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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
Jacobs & Co
San Francisco,
California
| USD 810 M | +USD 41.7 M | +5% | 9% | 105% | 130 | 9.23% | 6.5 |
|
2002
Keeley-Teton Advisors
Chicago,
Illinois
| USD 809 M | +USD 5.4 M | +0.7% | 2.43% | 28.6% | 386 | 7.51% | 2.6 |
|
|
BCM
2003
Bayesian Capital Management
Brooklyn,
New York
| USD 808 M | +USD 124 M | +18% | 13.7% | 107% | 1,192 | 75.25% | 0.2 |
|
2004
Harvey Partners
Tarrytown,
New York
| USD 808 M | +USD 21 M | +3% | 8.41% | 174% | 41 | 12.2% | 1.8 |
|
2005
FJ Capital Management
Mclean,
Virginia
| USD 808 M | -USD 36.9 M | -4% | 17.2% | 97.9% | 122 | 46.72% | 2 |
|
2006
TD Capital Management
Memphis,
Tennessee
| USD 807 M | +USD 43.1 M | +6% | 4.44% | 40.5% | 420 | 9.52% | 1.6 |
|
2007
Levin Capital Strategies
New York
| USD 807 M | +USD 62.2 M | +8% | 4.07% | 91.9% | 299 | 38.13% | 3.4 |
|
2008
Nalanda India Equity Fund
Mauritius
| USD 807 M | +USD 26.8 M | +3% | 3.9% | 13.6% | 2 | 0% | 3.6 |
|
2009
RVW Wealth
Los Angeles,
California
| USD 807 M | +USD 21.3 M | +3% | 6.11% | 65.8% | 172 | 22.67% | 2 |
|
2010
Grassi Investment Management
Santa Clara,
California
| USD 806 M | +USD 65 M | +9% | 15.6% | 170% | 130 | 11.54% | 5.4 |
|
2011
Harvey Investment Company
Louisville,
Kentucky
| USD 806 M | +USD 30.3 M | +4% | 4.34% | 56.4% | 94 | 4.26% | 7.1 |
|
2012
JHL Capital Group
Chicago,
Illinois
| USD 805 M | +USD 112 M | +16% | 16.1% | – | 1 | 0% | 2.3 |
|
2013
FFT Wealth Management
Philadelphia,
Pennsylvania
| USD 805 M | +USD 25.8 M | +3% | 5.92% | 65.6% | 133 | 15.79% | 1.3 |
|
|
BCM
2014
Bluefin Capital Management
New York
| USD 804 M | +USD 131 M | +20% | 3.02% | – | 561 | 86.81% | 0 |
|
2015
Applied Finance Capital Management
San Juan,
Puerto Rico
| USD 804 M | +USD 37 M | +5% | 6.04% | 106% | 73 | 6.85% | 0.2 |
|
2016
Tradition Wealth Management
Edina,
Minnesota
| USD 804 M | +USD 95.5 M | +13% | 5.43% | 69.6% | 1,328 | 16.19% | 1.5 |
|
2017
CQS (US)
New York
| USD 804 M | +USD 41 M | +5% | 4.06% | 15% | 75 | 6.67% | 1.7 |
|
2018
EverSource Wealth Advisors
Birmingham,
Alabama
| USD 803 M | +USD 143 M | +22% | 6.06% | 98.1% | 2,608 | 20.51% | 0.8 |
|
2019
Voya Financial Advisors
Windsor,
Connecticut
| USD 803 M | +USD 33.9 M | +4% | 4.97% | 44.8% | 252 | 13.89% | 5 |
|
2020
QVR
San Francisco,
California
| USD 803 M | -USD 65.8 M | -8% | 0% | – | 194 | 98.97% | 1.3 |
|
2021
Stokes Family Office
New Orleans,
Louisiana
| USD 803 M | +USD 25.7 M | +3% | 5.23% | 68.1% | 317 | 17.98% | 1.8 |
|
2022
Tran Capital Management
San Rafael,
California
| USD 802 M | +USD 11.4 M | +1% | 12.1% | 173% | 45 | 24.44% | 2.5 |
|
2023
M.D. Sass LLC
New York
| USD 802 M | +USD 122 M | +18% | 5.4% | 80.1% | 39 | 43.59% | 1.6 |
|
2024
Naples Global Advisors
Naples,
Florida
| USD 802 M | +USD 15.2 M | +2% | 5.25% | 111% | 401 | 7.23% | 5 |
|
2025
Koss-Olinger Consulting
Gainesville,
Florida
| USD 802 M | +USD 107 M | +15% | 8.26% | 57.9% | 276 | 19.2% | 1 |
|