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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
34,66%
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)
AUM gigantesco
Mais de US$ 200 bilhões
AUM elevado
US$ 10 bi a US$ 200 bi
AUM médio
US$ 2 bi a US$ 10 bi
AUM reduzido
US$ 250 mi a US$ 2 bi
AUM micro
Menos de US$ 250 milhões
Menos de 10%
Menos de 20%
Menos de 40%
Menos de 60%
Menos de 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1.000
2.500
5.000
10
50
100
250
500
1.000
2.500
5.000
| # | Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
LHC
4201
Little House Capital
Braintree,
Massachusetts
| US$ 445 mi | +US$ 57,8 mi | +15% | 19,8% | 108% | 116 | 6,03% | 3,1 |
|
| 4202 |
DBIA
4202
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$ 445 mi | +US$ 45,3 mi | +11% | 18,3% | 78,3% | 214 | 10,28% | 7,2 |
|
| 4203 |
CFS
4203
CGC Financial Services
Lake Oswego,
Oregon
| US$ 445 mi | +US$ 98,6 mi | +28% | 9,28% | 46% | 347 | 7,49% | 2,4 |
|
| 4204 |
DW
4204
Dodds Wealth
Greenwood Village,
Colorado
| US$ 445 mi | +US$ 37,2 mi | +9% | 7,58% | – | 56 | 8,93% | 2,2 |
|
| 4205 |
UWM
4205
United Wealth Management
Charlottesville,
Virginia
| US$ 444 mi | +US$ 42,1 mi | +10% | 9,74% | – | 24 | 0% | 1,4 |
|
| 4206 |
AWM
4206
Accel Wealth Management
Waverly,
Iowa
| US$ 444 mi | +US$ 61 mi | +16% | 18,7% | 82,4% | 317 | 12,3% | 2,8 |
|
| 4207 |
TL
4207
Tradewinds LLC
Raleigh,
North Carolina
| US$ 444 mi | +US$ 134 mi | +43% | 14,3% | – | 269 | 63,2% | 0,4 |
|
| 4208 |
AC
4208
Arjuna Capital
Durham,
North Carolina
| US$ 444 mi | +US$ 51 mi | +13% | 25,5% | 105% | 124 | 20,97% | 2,5 |
|
| 4209 |
WAM
4209
Wakefield Asset Management
Englewood,
Colorado
| US$ 444 mi | +US$ 66,8 mi | +18% | 20,1% | 139% | 250 | 25,6% | 1,3 |
|
| 4210 |
T
4210
Tidemark
San Diego,
California
| US$ 444 mi | +US$ 50,7 mi | +13% | 10,3% | – | 987 | 13,98% | 1,4 |
|
| 4211 |
VM
4211
Venator Management
Pittsburgh,
Pennsylvania
| US$ 444 mi | +US$ 28,2 mi | +7% | 9,09% | 101% | 30 | 16,67% | 2,8 |
|
| 4212 |
EAM
4212
Empirical Asset Management
Wellesley,
Massachusetts
| US$ 444 mi | +US$ 64,7 mi | +17% | 22,9% | 94,5% | 509 | 33,99% | 1,5 |
|
| 4213 |
SWM
4213
SK Wealth Management
Providence,
Rhode Island
| US$ 444 mi | +US$ 83,5 mi | +23% | 10,8% | – | 81 | 6,17% | 1,4 |
|
| 4214 |
VW
4214
Vance Wealth
Santa Clarita,
California
| US$ 444 mi | +US$ 97,5 mi | +28% | 13,5% | 66,4% | 138 | 15,22% | 2,6 |
|
| 4215 |
DWAM
4215
Duncan Williams Asset Management
Memphis,
Tennessee
| US$ 444 mi | +US$ 82,9 mi | +23% | 14,2% | – | 177 | 15,82% | 1,5 |
|
| 4216 |
TA
4216
TrueWealth Advisors
Birmingham,
Alabama
| US$ 444 mi | +US$ 46 mi | +12% | 12,8% | 60,9% | 248 | 11,29% | 2,9 |
|
| 4217 |
PCM
4217
Princeton Capital Management
Red Bank,
New Jersey
| US$ 443 mi | +US$ 76,8 mi | +21% | 27% | 180% | 148 | 8,11% | 4 |
|
| 4218 |
PPG
4218
Peak Planning Group
Centennial,
Colorado
| US$ 443 mi | +US$ 82,3 mi | +23% | 23,7% | 105% | 131 | 10,69% | 2,2 |
|
| 4219 |
ASP
4219
Adams Street Partners
Chicago,
Illinois
| US$ 443 mi | +US$ 182 mi | +70% | 25,4% | 399% | 4 | 25% | 4,8 |
|
| 4220 |
BIP
4220
Bouvel Investment Partners
Phoenixville,
Pennsylvania
| US$ 442 mi | +US$ 97,7 mi | +28% | 44% | 199% | 95 | 29,47% | 2 |
|
| 4221 |
FPTW
4221
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$ 442 mi | +US$ 22,6 mi | +5% | 7,51% | 41,6% | 57 | 7,02% | 7,7 |
|
| 4222 |
HH
4222
HWG Holdings
Houston,
Texas
| US$ 442 mi | +US$ 57,7 mi | +15% | 23,1% | – | 64 | 45,31% | 2,3 |
|
| 4223 |
CPWA
4223
Cerro Pacific Wealth Advisors
San Luis Obispo,
California
| US$ 442 mi | +US$ 61 mi | +16% | 17,1% | – | 173 | 12,72% | 3,3 |
|
| 4224 |
SAM
4224
Sagewood Asset Management
New York
| US$ 442 mi | +US$ 123 mi | +38% | 18,6% | – | 460 | 32,83% | 0,3 |
|
| 4225 |
DA
4225
Doliver Advisors
Houston,
Texas
| US$ 442 mi | +US$ 2,02 mi | +0,5% | 5,39% | 92,3% | 196 | 10,71% | 3,8 |
|