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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Legacy Private Trust
Neenah,
Wisconsin
| US$ 1,17 bi | +US$ 66,6 mi | +6% | 6,27% | 71,1% | 235 | 9,36% | 5,2 |
|
| 1577 |
1577
Simmons Bank
Pine Bluff,
Arkansas
| US$ 1,17 bi | +US$ 8,05 mi | +0,7% | 4,28% | 92,9% | 350 | 8,29% | 5 |
|
| 1578 |
1578
Moody National Bank Trust Division
Galveston,
Texas
| US$ 1,17 bi | +US$ 21,5 mi | +2% | 3,12% | 115% | 618 | 6,47% | 3,3 |
|
| 1579 |
1579
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$ 1,17 bi | -US$ 15,4 mi | -1% | 9,56% | 271% | 662 | 34,44% | 1,7 |
|
| 1580 |
1580
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$ 1,16 bi | +US$ 37,1 mi | +3% | 5,29% | 68% | 180 | 8,89% | 3,6 |
|
| 1581 |
1WCM
1581
12 West Capital Management
New York
| US$ 1,16 bi | +US$ 174 mi | +18% | 20,6% | 169% | 29 | 44,83% | 1,4 |
|
| 1582 |
1582
Zions Bancorporation
Salt Lake City,
Utah
| US$ 1,16 bi | -US$ 103 mi | -8% | 6,15% | 22,9% | 1.075 | 17,3% | 3,8 |
|
| 1583 |
1583
Community Trust & Investment
Versailles,
Kentucky
| US$ 1,16 bi | +US$ 62,9 mi | +6% | 7,29% | 123% | 121 | 9,92% | 3,2 |
|
| 1584 |
1584
Klingman & Associates
New York
| US$ 1,16 bi | +US$ 21,1 mi | +2% | 4,83% | 64,9% | 209 | 7,66% | 3,9 |
|
| 1585 |
1585
CSM Advisors
Warrendale,
Pennsylvania
| US$ 1,16 bi | +US$ 108 mi | +10% | 7,33% | 105% | 149 | 17,45% | 1,5 |
|
| 1586 |
1586
Stairway Partners
Chicago,
Illinois
| US$ 1,15 bi | +US$ 453 mi | +65% | 5,32% | 48,1% | 15 | 33,33% | 6 |
|
| 1587 |
SFG
1587
Sather Financial Group
Victoria,
Texas
| US$ 1,15 bi | -US$ 65 mi | -5% | 6,8% | 82,3% | 107 | 12,15% | 2,7 |
|
| 1588 |
1588
Goelzer Investment Management
Carmel,
Indiana
| US$ 1,15 bi | -US$ 16,6 mi | -1% | 2,64% | 97,2% | 244 | 11,89% | 5,3 |
|
| 1589 |
1589
Baystate Wealth Management
Boston,
Massachusetts
| US$ 1,15 bi | +US$ 56,7 mi | +5% | 5,37% | 14,6% | 1.093 | 16,01% | 3,3 |
|
| 1590 |
1590
Ostrum Asset Management
Paris,
France
| US$ 1,15 bi | – | – | 4,63% | 107% | 671 | – | 0,1 |
|
| 1591 |
1591
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 1,15 bi | +US$ 44,8 mi | +4% | 7,91% | 94,5% | 821 | 7,43% | 3,6 |
|
| 1592 |
1592
Sonora Investment Management Group
Tucson,
Arizona
| US$ 1,15 bi | +US$ 49,2 mi | +4% | 4,6% | 78,3% | 286 | 10,49% | 0,9 |
|
| 1593 |
1593
Meridian Wealth Management
Lexington,
Kentucky
| US$ 1,15 bi | +US$ 125 mi | +12% | 10,5% | 117% | 568 | 11,44% | 2,1 |
|
| 1594 |
1594
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$ 1,15 bi | -US$ 105 mi | -8% | 6,47% | 135% | 431 | 25,06% | 1,1 |
|
| 1595 |
1595
Adelante Capital Management
Alameda,
California
| US$ 1,14 bi | -US$ 42,8 mi | -4% | 3,22% | 43,2% | 46 | 10,87% | 3,3 |
|
| 1596 |
1596
Summit Financial
Parsippany,
New Jersey
| US$ 1,14 bi | +US$ 81,1 mi | +8% | 7,85% | 81,8% | 265 | 9,81% | 1,7 |
|
| 1597 |
1597
Rothschild Investment LLC
Chicago,
Illinois
| US$ 1,14 bi | +US$ 54,6 mi | +5% | 6,55% | 99,4% | 511 | 7,63% | 4,9 |
|
| 1598 |
1598
CBIZ Investment Advisory Services
Independence,
Ohio
| US$ 1,14 bi | +US$ 886 mi | +345% | 5,69% | 48,7% | 39 | 46,15% | 0,6 |
|
| 1599 |
1599
WMS Partners
Towson,
Maryland
| US$ 1,14 bi | +US$ 133 mi | +13% | 5,95% | 10,8% | 296 | 13,18% | 3,5 |
|
| 1600 |
1600
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| US$ 1,14 bi | +US$ 135 mi | +13% | 5,86% | 77,5% | 526 | 16,16% | 1,9 |
|