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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1051 |
1051
Adapt Investment Managers
Geneva,
Switzerland
| US$ 2,93 bi | -US$ 946 mi | -24% | 12,1% | – | 120 | 74,17% | 0,1 |
|
| 1052 |
1052
Heritage Investors Management Corp
Bethesda,
Maryland
| US$ 2,92 bi | -US$ 181 mi | -6% | 4,79% | 114% | 264 | 7,2% | 7 |
|
| 1053 |
1053
Intact Investment Management
Montreal,
Quebec, Canada
| US$ 2,92 bi | +US$ 53,7 mi | +2% | 1,69% | 85,8% | 366 | 29,78% | 3,6 |
|
| 1054 |
1054
Apella Capital
West Hartford,
Connecticut
| US$ 2,91 bi | +US$ 307 mi | +12% | 0,42% | 48,6% | 398 | 17,09% | 2,4 |
|
| 1055 |
1055
Marsico Capital Management
Denver,
Colorado
| US$ 2,91 bi | -US$ 764 mi | -21% | 3,8% | 288% | 75 | 28% | 2,8 |
|
| 1056 |
1056
Schwartz Investment Counsel
Plymouth,
Michigan
| US$ 2,91 bi | +US$ 135 mi | +5% | 3,22% | 85,6% | 130 | 4,62% | 5,2 |
|
| 1057 |
1057
Independent Financial Group
San Diego,
California
| US$ 2,91 bi | -US$ 100 mi | -3% | 3,94% | 149% | 1.285 | 18,75% | 2,4 |
|
| 1058 |
1058
Robertson Stephens Wealth Management
San Francisco,
California
| US$ 2,91 bi | +US$ 84,4 mi | +3% | 2,36% | 109% | 601 | 16,97% | 2,6 |
|
| 1059 |
1059
Ameritas Investment Partners
Lincoln,
Nebraska
| US$ 2,91 bi | -US$ 168 mi | -5% | 3,5% | 120% | 3.182 | 3,02% | 6,2 |
|
| 1060 |
1060
BLS Capital Fondsmaeglerselskab
Klampenborg,
Denmark
| US$ 2,91 bi | -US$ 357 mi | -11% | 6,69% | 2,43% | 12 | 25% | 5,4 |
|
| 1061 |
1061
Gulf International Bank (UK)
London,
United Kingdom
| US$ 2,9 bi | -US$ 1,06 bi | -27% | 2,6% | 152% | 646 | 3,87% | 8,7 |
|
| 1062 |
1062
Castleark Management
Chicago,
Illinois
| US$ 2,89 bi | +US$ 18,3 mi | +0,6% | 4,29% | 248% | 355 | 41,41% | 3,3 |
|
| 1063 |
1063
WesBanco Bank
Wheeling,
West Virginia
| US$ 2,88 bi | -US$ 48,6 mi | -2% | 2,49% | 97,3% | 650 | 9,38% | 5,3 |
|
| 1064 |
1064
Aspiriant LLC
Los Angeles,
California
| US$ 2,88 bi | +US$ 111 mi | +4% | 0,68% | 52,7% | 308 | 12,99% | 5,1 |
|
| 1065 |
1065
Hartford Investment Management Co (HIMCO)
Hartford,
Connecticut
| US$ 2,88 bi | -US$ 175 mi | -6% | 2,64% | 148% | 500 | 1,6% | 9,5 |
|
| 1066 |
1066
Caxton Associates (UK)
London,
| US$ 2,87 bi | – | – | 5,8% | – | 740 | – | 0 |
|
| 1067 |
1067
Salem Investment Counselors
Winston Salem,
North Carolina
| US$ 2,87 bi | -US$ 178 mi | -6% | 3,42% | 181% | 1.269 | 8,98% | 4 |
|
| 1068 |
1068
Members Trust
Tampa,
Florida
| US$ 2,87 bi | -US$ 31,6 mi | -1% | 0,08% | 31,5% | 130 | 12,31% | 2,8 |
|
| 1069 |
1069
Meyer Handelman Company
Rye Brook,
New York
| US$ 2,87 bi | -US$ 20,3 mi | -0,7% | 1,1% | 97,4% | 218 | 5,96% | 8,1 |
|
| 1070 |
1070
MUFG Securities (Canada)
New York
| US$ 2,87 bi | +US$ 100 mi | +4% | 2,32% | – | 42 | 0% | 1,2 |
|
| 1071 |
1071
Journey Strategic Wealth
Summit,
New Jersey
| US$ 2,87 bi | +US$ 191 mi | +7% | 3,81% | 62,2% | 554 | 18,23% | 1,2 |
|
| 1072 |
1072
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 2,87 bi | +US$ 225 mi | +9% | 6,15% | 18,7% | 87 | 25,29% | 4,7 |
|
| 1073 |
1073
Conning Inc
Hartford,
Connecticut
| US$ 2,86 bi | +US$ 4,67 mi | +0,2% | 1,72% | 65,1% | 361 | 7,2% | 8 |
|
| 1074 |
1074
Sound Shore Management
Greenwich,
Connecticut
| US$ 2,85 bi | -US$ 174 mi | -6% | 1,48% | 93,5% | 41 | 12,2% | 2 |
|
| 1075 |
1075
Stonehage Fleming Financial Services
St. Helier,
Jersey
| US$ 2,85 bi | -US$ 725 mi | -20% | 1,83% | 74,9% | 230 | 23,04% | 2,7 |
|