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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
SFMG Wealth Advisors
Plano,
Texas
| US$ 857 mi | -US$ 5,11 mi | -0,6% | 5,47% | 76,1% | 282 | 13,48% | 3 |
|
| 1802 |
1802
Mill Capital Management
Concord,
North Carolina
| US$ 857 mi | -US$ 46,1 mi | -5% | 5,55% | 104% | 135 | 16,3% | 0,7 |
|
| 1803 |
1803
1900 Wealth Management
San Antonio,
Texas
| US$ 855 mi | -US$ 61,5 mi | -7% | 5,89% | 61% | 231 | 8,23% | 1,4 |
|
| 1804 |
1804
NYL Investors
New York
| US$ 855 mi | +US$ 3,52 mi | +0,4% | 4,27% | 12,7% | 32 | 3,13% | 3,2 |
|
| 1805 |
1805
Heard Capital LLC
Chicago,
Illinois
| US$ 855 mi | -US$ 78 mi | -8% | 11% | 161% | 37 | 24,32% | 1,4 |
|
| 1806 |
1806
Bayview Asset Management
Coral Gables,
Florida
| US$ 853 mi | +US$ 56 mi | +7% | 2,27% | 55,4% | 11 | 27,27% | 1,6 |
|
| 1807 |
1807
Evanson Asset Management
Carmel,
California
| US$ 852 mi | -US$ 57,4 mi | -6% | 6,12% | 66,6% | 283 | 14,13% | 5 |
|
| 1808 |
1808
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 851 mi | -US$ 27,5 mi | -3% | 3,02% | 87,2% | 135 | 10,37% | 5,5 |
|
| 1809 |
1809
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 849 mi | +US$ 91,7 mi | +12% | 5,34% | 90,5% | 10 | 10% | 2,1 |
|
| 1810 |
1810
Vicus Capital
State College,
Pennsylvania
| US$ 849 mi | -US$ 36,2 mi | -4% | 5,71% | 59,6% | 226 | 13,72% | 2,6 |
|
| 1811 |
1811
Anson Funds Management
Dallas,
Texas
| US$ 847 mi | -US$ 229 mi | -21% | 13,9% | 2.010% | 377 | 40,05% | 0,7 |
|
| 1812 |
1812
Alpha Wave Global
New York
| US$ 846 mi | -US$ 127 mi | -13% | 3,55% | 226% | 141 | 29,79% | 0,8 |
|
| 1813 |
1813
Evensky & Katz
Coral Gables,
Florida
| US$ 845 mi | -US$ 31,1 mi | -4% | 5,53% | 57,1% | 85 | 12,94% | 4,4 |
|
| 1814 |
1814
Empirical Finance
Havertown,
Pennsylvania
| US$ 843 mi | +US$ 58,6 mi | +7% | 3,88% | 124% | 502 | 11,55% | 1,9 |
|
| 1815 |
RA
1815
Resolute Advisors
San Francisco,
California
| US$ 843 mi | -US$ 120 mi | -12% | 11,7% | 36,7% | 147 | 14,97% | 1,1 |
|
| 1816 |
1816
Blackhill Capital
Morristown,
New Jersey
| US$ 842 mi | -US$ 20,9 mi | -2% | 0,41% | 212% | 52 | 0% | 8 |
|
| 1817 |
1817
YCG LLC
Austin,
Texas
| US$ 840 mi | -US$ 44,1 mi | -5% | 4,67% | 27% | 42 | 2,38% | 5,5 |
|
| 1818 |
1818
Essex Financial Services
Essex,
Connecticut
| US$ 839 mi | -US$ 59,2 mi | -7% | 3,02% | 87,7% | 492 | 10,37% | 3,6 |
|
| 1819 |
1819
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 839 mi | -US$ 51,7 mi | -6% | 5,34% | – | 198 | 4,55% | 5,9 |
|
| 1820 |
1820
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$ 838 mi | -US$ 14,9 mi | -2% | 9,82% | 507% | 36 | 11,11% | 1,8 |
|
| 1821 |
1821
Krilogy Financial
St. Louis,
Missouri
| US$ 838 mi | -US$ 23,5 mi | -3% | 5,17% | 79% | 327 | 10,7% | 3,1 |
|
| 1822 |
1822
Koshinski Asset Management
Decatur,
Illinois
| US$ 838 mi | -US$ 169 mi | -17% | 5,3% | 76,5% | 628 | 17,2% | 2,5 |
|
| 1823 |
1823
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 837 mi | -US$ 26,2 mi | -3% | 4,57% | 51,4% | 25 | 0% | 3,4 |
|
| 1824 |
1824
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 836 mi | -US$ 86,9 mi | -9% | 3,08% | 69,1% | 57 | 7,02% | 4,5 |
|
| 1825 |
1825
Clearline Capital
New York
| US$ 836 mi | +US$ 62,4 mi | +8% | 6,31% | 57,4% | 166 | 29,52% | 0,8 |
|