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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
EC
5026
Engaged Capital
Newport Beach,
California
| US$ 327 mi | +US$ 23,7 mi | +8% | 21,8% | 26,2% | 10 | 10% | 1,9 |
|
| 5027 |
RWPA
5027
Richard W. Paul & Associates
Novi,
Michigan
| US$ 327 mi | +US$ 29,9 mi | +10% | 12,9% | 65,2% | 334 | 14,37% | 2,5 |
|
| 5028 |
WAOTB
5028
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 327 mi | +US$ 24,6 mi | +8% | 12,8% | 86,2% | 96 | 5,21% | 4,1 |
|
| 5029 |
DS
5029
Dalal Street
West Lake Hills,
Texas
| US$ 327 mi | -US$ 96,1 mi | -23% | 18,7% | 92,7% | 4 | 25% | 1,6 |
|
| 5030 |
TAFW
5030
Tred Avon Family Wealth
Easton,
Maryland
| US$ 327 mi | +US$ 25,4 mi | +8% | 14,7% | – | 278 | 11,87% | 0,7 |
|
| 5031 |
RL
5031
Rogco LP
Claremore,
Oklahoma
| US$ 327 mi | +US$ 27,2 mi | +9% | 10,2% | 53,3% | 236 | 18,22% | 1,9 |
|
| 5032 |
JAM
5032
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 326 mi | US$ 0 | 0% | 9,06% | – | 113 | 0% | 4,8 |
|
| 5033 |
CIM
5033
Capital Investment Management
Lees Summit,
Missouri
| US$ 326 mi | +US$ 35,2 mi | +12% | 11,3% | – | 139 | 15,11% | 0,4 |
|
| 5034 |
VWM
5034
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 326 mi | +US$ 30,3 mi | +10% | 9,28% | 56,9% | 130 | 21,54% | 2,5 |
|
| 5035 |
MFC
5035
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 326 mi | +US$ 31,6 mi | +11% | 12% | 56,5% | 207 | 7,25% | 3,1 |
|
| 5036 |
RFA
5036
Register Financial Advisors
Atlanta,
Georgia
| US$ 326 mi | +US$ 55,5 mi | +21% | 27,2% | 126% | 438 | 14,38% | 2 |
|
| 5037 |
HWM
5037
Hassell Wealth Management
Houma,
Louisiana
| US$ 326 mi | +US$ 28 mi | +9% | 8,97% | 46,3% | 29 | 3,45% | 2,7 |
|
| 5038 |
APW
5038
Aventura Private Wealth
Aventura,
Florida
| US$ 326 mi | +US$ 52,5 mi | +19% | 24,2% | – | 1.021 | 15,48% | 1,1 |
|
| 5039 |
LC
5039
LCNB Corp
Lebanon,
Ohio
| US$ 326 mi | +US$ 28,5 mi | +10% | 15,4% | 75,2% | 191 | 6,28% | 5,8 |
|
| 5040 |
FWM
5040
Forza Wealth Management
Sarasota,
Florida
| US$ 326 mi | +US$ 38,5 mi | +13% | 11,3% | 65,6% | 198 | 7,07% | 2,7 |
|
| 5041 |
SPG
5041
Snow Phipps Group
New York
| US$ 326 mi | +US$ 8,27 mi | +3% | 2,58% | 58% | 2 | 0% | 6,3 |
|
| 5042 |
SA
5042
Sycale Advisors
New York
| US$ 326 mi | +US$ 125 mi | +63% | 11,8% | 31,5% | 28 | 53,57% | 0,7 |
|
| 5043 |
NPI
5043
New Perspectives Inc
Ridgeland,
Mississippi
| US$ 326 mi | +US$ 37,1 mi | +13% | 10,2% | – | 50 | 14% | 2,5 |
|
| 5044 |
FWP
5044
Family Wealth Partners
Matthews,
North Carolina
| US$ 326 mi | +US$ 33 mi | +11% | 10,7% | – | 125 | 28,8% | 1,3 |
|
| 5045 |
TJHA
5045
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 326 mi | +US$ 31,7 mi | +11% | 4,61% | 17,7% | 148 | 35,14% | 3,4 |
|
| 5046 |
WAG
5046
Wilkerson Advisory Group
Columbia,
Missouri
| US$ 326 mi | +US$ 34,6 mi | +12% | 12,6% | – | 659 | 12,29% | 0,4 |
|
| 5047 |
TWM
5047
Triton Wealth Management
Sun City,
Arizona
| US$ 326 mi | +US$ 56 mi | +21% | 21,2% | – | 142 | 19,01% | 2,6 |
|
| 5048 |
SAM
5048
S.A. Mason
Holland,
Michigan
| US$ 326 mi | +US$ 59,1 mi | +22% | 20,6% | 116% | 294 | 13,61% | 4,5 |
|
| 5049 |
MAM
5049
Mullooly Asset Management
Wall Township,
New Jersey
| US$ 325 mi | +US$ 53,9 mi | +20% | 20,4% | – | 60 | 15% | 1 |
|
| 5050 |
SC
5050
Sykon Capital
Harrison,
New York
| US$ 325 mi | +US$ 24,8 mi | +8% | 11,2% | 63,7% | 132 | 48,48% | 1 |
|