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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Central Securities
New York
| US$ 559 mi | +US$ 19,4 mi | +4% | 3,36% | 90,2% | 43 | 16,28% | 2,5 |
|
| 1852 |
1852
Evensky & Katz
Coral Gables,
Florida
| US$ 558 mi | +US$ 13,6 mi | +2% | 1,63% | 57,1% | 48 | 0% | 3,5 |
|
| 1853 |
1853
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 558 mi | +US$ 7,86 mi | +1% | 1,91% | 34% | 110 | 7,27% | 2,4 |
|
| 1854 |
GPP
1854
Great Point Partners
Greenwich,
Connecticut
| US$ 558 mi | +US$ 54,7 mi | +11% | 12,8% | 710% | 51 | 52,94% | 0,8 |
|
| 1855 |
1855
Foundation Resource Management
Little Rock,
Arkansas
| US$ 558 mi | -US$ 12,4 mi | -2% | 4,11% | 84,5% | 60 | 5% | 3,5 |
|
| 1856 |
1856
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$ 558 mi | -US$ 6,6 mi | -1% | 1,98% | 31,3% | 1.741 | 20,16% | 1,2 |
|
| 1857 |
1857
Baystate Wealth Management
Boston,
Massachusetts
| US$ 558 mi | +US$ 37,7 mi | +7% | 2,44% | 14,6% | 707 | 8,91% | 0,5 |
|
| 1858 |
PFMOSF
1858
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 557 mi | +US$ 116 mi | +26% | 3,6% | 209% | 54 | 70,37% | 0,4 |
|
| 1859 |
1859
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 556 mi | +US$ 13,7 mi | +3% | 2,99% | 108% | 132 | 15,15% | 2 |
|
| 1860 |
AAC
1860
Asset Advisors Corp
Augusta,
Georgia
| US$ 556 mi | +US$ 7,06 mi | +1% | 3,25% | 41,4% | 191 | 16,23% | 2,8 |
|
| 1861 |
1861
IFM Investors
Melbourne,
Australia
| US$ 556 mi | +US$ 160 mi | +41% | 3,23% | 147% | 491 | 11,81% | 0,4 |
|
| 1862 |
1862
NAYA Capital Management (UK)
London,
United Kingdom
| US$ 556 mi | +US$ 10,7 mi | +2% | 7,93% | 121% | 14 | 57,14% | 0,3 |
|
| 1863 |
1863
BTC Capital Management
Des Moines,
Iowa
| US$ 554 mi | +US$ 17,4 mi | +3% | 2,85% | – | 185 | 12,43% | 1,7 |
|
| 1864 |
1864
First Mercantile Trust
Cordova,
Tennessee
| US$ 554 mi | -US$ 105 mi | -16% | 4,14% | 51,2% | 895 | 17,77% | 2,1 |
|
| 1865 |
EWM
1865
Essex Woodlands Management
The Woodlands,
Texas
| US$ 553 mi | +US$ 115 mi | +26% | 31,2% | 55% | 10 | 10% | 3,1 |
|
| 1866 |
1866
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$ 552 mi | -US$ 1,64 mi | -0,3% | 2,16% | 23,7% | 228 | 7,89% | 3 |
|
| 1867 |
1867
Coastline Trust
Providence,
Rhode Island
| US$ 552 mi | +US$ 16,1 mi | +3% | 3,23% | 106% | 294 | 6,8% | 2,9 |
|
| 1868 |
1868
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 551 mi | +US$ 50 mi | +10% | 9,11% | 118% | 576 | 19,1% | 2 |
|
| 1869 |
1869
Corsair Capital Management
New York
| US$ 551 mi | -US$ 32,8 mi | -6% | 6,18% | 435% | 86 | 25,58% | 1,8 |
|
| 1870 |
1870
Granite Investment Advisors
Concord,
New Hampshire
| US$ 551 mi | -US$ 11,5 mi | -2% | 1,96% | 55,6% | 136 | 13,97% | 2,6 |
|
| 1871 |
IG
1871
Ithaka Group
Arlington,
Virginia
| US$ 551 mi | +US$ 33,4 mi | +6% | 7,7% | 143% | 45 | 17,78% | 2,6 |
|
| 1872 |
HLC
1872
Hunt Lane Capital
New York
| US$ 550 mi | +US$ 157 mi | +40% | 14,5% | 3,59% | 18 | 50% | 0,4 |
|
| 1873 |
BCM
1873
Buckhead Capital Management
Atlanta,
Georgia
| US$ 550 mi | +US$ 6,73 mi | +1% | 1,27% | 67,6% | 177 | 8,47% | 2,9 |
|
| 1874 |
STB
1874
S&T Bank
Indiana,
Pennsylvania
| US$ 550 mi | +US$ 24 mi | +5% | 2,98% | 193% | 100 | 22% | 2,6 |
|
| 1875 |
BCM
1875
Brenham Capital Management
Dallas,
Texas
| US$ 549 mi | -US$ 104 mi | -16% | 11,8% | 234% | 18 | 83,33% | 0,4 |
|