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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) |
|
|---|---|---|---|---|---|---|---|---|---|
2301
John G. Ullman & Associates
Corning,
New York
| USD 623 M | -USD 98.6 M | -14% | 9.73% | 156% | 177 | 16.38% | 3.5 |
|
2302
Tompkins Financial
Ithaca,
New York
| USD 622 M | -USD 87.2 M | -12% | 10.9% | 84.4% | 627 | 9.57% | 3.3 |
|
2303
CCM Investment Advisers
Columbia,
South Carolina
| USD 622 M | -USD 111 M | -15% | 14.3% | 170% | 68 | 7.35% | 4.3 |
|
2304
Advocacy Wealth Management Services
Atlanta,
Georgia
| USD 622 M | +USD 46.8 M | +8% | 9.11% | 48.3% | 211 | 35.07% | 2.7 |
|
|
HVM
2305
Harvest Volatility Management
Norwalk,
Connecticut
| USD 621 M | -USD 264 M | -30% | 19.8% | 24.3% | 141 | 1.42% | 1.1 |
|
|
PWMAG
2306
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| USD 620 M | -USD 73.8 M | -11% | 13.2% | 90.7% | 311 | 18.65% | 3 |
|
2307
Essex Investment Management
Boston,
Massachusetts
| USD 619 M | -USD 183 M | -23% | 17.2% | 370% | 451 | 19.51% | 2.6 |
|
2308
Resources Management Corp
West Hartford,
Connecticut
| USD 619 M | -USD 96.9 M | -14% | 12.2% | 78.5% | 535 | 7.29% | 2.8 |
|
2309
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| USD 618 M | -USD 31.8 M | -5% | 13.5% | 58% | 204 | 29.9% | 0.4 |
|
|
LP
2310
LGL Partners
Philadelphia,
Pennsylvania
| USD 618 M | -USD 129 M | -17% | 14.8% | 68.9% | 106 | 10.38% | 3 |
|
2311
Arosa Capital Management
Miami Beach,
Florida
| USD 617 M | +USD 32.6 M | +6% | 15.4% | 536% | 91 | 61.54% | 0.3 |
|
2312
Aozora Bank
Tokyo,
Japan
| USD 616 M | +USD 287 M | +87% | 10% | 5.45% | 4 | 50% | 2.2 |
|
|
PAM
2313
Private Asset Management
San Diego,
California
| USD 616 M | -USD 122 M | -17% | 14.1% | 38.2% | 148 | 5.41% | 5.2 |
|
2314
Hills Bank & Trust
North Liberty,
Iowa
| USD 615 M | -USD 86.6 M | -12% | 14.6% | 52.8% | 267 | 11.61% | 4.2 |
|
2315
Vista Capital Partners
Portland,
Oregon
| USD 614 M | -USD 158 M | -20% | 16.1% | 61.2% | 98 | 22.45% | 4.4 |
|
2316
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| USD 614 M | -USD 126 M | -17% | 13.4% | 127% | 501 | 5.19% | 5.6 |
|
2317
Financial Synergies Wealth Advisors
Houston,
Texas
| USD 614 M | -USD 21.2 M | -3% | 14.8% | 79% | 495 | 88.28% | 0.3 |
|
2318
Lyell Wealth Management
Menlo Park,
California
| USD 613 M | -USD 164 M | -21% | 19.6% | 128% | 203 | 8.37% | 2.8 |
|
2319
Makena Capital Management
Menlo Park,
California
| USD 613 M | -USD 211 M | -26% | 21.6% | 78.7% | 48 | 16.67% | 1.3 |
|
2320
Permian Investment Partners
Dallas,
Texas
| USD 613 M | -USD 222 M | -27% | 17.7% | 78.6% | 21 | 47.62% | 1.2 |
|
2321
Mane Global Capital Management
New York
| USD 613 M | +USD 79 M | +15% | 8.99% | 423% | 43 | 76.74% | 0.2 |
|
2322
Fort Point Capital Partners
San Francisco,
California
| USD 612 M | -USD 105 M | -15% | 14.4% | 62.2% | 308 | 17.21% | 2.2 |
|
2323
St. James Investment Company
Southlake,
Texas
| USD 612 M | -USD 43.5 M | -7% | 10.9% | 43.8% | 29 | 0% | 3 |
|
2324
Red Cedar Investment Management
Grand Rapids,
Michigan
| USD 611 M | -USD 106 M | -15% | 13.4% | 81.4% | 96 | 14.58% | 1.5 |
|
2325
Heritage Trust
Oklahoma City,
Oklahoma
| USD 611 M | -USD 96.8 M | -14% | 13.3% | – | 261 | 13.41% | 3.4 |
|