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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,19 bi | +US$ 72,3 mi | +6% | 4,34% | 42,8% | 36 | 16,67% | 4 |
|
| 1777 |
1777
Robertson Stephens Wealth Management
San Francisco,
California
| US$ 1,19 bi | +US$ 303 mi | +34% | 9,6% | 109% | 400 | 27,75% | 1,1 |
|
| 1778 |
1778
Pacific Heights Asset Management
San Francisco,
California
| US$ 1,19 bi | +US$ 134 mi | +13% | 11,4% | 186% | 83 | 4,82% | 6,4 |
|
| 1779 |
1779
AGF Investments LLC
Toronto,
Ontario, Canada
| US$ 1,19 bi | +US$ 175 mi | +17% | 9,54% | 28,5% | 504 | 27,98% | 1,9 |
|
| 1780 |
1780
Kanawha Capital Management
Richmond,
Virginia
| US$ 1,18 bi | +US$ 104 mi | +10% | 11,8% | 74,5% | 202 | 1,98% | 5,9 |
|
| 1781 |
1781
Oak Ridge Investments
Chicago,
Illinois
| US$ 1,18 bi | +US$ 48,8 mi | +4% | 12% | 223% | 188 | 19,15% | 3,1 |
|
| 1782 |
1782
Private Wealth Partners
Mill Valley,
California
| US$ 1,18 bi | +US$ 107 mi | +10% | 12,8% | 132% | 88 | 17,05% | 4,9 |
|
| 1783 |
1783
Goodnow Investment Group
Darien,
Connecticut
| US$ 1,18 bi | -US$ 17,5 mi | -1% | 3,29% | 131% | 22 | 9,09% | 3,5 |
|
| 1784 |
1784
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 1,18 bi | +US$ 225 mi | +23% | 10% | 80,4% | 108 | 9,26% | 4,3 |
|
| 1785 |
1785
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 1,18 bi | – | – | 7,5% | 74,5% | 746 | – | 0,8 |
|
| 1786 |
PIMG
1786
Patriot Investment Management Group
Knoxville,
Tennessee
| US$ 1,18 bi | +US$ 72,3 mi | +7% | 5,38% | 52,9% | 254 | 5,91% | 1,9 |
|
| 1787 |
1787
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 1,18 bi | +US$ 117 mi | +11% | 12% | 78,9% | 274 | 8,76% | 3,4 |
|
| 1788 |
1788
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 1,18 bi | +US$ 109 mi | +10% | 11,2% | 85% | 255 | 10,59% | 6 |
|
| 1789 |
1789
Oakworth Capital
Birmingham,
Alabama
| US$ 1,18 bi | +US$ 141 mi | +14% | 9,56% | 70% | 608 | 7,89% | 4,9 |
|
| 1790 |
1790
Arete Wealth Advisors
Chicago,
Illinois
| US$ 1,17 bi | +US$ 266 mi | +29% | 7,25% | 85,3% | 536 | 29,48% | 1,9 |
|
| 1791 |
1791
Dorsey Asset Management
Chicago,
Illinois
| US$ 1,17 bi | +US$ 26,5 mi | +2% | 7,62% | 122% | 10 | 10% | 2,2 |
|
| 1792 |
1792
Quest Investment Management
Lake Oswego,
Oregon
| US$ 1,17 bi | +US$ 81,3 mi | +7% | 10,1% | 105% | 99 | 8,08% | 4,5 |
|
| 1793 |
1793
Blackhill Capital
Morristown,
New Jersey
| US$ 1,17 bi | +US$ 14,6 mi | +1% | 3% | 212% | 56 | 3,57% | 7,2 |
|
| 1794 |
1794
Lee, Danner & Bass
Nashville,
Tennessee
| US$ 1,17 bi | +US$ 84,1 mi | +8% | 8,08% | – | 208 | 5,29% | 5,6 |
|
| 1795 |
1795
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 1,17 bi | – | – | 12,2% | – | 461 | – | 0 |
|
| 1796 |
1796
3EDGE Asset Management
Naples,
Florida
| US$ 1,17 bi | -US$ 100 mi | -8% | 1,99% | 47,9% | 50 | 36% | 1,1 |
|
| 1797 |
1797
Meristem Family Wealth
Minnetonka,
Minnesota
| US$ 1,17 bi | +US$ 130 mi | +13% | 10,8% | 67,7% | 441 | 17,69% | 2,2 |
|
| 1798 |
1798
Klingman & Associates
New York
| US$ 1,16 bi | +US$ 93,4 mi | +9% | 7,3% | 64,9% | 184 | 7,07% | 3,2 |
|
| 1799 |
GPCM
1799
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 1,16 bi | +US$ 69,1 mi | +6% | 9,23% | 96,1% | 16 | 6,25% | 6,7 |
|
| 1800 |
1800
Stack Financial Management
Whitefish,
Montana
| US$ 1,16 bi | +US$ 111 mi | +11% | 11,8% | 70% | 50 | 8% | 4,2 |
|