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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
Warren Buffett
Berkshire Hathaway
27,55%
Retorno est. (1 ano)
Bill Ackman
Pershing Square Capital Management
2,08%
Retorno est. (1 ano)
Philippe Laffont
Coatue Management
94,27%
Retorno est. (1 ano)
Ray Dalio
Bridgewater Associates
40,93%
Retorno est. (1 ano)
Ken Griffin
Citadel Advisors
40,89%
Retorno est. (1 ano)
Ken Fisher
Fisher Asset Management
26,9%
Retorno est. (1 ano)
Jim Simons
Renaissance Technologies
54,88%
Retorno est. (1 ano)
David Tepper
Appaloosa LP
104,51%
Retorno est. (1 ano)
Stanley Druckenmiller
Duquesne Family Office
87,01%
Retorno est. (1 ano)
| Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|
2551
Bensler
Bellevue,
Washington
| US$ 690 mi | +US$ 87,3 mi | +14% | 11,4% | 109% | 170 | 15,29% | 1,6 |
|
2552
Discerene Group
Stamford,
Connecticut
| US$ 689 mi | -US$ 110 mi | -14% | 3,95% | 48,6% | 14 | 21,43% | 2,8 |
|
2553
JGP Wealth Management
Bend,
Oregon
| US$ 689 mi | +US$ 15,3 mi | +2% | 6,75% | 87,8% | 177 | 13,56% | 3,5 |
|
2554
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 688 mi | +US$ 61,7 mi | +10% | 11,2% | 80,3% | 222 | 13,06% | 5,5 |
|
2555
Managed Asset Portfolios
Rochester,
Michigan
| US$ 687 mi | +US$ 27,5 mi | +4% | 8,1% | 99,2% | 42 | 11,9% | 4,4 |
|
2556
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 686 mi | +US$ 111 mi | +19% | 10,1% | 116% | 355 | 18,31% | 3,3 |
|
2557
Wilkins Investment Counsel
Boston,
Massachusetts
| US$ 685 mi | +US$ 275 mi | +67% | 6,98% | 71,3% | 129 | 40,31% | 4,5 |
|
2558
Opus Capital Group
Cincinnati,
Ohio
| US$ 685 mi | +US$ 69,4 mi | +11% | 6,27% | 53,7% | 129 | 8,53% | 4,7 |
|
2559
McGuire Investment Group
Wakefield,
Rhode Island
| US$ 685 mi | +US$ 85,2 mi | +14% | 14,8% | 202% | 122 | 10,66% | 3,5 |
|
2560
Resources Management Corp
West Hartford,
Connecticut
| US$ 684 mi | +US$ 11,1 mi | +2% | 8,48% | 78,5% | 469 | 9,17% | 4,2 |
|
2561
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$ 683 mi | +US$ 43,7 mi | +7% | 5,09% | 48,5% | 113 | 10,62% | 4,4 |
|
2562
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$ 683 mi | +US$ 46 mi | +7% | 9,87% | 84,5% | 538 | 16,17% | 2,6 |
|
2563
Rockbridge Investment Management
Syracuse,
New York
| US$ 682 mi | +US$ 28,6 mi | +4% | 3,57% | 38,6% | 666 | 82,28% | 2,8 |
|
2564
Bell Asset Management
Melbourne,
Australia
| US$ 682 mi | +US$ 26,6 mi | +4% | 6,61% | 45,3% | 64 | 4,69% | 3,9 |
|
2565
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 681 mi | +US$ 40,2 mi | +6% | 7,67% | 76,8% | 196 | 8,67% | 6 |
|
2566
Monograph Wealth Advisors
Manhattan Beach,
California
| US$ 681 mi | +US$ 124 mi | +22% | 7,86% | 68% | 165 | 40% | 1,1 |
|
2567
Insight Wealth Strategies
San Ramon,
California
| US$ 681 mi | +US$ 62 mi | +10% | 7,18% | 83,5% | 185 | 31,35% | 2,4 |
|
2568
Curated Wealth Partners
El Segundo,
California
| US$ 681 mi | +US$ 68,4 mi | +11% | 0% | 39,9% | 280 | 100% | 0 |
|
2569
Conversant Capital
Summit,
New Jersey
| US$ 680 mi | +US$ 447 mi | +192% | 99,9% | 228% | 20 | 60% | 0,5 |
|
2570
Keebeck Wealth Management
Chicago,
Illinois
| US$ 680 mi | +US$ 73,7 mi | +12% | 9,7% | 81,3% | 289 | 14,53% | 2,4 |
|
2571
Financial Management Professionals
Austin,
Texas
| US$ 679 mi | +US$ 64,8 mi | +11% | 7,9% | 67,3% | 1.131 | 16,27% | 3,1 |
|
2572
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 678 mi | +US$ 31,6 mi | +5% | 8,87% | – | 276 | 7,97% | 6,1 |
|
2573
Praesidium Investment Management Company
New York
| US$ 678 mi | -US$ 132 mi | -16% | 8,2% | 79% | 15 | 33,33% | 2,8 |
|
2574
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$ 677 mi | +US$ 109 mi | +19% | 7,56% | 67,9% | 242 | 18,6% | 2,1 |
|
2575
Intelligence Driven Advisers
Carlsbad,
California
| US$ 677 mi | +US$ 57,9 mi | +9% | 6,21% | 65,6% | 109 | 22,02% | 1,7 |
|