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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 1,23 bi | +US$ 89,5 mi | +8% | 6,54% | 80,1% | 229 | 8,3% | 6,2 |
|
| 1852 |
1852
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 1,23 bi | +US$ 255 mi | +26% | 6,5% | 73% | 414 | 15,22% | 3,1 |
|
| 1853 |
1853
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 1,22 bi | +US$ 69,4 mi | +6% | 6,39% | 67% | 104 | 2,88% | 4 |
|
| 1854 |
1854
Stone Point Capital
Greenwich,
Connecticut
| US$ 1,22 bi | -US$ 50,8 mi | -4% | 9,26% | 15,7% | 6 | 16,67% | 5,1 |
|
| 1855 |
1855
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 1,22 bi | +US$ 53,6 mi | +5% | 6,49% | 69,1% | 51 | 9,8% | 5,5 |
|
| 1856 |
1856
Main Management
San Francisco,
California
| US$ 1,22 bi | +US$ 6,76 mi | +0,6% | 3,73% | 64,1% | 153 | 15,03% | 3,4 |
|
| 1857 |
1857
Maren Capital
Chicago,
Illinois
| US$ 1,22 bi | +US$ 176 mi | +17% | 9,63% | – | 27 | 3,7% | 0,7 |
|
| 1858 |
1858
American Trust
Lexington,
Kentucky
| US$ 1,21 bi | -US$ 8,81 mi | -0,7% | 6,38% | 59% | 292 | 28,77% | 1,7 |
|
| 1859 |
1859
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,21 bi | +US$ 77,9 mi | +7% | 5,84% | 48,7% | 158 | 10,13% | 3,7 |
|
| 1860 |
1860
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,21 bi | +US$ 84,9 mi | +8% | 5,87% | 96% | 275 | 13,09% | 1,9 |
|
| 1861 |
1861
Ostrum Asset Management
Paris,
France
| US$ 1,21 bi | +US$ 61,9 mi | +5% | 8,38% | 107% | 649 | 2,93% | 1,6 |
|
| 1862 |
1862
Vivo Capital
Palo Alto,
California
| US$ 1,21 bi | +US$ 126 mi | +12% | 45,2% | 7.491% | 46 | 15,22% | 2,1 |
|
| 1863 |
1863
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 1,21 bi | +US$ 77,1 mi | +7% | 5,02% | 55,6% | 846 | 14,18% | 1,5 |
|
| 1864 |
1864
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,21 bi | +US$ 45,3 mi | +4% | 6,79% | 96,2% | 289 | 7,27% | 5,5 |
|
| 1865 |
1865
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 1,21 bi | -US$ 45,8 mi | -4% | 3,52% | 96% | 145 | 17,93% | 2,6 |
|
| 1866 |
1866
Smith Group Asset Management
Dallas,
Texas
| US$ 1,21 bi | +US$ 78,6 mi | +7% | 8,57% | 222% | 165 | 36,36% | 2,5 |
|
| 1867 |
1867
SP Asset Management
Cupertino,
California
| US$ 1,2 bi | +US$ 106 mi | +10% | 7,71% | 92,4% | 141 | 13,48% | 3,6 |
|
| 1868 |
1868
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Tel Aviv,
Israel
| US$ 1,2 bi | +US$ 94,8 mi | +9% | 8,55% | 79,4% | 62 | 16,13% | 3,1 |
|
| 1869 |
1869
Hikari Power
Tokyo,
Japan
| US$ 1,2 bi | +US$ 96 mi | +9% | 9,31% | 53,5% | 62 | 0% | 6,5 |
|
| 1870 |
1870
Voss Capital
Houston,
Texas
| US$ 1,2 bi | +US$ 203 mi | +20% | 11,3% | 78,4% | 42 | 16,67% | 1,5 |
|
| 1871 |
1871
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 1,2 bi | +US$ 143 mi | +13% | 5,82% | 70,6% | 116 | 12,93% | 4,3 |
|
| 1872 |
1872
Parcion Private Wealth
Bellevue,
Washington
| US$ 1,2 bi | +US$ 108 mi | +10% | 6,16% | 103% | 245 | 23,67% | 2,4 |
|
| 1873 |
1873
First Light Asset Management
Edina,
Minnesota
| US$ 1,2 bi | +US$ 61,2 mi | +5% | 25,6% | 364% | 49 | 32,65% | 2,6 |
|
| 1874 |
1874
Icon Wealth Advisors
Houston,
Texas
| US$ 1,2 bi | +US$ 77,1 mi | +7% | 5,8% | – | 499 | 17,43% | 1,2 |
|
| 1875 |
1875
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,2 bi | +US$ 75,5 mi | +7% | 5,25% | 101% | 144 | 14,58% | 2,8 |
|