Las Más Sostenidas por el Smart Money
Acciones en manos del mayor número de inversores legendarios seguidos por BMInsider — de Warren Buffett a Michael Burry, los valores que aparecen en varias carteras Smart Money.
| Ticker | Empresa | Precio | Smart Money | Cap. Mercado | P/E | Potencial |
|---|---|---|---|---|---|---|
| MSFT | Microsoft | $388.55 +0.47% | Smith, Hohn | $2.89T | 23.2x | 44.4% |
| META | Meta Platforms | $615.17 +2.48% | Tepper, Smith | $1.56T | 22.4x | 34.6% |
| BABA | Alibaba | $98.12 +0.21% | Burry, Tepper | $235.3B | 15.2x | 94.9% |
| NVDA | NVIDIA | $196.97 +0.73% | Burry | $4.77T | 30.2x | 53.1% |
| AAPL | Apple | $310.47 -0.7% | Buffett | $4.56T | 37.6x | 1.5% |
| GOOGL | Alphabet (Google) | $366.95 +0.13% | Buffett | $4.48T | 28x | 17.8% |
| AMZN | Amazon | $245.76 +0.66% | Buffett | $2.64T | 31.8x | 27.3% |
| TSM | TSMC | $431.97 -4.39% | Druckenmiller | $2.24T | 37.5x | 13.5% |
| V | Visa | $352.21 -1.41% | Buffett | $669.81B | 30.7x | 13.2% |
| MA | Mastercard | $531.36 -0.33% | Buffett | $469.5B | 30.8x | 21.1% |
| BAC | Bank of America | $59.84 -0.11% | Buffett | $424.62B | 14.9x | 7.2% |
| KO | Coca-Cola | $84.00 +1.25% | Buffett | $361.39B | 26.4x | 2.4% |
| CVX | Chevron | $173.96 +3.49% | Buffett | $346.46B | 30.4x | 24.4% |
| PLTR | Palantir | $134.37 +1.38% | Burry | $322.13B | 151x | 36.3% |
| AXP | American Express | $349.57 -1.81% | Buffett | $238.52B | 21.8x | 4.9% |
| CB | Chubb | $359.28 +0.77% | Buffett | $139.35B | 12.7x | -3.7% |
| PFE | Pfizer | $24.07 +1.48% | Burry | $137.19B | 18.4x | 21.1% |
| SONY | Sony | $21.40 +1.13% | Loeb | $125.65B | 20.2x | 37.3% |
| COF | Capital One | $202.84 -1.77% | Buffett | $124.95B | 62.6x | 26.3% |
| MCO | Moody's | $500.40 +0.32% | Buffett | $87.41B | 36x | 7.2% |
| HLT | Hilton | $340.98 +0.46% | Ackman | $77.62B | 52.1x | 1.9% |
| AON | Aon | $359.75 +0.8% | Buffett | $76.83B | 19.8x | 6.6% |
| TDG | TransDigm | $1,329.64 -1.22% | Hohn | $74.37B | 41.5x | 14.7% |
| SE | Sea Limited | $104.09 -0.87% | Druckenmiller | $63.75B | 41x | 34.8% |
| NUE | Nucor | $227.36 +1.54% | Buffett | $51.78B | 22.6x | 14.7% |
| OXY | Occidental Petroleum | $51.66 +5.85% | Buffett | $51.39B | 69.8x | 26.4% |
| CMG | Chipotle | $34.34 +1.07% | Ackman | $44.06B | 31.5x | 25.3% |
| TEVA | Teva Pharma | $34.63 -1.87% | Druckenmiller | $40.32B | 25.8x | 18.1% |
| NTRA | Natera | $281.27 -0.89% | Druckenmiller | $40.28B | — | -5.9% |
| KR | Kroger | $58.53 +0.48% | Buffett | $35.86B | 34.2x | 22% |
| QSR | Restaurant Brands | $73.95 +0.96% | Ackman | $33.75B | 23.8x | 15.8% |
| CPNG | Coupang | $18.52 -3.29% | Druckenmiller | $33.24B | — | 40.7% |
| KHC | Kraft Heinz | $25.30 +1.93% | Buffett | $30B | — | -6.2% |
| HAL | Halliburton | $33.78 +2.36% | Burry | $28.22B | 18.7x | 30.7% |
| INSM | Insmed | $112.84 +1.17% | Druckenmiller | $24.46B | — | 74.6% |
| VRSN | VeriSign | $266.78 +2.95% | Buffett | $24.28B | 29.5x | 17% |
| STZ | Constellation Brands | $131.71 +0.79% | Buffett | $22.5B | 12.6x | 29.8% |
| LEN | Lennar | $86.74 -1.04% | Buffett | $20.9B | 13.6x | 2.1% |
| ALLY | Ally Financial | $45.38 -1.84% | Buffett | $13.91B | 11x | 18.1% |
| LULU | Lululemon | $115.07 -0.49% | Burry | $13.07B | 9.3x | 14.9% |
| MOH | Molina Healthcare | $232.85 +2.26% | Burry | $12.13B | 62.4x | -17.6% |
| DPZ | Domino's Pizza | $313.14 +2.36% | Buffett | $10.42B | 18x | 27.9% |
| GLD | SPDR Gold Trust | $377.49 -1.21% | Dalio | — | — | — |
Análisis y Contexto
Este screener muestra 43 acciones en manos de inversores legendarios que cumplen nuestros criterios — actualizado diariamente. El sector más representado es Consumer Cyclical. Los inversores Smart Money como Warren Buffett, Michael Burry o Stanley Druckenmiller están obligados a revelar sus posiciones trimestralmente mediante los formularios 13-F ante la SEC. Estos datos son públicos con hasta 45 días de retraso y ofrecen una visión valiosa de las ideas con mayor convicción de los mejores inversores del mundo. El P/E medio de las acciones Smart Money de esta lista es de 32.1x. El potencial medio según analistas es del 21.2%. Nota: los inversores Smart Money tienen horizontes temporales, tamaños de posición y parámetros de riesgo distintos a los del inversor minorista — copiar sin entender la tesis no es una estrategia.
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