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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
Adelante Capital Management
Alameda,
California
| US$ 1,48 bi | -US$ 11,6 mi | -0,8% | 0,65% | 43,2% | 47 | 19,15% | 4,5 |
|
| 1852 |
1852
Waddell & Associates
Memphis,
Tennessee
| US$ 1,48 bi | +US$ 306 mi | +26% | 7,18% | 194% | 414 | 29,95% | 1,5 |
|
| 1853 |
1853
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 1,48 bi | -US$ 320 mi | -18% | 9,78% | 23,3% | 55 | 41,82% | 4 |
|
| 1854 |
1854
Silver Oak Securities
Jackson,
Tennessee
| US$ 1,48 bi | +US$ 144 mi | +11% | 2,19% | 73,4% | 855 | 17,43% | 1,6 |
|
| 1855 |
1855
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 1,48 bi | +US$ 61,8 mi | +4% | 1,84% | 55,6% | 991 | 8,98% | 2,1 |
|
| 1856 |
1856
Shufro Rose & Co
New York
| US$ 1,48 bi | +US$ 254 mi | +21% | 4,76% | 68,1% | 348 | 21,84% | 5,4 |
|
| 1857 |
1857
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 1,48 bi | +US$ 36,3 mi | +3% | 4,37% | 98,6% | 487 | 21,97% | 3,9 |
|
| 1858 |
CA
1858
Cullinan Associates
Louisville,
Kentucky
| US$ 1,48 bi | -US$ 60,4 mi | -4% | 4,52% | 107% | 218 | 5,5% | 7,1 |
|
| 1859 |
1859
SSI Investment Management
Los Angeles,
California
| US$ 1,47 bi | +US$ 8,85 mi | +0,6% | 1,6% | 15,7% | 260 | 5% | 2,8 |
|
| 1860 |
1860
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$ 1,47 bi | +US$ 307 mi | +26% | 12,6% | 88,7% | 328 | 7,93% | 3,3 |
|
| 1861 |
1861
Lutz Financial Services
Omaha,
Nebraska
| US$ 1,47 bi | +US$ 88,9 mi | +6% | 1,34% | 35,3% | 103 | 7,77% | 4,6 |
|
| 1862 |
1862
1607 Capital Partners
Richmond,
Virginia
| US$ 1,47 bi | +US$ 140 mi | +11% | 1,73% | 28,5% | 140 | 23,57% | 4 |
|
| 1863 |
1863
Sherman Porfolios
Coeur D'alene,
Idaho
| US$ 1,47 bi | +US$ 1,19 bi | +424% | 4,64% | – | 189 | 80,42% | 0,2 |
|
| 1864 |
1864
Trust Asset Management
Houston,
Texas
| US$ 1,47 bi | +US$ 11,1 mi | +0,8% | 3,06% | 91,1% | 231 | 2,6% | 4,3 |
|
| 1865 |
1865
Wilkinson Global Asset Management
New York
| US$ 1,46 bi | -US$ 126 mi | -8% | 1,28% | 86,5% | 70 | 15,71% | 3,5 |
|
| 1866 |
1866
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,46 bi | -US$ 18,3 mi | -1% | 2,95% | 96% | 408 | 18,38% | 2,1 |
|
| 1867 |
1867
CapWealth Advisors
Franklin,
Tennessee
| US$ 1,46 bi | +US$ 8,72 mi | +0,6% | 2,27% | 152% | 125 | 5,6% | 5,1 |
|
| 1868 |
IAIM
1868
International Assets Investment Management
Orlando,
Florida
| US$ 1,46 bi | +US$ 219 mi | +18% | 2,58% | 101% | 2.252 | 65,14% | 0,9 |
|
| 1869 |
1869
Strategic Wealth Partners
Independence,
Ohio
| US$ 1,46 bi | +US$ 120 mi | +9% | 2,6% | – | 1.570 | 24,08% | 1,1 |
|
| 1870 |
1870
Ranger Investment Management
Dallas,
Texas
| US$ 1,46 bi | +US$ 23,6 mi | +2% | 2,34% | 111% | 85 | 17,65% | 2,9 |
|
| 1871 |
1871
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$ 1,46 bi | -US$ 219 mi | -13% | 8,44% | 74,2% | 34 | 11,76% | 7,2 |
|
| 1872 |
1872
RWWM Inc
Rocklin,
California
| US$ 1,46 bi | +US$ 54,9 mi | +4% | 2,96% | 40,6% | 37 | 18,92% | 3,6 |
|
| 1873 |
1873
First American Trust
Santa Ana,
California
| US$ 1,46 bi | +US$ 78,1 mi | +6% | 3,29% | 84,6% | 293 | 13,99% | 3,5 |
|
| 1874 |
1874
Baader Bank Aktiengesellschaft
Unterschleissheim,
Germany
| US$ 1,45 bi | -US$ 84,6 mi | -5% | 5,76% | 155% | 635 | 55,12% | 1,1 |
|
| 1875 |
PWMAG
1875
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 1,45 bi | +US$ 121 mi | +9% | 3,37% | 90,7% | 538 | 26,77% | 3,3 |
|