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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1726 |
1726
Stairway Partners
Chicago,
Illinois
| US$ 1,27 bi | +US$ 35,3 mi | +3% | 0,6% | 48,1% | 15 | 0% | 7,2 |
|
| 1727 |
1727
Stone Point Capital
Greenwich,
Connecticut
| US$ 1,27 bi | +US$ 42 mi | +3% | 2,03% | 15,7% | 7 | 42,86% | 4 |
|
| 1728 |
1728
Roundview Capital
Princeton,
New Jersey
| US$ 1,27 bi | +US$ 46,4 mi | +4% | 3,16% | 77,7% | 328 | 8,23% | 5 |
|
| 1729 |
1729
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$ 1,27 bi | +US$ 5,42 mi | +0,4% | 7,93% | 271% | 722 | 39,47% | 1,7 |
|
| 1730 |
1730
Cacti Asset Management
Atlanta,
Georgia
| US$ 1,27 bi | +US$ 15,8 mi | +1% | 0,31% | 171% | 80 | 1,25% | 8,2 |
|
| 1731 |
1731
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 1,27 bi | +US$ 8,45 mi | +0,7% | 1,06% | 54,8% | 2.065 | 6,78% | 3,3 |
|
| 1732 |
1732
Adelante Capital Management
Alameda,
California
| US$ 1,27 bi | -US$ 252 mi | -17% | 1,1% | 43,2% | 45 | 11,11% | 4,1 |
|
| 1733 |
1733
Avalon Trust
Santa Fe,
New Mexico
| US$ 1,26 bi | +US$ 44,3 mi | +4% | 6,95% | 118% | 338 | 10,36% | 1,1 |
|
| 1734 |
1734
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 1,26 bi | -US$ 41 mi | -3% | 4,68% | 81,9% | 584 | 15,75% | 2,6 |
|
| 1735 |
1735
NXG Investment Management
Dallas,
Texas
| US$ 1,26 bi | +US$ 80,7 mi | +7% | 5,35% | 136% | 69 | 33,33% | 3,3 |
|
| 1736 |
1736
Westpac Banking Corp
Sydney,
Australia
| US$ 1,26 bi | -US$ 51,6 mi | -4% | 6,92% | 127% | 493 | 16,43% | 7,8 |
|
| 1737 |
1737
Linonia Partnership
New York
| US$ 1,26 bi | +US$ 160 mi | +15% | 1,67% | – | 13 | 30,77% | 0,4 |
|
| 1738 |
1738
Trek Financial
Scottsdale,
Arizona
| US$ 1,26 bi | -US$ 4,33 mi | -0,3% | 4,8% | 144% | 473 | 36,58% | 1,5 |
|
| 1739 |
1739
Courier Capital
Buffalo,
New York
| US$ 1,26 bi | -US$ 124 mi | -9% | 2,04% | 70,8% | 370 | 12,16% | 5,9 |
|
| 1740 |
1740
Owl Creek Asset Management
New York
| US$ 1,26 bi | +US$ 308 mi | +32% | 9,28% | 320% | 72 | 47,22% | 1,6 |
|
| 1741 |
1741
Valley Wealth Managers
Paramus,
New Jersey
| US$ 1,26 bi | -US$ 71,7 mi | -5% | 2,1% | 118% | 403 | 23,33% | 2,9 |
|
| 1742 |
1742
Certuity
North Palm Beach,
Florida
| US$ 1,26 bi | +US$ 116 mi | +10% | 3,73% | 190% | 392 | 24,49% | 1,9 |
|
| 1743 |
1743
Berger Financial Group
Plymouth,
Minnesota
| US$ 1,25 bi | +US$ 40,7 mi | +3% | 2,86% | 59,9% | 382 | 10,47% | 1,8 |
|
| 1744 |
1744
Confluence Wealth Services
Mcmurray,
Pennsylvania
| US$ 1,25 bi | +US$ 121 mi | +11% | 1,51% | 64,5% | 372 | 12,37% | 1,5 |
|
| 1745 |
1745
Crake Asset Management
London,
United Kingdom
| US$ 1,25 bi | +US$ 264 mi | +27% | 1,95% | 52,7% | 17 | 17,65% | 1,6 |
|
| 1746 |
1746
StoneX Group
New York
| US$ 1,25 bi | +US$ 137 mi | +12% | 1,99% | 85,2% | 795 | 33,58% | 2,5 |
|
| 1747 |
1747
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 1,25 bi | -US$ 7,52 mi | -0,6% | 2,6% | 96% | 138 | 17,39% | 2,7 |
|
| 1748 |
1748
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 1,25 bi | +US$ 8,23 mi | +0,7% | 4,79% | 90,5% | 13 | 0% | 2,7 |
|
| 1749 |
1749
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 1,25 bi | +US$ 17,4 mi | +1% | 4,18% | 116% | 111 | 6,31% | 6 |
|
| 1750 |
1750
Beaumont Financial Advisors
Needham,
Massachusetts
| US$ 1,25 bi | +US$ 37,1 mi | +3% | 2,98% | 93,3% | 382 | 9,16% | 4 |
|