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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
W.R. Berkley Corp
Greenwich,
Connecticut
| USD 584 M | +USD 111 M | +23% | 6% | 38.7% | 146 | 58.9% | 0.4 |
|
2002
CWA Asset Management Group
Naples,
Florida
| USD 584 M | +USD 65.3 M | +13% | 4.43% | – | 251 | 18.33% | 1.7 |
|
2003
Adams Natural Resources Fund
Baltimore,
Maryland
| USD 583 M | -USD 6.7 M | -1% | 0.34% | 50.6% | 63 | 9.52% | 2.5 |
|
2004
Munro Partners
Melbourne,
Australia
| USD 583 M | -USD 86.7 M | -13% | 6% | 350% | 36 | 33.33% | 0.5 |
|
2005
Salesforce Inc
San Francisco,
California
| USD 582 M | +USD 139 M | +31% | 20.8% | 33.9% | 6 | 33.33% | 0.8 |
|
2006
Ally Financial
Detroit,
Michigan
| USD 582 M | +USD 57.3 M | +11% | 1.25% | 9.35% | 115 | 22.61% | 1.8 |
|
2007
Randolph Company
Cincinnati,
Ohio
| USD 582 M | +USD 71.5 M | +14% | 5.95% | 120% | 52 | 36.54% | 1.1 |
|
2008
Trek Financial
Scottsdale,
Arizona
| USD 581 M | +USD 27 M | +5% | 3.36% | 144% | 144 | 27.08% | 0.3 |
|
2009
Greenwich Wealth Management
Greenwich,
Connecticut
| USD 581 M | +USD 14.7 M | +3% | 2.43% | 198% | 213 | 18.78% | 3.2 |
|
2010
Brouwer & Janachowski
Mill Valley,
California
| USD 581 M | +USD 19 M | +3% | 3.03% | 41.8% | 50 | 4% | 3.4 |
|
2011
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| USD 580 M | -USD 5.05 M | -0.9% | 4.09% | 119% | 175 | 20% | 2.2 |
|
2012
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 579 M | +USD 16.7 M | +3% | 3.09% | 66.7% | 153 | 7.19% | 4.4 |
|
2013
Howe & Rusling
Rochester,
New York
| USD 579 M | +USD 1.24 M | +0.2% | 1.8% | 82% | 911 | 19.43% | 2.9 |
|
2014
Jefferies Financial Group
New York
| USD 578 M | -USD 425 M | -42% | 4.4% | 135% | 51 | 82.35% | 0.8 |
|
2015
Thomasville National Bank
Thomasville,
Georgia
| USD 577 M | +USD 35.4 M | +7% | 4.89% | – | 198 | 8.08% | 2.8 |
|
2016
Resource Management
Metairie,
Louisiana
| USD 577 M | +USD 21.2 M | +4% | 2.4% | 82.7% | 148 | 12.84% | 1.2 |
|
2017
HoyleCohen
San Diego,
California
| USD 576 M | +USD 9.02 M | +2% | 3.76% | 46.1% | 186 | 5.91% | 1.2 |
|
|
CCMD
2018
Cypress Capital Management (Delaware)
Greenville,
Delaware
| USD 576 M | +USD 34.9 M | +6% | 2.09% | 25.6% | 162 | 8.02% | 2.4 |
|
2019
First Business Financial Services
Madison,
Wisconsin
| USD 576 M | +USD 14.6 M | +3% | 3.25% | 74% | 120 | 15% | 2.1 |
|
2020
Global Alpha Capital Management
Montreal,
Quebec, Canada
| USD 575 M | +USD 50.9 M | +10% | 6.63% | 80.4% | 40 | 12.5% | 2.5 |
|
|
NFAM
2021
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| USD 574 M | +USD 121 M | +27% | 7.85% | 104% | 90 | 83.33% | 0.1 |
|
2022
Lenox Wealth Advisors
New York
| USD 573 M | +USD 40.2 M | +8% | 2.25% | 35.7% | 687 | 48.03% | 1.5 |
|
2023
Woodstock Corp
Boston,
Massachusetts
| USD 573 M | +USD 14.6 M | +3% | 4.34% | 115% | 164 | 1.83% | 4.6 |
|
2024
Efficient Advisors
Mason,
Ohio
| USD 573 M | +USD 639 k | +0.1% | 1.13% | 30.6% | 50 | 2% | 4.2 |
|
2025
Tokio Marine Asset Management
Tokyo,
Japan
| USD 572 M | +USD 33.6 M | +6% | 7.56% | 129% | 246 | 26.42% | 3.1 |
|