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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
Phillips Financial Management
Fort Wayne,
Indiana
| USD 569 M | +USD 22.7 M | +4% | 0.89% | 45.6% | 79 | 7.59% | 4.4 |
|
|
MGM
2002
Miura Global Management
New York
| USD 568 M | -USD 49.8 M | -8% | 2.82% | 375% | 35 | 48.57% | 0.5 |
|
2003
Northcape Capital
Sydney,
Australia
| USD 567 M | +USD 16 M | +3% | 0.81% | – | 19 | 21.05% | 1.9 |
|
|
CWM
2004
Cornerstone Wealth Management
St. Peters,
Missouri
| USD 567 M | +USD 10.1 M | +2% | 1.86% | 69.8% | 379 | 14.25% | 2.1 |
|
2005
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 567 M | +USD 23.7 M | +4% | 2.23% | – | 298 | 10.74% | 3.5 |
|
2006
PM Capital
Sydney,
Australia
| USD 567 M | -USD 28.3 M | -5% | 3.28% | 105% | 25 | 4% | 3 |
|
|
JC
2007
Joho Capital
New York
| USD 566 M | -USD 86.8 M | -13% | 5.71% | 80.2% | 13 | 23.08% | 1.4 |
|
2008
Stearns Financial Services Group
Greensboro,
North Carolina
| USD 566 M | +USD 18.5 M | +3% | 0.99% | 26.1% | 190 | 15.79% | 3.6 |
|
2009
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| USD 566 M | +USD 15.4 M | +3% | 0.3% | 44.7% | 185 | 7.03% | 2.5 |
|
2010
Petrus Trust Company
Dallas,
Texas
| USD 565 M | +USD 1.11 M | +0.2% | 0.01% | 36.9% | 391 | 62.15% | 0.8 |
|
2011
Matrix Asset Advisors
White Plains,
New York
| USD 565 M | +USD 1.17 M | +0.2% | 2.1% | 84.9% | 76 | 11.84% | 4 |
|
2012
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 565 M | +USD 12.9 M | +2% | 2.6% | 80% | 164 | 7.32% | 3.9 |
|
2013
Cortland Associates
St Louis,
Missouri
| USD 565 M | -USD 67 M | -11% | 0.13% | 57.1% | 57 | 12.28% | 3.8 |
|
2014
Private Capital Group
West Hartford,
Connecticut
| USD 564 M | +USD 126 M | +29% | 1.05% | 30.1% | 2,782 | 30.84% | 1.3 |
|
2015
Transform Wealth
Greenwood Village,
Colorado
| USD 563 M | -USD 117 M | -17% | 1.72% | 48.4% | 240 | 16.67% | 1.4 |
|
2016
Tygh Capital Management
Portland,
Oregon
| USD 563 M | -USD 25.4 M | -4% | 2.73% | 251% | 96 | 37.5% | 1.3 |
|
2017
Marble Harbor Investment Counsel
Boston,
Massachusetts
| USD 563 M | -USD 15.6 M | -3% | 1.94% | 66.7% | 153 | 7.84% | 4.7 |
|
|
FBP
2018
Flippin Bruce & Porter
Lynchburg,
Virginia
| USD 562 M | -USD 7.02 M | -1% | 1.82% | 44.4% | 80 | 3.75% | 4.7 |
|
2019
Ally Financial
Detroit,
Michigan
| USD 562 M | -USD 19.6 M | -3% | 0.68% | 9.35% | 115 | 24.35% | 1.8 |
|
2020
Nachman Norwood & Parrott
Greenville,
South Carolina
| USD 562 M | +USD 5.99 M | +1% | 1.76% | – | 246 | 7.32% | 0.7 |
|
2021
CDAM (UK)
London,
United Kingdom
| USD 561 M | +USD 47.9 M | +9% | 1.54% | 7.89% | 17 | 23.53% | 1 |
|
2022
Marathon Trading Investment Management
Radnor,
Pennsylvania
| USD 561 M | -USD 553 M | -50% | 0.51% | 143% | 269 | 51.67% | 1 |
|
2023
Arosa Capital Management
Miami Beach,
Florida
| USD 561 M | -USD 72.4 M | -11% | 8.1% | 536% | 75 | 54.67% | 0.5 |
|
2024
TFG Asset Management
Grand Cayman,
Cayman Islands
| USD 561 M | -USD 128 M | -19% | 1.3% | 72.1% | 62 | 43.55% | 0.9 |
|
|
JC
2025
JBF Capital
Aspen,
Colorado
| USD 561 M | +USD 10.3 M | +2% | 0.76% | 93.6% | 96 | 36.46% | 1.2 |
|