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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
KMG Fiduciary Partners
Toledo,
Ohio
| US$ 1,35 bi | +US$ 146 mi | +12% | 11,7% | 114% | 296 | 6,76% | 3,3 |
|
| 1827 |
1827
Trust Asset Management
Houston,
Texas
| US$ 1,35 bi | +US$ 129 mi | +11% | 12% | 91,1% | 228 | 5,7% | 3,9 |
|
| 1828 |
1828
Kanawha Capital Management
Richmond,
Virginia
| US$ 1,35 bi | +US$ 61,3 mi | +5% | 8,31% | 74,5% | 218 | 5,05% | 7,8 |
|
| 1829 |
1829
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 1,35 bi | +US$ 120 mi | +10% | 8,56% | 76,5% | 1.393 | 22,4% | 1,4 |
|
| 1830 |
1830
Neville Rodie & Shaw
New York
| US$ 1,35 bi | +US$ 70,5 mi | +6% | 12,5% | 125% | 258 | 6,98% | 8,1 |
|
| 1831 |
1831
Sonora Investment Management Group
Tucson,
Arizona
| US$ 1,35 bi | +US$ 84,4 mi | +7% | 9,89% | 78,3% | 325 | 13,85% | 2,3 |
|
| 1832 |
1832
Avity Investment Management
Greenwich,
Connecticut
| US$ 1,35 bi | +US$ 109 mi | +9% | 12,5% | 119% | 110 | 9,09% | 5,4 |
|
| 1833 |
CP
1833
Coho Partners
Berwyn,
Pennsylvania
| US$ 1,34 bi | -US$ 313 mi | -19% | 0,25% | 35,6% | 38 | 15,79% | 6,8 |
|
| 1834 |
1834
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 1,34 bi | +US$ 181 mi | +16% | 10,6% | 124% | 291 | 15,46% | 5,7 |
|
| 1835 |
1835
Cormorant Asset Management
Boston,
Massachusetts
| US$ 1,34 bi | +US$ 12,5 mi | +0,9% | 14,8% | 3.977% | 47 | 17,02% | 1,9 |
|
| 1836 |
1836
PDS Planning
Dublin,
Ohio
| US$ 1,34 bi | +US$ 155 mi | +13% | 8,23% | 62,7% | 533 | 13,88% | 2,7 |
|
| 1837 |
1837
Fiduciary Alliance
Greenville,
South Carolina
| US$ 1,34 bi | +US$ 323 mi | +32% | 14,4% | 104% | 487 | 22,59% | 0,9 |
|
| 1838 |
1838
Lakewood Capital Management
New York
| US$ 1,34 bi | +US$ 193 mi | +17% | 4,88% | 45,4% | 57 | 31,58% | 2,4 |
|
| 1839 |
1839
Diversified Enterprises
Wilmington,
Delaware
| US$ 1,34 bi | +US$ 151 mi | +13% | 8,73% | – | 328 | 11,89% | 0,6 |
|
| 1840 |
1840
Vestor Capital
Chicago,
Illinois
| US$ 1,34 bi | +US$ 119 mi | +10% | 12,6% | 188% | 288 | 17,01% | 3,9 |
|
| 1841 |
1841
VR Adviser
New York
| US$ 1,33 bi | +US$ 159 mi | +14% | 19,9% | 1.698% | 40 | 30% | 1,3 |
|
| 1842 |
1842
Regal Investment Advisors
Kentwood,
Michigan
| US$ 1,33 bi | +US$ 98 mi | +8% | 7,5% | 64,7% | 507 | 14,6% | 3,1 |
|
| 1843 |
1843
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 1,33 bi | +US$ 67,6 mi | +5% | 9,88% | 98,6% | 442 | 15,16% | 4 |
|
| 1844 |
1844
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,33 bi | +US$ 125 mi | +10% | 11,4% | 96% | 335 | 17,31% | 2 |
|
| 1845 |
1845
Charles Schwab Trust
Henderson,
Nevada
| US$ 1,33 bi | +US$ 138 mi | +12% | 7,17% | 52,7% | 183 | 14,75% | 3,2 |
|
| 1846 |
1846
SFMG Wealth Advisors
Plano,
Texas
| US$ 1,33 bi | +US$ 65,2 mi | +5% | 5,89% | 76,1% | 303 | 14,52% | 4,2 |
|
| 1847 |
1847
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 1,33 bi | +US$ 115 mi | +9% | 12% | 89,9% | 51 | 3,92% | 3,3 |
|
| 1848 |
1848
Fifth Third Securities
Cincinnati,
Ohio
| US$ 1,33 bi | +US$ 146 mi | +12% | 8,49% | 62,7% | 317 | 11,04% | 2 |
|
| 1849 |
1849
Plato Investment Management
Sydney, NSW,
Australia
| US$ 1,33 bi | +US$ 143 mi | +12% | 14,5% | – | 560 | 13,75% | 1,2 |
|
| 1850 |
1850
Delta Accumulation LLC
Sausalito,
California
| US$ 1,33 bi | -US$ 408 mi | -23% | 8,94% | 96,5% | 230 | 18,7% | 1,2 |
|