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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
Galvin Gaustad & Stein
Scottsdale,
Arizona
| USD 1117 M | -USD 5.37 M | -0.5% | 0.41% | 60.7% | 199 | 16.08% | 2.8 |
|
2002
Leo Wealth LLC
Hurst,
Texas
| USD 1116 M | +USD 21.6 M | +2% | 2.64% | – | 391 | 19.69% | 0.8 |
|
2003
Lyell Wealth Management
Menlo Park,
California
| USD 1116 M | +USD 15.8 M | +1% | 4.25% | 144% | 211 | 7.11% | 4.1 |
|
2004
CFS Investment Advisory Services
Totowa,
New Jersey
| USD 1115 M | -USD 74.8 M | -6% | 1.02% | 59.7% | 312 | 12.82% | 1.2 |
|
2005
Kathmere Capital Management
Wayne,
Pennsylvania
| USD 1115 M | +USD 48.5 M | +5% | 1.11% | 68.3% | 433 | 17.09% | 1.7 |
|
2006
Lakewood Capital Management
New York
| USD 1115 M | -USD 157 M | -12% | 2.49% | 45.4% | 50 | 16% | 2.3 |
|
2007
Y.D. More Investments
Ramat Gan,
Israel
| USD 1112 M | +USD 157 M | +16% | 11.1% | 305% | 482 | 12.24% | 1.3 |
|
2008
Campbell Wealth Management
Alexandria,
Virginia
| USD 1111 M | -USD 11.4 M | -1% | 0.51% | 11.2% | 102 | 36.27% | 1.1 |
|
|
BCM
2009
Bares Capital Management
Austin,
Texas
| USD 1111 M | +USD 12.3 M | +1% | 13.4% | 138% | 22 | 50% | 5.7 |
|
2010
Syon Capital
San Francisco,
California
| USD 1111 M | -USD 19.5 M | -2% | 0.49% | 74% | 604 | 30.3% | 0.8 |
|
2011
ARS Investment Partners
New York
| USD 1110 M | -USD 5.82 M | -0.5% | 2.01% | 260% | 191 | 19.37% | 3.4 |
|
2012
Gillson Capital
Chicago,
Illinois
| USD 1110 M | +USD 9.6 M | +0.9% | 1.8% | 84.9% | 91 | 61.54% | 0.3 |
|
2013
Founders Financial Securities
Towson,
Maryland
| USD 1109 M | +USD 25 M | +2% | 0.52% | 71% | 468 | 15.81% | 2.3 |
|
2014
Lindbrook Capital
Calabasas,
California
| USD 1109 M | -USD 20.5 M | -2% | 2.77% | 35.8% | 2,962 | 10.9% | 3.5 |
|
2015
St. Denis J. Villere & Co
New Orleans,
Louisiana
| USD 1108 M | -USD 118 M | -10% | 5.26% | 32.6% | 90 | 10% | 3.9 |
|
2016
NYL Investors
New York
| USD 1106 M | -USD 479 M | -30% | 2.82% | 12.7% | 37 | 10.81% | 4.5 |
|
2017
TritonPoint Wealth
Chevy Chase,
Maryland
| USD 1105 M | +USD 10.6 M | +1% | 2.68% | 92.7% | 348 | 9.77% | 0.9 |
|
2018
Penobscot Investment Management
Boston,
Massachusetts
| USD 1103 M | -USD 10.5 M | -0.9% | 2.06% | 114% | 326 | 11.66% | 5.7 |
|
2019
Morningstar Investment Services
Chicago,
Illinois
| USD 1100 M | -USD 8703 M | -89% | 0.65% | 22.4% | 408 | 65.2% | 6.2 |
|
2020
GDS Wealth Management
Flower Mound,
Texas
| USD 1098 M | +USD 71.4 M | +7% | 0.38% | 95.1% | 178 | 11.24% | 1.8 |
|
2021
Mirabella Financial Services
London,
United Kingdom
| USD 1096 M | -USD 711 M | -39% | 3.84% | 86.2% | 294 | 71.77% | 0.3 |
|
2022
Verity & Verity
Beaufort,
South Carolina
| USD 1096 M | +USD 75.2 M | +7% | 0.32% | 90.4% | 137 | 19.71% | 4.4 |
|
2023
RWWM Inc
Rocklin,
California
| USD 1095 M | +USD 12.3 M | +1% | 3.81% | 40.6% | 21 | 0% | 5 |
|
2024
Regeneron Pharmaceuticals
Tarrytown,
New York
| USD 1095 M | – | – | 15.7% | – | 6 | – | 0 |
|
2025
Smith, Moore & Co
Clayton,
Missouri
| USD 1094 M | +USD 46.9 M | +4% | 0.47% | 67% | 509 | 13.75% | 4.4 |
|