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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7126
JDH Wealth Management
Santa Rosa,
California
| USD 148 M | +USD 2.45 M | +2% | 1.74% | – | 54 | 5.56% | 1.1 |
|
7127
Corepath Wealth Partners
Scottsdale,
Arizona
| USD 148 M | -USD 848 k | -0.6% | 1% | 62.1% | 42 | 2.38% | 2.9 |
|
7128
Lakehouse Capital
Sydney NSW,
Australia
| USD 148 M | +USD 9.6 M | +7% | 21.6% | 87.4% | 14 | 14.29% | 3.5 |
|
7129
UG Investment Advisers
Taipei,
Taiwan
| USD 148 M | -USD 286 M | -66% | 4.74% | 183% | 15 | 26.67% | 1.3 |
|
7130
Authentikos Wealth Advisory
Morgan Hill,
California
| USD 148 M | -USD 3.04 M | -2% | 1.26% | 43.5% | 76 | 21.05% | 0.9 |
|
7131
Jacksonville Wealth Management
Jacksonville,
Florida
| USD 148 M | +USD 6.83 M | +5% | 3.07% | – | 79 | 20.25% | 1.1 |
|
7132
S.R. Schill & Associates
Mercer Island,
Washington
| USD 148 M | +USD 6.41 M | +5% | 1.91% | 42.7% | 31 | 25.81% | 3.3 |
|
7133
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| USD 148 M | -USD 3.91 M | -3% | 2.92% | 74.9% | 45 | 11.11% | 2.3 |
|
7134
DMC Group
Birmingham,
Alabama
| USD 148 M | -USD 1.9 M | -1% | 0.42% | 116% | 158 | 18.99% | 2.4 |
|
7135
MQS Management
New York
| USD 148 M | -USD 21.6 M | -13% | 2.17% | 4.55% | 615 | 77.72% | 0.1 |
|
7136
U.S. Wealth Group
Woodbury,
New York
| USD 148 M | -USD 3.8 M | -3% | 0.69% | – | 45 | 13.33% | 1.1 |
|
7137
Orleans Capital Management
Mandeville,
Louisiana
| USD 148 M | -USD 13.1 M | -8% | 1.78% | 94.6% | 128 | 22.66% | 3.2 |
|
7138
SLT Holdings
Scottsdale,
Arizona
| USD 148 M | -USD 7.61 M | -5% | 5.94% | – | 164 | 31.71% | 0.7 |
|
7139
1620 Investment Advisors
Plymouth,
Massachusetts
| USD 148 M | -USD 2.19 M | -1% | 4.32% | 71.4% | 675 | 6.67% | 1.8 |
|
7140
Cannon Wealth Management Services
Winston Salem,
North Carolina
| USD 148 M | +USD 6.17 M | +4% | 1.37% | – | 89 | 11.24% | 1.3 |
|
7141
Robinson Smith Wealth Advisors
South Portland,
Maine
| USD 148 M | +USD 1.38 M | +0.9% | 1.18% | 62.6% | 86 | 4.65% | 1.8 |
|
7142
North Dallas Bank & Trust
Dallas,
Texas
| USD 148 M | -USD 5.56 M | -4% | 1.37% | – | 113 | 7.08% | 0.7 |
|
7143
Northern Lights Advisors
Seattle,
Washington
| USD 148 M | +USD 1.85 M | +1% | 2.95% | – | 57 | 5.26% | 0.2 |
|
7144
Davis Capital Management
Jacksonville,
Florida
| USD 148 M | +USD 2.25 M | +2% | 1% | – | 648 | 16.2% | 2.3 |
|
7145
Wynnefield Capital
New York
| USD 148 M | -USD 30.3 M | -17% | 7.54% | 52.1% | 12 | 25% | 7.2 |
|
7146
SwitchPoint Financial Planning
Lehi,
Utah
| USD 147 M | +USD 4.7 M | +3% | 0.36% | – | 65 | 6.15% | 1 |
|
|
JWM
7147
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 147 M | +USD 6 M | +4% | 3.49% | – | 16 | 12.5% | 1 |
|
7148
Campion Asset Management
Falls Church,
Virginia
| USD 147 M | +USD 3.4 M | +2% | 2.22% | 70.2% | 83 | 4.82% | 4.2 |
|
7149
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| USD 147 M | -USD 4.97 M | -3% | 0.56% | 41.2% | 57 | 17.54% | 2.9 |
|
7150
Entruity Wealth
Bakersfield,
California
| USD 147 M | +USD 7.03 M | +5% | 2.4% | – | 47 | 6.38% | 1.1 |
|