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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
Chai Trust Company
Chicago,
Illinois
| US$ 714 mi | -US$ 68,7 mi | -9% | 8,07% | 12,7% | 22 | 0% | 3 |
|
| 1877 |
1877
RFG Advisory
Birmingham,
Alabama
| US$ 713 mi | +US$ 69,6 mi | +11% | 6,25% | 57% | 428 | 14,02% | 1,6 |
|
| 1878 |
1878
Main Management
San Francisco,
California
| US$ 712 mi | +US$ 80 mi | +13% | 7,66% | 64,1% | 133 | 14,29% | 2,2 |
|
| 1879 |
1879
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 711 mi | +US$ 13,3 mi | +2% | 8,31% | 67,7% | 127 | 6,3% | 3 |
|
| 1880 |
1880
Novare Capital Management
Charlotte,
North Carolina
| US$ 710 mi | +US$ 41,2 mi | +6% | 7,3% | 76,5% | 140 | 10,71% | 3,5 |
|
| 1881 |
1881
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 710 mi | +US$ 53,1 mi | +8% | 6,87% | 75,4% | 271 | 22,51% | 0,5 |
|
| 1882 |
1882
James Hambro & Partners
London,
United Kingdom
| US$ 709 mi | +US$ 63 mi | +10% | 8,49% | 97% | 62 | 19,35% | 1,5 |
|
| 1883 |
1883
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 709 mi | +US$ 50,8 mi | +8% | 6,49% | 65,9% | 204 | 8,82% | 3,1 |
|
| 1884 |
BCH
1884
Berkshire Capital Holdings
San Jose,
California
| US$ 707 mi | +US$ 156 mi | +28% | 39,5% | 2.748% | 71 | 16,9% | 1 |
|
| 1885 |
1885
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 707 mi | +US$ 87,9 mi | +14% | 3,51% | 55,4% | 566 | 38,16% | 1,1 |
|
| 1886 |
1886
McDaniel Terry & Co
Austin,
Texas
| US$ 707 mi | +US$ 50,1 mi | +8% | 11,3% | 76,6% | 83 | 6,02% | 3,9 |
|
| 1887 |
1887
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 706 mi | +US$ 27,5 mi | +4% | 9,66% | 124% | 609 | 68,47% | 4,3 |
|
| 1888 |
1888
Vestor Capital
Chicago,
Illinois
| US$ 706 mi | – | – | 12,2% | 200% | 133 | – | 3,1 |
|
| 1889 |
1889
Grassi Investment Management
Santa Clara,
California
| US$ 706 mi | +US$ 11,8 mi | +2% | 9,25% | 170% | 136 | 10,29% | 3,9 |
|
| 1890 |
1890
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 705 mi | +US$ 71,8 mi | +11% | 26,8% | 217% | 32 | 34,38% | 0,8 |
|
| 1891 |
1891
Vicus Capital
State College,
Pennsylvania
| US$ 705 mi | +US$ 46,8 mi | +7% | 5,55% | 67% | 224 | 14,73% | 3,3 |
|
| 1892 |
1892
Zions Bancorporation
Salt Lake City,
Utah
| US$ 704 mi | +US$ 16,1 mi | +2% | 7,34% | 22,9% | 1.076 | 13,85% | 1,6 |
|
| 1893 |
1893
Investure LLC
Charlottesville,
Virginia
| US$ 702 mi | +US$ 128 mi | +22% | 7,09% | 65,9% | 13 | 0% | 1,2 |
|
| 1894 |
1894
Lannebo Fonder
Stockholm,
Sweden
| US$ 702 mi | +US$ 114 mi | +19% | 10,9% | 49,8% | 39 | 5,13% | 2,6 |
|
| 1895 |
1895
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 702 mi | -US$ 20,3 mi | -3% | 8,53% | 56,1% | 123 | 17,07% | 1,4 |
|
| 1896 |
1896
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 702 mi | +US$ 144 mi | +26% | 10,3% | 92,1% | 387 | 23,77% | 1,4 |
|
| 1897 |
1897
Strategy Capital
Los Altos,
California
| US$ 702 mi | +US$ 81,5 mi | +13% | 24,6% | 316% | 8 | 12,5% | 1,4 |
|
| 1898 |
1898
Avior Wealth Management
Omaha,
Nebraska
| US$ 701 mi | +US$ 62,4 mi | +10% | 7,93% | 71,4% | 1.063 | 12,04% | 2,4 |
|
| 1899 |
ECG
1899
EPIQ Capital Group
San Francisco,
California
| US$ 699 mi | +US$ 105 mi | +18% | 17,7% | 6,25% | 48 | 14,58% | 0,6 |
|
| 1900 |
1900
Essex Investment Management
Boston,
Massachusetts
| US$ 699 mi | +US$ 88,7 mi | +15% | 27,9% | 370% | 519 | 26,4% | 1,9 |
|