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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
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,25 bi | +US$ 52,2 mi | +4% | 1,36% | 68,2% | 245 | 13,88% | 7,2 |
|
| 1802 |
1802
Alerus Financial
Grand Forks,
North Dakota
| US$ 1,25 bi | -US$ 56,8 mi | -4% | 1,49% | 97,1% | 173 | 16,76% | 4,1 |
|
| 1803 |
1803
Mill Capital Management
Concord,
North Carolina
| US$ 1,25 bi | -US$ 17,7 mi | -1% | 1,72% | 119% | 126 | 7,14% | 2,9 |
|
| 1804 |
1804
Lombard Odier Asset Management (Europe)
London,
United Kingdom
| US$ 1,25 bi | -US$ 307 mi | -20% | 1,7% | 79,7% | 206 | 35,92% | 1,5 |
|
| 1805 |
1805
Foster Dykema Cabot & Partners
Waltham,
Massachusetts
| US$ 1,25 bi | -US$ 36,7 mi | -3% | 2,61% | 81,1% | 388 | 14,18% | 1 |
|
| 1806 |
1806
DigitalBridge Group
Boca Raton,
Florida
| US$ 1,24 bi | -US$ 154 mi | -11% | 5,72% | 161% | 78 | 32,05% | 1,4 |
|
| 1807 |
1807
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 1,24 bi | -US$ 61,9 mi | -5% | 0,01% | 78,2% | 211 | 16,59% | 3,2 |
|
| 1808 |
1808
RWWM Inc
Rocklin,
California
| US$ 1,24 bi | +US$ 148 mi | +13% | 8,3% | 40,6% | 21 | 9,52% | 5,7 |
|
| 1809 |
1809
1607 Capital Partners
Richmond,
Virginia
| US$ 1,24 bi | -US$ 3,12 mi | -0,3% | 2,25% | 28,5% | 135 | 13,33% | 4,6 |
|
| 1810 |
1810
Crake Asset Management
London,
United Kingdom
| US$ 1,24 bi | +US$ 314 mi | +34% | 10,3% | 52,7% | 17 | 58,82% | 1,3 |
|
| 1811 |
1811
Advisor Resource Council
Dallas,
Texas
| US$ 1,24 bi | +US$ 1,1 bi | +790% | 1,01% | 74,7% | 607 | 90,61% | 0,1 |
|
| 1812 |
1812
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,24 bi | +US$ 39,1 mi | +3% | 2,08% | 51,4% | 34 | 5,88% | 4,6 |
|
| 1813 |
1813
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 1,24 bi | -US$ 4,31 mi | -0,3% | 4,05% | 67% | 105 | 7,62% | 4,4 |
|
| 1814 |
1814
Park West Asset Management
San Francisco,
California
| US$ 1,24 bi | -US$ 7,26 mi | -0,6% | 4,9% | 181% | 61 | 47,54% | 1,2 |
|
| 1815 |
1815
Avity Investment Management
Greenwich,
Connecticut
| US$ 1,24 bi | -US$ 38,5 mi | -3% | 1,82% | 119% | 112 | 13,39% | 5,6 |
|
| 1816 |
1816
Lee, Danner & Bass
Nashville,
Tennessee
| US$ 1,24 bi | -US$ 25,5 mi | -2% | 3,3% | – | 746 | 70,64% | 7,4 |
|
| 1817 |
1817
HS Management Partners
New York
| US$ 1,24 bi | -US$ 219 mi | -15% | 5,25% | 36,2% | 24 | 8,33% | 3,3 |
|
| 1818 |
1818
Sienna Gestion
Paris,
France
| US$ 1,24 bi | -US$ 246 mi | -17% | 3,34% | – | 205 | 24,39% | 0,8 |
|
| 1819 |
1819
Regal Investment Advisors
Kentwood,
Michigan
| US$ 1,24 bi | -US$ 94,3 mi | -7% | 0,31% | 64,7% | 498 | 14,06% | 3,1 |
|
| 1820 |
1820
Blue Whale Capital
London,
United Kingdom
| US$ 1,24 bi | -US$ 111 mi | -8% | 8,45% | 409% | 22 | 18,18% | 1,5 |
|
| 1821 |
1821
Broadwood Capital
New York
| US$ 1,23 bi | -US$ 45,6 mi | -4% | 4,13% | 110% | 8 | 12,5% | 8,4 |
|
| 1822 |
1822
Regeneron Pharmaceuticals
Tarrytown,
New York
| US$ 1,23 bi | +US$ 140 mi | +13% | 13,8% | – | 6 | 0% | 0,3 |
|
| 1823 |
1823
Analog Century Management
New York
| US$ 1,23 bi | -US$ 261 mi | -17% | 15,9% | 785% | 26 | 23,08% | 2,1 |
|
| 1824 |
1824
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 1,23 bi | -US$ 13,8 mi | -1% | 0,1% | 94,2% | 151 | 2,65% | 6,7 |
|
| 1825 |
1825
Asset Dedication LLC
San Francisco,
California
| US$ 1,23 bi | -US$ 38,9 mi | -3% | 1,11% | 71,9% | 1.183 | 12% | 3 |
|