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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Badgley Phelps Wealth Managers
Seattle,
Washington
| US$ 4,51 bi | +US$ 373 mi | +9% | 11,4% | 88,7% | 306 | 5,56% | 2,6 |
|
| 827 |
827
Great Valley Advisor Group
Wilmington,
Delaware
| US$ 4,51 bi | -US$ 131 mi | -3% | 9,84% | 73,9% | 952 | 15,13% | 2,9 |
|
| 828 |
828
W.H. Reaves & Co
Jersey City,
New Jersey
| US$ 4,51 bi | +US$ 581 mi | +15% | 17,7% | 111% | 81 | 7,41% | 5,1 |
|
| 829 |
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| US$ 4,51 bi | +US$ 381 mi | +9% | 9,41% | 50,3% | 276 | 13,77% | 1,8 |
|
| 830 |
830
Diversified Trust
Memphis,
Tennessee
| US$ 4,51 bi | +US$ 464 mi | +11% | 8,04% | 81,5% | 1.029 | 18,66% | 3,2 |
|
| 831 |
831
Chilton Investment Company
Stamford,
Connecticut
| US$ 4,5 bi | +US$ 405 mi | +10% | 9,13% | 55,1% | 241 | 24,07% | 3,3 |
|
| 832 |
832
Nan Shan Life Insurance
Taipei City,
Taiwan
| US$ 4,5 bi | +US$ 259 mi | +6% | 6,9% | 41% | 120 | 10% | 3 |
|
| 833 |
833
Folketrygdfondet
Oslo Norway,
Norway
| US$ 4,49 bi | -US$ 4,79 mi | -0,1% | 2,85% | 30,6% | 10 | 0% | 6,4 |
|
| 834 |
834
Auto-Owners Insurance
Lansing,
Michigan
| US$ 4,48 bi | +US$ 705 mi | +19% | 10,4% | 82,2% | 108 | 0,93% | 2,3 |
|
| 835 |
835
Vaughan David Investments
Peoria,
Illinois
| US$ 4,47 bi | +US$ 201 mi | +5% | 7,12% | 69,5% | 234 | 9,4% | 6,8 |
|
| 836 |
836
First Financial Bankshares
Abilene,
Texas
| US$ 4,46 bi | -US$ 170 mi | -4% | 10,4% | – | 218 | 27,06% | 1 |
|
| 837 |
837
Country Trust Bank
Bloomington,
Illinois
| US$ 4,46 bi | +US$ 487 mi | +12% | 10,7% | 76,2% | 582 | 41,92% | 3,1 |
|
| 838 |
838
Empirical Wealth Management
Seattle,
Washington
| US$ 4,43 bi | +US$ 542 mi | +14% | 10% | 78,8% | 736 | 18,21% | 3,5 |
|
| 839 |
839
Summit Financial
Parsippany,
New Jersey
| US$ 4,42 bi | +US$ 856 mi | +24% | 10% | 81,8% | 837 | 19% | 1,6 |
|
| 840 |
840
DRW Securities
Chicago,
Illinois
| US$ 4,42 bi | +US$ 835 mi | +23% | 10,6% | 96,2% | 1.313 | 72,89% | 0,3 |
|
| 841 |
841
Atria Wealth Solutions
New York
| US$ 4,42 bi | -US$ 3,89 bi | -47% | 9,87% | 63,8% | 1.968 | 31,66% | 2,3 |
|
| 842 |
842
TwinBeech Capital
Purchase,
New York
| US$ 4,41 bi | -US$ 1,1 bi | -20% | 6,3% | 5,7% | 1.031 | 75,75% | 0,2 |
|
| 843 |
843
WhitTier Trust Company
Reno,
Nevada
| US$ 4,41 bi | +US$ 450 mi | +11% | 13,1% | 96,9% | 1.485 | 7,41% | 5,8 |
|
| 844 |
844
World Investment Advisors
Santa Barbara,
California
| US$ 4,41 bi | +US$ 557 mi | +14% | 9,01% | 65,4% | 1.208 | 18,71% | 1,3 |
|
| 845 |
845
Facet Wealth Inc
Baltimore,
Maryland
| US$ 4,4 bi | +US$ 538 mi | +14% | 7,37% | 48,1% | 177 | 24,29% | 1,9 |
|
| 846 |
846
Generali Asset Management
Trieste,
Italy
| US$ 4,39 bi | +US$ 330 mi | +8% | 14,3% | – | 527 | 11,76% | 0,5 |
|
| 847 |
847
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$ 4,38 bi | +US$ 656 mi | +18% | 8,36% | 65,6% | 1.009 | 14,47% | 3,1 |
|
| 848 |
848
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 4,38 bi | +US$ 2,73 bi | +165% | 10,1% | 78,9% | 1.237 | 75,99% | 1,3 |
|
| 849 |
BG
849
Bollard Group
Boston,
Massachusetts
| US$ 4,37 bi | +US$ 566 mi | +15% | 6,36% | 64,4% | 311 | 13,83% | 7,2 |
|
| 850 |
850
Evoke Wealth
Los Angeles,
California
| US$ 4,37 bi | +US$ 539 mi | +14% | 8,18% | 65,2% | 622 | 31,35% | 0,8 |
|