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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
RVW Wealth
Los Angeles,
California
| USD 1077 M | +USD 74.6 M | +7% | 5.45% | 65.8% | 161 | 9.94% | 2.9 |
|
2002
Marcum Wealth
Cleveland,
Ohio
| USD 1076 M | +USD 78.8 M | +8% | 6.97% | 20% | 426 | 11.03% | 2.5 |
|
2003
Naples Global Advisors
Naples,
Florida
| USD 1076 M | +USD 79 M | +8% | 7.66% | 103% | 411 | 7.06% | 5.6 |
|
2004
United Asset Strategies
Garden City,
New York
| USD 1074 M | +USD 60.5 M | +6% | 5.89% | 94.6% | 245 | 11.02% | 3.6 |
|
|
F1I
2005
Fund 1 Investments
Rincon,
Puerto Rico
| USD 1073 M | +USD 149 M | +16% | 2.72% | 128% | 92 | 58.7% | 0.5 |
|
|
CC
2006
Cornerstone Capital
Palo Alto,
California
| USD 1071 M | +USD 79.4 M | +8% | 7.91% | 91.2% | 104 | 8.65% | 5.5 |
|
|
FP
2007
FPR Partners
San Francisco,
California
| USD 1071 M | +USD 81.4 M | +8% | 38.3% | 33% | 16 | 31.25% | 6.6 |
|
2008
Charter Oak Capital Management
Portsmouth,
New Hampshire
| USD 1070 M | +USD 112 M | +12% | 5.71% | 39.2% | 191 | 10.99% | 2.9 |
|
2009
Pegasus Partners
Mequon,
Wisconsin
| USD 1068 M | +USD 76.3 M | +8% | 6.15% | 32.6% | 178 | 10.67% | 3.4 |
|
2010
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 1067 M | +USD 122 M | +13% | 5.42% | 68.3% | 398 | 19.1% | 1.6 |
|
2011
Francisco Partners Management
San Francisco,
California
| USD 1067 M | -USD 74.9 M | -7% | 3.52% | 14.3% | 8 | 0% | 2.7 |
|
2012
Bangor Savings Bank
Bangor,
Maine
| USD 1063 M | +USD 63.3 M | +6% | 6.16% | 54.6% | 556 | 11.33% | 3.5 |
|
2013
Anchor Investment Management
Columbia,
South Carolina
| USD 1060 M | +USD 87.8 M | +9% | 6.36% | 75.1% | 1,094 | 12.07% | 4.8 |
|
2014
Nicolet Advisory Services
Green Bay,
Wisconsin
| USD 1059 M | +USD 15.5 M | +1% | 6.39% | 62.7% | 383 | 11.23% | 2.6 |
|
2015
Fifth Third Securities
Cincinnati,
Ohio
| USD 1057 M | -USD 25.9 M | -2% | 5.93% | 62.7% | 272 | 7.35% | 1.7 |
|
|
GA
2016
GRS Advisors
Chicago,
Illinois
| USD 1056 M | +USD 189 M | +22% | 15.8% | 54.3% | 37 | 56.76% | 0.7 |
|
2017
WBH Advisory
Baltimore,
Maryland
| USD 1056 M | +USD 68 M | +7% | 6.24% | 57.6% | 326 | 5.52% | 6 |
|
2018
Ulysses Management
New York
| USD 1055 M | +USD 339 M | +47% | 8.06% | 51.8% | 68 | 42.65% | 2.1 |
|
2019
Capital Investment Advisory Services
Raleigh,
North Carolina
| USD 1055 M | +USD 85.2 M | +9% | 5.96% | 69.3% | 1,012 | 7.61% | 3.4 |
|
2020
Hengehold Capital Management
Cincinnati,
Ohio
| USD 1054 M | +USD 93.3 M | +10% | 5.65% | 54.5% | 213 | 14.08% | 4.3 |
|
2021
J. Safra Asset Management
New York
| USD 1052 M | +USD 61.3 M | +6% | 5.53% | 84.3% | 322 | 24.22% | 0.8 |
|
2022
Canandaigua National Bank & Trust
Canandaigua,
New York
| USD 1051 M | +USD 128 M | +14% | 7.83% | – | 348 | 16.95% | 4.9 |
|
2023
Allstate Corporation
Northbrook,
Illinois
| USD 1051 M | -USD 181 M | -15% | 6.05% | 59.7% | 227 | 57.71% | 3.8 |
|
2024
Neumeier Poma Investment Counsel
Carmel,
California
| USD 1050 M | -USD 42.5 M | -4% | 11.4% | 229% | 44 | 6.82% | 3.6 |
|
2025
Capital Investment Services of America
Milwaukee,
Wisconsin
| USD 1048 M | +USD 12.1 M | +1% | 6.84% | 50.7% | 79 | 7.59% | 7 |
|