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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) |
|
|---|---|---|---|---|---|---|---|---|---|
7626
Palacios Wealth Management
Ormond Beach,
Florida
| USD 131 M | -USD 21.2 M | -14% | 3.3% | – | 76 | 13.16% | 0.9 |
|
7627
Life Planning Partners
Jacksonville,
Florida
| USD 131 M | -USD 6.37 M | -5% | 1.71% | 50.3% | 71 | 8.45% | 3.2 |
|
7628
PUREfi Wealth
Boston,
Massachusetts
| USD 131 M | +USD 633 k | +0.5% | 2.04% | – | 186 | 23.12% | 0.7 |
|
7629
Fjell Capital
Fargo,
North Dakota
| USD 130 M | +USD 16.9 M | +15% | 3.02% | – | 68 | 17.65% | 0.7 |
|
7630
LifePlan Financial
Mankato,
Minnesota
| USD 130 M | +USD 4.18 M | +3% | 3.79% | 69.9% | 88 | 7.95% | 1.5 |
|
7631
Carbahal Olsen Financial Services Group
Davis,
California
| USD 130 M | +USD 5.64 M | +5% | 2.3% | – | 43 | 16.28% | 0.8 |
|
7632
University of Pittsburgh
Pittsburgh,
Pennsylvania
| USD 130 M | +USD 4.61 M | +4% | 1.93% | 69.2% | 2 | 0% | 1.6 |
|
7633
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| USD 130 M | +USD 11.3 M | +9% | 2.25% | 58.1% | 59 | 0% | 2.7 |
|
7634
Vested Financial Planning
San Carlos,
California
| USD 130 M | +USD 6.57 M | +5% | 2% | – | 30 | 0% | 0.9 |
|
7635
Dutch Asset Corp
Selkirk,
New York
| USD 130 M | – | – | 6.48% | – | 85 | – | 0 |
|
7636
Emmett Investment Management
New York
| USD 130 M | +USD 2.48 M | +2% | 4.89% | – | 26 | 26.92% | 0.7 |
|
7637
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 130 M | +USD 1.34 M | +1% | 1.31% | – | 111 | 6.31% | 0.9 |
|
|
WT
7638
WHI Trust
Chicago,
Illinois
| USD 130 M | – | – | 1.91% | – | 94 | – | 0 |
|
7639
Family Legacy Financial Solutions
Cary,
North Carolina
| USD 130 M | -USD 912 k | -0.7% | 7.46% | – | 257 | 79.38% | 0.5 |
|
|
AA
7640
Alpha Advisors
Richmond,
Virginia
| USD 130 M | -USD 3.38 M | -3% | 5.14% | – | 50 | 10% | 0.8 |
|
7641
Castlefield Investment Partners
Manchester,
| USD 130 M | – | – | 3.64% | – | 36 | – | 0 |
|
7642
BXM Wealth
Englewood,
Colorado
| USD 130 M | +USD 24.1 M | +23% | 2.14% | – | 156 | 30.13% | 0.7 |
|
7643
ATX Financial Planning
Austin,
Texas
| USD 130 M | – | – | 1.04% | – | 87 | – | 0 |
|
7644
Stolz & Associates
Tacoma,
Washington
| USD 130 M | – | – | 1.26% | – | 32 | – | 0 |
|
7645
Mustico Financial Group
Elmira,
New York
| USD 130 M | +USD 31 M | +31% | 3.15% | – | 45 | 17.78% | 0.4 |
|
7646
Midwest Financial Network
Tinley Park,
Illinois
| USD 130 M | +USD 6.39 M | +5% | 1.37% | – | 72 | 16.67% | 0.8 |
|
7647
Clifford Group
Wayland,
Massachusetts
| USD 129 M | +USD 1.09 M | +0.9% | 2.38% | 67.9% | 83 | 10.84% | 2.5 |
|
7648
K2 Financial
Glendora,
California
| USD 129 M | +USD 4.91 M | +4% | 1.11% | – | 58 | 0% | 1 |
|
7649
Diker Management
New York
| USD 129 M | +USD 5.49 M | +4% | 15.3% | 210% | 46 | 28.26% | 2.3 |
|
7650
Paragon Capital Management (Utah)
Provo,
Utah
| USD 129 M | -USD 4.37 M | -3% | 0.19% | 72.3% | 87 | 32.18% | 1.6 |
|