Estamos no ar no !
Saiba mais
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
Evensky & Katz
Coral Gables,
Florida
| US$ 1,01 bi | -US$ 26,4 mi | -3% | 5,13% | 61,1% | 77 | 6,49% | 4,6 |
|
| 1877 |
1877
SFMG Wealth Advisors
Plano,
Texas
| US$ 1,01 bi | -US$ 17,5 mi | -2% | 0,57% | 76,1% | 330 | 19,09% | 2,4 |
|
| 1878 |
1878
Jag Capital Management
St Louis,
Missouri
| US$ 1,01 bi | -US$ 294 mi | -23% | 11,5% | 230% | 270 | 42,22% | 2,5 |
|
| 1879 |
1879
MHR Fund Management
New York
| US$ 1,01 bi | -US$ 209 mi | -17% | 10,2% | 332% | 30 | 3,33% | 1,8 |
|
| 1880 |
1880
Vestor Capital
Chicago,
Illinois
| US$ 1,01 bi | -US$ 41 mi | -4% | 0,99% | 188% | 258 | 20,54% | 2,7 |
|
| 1881 |
1881
Newbrook Capital Advisors
New York
| US$ 1,01 bi | -US$ 275 mi | -21% | 3,69% | 299% | 28 | 57,14% | 0,7 |
|
| 1882 |
1882
Icon Wealth Partners
Houston,
Texas
| US$ 1,01 bi | +US$ 8,16 mi | +0,8% | 3,93% | – | 358 | 18,44% | 2 |
|
| 1883 |
1883
Seeyond
Paris,
France
| US$ 1 bi | -US$ 74,2 mi | -7% | 2,65% | 21,3% | 611 | 5,07% | 2,9 |
|
| 1884 |
1884
Focus Partners Advisor Solutions
Saint Louis,
Missouri
| US$ 1 bi | +US$ 525 mi | +110% | 3,4% | 63,9% | 357 | 66,11% | 0,1 |
|
| 1885 |
MCM
1885
McKinley Capital Management
Anchorage,
Alaska
| US$ 1 bi | -US$ 115 mi | -10% | 3,4% | 63,3% | 193 | 21,24% | 3,4 |
|
| 1886 |
1886
Fidelity National Financial
Jacksonville,
Florida
| US$ 1 bi | -US$ 200 mi | -17% | 9,77% | 2,54% | 37 | 13,51% | 3,2 |
|
| 1887 |
1887
Kopernik Global Investors
Tampa,
Florida
| US$ 1 bi | -US$ 46,1 mi | -4% | 36,8% | 128% | 32 | 9,38% | 3 |
|
| 1888 |
1888
PFG Advisors
Phoenix,
Arizona
| US$ 1 bi | -US$ 13,9 mi | -1% | 4,32% | 82,7% | 567 | 34,74% | 1,8 |
|
| 1889 |
1889
Next Century Growth Investors
Plymouth,
Minnesota
| US$ 1 bi | -US$ 110 mi | -10% | 7,71% | 447% | 128 | 14,06% | 2,8 |
|
| 1890 |
1890
Courier Capital
Buffalo,
New York
| US$ 1 bi | -US$ 75,2 mi | -7% | 3,41% | 70,8% | 318 | 9,12% | 5,4 |
|
| 1891 |
1891
Ledyard National Bank
| US$ 1000 mi | -US$ 44,6 mi | -4% | 5,06% | 80,7% | 252 | 14,29% | 5,8 |
|
| 1892 |
RIM
1892
Redpoint Investment Management
Sydney, NSW,
Australia
| US$ 1000 mi | -US$ 261 mi | -21% | 4,06% | 35,9% | 686 | 15,16% | 2,8 |
|
| 1893 |
1893
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| US$ 999 mi | -US$ 39,8 mi | -4% | 2,33% | 63,5% | 320 | 11,25% | 2,9 |
|
| 1894 |
HPM
1894
H. Partners Management
New York
| US$ 999 mi | -US$ 80 mi | -7% | 1,55% | 13,5% | 3 | 0% | 6,4 |
|
| 1895 |
1895
Vicus Capital
State College,
Pennsylvania
| US$ 997 mi | +US$ 15,5 mi | +2% | 3,13% | 59,6% | 243 | 11,93% | 2,3 |
|
| 1896 |
1896
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 996 mi | -US$ 47 mi | -5% | 4,92% | 51,4% | 25 | 0% | 2,9 |
|
| 1897 |
1897
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 995 mi | +US$ 80,7 mi | +9% | 10,3% | 59,5% | 50 | 12% | 4,6 |
|
| 1898 |
1898
Oxbow Advisors
Austin,
Texas
| US$ 995 mi | -US$ 49,7 mi | -5% | 0,46% | 66,3% | 303 | 19,8% | 3,6 |
|
| 1899 |
1899
Front Barnett Associates
Chicago,
Illinois
| US$ 994 mi | -US$ 73,7 mi | -7% | 4,48% | 40,5% | 122 | 7,38% | 6,1 |
|
| 1900 |
1900
Taurus Asset Management
New York
| US$ 993 mi | -US$ 67,9 mi | -6% | 6,04% | 26,9% | 98 | 13,27% | 5,7 |
|