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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
Pure Financial Advisors
San Diego,
California
| USD 493 M | +USD 35.8 M | +8% | 9.8% | 47.2% | 153 | 15.03% | 0.2 |
|
2002
YCG LLC
Austin,
Texas
| USD 493 M | -USD 10.3 M | -2% | 10.5% | 27% | 37 | 2.7% | 3.7 |
|
2003
One Capital Management
Westlake Village,
California
| USD 493 M | -USD 60.3 M | -11% | 10.2% | 50.5% | 185 | 16.22% | 3 |
|
2004
Mount Yale Investment Advisors
Denver,
Colorado
| USD 492 M | -USD 80.2 M | -14% | 14.3% | 81.9% | 960 | 69.48% | 0.7 |
|
2005
First Nebraska Trust
Lincoln,
Nebraska
| USD 492 M | -USD 98.4 M | -17% | 11% | 67.9% | 145 | 10.34% | 3.8 |
|
2006
Ironvine Capital Partners
Omaha,
Nebraska
| USD 491 M | +USD 1.74 M | +0.4% | 11.5% | 58.8% | 62 | 8.06% | 0.9 |
|
2007
Jag Capital Management
St Louis,
Missouri
| USD 491 M | -USD 120 M | -20% | 9.67% | 230% | 111 | 26.13% | 2.7 |
|
2008
Barometer Capital Management
Toronto,
Ontario, Canada
| USD 491 M | -USD 796 M | -62% | 4.99% | 339% | 194 | 74.74% | 0.4 |
|
2009
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 490 M | -USD 219 M | -31% | 13.3% | 119% | 166 | 24.1% | 2.5 |
|
2010
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| USD 490 M | -USD 104 M | -18% | 9.83% | 87.2% | 130 | 10% | 3.8 |
|
2011
Legato Capital Management
San Francisco,
California
| USD 489 M | -USD 25.5 M | -5% | 1.25% | 243% | 179 | 35.2% | 0.8 |
|
2012
Guinness Asset Management
London,
United Kingdom
| USD 489 M | -USD 63.8 M | -12% | 13.9% | 73.9% | 106 | 7.55% | 3.2 |
|
2013
HoyleCohen
San Diego,
California
| USD 489 M | -USD 40.9 M | -8% | 12.4% | 46.1% | 176 | 13.07% | 0.9 |
|
2014
First Fiduciary Investment Counsel
Cleveland,
Ohio
| USD 489 M | -USD 46.2 M | -9% | 7.87% | 48.1% | 53 | 22.64% | 3 |
|
|
3C
2015
361 Capital
Denver,
Colorado
| USD 489 M | +USD 28.7 M | +6% | 14% | 118% | 460 | 65.22% | 0.3 |
|
2016
Freshford Capital Management
Rye Brook,
New York
| USD 489 M | -USD 135 M | -22% | 18.2% | 97.3% | 26 | 46.15% | 1.1 |
|
|
BCM
2017
Bayesian Capital Management
Brooklyn,
New York
| USD 488 M | -USD 122 M | -20% | 13.5% | 107% | 885 | 64.52% | 0.2 |
|
2018
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 488 M | +USD 44.3 M | +10% | 9.25% | 26.1% | 191 | 17.8% | 3.1 |
|
2019
Basso Capital Management
Stamford,
Connecticut
| USD 488 M | +USD 36.3 M | +8% | 0.46% | 85.5% | 215 | 38.6% | 0.5 |
|
2020
Gratus Capital
Atlanta,
Georgia
| USD 487 M | -USD 242 M | -33% | 11% | 51.4% | 194 | 18.04% | 2.3 |
|
2021
Thomasville National Bank
Thomasville,
Georgia
| USD 487 M | -USD 136 M | -22% | 8.79% | – | 198 | 9.6% | 2.5 |
|
2022
Stewart & Patten Company
Lafayette,
California
| USD 487 M | -USD 59 M | -11% | 10.1% | 27.5% | 94 | 7.45% | 4.5 |
|
|
TAM
2023
Telemark Asset Management
Boston,
Massachusetts
| USD 487 M | -USD 316 M | -39% | 11.4% | 329% | 45 | 60% | 1.2 |
|
2024
Bangor Savings Bank
Bangor,
Maine
| USD 486 M | -USD 53.3 M | -10% | 9.5% | 54.6% | 168 | 7.74% | 3.6 |
|
2025
Transform Wealth
Greenwood Village,
Colorado
| USD 486 M | -USD 90.5 M | -16% | 12.8% | 48.4% | 210 | 20.95% | 1.3 |
|