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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)
| Nome | AUM |
AUM Crescimento |
AUM Cresc. % |
Trimestre Retorno est. |
Retorno est. (3 anos) | Participações em carteira | Rotatividade da carteira |
Período médio de posse (anos) |
|
|---|---|---|---|---|---|---|---|---|---|
2001
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 908 mi | +US$ 5,11 mi | +0,6% | 0,88% | 38,3% | 1.168 | 10,45% | 1,8 |
|
|
MIM
2002
Marco Investment Management
Atlanta,
Georgia
| US$ 907 mi | +US$ 46,9 mi | +5% | 0,95% | 127% | 221 | 9,5% | 4,8 |
|
2003
Roundview Capital
Princeton,
New Jersey
| US$ 907 mi | +US$ 11 mi | +1% | 0,45% | 77,7% | 292 | 8,56% | 3,8 |
|
2004
Arete Wealth Advisors
Chicago,
Illinois
| US$ 907 mi | +US$ 194 mi | +27% | 0,94% | 85,3% | 455 | 25,27% | 2,2 |
|
2005
Dymon Asia Capital (Singapore)
Singapore
| US$ 907 mi | -US$ 44 mi | -5% | 8,86% | 268% | 147 | 76,19% | 0,1 |
|
|
CI
2006
CPMG Inc
Dallas,
Texas
| US$ 907 mi | +US$ 302 mi | +50% | 14,4% | 878% | 5 | 20% | 2,4 |
|
2007
Trigran Investments
Northbrook,
Illinois
| US$ 906 mi | -US$ 718 mil | -0,1% | 1,19% | 30,2% | 20 | 0% | 3,2 |
|
2008
Executive Wealth Management
Brighton,
Michigan
| US$ 906 mi | -US$ 6,13 mi | -0,7% | 0,08% | 18,4% | 197 | 9,14% | 1,7 |
|
2009
Caxton Associates (New York)
New York
| US$ 905 mi | -US$ 6,65 mi | -0,7% | 6,07% | 73,9% | 657 | 64,08% | 0,2 |
|
2010
PFG Advisors
Phoenix,
Arizona
| US$ 904 mi | +US$ 29,8 mi | +3% | 0,41% | 82,7% | 525 | 12,95% | 1,7 |
|
2011
Petrus Trust Company
Dallas,
Texas
| US$ 903 mi | -US$ 43,9 mi | -5% | 1,53% | 36,9% | 114 | 56,14% | 2,3 |
|
2012
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 902 mi | -US$ 13,6 mi | -1% | 0,75% | 75,3% | 199 | 9,05% | 5 |
|
2013
SFMG Wealth Advisors
Plano,
Texas
| US$ 901 mi | +US$ 1,14 mi | +0,1% | 0,91% | 76,1% | 282 | 14,18% | 2,5 |
|
2014
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 901 mi | -US$ 14 mi | -2% | 1,78% | 94,5% | 685 | 8,61% | 3,5 |
|
2015
Novare Capital Management
Charlotte,
North Carolina
| US$ 901 mi | +US$ 6,04 mi | +0,7% | 0,48% | 76,5% | 165 | 15,15% | 3,7 |
|
2016
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 900 mi | -US$ 22 mi | -2% | 2,59% | 80,4% | 36 | 8,33% | 3,8 |
|
2017
McAdam LLC
Philadelphia,
Pennsylvania
| US$ 900 mi | +US$ 18,9 mi | +2% | 0,61% | 65,4% | 185 | 7,57% | 1,9 |
|
2018
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$ 900 mi | -US$ 80 mi | -8% | 0,14% | 70,8% | 11 | 27,27% | 0,6 |
|
2019
Endurance Wealth Management
Providence,
Rhode Island
| US$ 899 mi | -US$ 2,56 mi | -0,3% | 0,33% | 59% | 664 | 5,57% | 4,2 |
|
2020
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 898 mi | +US$ 35,9 mi | +4% | 0,32% | 28,2% | 149 | 10,74% | 4 |
|
2021
Capital Asset Advisory Services
Williamston,
Michigan
| US$ 898 mi | -US$ 13,5 mi | -1% | 0,71% | 51% | 761 | 11,04% | 1,5 |
|
|
WDA
2022
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 897 mi | +US$ 3,6 mi | +0,4% | 0,76% | 58,7% | 157 | 5,1% | 5,9 |
|
2023
EMG Holdings
Old Greenwich,
Connecticut
| US$ 897 mi | – | – | 1,22% | 4,17% | 199 | – | 0 |
|
2024
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 897 mi | -US$ 7,16 mi | -0,8% | 1,04% | 67,5% | 100 | 15% | 2,5 |
|
2025
TruWealth Advisors
Metairie,
Louisiana
| US$ 897 mi | +US$ 44 mi | +5% | 0,11% | 56,3% | 121 | 7,44% | 0,7 |
|