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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Tradition Wealth Management
Edina,
Minnesota
| US$ 1,64 bi | +US$ 230 mi | +16% | 15,9% | 69,6% | 582 | 13,4% | 2,9 |
|
| 1877 |
1877
MONECO Advisors
Fairfield,
Connecticut
| US$ 1,64 bi | +US$ 346 mi | +27% | 14,1% | 70,5% | 625 | 22,4% | 2,7 |
|
| 1878 |
1878
Howard Capital Management Group
Los Angeles,
California
| US$ 1,64 bi | +US$ 129 mi | +9% | 16% | 114% | 160 | 16,88% | 3,3 |
|
| 1879 |
1879
Kopernik Global Investors
Tampa,
Florida
| US$ 1,63 bi | +US$ 200 mi | +14% | 8,7% | 128% | 33 | 15,15% | 3,6 |
|
| 1880 |
1880
Appleton Partners
Boston,
Massachusetts
| US$ 1,63 bi | +US$ 198 mi | +14% | 26,2% | 101% | 284 | 10,92% | 6,6 |
|
| 1881 |
1881
Himension Capital (Singapore)
Singapore
| US$ 1,63 bi | +US$ 329 mi | +25% | 71,1% | 492% | 197 | 46,19% | 0,6 |
|
| 1882 |
1882
Atalan Capital Partners
New York
| US$ 1,63 bi | +US$ 545 mi | +50% | 73,1% | 319% | 11 | 27,27% | 1,8 |
|
| 1883 |
1883
Corda Investment Management
Houston,
Texas
| US$ 1,63 bi | +US$ 184 mi | +13% | 19% | 75,4% | 88 | 12,5% | 5,3 |
|
| 1884 |
1884
Lyell Wealth Management
Menlo Park,
California
| US$ 1,63 bi | +US$ 269 mi | +20% | 27,7% | 128% | 241 | 14,11% | 4,2 |
|
| 1885 |
1885
Quent Capital
New York
| US$ 1,63 bi | +US$ 218 mi | +15% | 14,1% | 78,1% | 1.697 | 12,37% | 1,3 |
|
| 1886 |
1886
Sage Mountain Advisors
Atlanta,
Georgia
| US$ 1,63 bi | +US$ 197 mi | +14% | 11% | 62,5% | 321 | 17,76% | 3 |
|
| 1887 |
1887
Avalon Trust
Santa Fe,
New Mexico
| US$ 1,63 bi | +US$ 174 mi | +12% | 21,8% | 118% | 485 | 9,9% | 1,9 |
|
| 1888 |
1888
Westpac Banking Corp
Sydney,
Australia
| US$ 1,62 bi | +US$ 186 mi | +13% | 24,6% | 127% | 544 | 17,46% | 7,3 |
|
| 1889 |
1889
Strategy Capital
Los Altos,
California
| US$ 1,62 bi | +US$ 400 mi | +33% | 67,1% | 316% | 11 | 0% | 3,8 |
|
| 1890 |
1890
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 1,62 bi | +US$ 172 mi | +12% | 23,3% | 98,6% | 492 | 17,07% | 4,2 |
|
| 1891 |
1891
Morningstar Investment Management
Chicago,
Illinois
| US$ 1,62 bi | +US$ 6,35 mi | +0,4% | 6,92% | 48,2% | 317 | 0,63% | 1,2 |
|
| 1892 |
1892
Naples Global Advisors
Naples,
Florida
| US$ 1,62 bi | +US$ 250 mi | +18% | 26,8% | 103% | 472 | 7,84% | 6 |
|
| 1893 |
1893
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 1,62 bi | +US$ 249 mi | +18% | 13,9% | 69,3% | 1.341 | 13,27% | 3,5 |
|
| 1894 |
1894
Coastal Bridge Advisors
Westport,
Connecticut
| US$ 1,62 bi | +US$ 202 mi | +14% | 20,4% | 88,1% | 493 | 14% | 2,5 |
|
| 1895 |
1895
Strategic Wealth Partners
Independence,
Ohio
| US$ 1,62 bi | +US$ 173 mi | +12% | 11,6% | – | 1.575 | 13,52% | 1,5 |
|
| 1896 |
1896
Recurrent Investment Advisors
Houston,
Texas
| US$ 1,61 bi | -US$ 50,4 mi | -3% | 2,76% | 99,7% | 71 | 5,63% | 3,7 |
|
| 1897 |
1897
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 1,61 bi | +US$ 141 mi | +10% | 14,5% | 73% | 461 | 13,02% | 4 |
|
| 1898 |
1898
RMR Wealth Builders
Montclair,
New Jersey
| US$ 1,61 bi | +US$ 340 mi | +27% | 19,4% | 81,6% | 326 | 18,1% | 2,9 |
|
| 1899 |
1899
BTG Pactual Asset Management US
New York
| US$ 1,61 bi | +US$ 454 mi | +39% | 11,7% | – | 558 | 58,24% | 0,4 |
|
| 1900 |
1900
Trust Asset Management
Houston,
Texas
| US$ 1,61 bi | +US$ 209 mi | +15% | 19,8% | 91,1% | 234 | 5,98% | 4,6 |
|