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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
Petrus Trust Company
Dallas,
Texas
| US$ 1,05 bi | +US$ 120 mi | +13% | 10,4% | 36,9% | 781 | 53,91% | 0,5 |
|
| 1852 |
1852
Ascent Group
Virginia Beach,
Virginia
| US$ 1,05 bi | +US$ 149 mi | +16% | 10,8% | 91,7% | 504 | 13,1% | 1,4 |
|
| 1853 |
1853
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,05 bi | +US$ 84,8 mi | +9% | 8,91% | 55,5% | 128 | 11,72% | 0,7 |
|
| 1854 |
1854
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 1,05 bi | +US$ 155 mi | +17% | 7,24% | 48,3% | 53 | 33,96% | 1,9 |
|
| 1855 |
1855
Shufro Rose & Co
New York
| US$ 1,05 bi | -US$ 6,81 mi | -0,6% | 7,46% | 68,1% | 311 | 1,93% | 4,8 |
|
| 1856 |
1856
FAS Wealth Partners
Leawood,
Kansas
| US$ 1,05 bi | +US$ 117 mi | +13% | 10,2% | 72,3% | 449 | 11,36% | 3,9 |
|
| 1857 |
1857
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 1,05 bi | +US$ 133 mi | +14% | 11,3% | 81,9% | 546 | 18,32% | 2,5 |
|
| 1858 |
1858
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 1,05 bi | +US$ 112 mi | +12% | 10,9% | 52,8% | 174 | 13,79% | 4,8 |
|
| 1859 |
1859
Hikari Power
Tokyo,
Japan
| US$ 1,05 bi | +US$ 27 mi | +3% | 5,47% | 53,9% | 65 | 3,08% | 5,6 |
|
| 1860 |
1860
Delta Asset Management
Memphis,
Tennessee
| US$ 1,05 bi | +US$ 90 mi | +9% | 11,7% | 53,8% | 709 | 11,99% | 2,4 |
|
| 1861 |
1861
Americana Partners
Houston,
Texas
| US$ 1,05 bi | +US$ 123 mi | +13% | 8,15% | 93,9% | 332 | 17,47% | 1,7 |
|
| 1862 |
1862
Crake Asset Management
London,
United Kingdom
| US$ 1,05 bi | +US$ 345 mi | +49% | 14,7% | 52,7% | 20 | 40% | 1,3 |
|
| 1863 |
1863
Vestor Capital
Chicago,
Illinois
| US$ 1,05 bi | +US$ 126 mi | +14% | 16,1% | 188% | 270 | 21,11% | 3,6 |
|
| 1864 |
1864
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$ 1,05 bi | +US$ 137 mi | +15% | 13,3% | 181% | 604 | 9,93% | 6,9 |
|
| 1865 |
1865
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 1,05 bi | +US$ 101 mi | +11% | 10,1% | 76,5% | 650 | 32,92% | 3,1 |
|
| 1866 |
1866
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,05 bi | +US$ 92,2 mi | +10% | 10,3% | 87,2% | 139 | 11,51% | 6 |
|
| 1867 |
1867
McDaniel Terry & Co
Austin,
Texas
| US$ 1,05 bi | +US$ 85,3 mi | +9% | 11,2% | 57,9% | 92 | 16,3% | 5,6 |
|
| 1868 |
1868
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,04 bi | +US$ 69,8 mi | +7% | 10,9% | 106% | 706 | 10,2% | 1,7 |
|
| 1869 |
1869
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$ 1,04 bi | +US$ 149 mi | +17% | 43,6% | 507% | 33 | 24,24% | 2,5 |
|
| 1870 |
1870
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| US$ 1,04 bi | +US$ 8,8 mi | +0,9% | 20,8% | 37,2% | 3 | 33,33% | 2,9 |
|
| 1871 |
1871
Trigran Investments
Northbrook,
Illinois
| US$ 1,04 bi | +US$ 100 mi | +11% | 17% | 30,2% | 22 | 22,73% | 3,7 |
|
| 1872 |
1872
Bell Bank
Fargo,
North Dakota
| US$ 1,04 bi | +US$ 124 mi | +14% | 10,1% | 71% | 183 | 7,1% | 4,9 |
|
| 1873 |
1873
Mane Global Capital Management
New York
| US$ 1,04 bi | -US$ 84,8 mi | -8% | 23,9% | 423% | 67 | 73,13% | 0,3 |
|
| 1874 |
1874
Trust Asset Management
Houston,
Texas
| US$ 1,04 bi | +US$ 108 mi | +12% | 11,6% | 91,1% | 215 | 10,23% | 2,8 |
|
| 1875 |
1875
Resonant Capital Advisors
Madison,
Wisconsin
| US$ 1,03 bi | +US$ 96,9 mi | +10% | 7,61% | 56,5% | 296 | 11,82% | 2,3 |
|