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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
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 589 M | +USD 31.9 M | +6% | 27.6% | 98.1% | 69 | 78.26% | 0.2 |
|
2002
Roundview Capital
Princeton,
New Jersey
| USD 589 M | +USD 116 M | +24% | 18.4% | 77.7% | 242 | 13.22% | 3.7 |
|
2003
Lannebo Fonder
Stockholm,
Sweden
| USD 588 M | +USD 232 M | +65% | 31.5% | 49.8% | 37 | 8.11% | 2.5 |
|
2004
QVT Financial
New York
| USD 588 M | +USD 160 M | +37% | 17.8% | 267% | 55 | 27.27% | 1.9 |
|
2005
Cadinha & Co
Honolulu,
Hawaii
| USD 588 M | +USD 211 M | +56% | 19.1% | 132% | 98 | 16.33% | 4.4 |
|
2006
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| USD 588 M | +USD 147 M | +33% | 16.7% | 73.7% | 130 | 20.77% | 2.9 |
|
|
CC
2007
Cornerstone Capital
Palo Alto,
California
| USD 587 M | +USD 106 M | +22% | 21% | 91.2% | 79 | 15.19% | 4.2 |
|
2008
CCM Investment Advisers
Columbia,
South Carolina
| USD 587 M | +USD 86.2 M | +17% | 17.6% | 170% | 66 | 9.09% | 3.4 |
|
2009
Woodstock Corp
Boston,
Massachusetts
| USD 587 M | +USD 95.9 M | +20% | 21.6% | 115% | 163 | 6.13% | 5.1 |
|
2010
Colonial Trust Advisors
Spartanburg,
South Carolina
| USD 586 M | +USD 108 M | +23% | 20.2% | 80% | 153 | 9.15% | 4.4 |
|
2011
NewSquare Capital
Newtown Square,
Pennsylvania
| USD 586 M | +USD 45.7 M | +8% | 12.9% | 76.5% | 470 | 38.09% | 2.1 |
|
|
OCM
2012
Opti Capital Management
New York
| USD 585 M | +USD 97.2 M | +20% | 0% | 0.01% | 31 | 0% | 0.3 |
|
2013
Dakota Wealth Management
Palm Beach Gardens,
Florida
| USD 584 M | +USD 126 M | +28% | 18.3% | 112% | 293 | 19.11% | 1.8 |
|
2014
Adell Harriman & Carpenter
Houston,
Texas
| USD 584 M | +USD 112 M | +24% | 23.7% | 176% | 132 | 8.33% | 4.6 |
|
|
RP
2015
RR Partners
New York
| USD 584 M | +USD 80.1 M | +16% | 21.9% | 73.3% | 20 | 0% | 3.1 |
|
2016
BerganKDV Wealth Management
Bloomington,
Minnesota
| USD 584 M | +USD 95.7 M | +20% | 14.7% | 27.9% | 1,146 | 26.7% | 1.5 |
|
2017
Transform Wealth
Greenwood Village,
Colorado
| USD 584 M | +USD 115 M | +24% | 21.5% | 48.4% | 242 | 22.31% | 1.7 |
|
2018
RKL Wealth Management
Lancaster,
Pennsylvania
| USD 583 M | +USD 105 M | +22% | 17.8% | 76.8% | 116 | 11.21% | 3.9 |
|
|
SFG
2019
Sather Financial Group
Victoria,
Texas
| USD 583 M | +USD 72 M | +14% | 18% | 70% | 61 | 36.07% | 3.3 |
|
|
CRCP
2020
Copper Rock Capital Partners
Boston,
Massachusetts
| USD 582 M | – | – | 23.5% | – | 56 | – | 0.9 |
|
2021
Odey Asset Management Group
London,
United Kingdom
| USD 582 M | -USD 19.6 M | -3% | 31.1% | 259% | 115 | 50.43% | 1.3 |
|
2022
Gladius Capital Management
Chicago,
Illinois
| USD 579 M | -USD 371 M | -39% | 19.7% | 78% | 127 | 93.7% | 1.5 |
|
2023
BRR OpCo
Columbus,
Ohio
| USD 579 M | +USD 56.2 M | +11% | 14.4% | 23.6% | 190 | 18.42% | 2.9 |
|
2024
SeaCrest Wealth Management
Purchase,
New York
| USD 579 M | +USD 113 M | +24% | 23.6% | 153% | 590 | 20.17% | 1.8 |
|
2025
TrustCore Financial Services
Brentwood,
Tennessee
| USD 578 M | +USD 134 M | +30% | 18.1% | 28.3% | 1,000 | 18.3% | 1.4 |
|