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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) |
|
|---|---|---|---|---|---|---|---|---|---|
8301
CFG Wealth Management Services
Indianapolis,
Indiana
| USD 107 M | -USD 3.63 M | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
8302
October Effect
Virginia Beach,
Virginia
| USD 106 M | +USD 19.5 M | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
8303
Plus Group Wealth Advisors
Belgium,
Wisconsin
| USD 106 M | +USD 15.4 M | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
8304
Wallace Advisory Group
Lafayette,
California
| USD 106 M | +USD 12.7 M | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
|
CF
8305
Calder Financial
Downingtown,
Pennsylvania
| USD 106 M | +USD 5.41 M | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
8306
Expressive Wealth
Chicago,
Illinois
| USD 106 M | +USD 984 k | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
8307
Regatta Research & Money Management
Metairie,
Louisiana
| USD 106 M | – | – | 14.7% | – | 495 | – | 0 |
|
8308
Elevated Private Wealth
Brookfield,
Wisconsin
| USD 106 M | – | – | 28.8% | – | 76 | – | 0.5 |
|
8309
OneAscent Investment Solutions
Birmingham,
Alabama
| USD 106 M | +USD 5.65 M | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
8310
Hyposwiss Advisors
Geneva,
| USD 106 M | +USD 4.39 M | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
8311
Board of the Pension Protection Fund
Croydon,
United Kingdom
| USD 105 M | -USD 3.31 M | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
8312
Villanova Investment Management
Wayne,
Pennsylvania
| USD 105 M | +USD 7.79 M | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
8313
Generations Wealth LLC
Mason,
Ohio
| USD 105 M | +USD 2.33 M | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
8314
Succession Financial
Mckinney,
Texas
| USD 105 M | – | – | 29% | – | 50 | – | 0 |
|
8315
Cogent Strategic Wealth
Chicago,
Illinois
| USD 105 M | +USD 7.59 M | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
8316
22NW LP
Seattle,
Washington
| USD 105 M | -USD 41.2 M | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
8317
IDG China Venture Capital Fund V Associates
Hong Kong
| USD 105 M | -USD 21.1 M | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
8318
Indie Asset Partners
Carmel,
Indiana
| USD 104 M | +USD 16.7 M | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
8319
Verdad Advisers
Boston,
Massachusetts
| USD 104 M | +USD 15.6 M | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
|
JRSI
8320
Jeter Robert S II
| USD 104 M | +USD 3.96 M | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
8321
Strategic Financial Group
Grand Haven,
Michigan
| USD 104 M | +USD 7.23 M | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
|
TPW
8322
TOP Private Wealth
Glastonbury,
Connecticut
| USD 104 M | – | – | 13.6% | – | 139 | – | 0 |
|
8323
AIHC Capital Management
Central,
| USD 104 M | -USD 15.4 M | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
8324
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| USD 104 M | -USD 193 M | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
8325
Xena Financial Planning
Portland,
Oregon
| USD 104 M | +USD 15.6 M | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|