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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
CAG
7901
Cypress Advisory Group
Scottsdale,
Arizona
| USD 129 M | -USD 2.06 M | -2% | 2.88% | – | 83 | 12.05% | 1.1 |
|
| 7902 |
SHFG
7902
S Harris Financial Group
San Antonio,
Texas
| USD 129 M | +USD 19.4 M | +18% | 12.3% | – | 129 | 20.93% | 0.4 |
|
| 7903 |
CIM
7903
CenturyLink Investment Management
Denver,
Colorado
| USD 129 M | -USD 45.9 M | -26% | 3.15% | – | 3 | 0% | 1.7 |
|
| 7904 |
SAM
7904
Sherman Asset Management
Ventura,
California
| USD 129 M | +USD 20.2 M | +19% | 16.7% | – | 157 | 15.29% | 1.3 |
|
| 7905 |
CW
7905
CrossGen Wealth
Greenville,
North Carolina
| USD 129 M | +USD 14.9 M | +13% | 10.7% | – | 223 | 14.35% | 0.4 |
|
| 7906 |
KIA
7906
Koenig Investment Advisory
Ashland,
Oregon
| USD 129 M | +USD 11 M | +9% | 6.88% | – | 38 | 7.89% | 0.5 |
|
| 7907 |
Q1WB
7907
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| USD 129 M | +USD 14.6 M | +13% | 13.6% | – | 833 | 15.49% | 1.2 |
|
| 7908 |
LRI
7908
Linden Rose Investment
Sugar Land,
Texas
| USD 129 M | +USD 52.5 M | +69% | 122% | – | 8 | 25% | 0.8 |
|
| 7909 |
PFS
7909
Professional Financial Solutions
Falls Chruch,
Virginia
| USD 129 M | +USD 16.3 M | +14% | 11.1% | – | 41 | 7.32% | 0.5 |
|
| 7910 |
JF
7910
JMN Financial
New Albany,
Ohio
| USD 129 M | +USD 26.8 M | +26% | 24.5% | – | 266 | 42.86% | 0.3 |
|
| 7911 |
WHCFA
7911
William Howard & Co Financial Advisors
Memphis,
Tennessee
| USD 129 M | +USD 12.8 M | +11% | 12.5% | – | 55 | 3.64% | 2 |
|
| 7912 |
RCG
7912
Ridge Creek Global
Strongsville,
Ohio
| USD 129 M | +USD 10.6 M | +9% | 14.5% | – | 95 | 11.58% | 0.4 |
|
| 7913 |
AFS
7913
AFG Fiduciary Services
Hingham,
Massachusetts
| USD 128 M | -USD 42.6 M | -25% | 14.4% | 61.9% | 93 | 35.48% | 2.8 |
|
| 7914 |
TP
7914
TenCore Partners
New York
| USD 128 M | -USD 302 k | -0.2% | 8.09% | 50.4% | 16 | 18.75% | 3.2 |
|
| 7915 |
SHF
7915
Safe Harbor Fiduciary
Pensacola,
Florida
| USD 128 M | +USD 23.4 M | +22% | 23.5% | – | 68 | 27.94% | 1.1 |
|
| 7916 |
TCM
7916
TT Capital Management
Coto De Caza,
California
| USD 128 M | +USD 7.08 M | +6% | 2.71% | – | 82 | 17.07% | 1 |
|
| 7917 |
JRPIM
7917
Journey Retirement Planning & Investment Management
Ammon,
Idaho
| USD 128 M | +USD 14.8 M | +13% | 12.7% | – | 160 | 20.63% | 0.4 |
|
| 7918 |
KGC
7918
Kennon-Green & Company
New Albany,
Ohio
| USD 128 M | +USD 6.26 M | +5% | 3.9% | 58.4% | 41 | 4.88% | 2.8 |
|
| 7919 |
ML
7919
MILFAM LLC
Stuart,
Florida
| USD 128 M | +USD 25.9 M | +25% | 4.33% | – | 13 | 46.15% | 0.1 |
|
| 7920 |
JBW
7920
Journey Beyond Wealth
Roswell,
Georgia
| USD 128 M | +USD 11.6 M | +10% | 15.4% | – | 31 | 9.68% | 1.3 |
|
| 7921 |
CH
7921
CDKV Holdings
Denver,
Colorado
| USD 128 M | +USD 14.1 M | +12% | 12.3% | – | 282 | 4.61% | 0.5 |
|
| 7922 |
BFM
7922
Brooklands Fund Management
London,
United Kingdom
| USD 128 M | +USD 39 M | +44% | 13.3% | – | 77 | 70.13% | 0.2 |
|
| 7923 |
LRWM
7923
Lord & Richards Wealth Management
Highlands Ranch,
Colorado
| USD 128 M | +USD 13.8 M | +12% | 11.7% | – | 51 | 5.88% | 1.3 |
|
| 7924 |
FFG
7924
Fortune Financial Group
Naples,
Florida
| USD 128 M | +USD 16.6 M | +15% | 13.2% | – | 125 | 37.6% | 0.3 |
|
| 7925 |
SIA
7925
SkyView Investment Advisors
Shrewsbury,
New Jersey
| USD 128 M | -USD 616 M | -83% | 10.5% | 70.3% | 489 | 78.12% | 0.9 |
|