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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
Divulgaciones en tiempo real
Las presentaciones de información sobre carteras para T3 2026 están en curso y cerrarán el 16 de noviembre. Hasta este momento, 2,475 fondos (~28%) han divulgado sus posiciones. Los datos a continuación se actualizan en tiempo real en cuanto un fondo presenta una declaración ante la autoridad reguladora.
| 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
Porter White Investment Advisors
Birmingham,
Alabama
| USD 161 M | -USD 98.5 M | -38% | 1.34% | 58% | 41 | 14.63% | 2.7 |
|
2002
Centerpoint Advisory Group
Overland Park,
Kansas
| USD 161 M | +USD 3.42 M | +2% | 2.04% | – | 122 | 5.74% | 1.4 |
|
|
KFO
2003
Kopp Family Office
Bloomington,
Minnesota
| USD 161 M | -USD 2.39 M | -1% | 0.06% | 47.9% | 33 | 12.12% | 2.2 |
|
2004
Blue Capital Inc
Omaha,
Nebraska
| USD 161 M | +USD 3.2 M | +2% | 2.22% | – | 158 | 36.71% | 0.6 |
|
2005
ADG Wealth Management Group
Metairie,
Louisiana
| USD 161 M | +USD 3.16 M | +2% | 0.7% | – | 42 | 7.14% | 1.2 |
|
2006
Arbor Wealth Advisors
Troy,
Michigan
| USD 161 M | -USD 2.99 M | -2% | 1.82% | 58.7% | 62 | 6.45% | 2.2 |
|
2007
Horizons Wealth Management
Asheville,
North Carolina
| USD 160 M | – | – | 1.83% | – | 165 | – | 3.4 |
|
2008
Cultivar Capital
Denton,
Texas
| USD 160 M | +USD 4.95 M | +3% | 0.23% | 38.3% | 47 | 21.28% | 1.6 |
|
|
CCP
2009
Crocodile Capital Partners
Ursensollen,
Germany
| USD 160 M | +USD 13.1 M | +9% | 2.08% | 126% | 13 | 7.69% | 1.3 |
|
2010
Lauer Wealth
Valparaiso,
Indiana
| USD 160 M | -USD 6.49 M | -4% | 4.16% | 89.4% | 112 | 49.11% | 0.8 |
|
2011
Fairway Financial
Casselberry,
Florida
| USD 160 M | +USD 13.6 M | +9% | 0.73% | – | 27 | 18.52% | 1.4 |
|
2012
Redstone Wealth Management
Oklahoma City,
Oklahoma
| USD 159 M | +USD 6.22 M | +4% | 0.56% | – | 35 | 17.14% | 0.6 |
|
2013
S.R. Schill & Associates
Mercer Island,
Washington
| USD 159 M | -USD 6.24 M | -4% | 1.75% | 42.7% | 25 | 12% | 4.3 |
|
2014
Seed Wealth Management
Evanston,
Illinois
| USD 159 M | +USD 1.27 M | +0.8% | 0.75% | 62% | 102 | 21.57% | 2.8 |
|
|
BTC
2015
Bank & Trust Company
Litchfield,
Illinois
| USD 159 M | +USD 573 k | +0.4% | 4% | – | 309 | 2.27% | 2 |
|
2016
Verus Wealth Management
De Pere,
Wisconsin
| USD 159 M | +USD 37.5 M | +31% | 0.95% | – | 74 | 39.19% | 1.1 |
|
|
APW
2017
Aurora Private Wealth
Rockaway,
New Jersey
| USD 159 M | +USD 1.11 M | +0.7% | 2.33% | – | 184 | 12.5% | 3.1 |
|
|
FWM
2018
FMA Wealth Management
Duxbury,
Massachusetts
| USD 159 M | +USD 2.37 M | +2% | 0.69% | 40.8% | 44 | 9.09% | 2 |
|
2019
McAlister Sweet & Associates
Houston,
Texas
| USD 158 M | -USD 28.8 M | -15% | 2.53% | 83.6% | 42 | 19.05% | 1.9 |
|
2020
Granite Group Advisors
Stamford,
Connecticut
| USD 158 M | -USD 10.6 M | -6% | 5.17% | 74% | 87 | 13.79% | 1.9 |
|
2021
Bestgate Wealth Advisors
Frederick,
Maryland
| USD 158 M | +USD 95.2 M | +152% | 0.01% | – | 77 | 41.56% | 0.9 |
|
2022
DKM Wealth Management
Stockton,
California
| USD 158 M | +USD 4.93 M | +3% | 0.68% | – | 77 | 5.19% | 1.4 |
|
|
JWM
2023
JP Wealth Management
Mt. Pleasant,
South Carolina
| USD 158 M | -USD 1.02 M | -0.6% | 1.04% | – | 14 | 0% | 1.5 |
|
2024
J2 Capital Management
Troy,
Michigan
| USD 158 M | +USD 9.07 M | +6% | 1.77% | – | 137 | 23.36% | 2.1 |
|
2025
Madrid Wealth Management
Albuquerque,
New Mexico
| USD 157 M | +USD 5.07 M | +3% | 0.41% | – | 77 | 10.39% | 0.7 |
|