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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Trilogy Capital
Irvine,
California
| US$ 2,16 bi | +US$ 108 mi | +5% | 6,75% | 57,6% | 383 | 7,83% | 2,3 |
|
| 1402 |
1402
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 2,16 bi | +US$ 31,4 mi | +1% | 10,5% | 118% | 1.197 | 23,73% | 4,4 |
|
| 1403 |
1403
Azora Capital LP
Miami,
Florida
| US$ 2,16 bi | -US$ 53,7 mi | -2% | 12,8% | 175% | 82 | 52,44% | 0,7 |
|
| 1404 |
ACG
1404
Aventail Capital Group
New York
| US$ 2,16 bi | -US$ 115 mi | -5% | 9,06% | 154% | 166 | 35,54% | 0,8 |
|
| 1405 |
1405
Venturi Wealth Management
Austin,
Texas
| US$ 2,15 bi | +US$ 130 mi | +6% | 8,87% | 101% | 609 | 19,54% | 2,8 |
|
| 1406 |
1406
Meeder Advisory Services
Dublin,
Ohio
| US$ 2,15 bi | +US$ 220 mi | +11% | 8,07% | 91,4% | 663 | 13,88% | 1,8 |
|
| 1407 |
1407
Sageworth Trust
Lancaster,
Pennsylvania
| US$ 2,15 bi | +US$ 340 mi | +19% | 7,67% | 64,5% | 269 | 63,94% | 1,6 |
|
| 1408 |
1408
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 2,14 bi | +US$ 186 mi | +9% | 7,49% | 69,4% | 627 | 15,15% | 2,8 |
|
| 1409 |
1409
Constellation Investments
Montgomery,
Ohio
| US$ 2,14 bi | -US$ 22,3 mi | -1% | 5,73% | – | 20 | 10% | 1,3 |
|
| 1410 |
1410
Bain Capital Public Equity Management II
Boston,
Massachusetts
| US$ 2,14 bi | +US$ 28 mi | +1% | 10,8% | 201% | 30 | 50% | 0,6 |
|
| 1411 |
1411
North Reef Capital Management
Laguna Beach,
California
| US$ 2,14 bi | -US$ 118 mi | -5% | 6,82% | 81,9% | 56 | 51,79% | 1 |
|
| 1412 |
1412
Obermeyer Wealth Partners
Aspen,
Colorado
| US$ 2,13 bi | +US$ 126 mi | +6% | 7,94% | 91,3% | 305 | 11,48% | 3,7 |
|
| 1413 |
1413
BTG Pactual Asset Management US
New York
| US$ 2,13 bi | +US$ 1,22 bi | +134% | 8,16% | – | 328 | 48,78% | 0,6 |
|
| 1414 |
1414
Dearborn Partners
Chicago,
Illinois
| US$ 2,13 bi | +US$ 20,2 mi | +1% | 3,36% | 46,1% | 270 | 10,74% | 6 |
|
| 1415 |
1415
Reynders McVeigh Capital Management
Boston,
Massachusetts
| US$ 2,13 bi | +US$ 129 mi | +6% | 7,41% | 108% | 203 | 4,93% | 7,3 |
|
| 1416 |
1416
Centaurus Financial
Anaheim,
California
| US$ 2,13 bi | +US$ 418 mi | +24% | 9,56% | 83,5% | 1.072 | 14,09% | 3 |
|
| 1417 |
1417
First Horizon Corporation
Memphis,
Tennessee
| US$ 2,13 bi | – | – | 7,33% | – | 1.419 | – | 4,2 |
|
| 1418 |
1418
Integrity Alliance
Urbandale,
Iowa
| US$ 2,13 bi | +US$ 297 mi | +16% | 6,85% | – | 606 | 28,22% | 0,5 |
|
| 1419 |
1419
Luxor Capital Group
New York
| US$ 2,12 bi | +US$ 768 mi | +57% | 7,22% | 131% | 72 | 45,83% | 1,2 |
|
| 1420 |
1420
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$ 2,12 bi | -US$ 6,21 mi | -0,3% | 3,12% | 68,1% | 124 | 13,71% | 4,3 |
|
| 1421 |
1421
Black Creek Investment Management
Toronto,
Ontario, Canada
| US$ 2,12 bi | -US$ 42,9 mi | -2% | 7,75% | 11,1% | 28 | 7,14% | 4,3 |
|
| 1422 |
1422
Investment House LLC
Redondo Beach,
California
| US$ 2,11 bi | +US$ 131 mi | +7% | 10,7% | 137% | 243 | 19,34% | 6,3 |
|
| 1423 |
1423
Ribbit Management Company
Palo Alto,
California
| US$ 2,11 bi | +US$ 637 mi | +43% | 18,7% | – | 14 | 21,43% | 1,2 |
|
| 1424 |
1424
Harvard Management Company
Boston,
Massachusetts
| US$ 2,1 bi | +US$ 669 mi | +47% | 7,53% | 123% | 19 | 31,58% | 1,8 |
|
| 1425 |
1425
Meiji Yasuda Asset Management
Tokyo,
Japan
| US$ 2,1 bi | +US$ 85,3 mi | +4% | 7,26% | 93,9% | 580 | 12,76% | 5,9 |
|