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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
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
KFSN
7126
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| USD 166 M | +USD 17.8 M | +12% | 12.1% | – | 62 | 8.06% | 1.2 |
|
| 7127 |
HAM
7127
Harber Asset Management
Asheville,
North Carolina
| USD 166 M | +USD 10 M | +6% | 29.5% | 63.6% | 50 | 40% | 1 |
|
| 7128 |
SH
7128
SeaTown Holdings
Singapore
| USD 166 M | +USD 13.7 M | +9% | 35.9% | 220% | 19 | 31.58% | 1.4 |
|
| 7129 |
SMWM
7129
Silvia McColl Wealth Management
San Diego,
California
| USD 166 M | +USD 14.4 M | +9% | 13.7% | 82.7% | 124 | 5.65% | 2.7 |
|
| 7130 |
LFASL
7130
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| USD 166 M | -USD 30.4 M | -15% | 8.62% | 44.9% | 286 | 26.57% | 2.2 |
|
| 7131 |
MCM
7131
Mainstream Capital Management
Los Angeles,
California
| USD 166 M | +USD 17 M | +11% | 17.7% | – | 92 | 6.52% | 1.4 |
|
| 7132 |
BCA
7132
Bitterroot Capital Advisors
Bozeman,
Montana
| USD 166 M | +USD 1.29 M | +0.8% | 8.63% | – | 62 | 17.74% | 0.5 |
|
| 7133 |
KIM
7133
Kurv Investment Management
San Francisco,
California
| USD 166 M | -USD 7.03 M | -4% | 52.3% | – | 76 | 48.68% | 0.3 |
|
| 7134 |
CWMGO
7134
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| USD 166 M | +USD 3.42 M | +2% | 16.1% | – | 139 | 23.02% | 1.1 |
|
| 7135 |
SFG
7135
Shum Financial Group
Alameda,
California
| USD 166 M | +USD 24.5 M | +17% | 15% | – | 110 | 19.09% | 1.4 |
|
| 7136 |
CCA
7136
Cottonwood Capital Advisors
Salt Lake City,
Utah
| USD 166 M | +USD 24.1 M | +17% | 18.6% | 78.3% | 90 | 6.67% | 3.7 |
|
| 7137 |
ZC
7137
Zeit Capital
Greenwood Village,
Colorado
| USD 166 M | +USD 16.5 M | +11% | 10.6% | 51.6% | 52 | 0% | 2.6 |
|
| 7138 |
RWM
7138
Refined Wealth Management
Salt Lake City,
Utah
| USD 166 M | +USD 7.27 M | +5% | 6.38% | 99.6% | 52 | 9.62% | 2.3 |
|
| 7139 |
WAS
7139
Westco Advisory Services
Lynbrook,
New York
| USD 166 M | +USD 10.2 M | +7% | 20.4% | – | 107 | 10.28% | 0.4 |
|
| 7140 |
SRSA
7140
S.R. Schill & Associates
Mercer Island,
Washington
| USD 166 M | +USD 17.6 M | +12% | 8.66% | 36.7% | 29 | 13.79% | 4 |
|
| 7141 |
GSWA
7141
Good Steward Wealth Advisors
Clarksville,
Tennessee
| USD 166 M | +USD 10.1 M | +6% | 7.49% | – | 75 | 14.67% | 1 |
|
| 7142 |
VWA
7142
VERITY Wealth Advisors
Sausalito,
United States
| USD 166 M | +USD 15.8 M | +11% | 13.8% | 59.9% | 85 | 9.41% | 4.6 |
|
| 7143 |
TWM
7143
TopTier Wealth Management
Muskego,
Wisconsin
| USD 166 M | +USD 2.88 M | +2% | 12% | – | 795 | 83.27% | 0.5 |
|
| 7144 |
RB
7144
Robert Bosch
Gerlingen Schillerhoehe,
Germany
| USD 166 M | +USD 5.15 M | +3% | 5.73% | – | 3 | 0% | 1.1 |
|
| 7145 |
KOMWMG
7145
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| USD 165 M | +USD 18.8 M | +13% | 9.91% | 64.9% | 101 | 16.83% | 2.8 |
|
| 7146 |
OC
7146
OceanIQ Capital
Palo Alto,
California
| USD 165 M | – | – | 12% | – | 110 | – | 0 |
|
| 7147 |
LIM
7147
Lancaster Investment Management
London,
United Kingdom
| USD 165 M | -USD 16.3 M | -9% | 2.66% | 18% | 13 | 53.85% | 0.9 |
|
| 7148 |
GC
7148
Gratia Capital
Los Angeles,
California
| USD 165 M | -USD 61.8 M | -27% | 12.2% | 42.4% | 43 | 48.84% | 1 |
|
| 7149 |
CFG
7149
Copley Financial Group
San Diego,
California
| USD 165 M | -USD 378 k | -0.2% | 7.59% | – | 124 | 12.1% | 1.1 |
|
| 7150 |
ACA
7150
Anchorage Capital Advisors
New York
| USD 165 M | -USD 213 M | -56% | 5.06% | – | 7 | 42.86% | 1.1 |
|