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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
| Nombre | AUM |
Crecimiento de AUM |
AUM Crecimiento % |
Trim. Rend. est. |
Rendimiento est. a 3 años | Posiciones en cartera | Rotación de cartera |
Tenencia prom. (años) |
|
|---|---|---|---|---|---|---|---|---|---|
2001
Connable Office Inc
Kalamazoo,
Michigan
| USD 369 M | +USD 13.8 M | +4% | 8.14% | 68.3% | 294 | 31.63% | 0.4 |
|
2002
Coastline Trust
Providence,
Rhode Island
| USD 368 M | +USD 28.1 M | +8% | 8.2% | 106% | 208 | 5.29% | 0.5 |
|
2003
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| USD 368 M | +USD 32.8 M | +10% | 9.37% | 86% | 280 | 15.36% | 0.4 |
|
2004
Capital Analysts LLC
Fort Washington,
Pennsylvania
| USD 368 M | +USD 33.6 M | +10% | 7.04% | 51.3% | 345 | 17.39% | 0.4 |
|
|
MFM
2005
Mohican Financial Management
Wilton,
Connecticut
| USD 366 M | -USD 72.5 M | -17% | 0.01% | 0% | 62 | 27.42% | 0.4 |
|
2006
KLCM Advisors
Milwaukee,
Wisconsin
| USD 366 M | +USD 15.3 M | +4% | 10.9% | 122% | 71 | 5.63% | 0.5 |
|
2007
Northstar Investment Advisors
Denver,
Colorado
| USD 365 M | +USD 31.4 M | +9% | 4.83% | 85.8% | 123 | 21.95% | 0.4 |
|
2008
Alphabet Inc
Mountain View,
California
| USD 365 M | – | – | 21.7% | 327% | 4 | – | 0 |
|
|
TP
2009
TB Partners
Shanghai,
China
| USD 363 M | -USD 24.6 M | -6% | 5.06% | – | 3 | 0% | 0.5 |
|
2010
LaFleur & Godfrey
Grand Rapids,
Michigan
| USD 363 M | +USD 14.4 M | +4% | 7.89% | 85.2% | 73 | 6.85% | 0.5 |
|
|
PWM
2011
Patriot Wealth Management
Houston,
Texas
| USD 363 M | +USD 24.8 M | +7% | 8.4% | 24.3% | 60 | 13.33% | 0.4 |
|
2012
Brookmont Capital Management
Dallas,
Texas
| USD 363 M | +USD 55.3 M | +18% | 8.16% | 32.2% | 43 | 0% | 0.5 |
|
2013
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| USD 363 M | +USD 55.1 M | +18% | 11% | 83.4% | 282 | 24.47% | 0.4 |
|
|
AP
2014
Archon Partners
Princeton Junction,
New Jersey
| USD 362 M | +USD 31.9 M | +10% | 13% | 99.5% | 68 | 29.41% | 0.4 |
|
|
LOM
2015
Loeb Offshore Management
New York
| USD 362 M | +USD 38.1 M | +12% | 16.5% | – | 336 | 74.7% | 0.2 |
|
2016
Novare Capital Management
Charlotte,
North Carolina
| USD 362 M | +USD 40.4 M | +13% | 10.2% | 76.5% | 124 | 11.29% | 0.4 |
|
2017
Sentinel Trust
Houston,
Texas
| USD 361 M | +USD 26.7 M | +8% | 8.33% | 79.2% | 200 | 20.5% | 0.4 |
|
|
FOAM
2018
Five Oceans Asset Management
Sydney,
Australia
| USD 361 M | +USD 22.3 M | +7% | 8.84% | – | 49 | 10.2% | 0.5 |
|
2019
300 North Capital
Pasadena,
California
| USD 361 M | -USD 68.1 M | -16% | 10.4% | – | 126 | 23.81% | 0.4 |
|
2020
Bangor Savings Bank
Bangor,
Maine
| USD 360 M | +USD 30.5 M | +9% | 6.2% | 54.6% | 146 | 12.33% | 0.4 |
|
2021
Sphera Funds Management
Tel Aviv,
Israel
| USD 359 M | – | – | 9.45% | 245% | 96 | – | 0 |
|
2022
ARGA Investment Management
Stamford,
Connecticut
| USD 359 M | +USD 97.9 M | +38% | 5.54% | 78.1% | 43 | 16.28% | 0.4 |
|
|
AAM
2023
Archipel Asset Management
Stockholm,
Sweden
| USD 359 M | -USD 128 M | -26% | 6.2% | – | 101 | 75.25% | 0.1 |
|
|
WIP
2024
Wayzata Investment Partners
Wayzata,
Minnesota
| USD 358 M | -USD 706 M | -66% | 9.4% | – | 2 | 0% | 0.5 |
|
2025
Beddow Capital Management
Jackson,
Wyoming
| USD 357 M | +USD 21.5 M | +6% | 8.45% | 50.7% | 47 | 8.51% | 0.5 |
|