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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
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 1,15 bi | +US$ 69,8 mi | +6% | 1,6% | 76,6% | 534 | 14,04% | 4,7 |
|
| 1852 |
1852
SFMG Wealth Advisors
Plano,
Texas
| US$ 1,15 bi | -US$ 13,1 mi | -1% | 2,64% | 76,1% | 293 | 10,58% | 3,7 |
|
| 1853 |
TAM
1853
Telemark Asset Management
Boston,
Massachusetts
| US$ 1,15 bi | +US$ 181 mi | +19% | 15,3% | 329% | 77 | 42,86% | 1,5 |
|
| 1854 |
DCM
1854
Dupont Capital Management
Wilmington,
Delaware
| US$ 1,15 bi | -US$ 59,8 mi | -5% | 4,73% | 100% | 165 | 18,18% | 3,9 |
|
| 1855 |
1855
Lutz Financial Services
Omaha,
Nebraska
| US$ 1,15 bi | +US$ 2,94 mi | +0,3% | 0,65% | 35,3% | 87 | 1,15% | 3,9 |
|
| 1856 |
1856
Ostrum Asset Management
Paris,
France
| US$ 1,15 bi | -US$ 119 mi | -9% | 1,61% | 107% | 663 | 4,22% | 1,3 |
|
| 1857 |
1857
McDaniel Terry & Co
Austin,
Texas
| US$ 1,15 bi | +US$ 21,2 mi | +2% | 2,33% | 57,9% | 105 | 13,33% | 5,5 |
|
| 1858 |
1858
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 1,14 bi | +US$ 38,8 mi | +4% | 5,01% | 89,9% | 48 | 4,17% | 3,2 |
|
| 1859 |
1859
Francisco Partners Management
San Francisco,
California
| US$ 1,14 bi | +US$ 48,8 mi | +4% | 2,27% | 14,3% | 9 | 22,22% | 2,4 |
|
| 1860 |
1860
First Light Asset Management
Edina,
Minnesota
| US$ 1,14 bi | -US$ 165 mi | -13% | 0,86% | 364% | 55 | 29,09% | 2,3 |
|
| 1861 |
1861
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$ 1,14 bi | +US$ 15,8 mi | +1% | 2,32% | – | 135 | 24,44% | 0,9 |
|
| 1862 |
1862
Blue Whale Capital
London,
United Kingdom
| US$ 1,14 bi | +US$ 191 mi | +20% | 9,5% | 409% | 20 | 25% | 1,7 |
|
| 1863 |
1863
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 1,14 bi | -US$ 171 mi | -13% | 2,42% | 57,6% | 221 | 19% | 1,9 |
|
| 1864 |
1864
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 1,14 bi | +US$ 24 mi | +2% | 2% | 80,1% | 230 | 8,7% | 6,2 |
|
| 1865 |
1865
Soleus Capital Management
Greenwich,
Connecticut
| US$ 1,13 bi | -US$ 213 mi | -16% | 4,41% | 508% | 116 | 42,24% | 1 |
|
| 1866 |
1866
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,13 bi | +US$ 34 mi | +3% | 1,17% | 45,2% | 156 | 8,97% | 3,5 |
|
| 1867 |
1867
Private Ocean
San Rafael,
California
| US$ 1,13 bi | +US$ 190 mi | +20% | 1,06% | 2,82% | 706 | 43,06% | 3,2 |
|
| 1868 |
1868
Trinity Street Asset Management
London,
United Kingdom
| US$ 1,13 bi | -US$ 117 mi | -9% | 2,92% | 76,9% | 20 | 30% | 2,1 |
|
| 1869 |
1869
Gladstone Capital Management
London,
United Kingdom
| US$ 1,13 bi | +US$ 121 mi | +12% | 10,5% | 304% | 24 | 45,83% | 1,1 |
|
| 1870 |
1870
E-L Financial Corp
Toronto,
Ontario, Canada
| US$ 1,13 bi | +US$ 54,5 mi | +5% | 4,04% | 68,6% | 1 | 0% | 7,5 |
|
| 1871 |
1871
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 1,13 bi | +US$ 100 mi | +10% | 1,88% | 55,6% | 849 | 16,25% | 1,3 |
|
| 1872 |
1872
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$ 1,13 bi | +US$ 141 mi | +14% | 1,18% | 58% | 551 | 20,15% | 2 |
|
| 1873 |
1873
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 1,13 bi | -US$ 33,5 mi | -3% | 2,69% | 65,6% | 164 | 11,59% | 1,9 |
|
| 1874 |
1874
Grassi Investment Management
Santa Clara,
California
| US$ 1,13 bi | +US$ 21,8 mi | +2% | 10% | 170% | 133 | 8,27% | 6 |
|
| 1875 |
1875
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,13 bi | +US$ 24,5 mi | +2% | 2,42% | 55,5% | 138 | 8,7% | 1,1 |
|