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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
Money Design
Tokyo,
Japan
| US$ 874 mi | +US$ 40,2 mi | +5% | 9,23% | 26,4% | 56 | 14,29% | 2 |
|
| 1852 |
1852
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 874 mi | +US$ 105 mi | +14% | 12,4% | 101% | 141 | 17,02% | 4,5 |
|
| 1853 |
1853
Bainco International Investors
Boston,
Massachusetts
| US$ 873 mi | +US$ 85,8 mi | +11% | 10,3% | 69,4% | 222 | 64,41% | 1,4 |
|
| 1854 |
1854
Southernsun Asset Management
Memphis,
Tennessee
| US$ 872 mi | +US$ 109 mi | +14% | 31,3% | 54,6% | 41 | 9,76% | 4,2 |
|
| 1855 |
1855
Hilton Capital Management
Garden City,
New York
| US$ 872 mi | +US$ 39 mi | +5% | 11,2% | 59,4% | 135 | 48,15% | 1,3 |
|
| 1856 |
1856
YCG LLC
Austin,
Texas
| US$ 870 mi | +US$ 100 mi | +13% | 14,8% | 29,4% | 47 | 14,89% | 4,2 |
|
| 1857 |
1857
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 868 mi | +US$ 90 mi | +12% | 12,6% | 80,1% | 180 | 8,33% | 4,3 |
|
| 1858 |
1858
AIA Group
Hong Kong
| US$ 868 mi | +US$ 841 mi | +3.108% | 44,4% | 97,8% | 191 | 95,81% | 0,1 |
|
| 1859 |
1859
Monarch Alternative Capital
New York
| US$ 867 mi | +US$ 280 mi | +48% | 29,1% | 497% | 12 | 50% | 0,5 |
|
| 1860 |
1860
HoyleCohen
San Diego,
California
| US$ 867 mi | +US$ 187 mi | +27% | 15,9% | 46,1% | 232 | 15,52% | 2 |
|
| 1861 |
1861
Klingman & Associates
New York
| US$ 866 mi | +US$ 123 mi | +17% | 12,5% | 64,9% | 154 | 11,04% | 2,9 |
|
| 1862 |
1862
ProVise Management Group
Clearwater,
Florida
| US$ 866 mi | +US$ 119 mi | +16% | 12,8% | 74,6% | 351 | 21,37% | 3,8 |
|
| 1863 |
1863
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$ 864 mi | -US$ 37,5 mi | -4% | 0% | 0% | 34 | 0% | 1,2 |
|
| 1864 |
1864
L & S Advisors
Los Angeles,
California
| US$ 863 mi | +US$ 136 mi | +19% | 18,3% | 231% | 374 | 31,28% | 1,6 |
|
| 1865 |
1865
No Street GP LP
San Francisco,
California
| US$ 862 mi | +US$ 15,7 mi | +2% | 40% | 246% | 55 | 61,82% | 0,3 |
|
| 1866 |
1866
Silver Point Capital
Greenwich,
Connecticut
| US$ 862 mi | +US$ 41,8 mi | +5% | 13,5% | 108% | 13 | 30,77% | 0,9 |
|
| 1867 |
1867
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$ 861 mi | +US$ 111 mi | +15% | 14,5% | 98,1% | 498 | 15,46% | 3,2 |
|
| 1868 |
1868
New Mountain Vantage Advisers
New York
| US$ 861 mi | -US$ 1,06 bi | -55% | 24,8% | 2,05% | 26 | 65,38% | 2,4 |
|
| 1869 |
1869
Perigon Wealth Management
San Francisco,
California
| US$ 861 mi | +US$ 145 mi | +20% | 13,9% | 104% | 1.079 | 65,71% | 0,8 |
|
| 1870 |
1870
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 857 mi | +US$ 129 mi | +18% | 17,1% | 51,4% | 24 | 0% | 1,9 |
|
| 1871 |
1871
WealthSource Partners
San Luis Obispo,
California
| US$ 857 mi | +US$ 108 mi | +14% | 10,3% | 16,8% | 412 | 18,93% | 1,9 |
|
| 1872 |
1872
Bank of the West
Monterey Park,
California
| US$ 857 mi | +US$ 112 mi | +15% | 13,5% | 35,4% | 221 | 12,22% | 5 |
|
| 1873 |
1873
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$ 856 mi | +US$ 113 mi | +15% | 12,7% | – | 1.195 | 77,57% | 1,6 |
|
| 1874 |
RCM
1874
Ratan Capital Management
Miami Beach,
Florida
| US$ 856 mi | +US$ 178 mi | +26% | 20% | 616% | 140 | 44,29% | 0,4 |
|
| 1875 |
1875
1900 Wealth Management
San Antonio,
Texas
| US$ 856 mi | – | – | 9,95% | 61% | 139 | – | 0 |
|