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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
Baystate Wealth Management
Boston,
Massachusetts
| US$ 1,11 bi | +US$ 97,8 mi | +10% | 5,58% | 14,6% | 1.017 | 21,53% | 2,7 |
|
| 1852 |
1852
Provident Investment Management
Novi,
Michigan
| US$ 1,11 bi | +US$ 62,6 mi | +6% | 8,75% | 90,8% | 62 | 8,06% | 3,7 |
|
| 1853 |
1853
Bogart Wealth LLC
Mclean,
Virginia
| US$ 1,11 bi | +US$ 125 mi | +13% | 5,85% | 60,5% | 853 | 14,42% | 1,9 |
|
| 1854 |
1854
Parcion Private Wealth
Bellevue,
Washington
| US$ 1,11 bi | -US$ 20,1 mi | -2% | 5,33% | 114% | 209 | 13,4% | 1,5 |
|
| 1855 |
1855
1900 Wealth Management
San Antonio,
Texas
| US$ 1,11 bi | +US$ 75,8 mi | +7% | 4,65% | 61% | 250 | 17,6% | 0,7 |
|
| 1856 |
1856
ProVise Management Group
Clearwater,
Florida
| US$ 1,1 bi | +US$ 92,9 mi | +9% | 7,01% | 74,6% | 406 | 11,33% | 3,9 |
|
| 1857 |
1857
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$ 1,1 bi | +US$ 52,9 mi | +5% | 7,56% | 74,2% | 85 | 10,59% | 4,7 |
|
| 1858 |
1858
Cowen and Company
New York
| US$ 1,1 bi | -US$ 1,01 bi | -48% | 0,31% | 120% | 915 | 68,09% | 0,3 |
|
| 1859 |
1859
Sapphire Ventures
Austin,
Texas
| US$ 1,1 bi | -US$ 179 mi | -14% | 10,6% | 7,75% | 14 | 35,71% | 0,4 |
|
| 1860 |
1860
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,1 bi | +US$ 108 mi | +11% | 10,6% | 87,2% | 148 | 10,81% | 4,7 |
|
| 1861 |
1861
Lincluden Management
Mississauga,
Ontario, Canada
| US$ 1,09 bi | +US$ 97,2 mi | +10% | 8,99% | 67,7% | 81 | 12,35% | 4,9 |
|
| 1862 |
1862
Ally Financial
Detroit,
Michigan
| US$ 1,09 bi | +US$ 70,2 mi | +7% | 3,75% | 9,28% | 132 | 24,24% | 2 |
|
| 1863 |
1863
Brightworth
Atlanta,
Georgia
| US$ 1,09 bi | -US$ 11,4 mi | -1% | 8,89% | 21,7% | 123 | 10,57% | 2,7 |
|
| 1864 |
1864
James Investment Research
Alpha,
Ohio
| US$ 1,09 bi | +US$ 15 mi | +1% | 9,51% | 110% | 539 | 15,58% | 3,2 |
|
| 1865 |
1865
FAS Wealth Partners
Leawood,
Kansas
| US$ 1,09 bi | +US$ 21,5 mi | +2% | 6,85% | 72,3% | 423 | 11,35% | 3,1 |
|
| 1866 |
1866
Wealthcare Capital Management
Richmond,
Virginia
| US$ 1,09 bi | +US$ 56 mi | +5% | 4,15% | 46,2% | 87 | 16,09% | 4,2 |
|
| 1867 |
1867
ARS Investment Partners
New York
| US$ 1,09 bi | +US$ 89,5 mi | +9% | 11,4% | 266% | 192 | 20,31% | 1,8 |
|
| 1868 |
1868
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$ 1,09 bi | – | – | 11% | 484% | 16 | – | 0 |
|
| 1869 |
1869
Capital Growth Management
Boston,
Massachusetts
| US$ 1,09 bi | -US$ 1,13 mi | -0,1% | 18,8% | 422% | 86 | 63,95% | 0,2 |
|
| 1870 |
TA
1870
Trivest Advisors
Hong Kong
| US$ 1,09 bi | +US$ 237 mi | +28% | 31,9% | 2.977% | 26 | 73,08% | 0,4 |
|
| 1871 |
1871
Hilton Capital Management
Garden City,
New York
| US$ 1,09 bi | +US$ 65,1 mi | +6% | 8,4% | 58,2% | 150 | 28,67% | 1,7 |
|
| 1872 |
1872
Arena Capital Advisors
Los Angeles,
California
| US$ 1,09 bi | -US$ 180 mi | -14% | 1,48% | 127% | 426 | 18,54% | 0,4 |
|
| 1873 |
IC
1873
Immersion Capital
London,
United Kingdom
| US$ 1,08 bi | -US$ 35,2 mi | -3% | 1,97% | 63,4% | 9 | 11,11% | 1,5 |
|
| 1874 |
1874
Gratus Capital
Atlanta,
Georgia
| US$ 1,08 bi | +US$ 148 mi | +16% | 10,2% | 51,4% | 210 | 12,86% | 3,4 |
|
| 1875 |
HPM
1875
H. Partners Management
New York
| US$ 1,08 bi | -US$ 24,4 mi | -2% | 1,63% | 13,5% | 3 | 0% | 6,2 |
|