 150 M | -USD 6.49 M | -4% | 1.2% | 83.4% | 151 | 7.28% | 6 |
|
6545
Objective Capital Management
Pepper Pike,
Ohio
| USD 150 M | -USD 20.6 M | -12% | 5.07% | – | 158 | 18.99% | 1.9 |
|
6546
Nicholson Wealth Management Group
Charlestown,
South Carolina
| USD 150 M | +USD 27.9 M | +23% | 5.08% | – | 103 | 9.71% | 0.2 |
|
6547
Lauer Wealth
Valparaiso,
Indiana
| USD 150 M | +USD 20.1 M | +16% | 11.9% | 89.4% | 46 | 39.13% | 1.1 |
|
6548
Melfa Wealth Management
Westborough,
Massachusetts
| USD 150 M | -USD 1.96 M | -1% | 2.65% | 49.9% | 205 | 3.41% | 1.5 |
|
6549
Rainwater Charitable Foundation
Fort Worth,
Texas
| USD 150 M | -USD 65.5 M | -30% | 2.33% | 44% | 4 | 0% | 2.8 |
|
6550
Kapitalo Investimentos
Sao Paulo,
Brazil
| USD 149 M | -USD 261 M | -64% | 2.15% | 66.5% | 365 | 81.64% | 0.2 |
|