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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,9 bi | +US$ 114 mi | +6% | 13% | 142% | 283 | 18,37% | 5,4 |
|
| 1702 |
1702
Turtle Creek Wealth Advisors
Dallas,
Texas
| US$ 1,89 bi | +US$ 570 mi | +43% | 18% | 112% | 561 | 22,82% | 0,8 |
|
| 1703 |
1703
Kathmere Capital Management
Wayne,
Pennsylvania
| US$ 1,89 bi | +US$ 266 mi | +16% | 14,4% | 62,3% | 717 | 18,83% | 1,9 |
|
| 1704 |
1704
Patten & Patten
Chattanooga,
Tennessee
| US$ 1,89 bi | +US$ 233 mi | +14% | 14,7% | 74,1% | 357 | 7,28% | 6,8 |
|
| 1705 |
1705
Next Century Growth Investors
Plymouth,
Minnesota
| US$ 1,89 bi | +US$ 506 mi | +37% | 57,4% | 447% | 130 | 26,92% | 2 |
|
| 1706 |
1706
CAS Investment Partners
Westport,
Connecticut
| US$ 1,88 bi | +US$ 135 mi | +8% | 9,75% | 527% | 7 | 42,86% | 3,5 |
|
| 1707 |
1707
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| US$ 1,88 bi | +US$ 43,8 mi | +2% | 24,4% | 94,6% | 1.012 | 54,25% | 0,4 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 1,88 bi | +US$ 222 mi | +13% | 14,3% | 73,7% | 370 | 15,41% | 3,6 |
|
| 1709 |
1709
Koshinski Asset Management
Decatur,
Illinois
| US$ 1,88 bi | +US$ 275 mi | +17% | 16,7% | 76,5% | 803 | 13,95% | 3,2 |
|
| 1710 |
1710
Oasis Management Company
Grand Cayman,
Cayman Islands
| US$ 1,88 bi | +US$ 160 mi | +9% | 32,3% | 368% | 123 | 25,2% | 1,2 |
|
| 1711 |
1711
Atwood & Palmer
Kansas City,
Missouri
| US$ 1,87 bi | +US$ 103 mi | +6% | 10,2% | 90% | 556 | 15,47% | 5,4 |
|
| 1712 |
1712
Proem Advisors
Dallas,
Texas
| US$ 1,87 bi | +US$ 195 mi | +12% | 76% | – | 67 | 62,69% | 0,6 |
|
| 1713 |
1713
Robinhood Asset Management
Menlo Park,
California
| US$ 1,87 bi | +US$ 490 mi | +36% | 16,1% | – | 105 | 43,81% | 0,3 |
|
| 1714 |
1714
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 1,87 bi | +US$ 183 mi | +11% | 15,7% | 81,9% | 378 | 16,14% | 2,1 |
|
| 1715 |
1715
Keystone Investors
Singapore
| US$ 1,87 bi | – | – | 61,2% | – | 84 | – | 0,4 |
|
| 1716 |
1716
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 1,87 bi | +US$ 289 mi | +18% | 21,3% | 118% | 1.023 | 22,87% | 4,9 |
|
| 1717 |
1717
LMCG Investments
Boston,
Massachusetts
| US$ 1,87 bi | +US$ 187 mi | +11% | 22% | 125% | 230 | 6,52% | 7,3 |
|
| 1718 |
1718
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 1,86 bi | +US$ 153 mi | +9% | 15,2% | 79,2% | 281 | 9,96% | 7,2 |
|
| 1719 |
1719
Invictus Private Wealth
Denver,
Colorado
| US$ 1,86 bi | +US$ 240 mi | +15% | 17% | 84,2% | 95 | 20% | 2,5 |
|
| 1720 |
SC
1720
SRB Corp
Boston,
Massachusetts
| US$ 1,86 bi | +US$ 231 mi | +14% | 29,4% | 87,3% | 23 | 0% | 4,8 |
|
| 1721 |
1721
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 1,86 bi | +US$ 355 mi | +24% | 14,8% | 58,7% | 289 | 39,45% | 0,9 |
|
| 1722 |
1722
Pertento Partners
London,
United Kingdom
| US$ 1,86 bi | +US$ 488 mi | +36% | 30,5% | 196% | 20 | 20% | 1,1 |
|
| 1723 |
1723
Private Advisory Group
Redmond,
Washington
| US$ 1,85 bi | +US$ 329 mi | +22% | 31,9% | 177% | 345 | 34,49% | 1,5 |
|
| 1724 |
1724
Ninety One
Cape Town,
South Africa
| US$ 1,85 bi | -US$ 479 mi | -21% | 1,79% | 232% | 115 | 20,87% | 2,7 |
|
| 1725 |
1725
Spyglass Capital Management
San Francisco,
California
| US$ 1,85 bi | +US$ 435 mi | +31% | 35,2% | 154% | 28 | 21,43% | 1,8 |
|