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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7026
Dean Jacobson Financial Services
Fort Worth,
Texas
| USD 158 M | +USD 20 M | +15% | 1.97% | 59.6% | 19 | 21.05% | 1.2 |
|
|
GA
7027
Gagnon Advisors
New York
| USD 158 M | -USD 4.44 M | -3% | 3.45% | 214% | 24 | 4.17% | 6 |
|
7028
IMG Wealth Management
Jacksonville,
Florida
| USD 157 M | +USD 9.6 M | +7% | 2.74% | – | 659 | 27.31% | 0.6 |
|
|
PIP
7029
PB Investment Partners
Burlingame,
California
| USD 157 M | +USD 10.2 M | +7% | 7.66% | 81.1% | 9 | 11.11% | 2.8 |
|
|
HWMC
7030
Heritage Wealth Management (California)
San Diego,
California
| USD 157 M | +USD 8.12 M | +5% | 1.7% | 78.5% | 99 | 17.17% | 1.6 |
|
7031
Fingerlakes Wealth Management
Ithaca,
New York
| USD 157 M | +USD 3.97 M | +3% | 2.77% | 92.1% | 100 | 5% | 3.1 |
|
7032
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| USD 157 M | +USD 1.72 M | +1% | 0.13% | – | 139 | 7.91% | 0.7 |
|
7033
McGuire Capital Advisors
Bethany,
Oklahoma
| USD 157 M | – | – | 0.82% | – | 942 | – | 0 |
|
7034
Richmond Brothers
Jackson,
Michigan
| USD 157 M | -USD 1.27 M | -0.8% | 1.4% | 77.2% | 36 | 5.56% | 1.7 |
|
7035
Innovative Advisory Group
Lexington,
Massachusetts
| USD 157 M | -USD 5.4 M | -3% | 5.39% | – | 271 | 14.02% | 0.9 |
|
7036
Emory University
Atlanta,
Georgia
| USD 157 M | +USD 10.8 k | +0% | 1.52% | – | 7 | 0% | 2 |
|
7037
FWG Investments
Lexington,
Kentucky
| USD 157 M | +USD 11.2 M | +8% | 1.99% | 67.5% | 118 | 17.8% | 0.8 |
|
7038
Redwood Financial Network
Solon,
Ohio
| USD 157 M | -USD 1.07 M | -0.7% | 1.77% | 82.2% | 188 | 11.7% | 2.3 |
|
7039
Parsonex Advisory Services
Englewood,
Colorado
| USD 157 M | +USD 9.9 M | +7% | 4.94% | – | 105 | 10.48% | 0.5 |
|
7040
LFG Wealth Partners
Elizabethtown,
Kentucky
| USD 157 M | – | – | 5.22% | – | 81 | – | 0 |
|
7041
RiverTree Advisors
Winter Park,
Florida
| USD 157 M | +USD 851 k | +0.5% | 0.46% | 25.4% | 66 | 24.24% | 1.4 |
|
7042
Atala Financial
Calabasas,
California
| USD 157 M | -USD 2.91 M | -2% | 3.25% | – | 132 | 10.61% | 0.9 |
|
7043
Archvest Wealth Advisors
Concord,
California
| USD 157 M | +USD 43.8 M | +39% | 1.95% | 53.1% | 71 | 21.13% | 2.1 |
|
|
KFO
7044
Kopp Family Office
Bloomington,
Minnesota
| USD 157 M | +USD 3.03 M | +2% | 6.11% | 47.9% | 26 | 19.23% | 2.9 |
|
7045
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| USD 157 M | +USD 4.12 M | +3% | 2.55% | 55.4% | 70 | 7.14% | 1.6 |
|
|
VFS
7046
Valpey Financial Services
Concord,
New Hampshire
| USD 157 M | +USD 3.85 M | +3% | 1.26% | – | 73 | 2.74% | 0.5 |
|
7047
Fidato Wealth
Middleburg Heights,
Ohio
| USD 157 M | +USD 4.41 M | +3% | 0.66% | 61.1% | 16 | 12.5% | 2 |
|
7048
Schwallier Wealth Management
Grand Rapids,
Michigan
| USD 157 M | -USD 3.68 M | -2% | 1.41% | 42.3% | 58 | 22.41% | 1 |
|
|
BAS
7049
Breakthru Advisory Services
Muskego,
Wisconsin
| USD 156 M | +USD 4.52 M | +3% | 1.51% | – | 68 | 16.18% | 0.3 |
|
7050
Meadow Creek Wealth Advisors
Atlanta,
Georgia
| USD 156 M | +USD 5.75 M | +4% | 3.42% | 101% | 143 | 7.69% | 3.3 |
|