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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7001
Rolek Wealth Management
Berwyn,
Pennsylvania
| USD 128 M | – | – | 3.95% | – | 11 | – | 0 |
|
7002
Brightwater Advisory
Tampa,
Florida
| USD 128 M | -USD 8.32 M | -6% | 2.12% | – | 60 | 3.33% | 0.9 |
|
7003
Blodgett Wealth Advisors
Concord,
California
| USD 128 M | +USD 8.6 M | +7% | 6.4% | 150% | 61 | 6.56% | 2.3 |
|
7004
Sterling Wealth Advisors
Plantation,
Florida
| USD 127 M | – | – | 1.47% | – | 18 | – | 0 |
|
7005
Banco de Sabadell
Miami,
Florida
| USD 127 M | -USD 6 M | -4% | 0.65% | 75.1% | 60 | 6.67% | 5.7 |
|
7006
Investment Partners Asset Management
Metuchen,
New Jersey
| USD 127 M | +USD 5.36 M | +4% | 1.45% | 86.1% | 154 | 9.74% | 0.9 |
|
7007
Sterling Investment Management
Tucson,
Arizona
| USD 127 M | -USD 4.44 M | -3% | 1.55% | 45.3% | 62 | 17.74% | 5 |
|
7008
Indie Asset Partners
Carmel,
Indiana
| USD 127 M | -USD 6.19 M | -5% | 2.14% | 119% | 120 | 7.5% | 2.3 |
|
7009
IFS Advisors
Overland Park,
Kansas
| USD 127 M | +USD 946 k | +0.7% | 1.29% | 54.2% | 191 | 18.85% | 2 |
|
7010
Community Bank of Raymore
Raymore,
Missouri
| USD 127 M | -USD 5.18 M | -4% | 0.28% | 91.9% | 77 | 6.49% | 5.2 |
|
7011
Reyes Financial Architecture
San Diego,
California
| USD 127 M | – | – | 2.94% | – | 279 | – | 0 |
|
7012
General Equity Holdings
Brooklyn,
New York
| USD 127 M | -USD 16.8 M | -12% | 14.7% | 775% | 7 | 28.57% | 1.5 |
|
|
MSK
7013
Melissa S. Kampmann
| USD 127 M | -USD 14.3 M | -10% | 2.63% | 82.1% | 41 | 0% | 1.2 |
|
7014
Next Level Wealth Planning
Meridian,
Idaho
| USD 127 M | – | – | 1.02% | – | 43 | – | 0 |
|
7015
Longview Financial Advisors
Huntsville,
Alabama
| USD 127 M | -USD 9.5 M | -7% | 3.29% | 47.4% | 48 | 14.58% | 0.9 |
|
7016
Washington Capital Management
Seattle,
Washington
| USD 127 M | -USD 2.8 M | -2% | 0.98% | 81.8% | 124 | 21.77% | 2.6 |
|
7017
Accel Leaders 4 Associates
Palo Alto,
California
| USD 127 M | – | – | 38.5% | – | 1 | – | 0 |
|
7018
Entrust Global Partners
New York
| USD 127 M | -USD 19.5 M | -13% | 1.7% | 82.3% | 6 | 33.33% | 2.4 |
|
|
ICMP
7019
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| USD 127 M | -USD 2.92 M | -2% | 3.03% | 39.7% | 76 | 6.58% | 2.5 |
|
7020
UCLA Foundation
Los Angeles,
California
| USD 127 M | – | – | 2.15% | – | 1 | – | 0 |
|
7021
Alpha Financial Partners
Lexington,
Kentucky
| USD 127 M | -USD 13.7 M | -10% | 0.3% | 61.8% | 168 | 86.31% | 0.5 |
|
|
HFAS
7022
Hummer Financial Advisory Services
Chicago,
Illinois
| USD 126 M | -USD 658 k | -0.5% | 1.38% | 71.8% | 115 | 8.7% | 3.6 |
|
7023
NavPoint Financial
Prior Lake,
Minnesota
| USD 126 M | +USD 2.34 M | +2% | 0.56% | 58.5% | 49 | 8.16% | 0.9 |
|
7024
Bank of Marin
Novato,
California
| USD 126 M | +USD 2.27 M | +2% | 1.49% | 80.3% | 129 | 6.2% | 3.4 |
|
7025
Merkkuri Wealth Advisors
Hicksville,
New York
| USD 126 M | -USD 291 k | -0.2% | 0.55% | – | 86 | 5.81% | 0.5 |
|