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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$ 2,56 bi | +US$ 1,45 bi | +130% | 4,87% | 65,1% | 285 | 8,77% | 4,1 |
|
| 1002 |
1002
Jericho Capital Asset Management
New York
| US$ 2,56 bi | +US$ 148 mi | +6% | 16,8% | 573% | 35 | 57,14% | 0,5 |
|
| 1003 |
1003
Tekla Capital Management
Boston,
Massachusetts
| US$ 2,56 bi | -US$ 71,2 mi | -3% | 2,9% | 62,5% | 186 | 15,59% | 4,2 |
|
| 1004 |
1004
Kingsview Wealth Management
Grants Pass,
Oregon
| US$ 2,55 bi | +US$ 168 mi | +7% | 6,48% | 71,5% | 993 | 20,14% | 2,6 |
|
| 1005 |
1005
Perigon Wealth Management
San Francisco,
California
| US$ 2,55 bi | +US$ 786 mi | +45% | 8,09% | 93,8% | 813 | 18,2% | 2,4 |
|
| 1006 |
1006
Timucuan Asset Management
Jacksonville,
Florida
| US$ 2,54 bi | +US$ 155 mi | +6% | 8,67% | 61,6% | 31 | 12,9% | 4,3 |
|
| 1007 |
1007
Hancock Whitney
Gulfport,
Mississippi
| US$ 2,54 bi | +US$ 50,9 mi | +2% | 7,44% | 100% | 672 | 13,84% | 3,8 |
|
| 1008 |
1008
Shell Asset Management
The Hague,
Netherlands
| US$ 2,54 bi | +US$ 126 mi | +5% | 9,93% | – | 1.322 | 8,93% | 5,2 |
|
| 1009 |
1009
DeepCurrents Investment Group
New York
| US$ 2,53 bi | -US$ 35,7 mi | -1% | 0,09% | 13,5% | 173 | 25,43% | 1 |
|
| 1010 |
1010
Lasalle Investment Management Securities
Baltimore,
Maryland
| US$ 2,53 bi | +US$ 6,88 mi | +0,3% | 2,01% | 26,3% | 49 | 12,24% | 5,4 |
|
| 1011 |
1011
Check Capital Management
Costa Mesa,
California
| US$ 2,53 bi | +US$ 286 mi | +13% | 10,4% | 66,6% | 42 | 11,9% | 5,2 |
|
| 1012 |
1012
NorthCrest Asset Manangement
Plymouth,
Minnesota
| US$ 2,53 bi | +US$ 123 mi | +5% | 7,09% | 135% | 510 | 7,25% | 1,1 |
|
| 1013 |
1013
Cassaday & Co Wealth Management
Mclean,
Virginia
| US$ 2,52 bi | +US$ 179 mi | +8% | 7,89% | 70% | 275 | 15,27% | 0,4 |
|
| 1014 |
1014
Premier Fund Managers
Guildford,
United Kingdom
| US$ 2,52 bi | -US$ 9,15 mi | -0,4% | 9,93% | 56,6% | 239 | 23,43% | 1,8 |
|
| 1015 |
1015
OFI Invest Asset Management
Paris,
France
| US$ 2,52 bi | +US$ 148 mi | +6% | 10,4% | – | 147 | 36,05% | 0,2 |
|
| 1016 |
1016
Avantax Planning Partners
Dubuque,
Iowa
| US$ 2,52 bi | +US$ 53,1 mi | +2% | 4,53% | 51% | 398 | 11,56% | 3,7 |
|
| 1017 |
1017
Granite Investment Partners
El Segundo,
California
| US$ 2,51 bi | +US$ 109 mi | +5% | 7,57% | 131% | 277 | 14,44% | 4,4 |
|
| 1018 |
1018
Marsico Capital Management
Denver,
Colorado
| US$ 2,51 bi | +US$ 372 mi | +17% | 20,5% | 288% | 72 | 25% | 2,3 |
|
| 1019 |
1019
TCTC Holdings
Dallas,
Texas
| US$ 2,51 bi | +US$ 24,1 mi | +1% | 2,14% | 78,5% | 483 | 10,77% | 4,4 |
|
| 1020 |
1020
Masters Capital Management
Atlanta,
Georgia
| US$ 2,5 bi | +US$ 523 mi | +26% | 4,01% | 142% | 72 | 43,06% | 1,2 |
|
| 1021 |
1021
Heritage Investors Management Corp
Bethesda,
Maryland
| US$ 2,5 bi | +US$ 162 mi | +7% | 8,49% | 99,7% | 251 | 3,59% | 6,1 |
|
| 1022 |
1022
KCM Investment Advisors
Greenbrae,
California
| US$ 2,49 bi | +US$ 24,6 mi | +1% | 7,47% | 85,7% | 416 | 11,54% | 6 |
|
| 1023 |
1023
Empirical Wealth Management
Seattle,
Washington
| US$ 2,49 bi | +US$ 180 mi | +8% | 4,56% | 78,8% | 520 | 21,92% | 3,6 |
|
| 1024 |
1024
Freestone Capital Holdings
Seattle,
Washington
| US$ 2,48 bi | +US$ 224 mi | +10% | 6,75% | 86,9% | 414 | 13,77% | 3,7 |
|
| 1025 |
1025
Clifford Swan Investment Counsel
Pasadena,
California
| US$ 2,48 bi | +US$ 86,5 mi | +4% | 5,43% | 73,2% | 302 | 3,64% | 7 |
|