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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
RVW Wealth
Los Angeles,
California
| US$ 1,08 bi | +US$ 74,6 mi | +7% | 5,45% | 65,8% | 161 | 9,94% | 2,9 |
|
2002
Marcum Wealth
Cleveland,
Ohio
| US$ 1,08 bi | +US$ 78,8 mi | +8% | 6,97% | 20% | 426 | 11,03% | 2,5 |
|
2003
Naples Global Advisors
Naples,
Florida
| US$ 1,08 bi | +US$ 79 mi | +8% | 7,66% | 103% | 411 | 7,06% | 5,6 |
|
2004
United Asset Strategies
Garden City,
New York
| US$ 1,07 bi | +US$ 60,5 mi | +6% | 5,89% | 94,6% | 245 | 11,02% | 3,6 |
|
|
F1I
2005
Fund 1 Investments
Rincon,
Puerto Rico
| US$ 1,07 bi | +US$ 149 mi | +16% | 2,72% | 128% | 92 | 58,7% | 0,5 |
|
|
CC
2006
Cornerstone Capital
Palo Alto,
California
| US$ 1,07 bi | +US$ 79,4 mi | +8% | 7,91% | 91,2% | 104 | 8,65% | 5,5 |
|
|
FP
2007
FPR Partners
San Francisco,
California
| US$ 1,07 bi | +US$ 81,4 mi | +8% | 38,3% | 33% | 16 | 31,25% | 6,6 |
|
2008
Charter Oak Capital Management
Portsmouth,
New Hampshire
| US$ 1,07 bi | +US$ 112 mi | +12% | 5,71% | 39,2% | 191 | 10,99% | 2,9 |
|
2009
Pegasus Partners
Mequon,
Wisconsin
| US$ 1,07 bi | +US$ 76,3 mi | +8% | 6,15% | 32,6% | 178 | 10,67% | 3,4 |
|
2010
Kathmere Capital Management
Wayne,
Pennsylvania
| US$ 1,07 bi | +US$ 122 mi | +13% | 5,42% | 68,3% | 398 | 19,1% | 1,6 |
|
2011
Francisco Partners Management
San Francisco,
California
| US$ 1,07 bi | -US$ 74,9 mi | -7% | 3,52% | 14,3% | 8 | 0% | 2,7 |
|
2012
Bangor Savings Bank
Bangor,
Maine
| US$ 1,06 bi | +US$ 63,3 mi | +6% | 6,16% | 54,6% | 556 | 11,33% | 3,5 |
|
2013
Anchor Investment Management
Columbia,
South Carolina
| US$ 1,06 bi | +US$ 87,8 mi | +9% | 6,36% | 75,1% | 1.094 | 12,07% | 4,8 |
|
2014
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 1,06 bi | +US$ 15,5 mi | +1% | 6,39% | 62,7% | 383 | 11,23% | 2,6 |
|
2015
Fifth Third Securities
Cincinnati,
Ohio
| US$ 1,06 bi | -US$ 25,9 mi | -2% | 5,93% | 62,7% | 272 | 7,35% | 1,7 |
|
|
GA
2016
GRS Advisors
Chicago,
Illinois
| US$ 1,06 bi | +US$ 189 mi | +22% | 15,8% | 54,3% | 37 | 56,76% | 0,7 |
|
2017
WBH Advisory
Baltimore,
Maryland
| US$ 1,06 bi | +US$ 68 mi | +7% | 6,24% | 57,6% | 326 | 5,52% | 6 |
|
2018
Ulysses Management
New York
| US$ 1,06 bi | +US$ 339 mi | +47% | 8,06% | 51,8% | 68 | 42,65% | 2,1 |
|
2019
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 1,05 bi | +US$ 85,2 mi | +9% | 5,96% | 69,3% | 1.012 | 7,61% | 3,4 |
|
2020
Hengehold Capital Management
Cincinnati,
Ohio
| US$ 1,05 bi | +US$ 93,3 mi | +10% | 5,65% | 54,5% | 213 | 14,08% | 4,3 |
|
2021
J. Safra Asset Management
New York
| US$ 1,05 bi | +US$ 61,3 mi | +6% | 5,53% | 84,3% | 322 | 24,22% | 0,8 |
|
2022
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 1,05 bi | +US$ 128 mi | +14% | 7,83% | – | 348 | 16,95% | 4,9 |
|
2023
Allstate Corporation
Northbrook,
Illinois
| US$ 1,05 bi | -US$ 181 mi | -15% | 6,05% | 59,7% | 227 | 57,71% | 3,8 |
|
2024
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 1,05 bi | -US$ 42,5 mi | -4% | 11,4% | 229% | 44 | 6,82% | 3,6 |
|
2025
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 1,05 bi | +US$ 12,1 mi | +1% | 6,84% | 50,7% | 79 | 7,59% | 7 |
|