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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
26.9%
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
Mirova
Paris,
France
| USD 839 M | +USD 60.9 M | +8% | 0.67% | 64.6% | 171 | 8.19% | 1.2 |
|
2002
AGF Investments LLC
Toronto,
Ontario, Canada
| USD 836 M | -USD 6.03 M | -0.7% | 6.18% | 28.5% | 539 | 26.35% | 1.9 |
|
2003
Easterly Investment Partners
Beverly,
Massachusetts
| USD 835 M | +USD 112 M | +16% | 13.1% | 57.6% | 212 | 52.36% | 0.5 |
|
2004
III Capital Management
Boca Raton,
Florida
| USD 835 M | +USD 44.4 M | +6% | 0.03% | 28.7% | 157 | 66.88% | 0.2 |
|
2005
Foresite Capital Management IV
Larkspur,
California
| USD 835 M | -USD 85.8 M | -9% | 16% | 151% | 15 | 26.67% | 0.6 |
|
|
MFP
2006
Michael F. Price
| USD 835 M | +USD 186 M | +29% | 22.1% | 42.6% | 143 | 22.38% | 2.7 |
|
2007
Connectus Wealth
Cincinnati,
Ohio
| USD 834 M | – | – | 1.45% | 37.8% | 33 | – | 0 |
|
2008
BRR OpCo
Columbus,
Ohio
| USD 834 M | +USD 155 M | +23% | 9.09% | 23.6% | 231 | 25.97% | 2.6 |
|
2009
Wellesley Asset Management
Portsmouth,
New Hampshire
| USD 834 M | -USD 30.4 M | -4% | 0% | 0% | 31 | 0% | 1.1 |
|
2010
GM Advisory Group
Melville,
New York
| USD 834 M | +USD 87.1 M | +12% | 7.61% | 53.6% | 207 | 20.77% | 1.6 |
|
|
AL
2011
Arnhold LLC
New York
| USD 834 M | +USD 61.6 M | +8% | 5.8% | 164% | 148 | 16.22% | 2.1 |
|
2012
Cardan Capital Partners
Denver,
Colorado
| USD 833 M | +USD 22.2 M | +3% | 2.27% | 64% | 274 | 30.66% | 1.7 |
|
2013
Gratus Capital
Atlanta,
Georgia
| USD 832 M | +USD 84.9 M | +11% | 8.14% | 51.4% | 202 | 19.8% | 3.2 |
|
2014
Beese Fulmer Investment Management
Canton,
Ohio
| USD 832 M | +USD 49.7 M | +6% | 6.98% | 124% | 226 | 7.96% | 4.1 |
|
2015
Longfellow Investment Management
Boston,
Massachusetts
| USD 832 M | +USD 4.34 M | +0.5% | 6.51% | 45.9% | 617 | 34.04% | 0.2 |
|
2016
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| USD 832 M | -USD 95 M | -10% | 11.5% | 10.7% | 18 | 11.11% | 1.4 |
|
2017
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| USD 832 M | +USD 110 M | +15% | 2.87% | 102% | 236 | 27.54% | 1.4 |
|
2018
Transcend Capital Advisors
Madison,
New Jersey
| USD 832 M | +USD 70.6 M | +9% | 5.06% | 71.6% | 434 | 18.2% | 0.5 |
|
|
WDA
2019
Wendell David Associates
Portsmouth,
New Hampshire
| USD 831 M | +USD 13.1 M | +2% | 2.08% | 58.7% | 153 | 3.92% | 5.6 |
|
2020
Novare Capital Management
Charlotte,
North Carolina
| USD 831 M | +USD 63.1 M | +8% | 5.99% | 76.5% | 163 | 17.79% | 3.2 |
|
2021
Resource Management
Metairie,
Louisiana
| USD 831 M | +USD 98.8 M | +13% | 11.1% | 82.7% | 191 | 14.66% | 2 |
|
2022
Kimmeridge Energy Management
New York
| USD 830 M | +USD 706 M | +570% | 80.3% | 19.7% | 6 | 50% | 0.3 |
|
2023
Bangor Savings Bank
Bangor,
Maine
| USD 829 M | +USD 70.7 M | +9% | 4.97% | 54.6% | 192 | 8.85% | 4.3 |
|
2024
Ellevest Inc
New York
| USD 829 M | +USD 145 M | +21% | 4.76% | 82.6% | 1,429 | 17.07% | 1 |
|
2025
Sage Rock Capital Management
New York
| USD 828 M | +USD 225 M | +37% | 4.39% | 13% | 269 | 75.46% | 0.1 |
|