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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
WBH Advisory
Baltimore,
Maryland
| US$ 1,17 bi | +US$ 101 mi | +9% | 8,39% | 57,6% | 354 | 13,84% | 6,2 |
|
2002
United Asset Strategies
Garden City,
New York
| US$ 1,17 bi | +US$ 94 mi | +9% | 12,5% | 94,6% | 254 | 13,78% | 4 |
|
2003
J. Stern & Co
London,
United Kingdom
| US$ 1,17 bi | +US$ 127 mi | +12% | 17,3% | – | 38 | 7,89% | 1,2 |
|
2004
Penobscot Investment Management
Boston,
Massachusetts
| US$ 1,17 bi | +US$ 106 mi | +10% | 13% | 103% | 316 | 6,65% | 5,8 |
|
2005
Provident Investment Management
Novi,
Michigan
| US$ 1,17 bi | +US$ 107 mi | +10% | 9,77% | 90,8% | 79 | 15,19% | 4,4 |
|
2006
MUFG Securities Americas
New York
| US$ 1,17 bi | +US$ 307 mi | +36% | 14,2% | – | 508 | 0,98% | 0,5 |
|
2007
Crédit Industriel et Commercial
Paris France,
France
| US$ 1,17 bi | +US$ 225 mi | +24% | 11,5% | – | 447 | 39,15% | 0,3 |
|
2008
Insigneo Advisory Services
Miami,
Florida
| US$ 1,16 bi | +US$ 195 mi | +20% | 12,6% | 119% | 704 | 14,06% | 1,3 |
|
2009
Verity & Verity
Beaufort,
South Carolina
| US$ 1,16 bi | +US$ 24,7 mi | +2% | 4,47% | 90,4% | 138 | 10,87% | 4,6 |
|
2010
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$ 1,16 bi | +US$ 117 mi | +11% | 8,35% | 63% | 541 | 29,57% | 0,9 |
|
2011
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 1,16 bi | +US$ 273 mi | +31% | 8,22% | 67% | 255 | 40% | 3,3 |
|
2012
Naples Global Advisors
Naples,
Florida
| US$ 1,16 bi | +US$ 110 mi | +10% | 10,1% | 103% | 420 | 5,71% | 6 |
|
2013
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 1,16 bi | +US$ 53,6 mi | +5% | 4,31% | 26,8% | 106 | 19,81% | 1,8 |
|
2014
Cardiff Park Advisors
Carlsbad,
California
| US$ 1,16 bi | +US$ 123 mi | +12% | 13,6% | 88,6% | 363 | 7,16% | 2,7 |
|
2015
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,16 bi | +US$ 41,9 mi | +4% | 6,33% | 60,7% | 201 | 14,93% | 2,9 |
|
2016
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,16 bi | +US$ 70,9 mi | +7% | 10,5% | 109% | 174 | 9,77% | 5,4 |
|
2017
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 1,16 bi | +US$ 130 mi | +13% | 17,9% | 181% | 188 | 30,85% | 1,5 |
|
2018
XML Financial
Bethesda,
Maryland
| US$ 1,16 bi | +US$ 83,6 mi | +8% | 7,58% | 69,5% | 408 | 12,75% | 3 |
|
2019
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,15 bi | +US$ 79,4 mi | +7% | 7,99% | 58,2% | 198 | 9,6% | 5,3 |
|
2020
Delta Asset Management
Memphis,
Tennessee
| US$ 1,15 bi | +US$ 96,5 mi | +9% | 12,1% | 53,8% | 617 | 4,05% | 4 |
|
2021
Limestone Investment Advisors
New York
| US$ 1,15 bi | – | – | 11,2% | – | 480 | – | 0 |
|
2022
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 1,15 bi | +US$ 52,1 mi | +5% | 10,5% | 68,6% | 1 | 0% | 8,5 |
|
2023
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1,14 bi | +US$ 64,6 mi | +6% | 8,95% | 75,3% | 221 | 12,22% | 6,7 |
|
2024
Cozad Asset Management
Champaign,
Illinois
| US$ 1,14 bi | +US$ 143 mi | +14% | 12,4% | 132% | 414 | 9,18% | 3,9 |
|
2025
LGT Fund Management
Vaduz,
Liechtenstein
| US$ 1,14 bi | +US$ 33,6 mi | +3% | 12,2% | 121% | 265 | 23,02% | 1,4 |
|