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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Meridian Wealth Management
Lexington,
Kentucky
| US$ 1,63 bi | +US$ 446 mi | +38% | 2,74% | 117% | 567 | 8,47% | 2,5 |
|
| 1302 |
1302
Donor Advised Charitable Giving
San Francisco,
California
| US$ 1,63 bi | +US$ 86,3 mi | +6% | 2,38% | 365% | 29 | 17,24% | 3 |
|
| 1303 |
1303
Point72 Europe
London,
United Kingdom
| US$ 1,63 bi | +US$ 868 mi | +114% | 1,8% | 95,4% | 134 | 61,19% | 0,3 |
|
| 1304 |
1304
Unigestion Holding
Geneva,
Switzerland
| US$ 1,63 bi | -US$ 101 mi | -6% | 2,24% | 25% | 222 | 19,82% | 2,2 |
|
| 1305 |
1305
Clearstead Advisors
Cleveland,
Ohio
| US$ 1,63 bi | -US$ 22 mi | -1% | 3,38% | 71,4% | 1.546 | 15,46% | 2,5 |
|
| 1306 |
1306
Smithfield Trust
Pittsburgh,
Pennsylvania
| US$ 1,63 bi | -US$ 28,6 mi | -2% | 3,36% | 50% | 1.048 | 6,11% | 5,9 |
|
| 1307 |
1307
Nippon Life Global Investors Americas
New York
| US$ 1,63 bi | +US$ 150 mi | +10% | 0,87% | 173% | 147 | 19,73% | 2,9 |
|
| 1308 |
1308
Darlington Partners Capital Management
Greenbrae,
California
| US$ 1,62 bi | +US$ 165 mi | +11% | 1,74% | 18,1% | 16 | 12,5% | 1,4 |
|
| 1309 |
1309
Empyrean Capital Partners
Los Angeles,
California
| US$ 1,62 bi | -US$ 587 mi | -27% | 5,45% | 131% | 82 | 26,83% | 1,6 |
|
| 1310 |
1310
Bogart Wealth LLC
Mclean,
Virginia
| US$ 1,62 bi | +US$ 41 mi | +3% | 2,11% | 60,5% | 1.112 | 9,8% | 2,5 |
|
| 1311 |
1311
Allianz Investment Management US
Minneapolis,
Minnesota
| US$ 1,62 bi | -US$ 85 mi | -5% | 5,62% | 7,58% | 38 | 10,53% | 2,1 |
|
| 1312 |
1312
AMI Asset Management
Los Angeles,
California
| US$ 1,61 bi | -US$ 65,6 mi | -4% | 3,84% | 96,6% | 85 | 12,94% | 4,2 |
|
| 1313 |
1313
RNC Capital Management
Los Angeles,
California
| US$ 1,61 bi | -US$ 197 mi | -11% | 2,27% | 83% | 193 | 26,42% | 5,3 |
|
| 1314 |
1314
Foundry Partners
Minneapolis,
Minnesota
| US$ 1,61 bi | -US$ 27,9 mi | -2% | 0,96% | 44,4% | 337 | 21,66% | 3 |
|
| 1315 |
1315
Providence Equity Partners
Providence,
Rhode Island
| US$ 1,61 bi | -US$ 1,16 bi | -42% | 29,4% | 12,4% | 3 | 0% | 2,1 |
|
| 1316 |
1316
Encompass Capital Advisors
New York
| US$ 1,6 bi | -US$ 103 mi | -6% | 7,97% | 364% | 65 | 53,85% | 0,8 |
|
| 1317 |
1317
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$ 1,6 bi | -US$ 82,2 mi | -5% | 3,94% | 70,4% | 232 | 5,6% | 4,1 |
|
| 1318 |
1318
Port Capital
Chicago,
Illinois
| US$ 1,6 bi | -US$ 60 mi | -4% | 1,22% | 74,4% | 84 | 9,52% | 3,9 |
|
| 1319 |
1319
Cornerstone Investment Partners
Atlanta,
Georgia
| US$ 1,6 bi | -US$ 26 mi | -2% | 1,78% | 166% | 248 | 35,89% | 1,7 |
|
| 1320 |
1320
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$ 1,6 bi | +US$ 107 mi | +7% | 2,83% | 99,4% | 104 | 6,73% | 4,5 |
|
| 1321 |
1321
Northeast Financial Consultants
Westport,
Connecticut
| US$ 1,6 bi | -US$ 33,2 mi | -2% | 2,99% | 63,8% | 298 | 7,72% | 4 |
|
| 1322 |
1322
Rivulet Capital
Summit,
New Jersey
| US$ 1,6 bi | -US$ 46,5 mi | -3% | 4,44% | 27,4% | 15 | 13,33% | 1,6 |
|
| 1323 |
1323
SteelPeak Wealth
Woodland Hills,
California
| US$ 1,59 bi | -US$ 93 mi | -6% | 3,64% | 140% | 522 | 22,41% | 1,6 |
|
| 1324 |
1324
Sowell Financial Services
North Little Rock,
Arkansas
| US$ 1,59 bi | -US$ 200 mi | -11% | 2,87% | 95,6% | 603 | 24,88% | 1,5 |
|
| 1325 |
1325
Pensioenfonds Rail & OV
Utrecht,
Netherlands
| US$ 1,59 bi | -US$ 1,09 bi | -41% | 6,06% | 16,9% | 37 | 0% | 7,1 |
|