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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
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 990 mi | -US$ 1,85 mi | -0,2% | 0,28% | 87,2% | 147 | 10,2% | 4,7 |
|
| 1877 |
1877
Lavaca Capital
Houston,
Texas
| US$ 990 mi | -US$ 14,2 mi | -1% | 2,37% | 46,5% | 167 | 19,16% | 1,2 |
|
| 1878 |
1878
Main Management ETF Advisors
San Francisco,
California
| US$ 990 mi | +US$ 29,8 mi | +3% | 1,53% | 97,2% | 27 | 0% | 1,4 |
|
| 1879 |
1879
MCF Advisors
Covington,
Kentucky
| US$ 988 mi | +US$ 20,3 mi | +2% | 0,78% | 55,2% | 818 | 30,68% | 2,7 |
|
| 1880 |
1880
Sawgrass Asset Management
Ponte Vedra Beach,
Florida
| US$ 987 mi | -US$ 171 mi | -15% | 0,96% | 96,6% | 194 | 23,2% | 4,1 |
|
| 1881 |
WBG
1881
Wharton Business Group
Malvern,
Pennsylvania
| US$ 986 mi | -US$ 295 mi | -23% | 1,32% | 72,5% | 127 | 53,54% | 3,8 |
|
| 1882 |
1882
Sequoia Financial Advisors
Akron,
Ohio
| US$ 984 mi | -US$ 1,76 bi | -64% | 0,65% | 78,3% | 481 | 47,19% | 4,5 |
|
| 1883 |
1883
Baymount Management
Miami,
Florida
| US$ 983 mi | +US$ 555 mi | +130% | 1,35% | – | 16 | 100% | 0 |
|
| 1884 |
1884
Oxbow Advisors
Austin,
Texas
| US$ 983 mi | +US$ 21,5 mi | +2% | 1,8% | 66,3% | 314 | 14,65% | 3,2 |
|
| 1885 |
1885
Edenbrook Capital
Mt. Kisco,
New York
| US$ 983 mi | -US$ 26,8 mi | -3% | 9,67% | 267% | 25 | 12% | 1,1 |
|
| 1886 |
1886
Soundwatch Capital
Rowayton,
Connecticut
| US$ 983 mi | +US$ 882 mi | +870% | 0,34% | 68,6% | 35 | 77,14% | 0,3 |
|
| 1887 |
1887
Bogart Wealth LLC
Mclean,
Virginia
| US$ 982 mi | +US$ 67 mi | +7% | 1,73% | 60,5% | 806 | 18,11% | 1,8 |
|
| 1888 |
1888
GSA Capital Partners
London,
United Kingdom
| US$ 982 mi | +US$ 92,9 mi | +10% | 3,68% | 94,7% | 1.940 | 63,35% | 0,3 |
|
| 1889 |
SFG
1889
Sather Financial Group
Victoria,
Texas
| US$ 981 mi | +US$ 28,5 mi | +3% | 0,95% | 70% | 87 | 42,53% | 2 |
|
| 1890 |
1890
Mizuho Securities USA
New York
| US$ 980 mi | -US$ 255 mi | -21% | 1,82% | 99% | 375 | 63,2% | 0,3 |
|
| 1891 |
SCM
1891
Somerset Capital Management
London,
United Kingdom
| US$ 980 mi | -US$ 109 mi | -10% | 3,17% | 7,5% | 20 | 35% | 3,1 |
|
| 1892 |
1892
Catterton Management Company
Greenwich,
Connecticut
| US$ 980 mi | -US$ 1,14 bi | -54% | 31,2% | 13,2% | 3 | 0% | 0,6 |
|
| 1893 |
1893
Context Capital Management
Lajolla,
California
| US$ 979 mi | -US$ 100 mi | -9% | 0,36% | 3,38% | 613 | 38,17% | 0,4 |
|
| 1894 |
1894
Independent Financial Group
San Diego,
California
| US$ 979 mi | +US$ 35,3 mi | +4% | 0,42% | 149% | 773 | 18,37% | 1 |
|
| 1895 |
1895
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$ 978 mi | +US$ 20,2 mi | +2% | 0,82% | 88,1% | 191 | 14,14% | 0,6 |
|
| 1896 |
1896
Zions Bancorporation
Salt Lake City,
Utah
| US$ 978 mi | -US$ 23,9 mi | -2% | 0,66% | 22,9% | 1.085 | 10,78% | 2,3 |
|
| 1897 |
1897
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 978 mi | -US$ 41,7 mi | -4% | 0,13% | 116% | 120 | 4,17% | 4,5 |
|
| 1898 |
1898
Ethic Inc
New York
| US$ 977 mi | +US$ 152 mi | +18% | 1% | 130% | 663 | 23,08% | 0,9 |
|
| 1899 |
1899
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 977 mi | +US$ 178 mi | +22% | 0,18% | 81,9% | 156 | 16,03% | 1,2 |
|
| 1900 |
1900
Twin Capital Management
Mcmurray,
Pennsylvania
| US$ 976 mi | -US$ 109 mi | -10% | 0,87% | 132% | 323 | 20,43% | 2,9 |
|