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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
IAG
7351
Ipsen Advisor Group
Little Rock,
Arkansas
| US$ 155 mi | +US$ 12,6 mi | +9% | 9,26% | – | 112 | 11,61% | 2,4 |
|
| 7352 |
MQWP
7352
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$ 155 mi | +US$ 14,9 mi | +11% | 15,6% | – | 143 | 4,9% | 1,3 |
|
| 7353 |
SWR
7353
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$ 155 mi | +US$ 76,9 mi | +98% | 10,3% | – | 40 | 42,5% | 0,7 |
|
| 7354 |
EEL
7354
Expect Equity LLC
Pikesville,
Maryland
| US$ 155 mi | +US$ 26,8 mi | +21% | 22,4% | – | 67 | 10,45% | 1 |
|
| 7355 |
CC
7355
Cultivar Capital
Denton,
Texas
| US$ 155 mi | -US$ 1,19 mi | -0,8% | 0,01% | 38,3% | 47 | 17,02% | 1,6 |
|
| 7356 |
VF
7356
Visa Foundation
San Francisco,
California
| US$ 155 mi | +US$ 23,6 mi | +18% | 17,9% | 48,5% | 2 | 50% | 2,3 |
|
| 7357 |
RCM
7357
Rockbridge Capital Management
Alexandria,
Virginia
| US$ 155 mi | +US$ 6,24 mi | +4% | 2,74% | – | 31 | 12,9% | 1,1 |
|
| 7358 |
SMAM
7358
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$ 155 mi | -US$ 9,6 mi | -6% | 6,34% | – | 91 | 18,68% | 1,3 |
|
| 7359 |
GIM
7359
Guardian Investment Management
Tiburon,
California
| US$ 155 mi | +US$ 28,3 mi | +22% | 18,7% | 89,7% | 60 | 0% | 6,9 |
|
| 7360 |
AWMI
7360
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| US$ 155 mi | +US$ 27,6 mi | +22% | 14% | – | 133 | 27,07% | 0,4 |
|
| 7361 |
BFWM
7361
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| US$ 155 mi | +US$ 8,75 mi | +6% | 16,2% | – | 230 | 27,83% | 1 |
|
| 7362 |
WT
7362
WHI Trust
Chicago,
Illinois
| US$ 155 mi | +US$ 22 mi | +17% | 8,01% | – | 88 | 32,95% | 0,5 |
|
| 7363 |
DIS
7363
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 155 mi | -US$ 1,97 mi | -1% | 2,58% | 86% | 56 | 8,93% | 5,6 |
|
| 7364 |
TCCP
7364
Tide Cove Capital Partners
San Diego,
California
| US$ 155 mi | +US$ 7,62 mi | +5% | 9,77% | – | 13 | 0% | 1,3 |
|
| 7365 |
EW
7365
Entruity Wealth
Bakersfield,
California
| US$ 155 mi | +US$ 7,23 mi | +5% | 4,98% | – | 59 | 30,51% | 1 |
|
| 7366 |
API
7366
Asset Planning Inc
Cypress,
California
| US$ 154 mi | +US$ 13,8 mi | +10% | 14,7% | – | 341 | 14,37% | 1,2 |
|
| 7367 |
OFI
7367
Outbound Financial Inc
Boulder,
Colorado
| US$ 154 mi | +US$ 21 mi | +16% | 8,2% | – | 46 | 8,7% | 0,9 |
|
| 7368 |
BW
7368
Blalock Williams
Alexander City,
Alabama
| US$ 154 mi | +US$ 24,9 mi | +19% | 20,1% | – | 165 | 19,39% | 1 |
|
| 7369 |
EF
7369
Entrust Financial
Wayne,
Pennsylvania
| US$ 154 mi | +US$ 11,2 mi | +8% | 13,1% | – | 464 | 10,99% | 0,4 |
|
| 7370 |
MWM
7370
M3 Wealth Management
Cincinnati,
Ohio
| US$ 154 mi | +US$ 24,2 mi | +19% | 14,1% | – | 36 | 5,56% | 0,5 |
|
| 7371 |
OA
7371
Oasis Advisors
Forest City,
Iowa
| US$ 154 mi | -US$ 355 mi | -70% | 13,2% | – | 240 | 90% | 0,2 |
|
| 7372 |
GRIM
7372
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$ 154 mi | +US$ 8,67 mi | +6% | 14% | 70,2% | 21 | 38,1% | 2,4 |
|
| 7373 |
LWM
7373
Lionshead Wealth Management
New York
| US$ 154 mi | +US$ 18,3 mi | +13% | 16,3% | – | 121 | 18,18% | 1,1 |
|
| 7374 |
MFG
7374
Mustico Financial Group
Elmira,
New York
| US$ 154 mi | +US$ 10,8 mi | +8% | 10,8% | – | 51 | 13,73% | 0,7 |
|
| 7375 |
LCM
7375
LRT Capital Management
Austin,
Texas
| US$ 154 mi | +US$ 46,8 mi | +44% | 28,3% | 76,3% | 118 | 69,49% | 0,8 |
|