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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
Ascent Group
Virginia Beach,
Virginia
| US$ 836 mi | -US$ 22,9 mi | -3% | 10,8% | 83,3% | 512 | 23,24% | 0,4 |
|
| 1877 |
1877
Icon Wealth Partners
Houston,
Texas
| US$ 836 mi | -US$ 169 mi | -17% | 13,4% | – | 348 | 20,4% | 2,3 |
|
| 1878 |
1878
Wintrust Investments
Chicago,
Illinois
| US$ 836 mi | -US$ 203 mi | -20% | 14,2% | 27,5% | 423 | 17,26% | 1,5 |
|
| 1879 |
1879
Advance Capital Management
Southfield,
Michigan
| US$ 836 mi | +US$ 12,9 mi | +2% | 10,8% | 54,4% | 93 | 17,2% | 0,4 |
|
| 1880 |
1880
Bell Bank
Fargo,
North Dakota
| US$ 836 mi | -US$ 60,7 mi | -7% | 13,4% | 71% | 212 | 22,17% | 3,5 |
|
| 1881 |
1881
Roundview Capital
Princeton,
New Jersey
| US$ 835 mi | -US$ 138 mi | -14% | 12,8% | 77,7% | 296 | 7,77% | 4,5 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 835 mi | -US$ 104 mi | -11% | 11,5% | 75,3% | 209 | 8,61% | 5,4 |
|
| 1883 |
1883
Principle Wealth Partners
Madison,
Connecticut
| US$ 831 mi | -US$ 120 mi | -13% | 13% | 79,9% | 330 | 12,73% | 2,1 |
|
| 1884 |
1884
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 830 mi | -US$ 108 mi | -12% | 12% | 28,2% | 163 | 13,5% | 4,2 |
|
| 1885 |
1885
CapWealth Advisors
Franklin,
Tennessee
| US$ 829 mi | -US$ 148 mi | -15% | 11,7% | 152% | 130 | 20% | 4,4 |
|
| 1886 |
1886
Ledyard National Bank
| US$ 828 mi | -US$ 172 mi | -17% | 13,7% | 80,7% | 233 | 12,45% | 6,2 |
|
| 1887 |
1887
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 826 mi | -US$ 93 mi | -10% | 10,7% | 69,3% | 880 | 11,02% | 2,5 |
|
| 1888 |
1888
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 825 mi | -US$ 100 mi | -11% | 11,7% | 80,1% | 1.119 | 19,84% | 1,9 |
|
| 1889 |
1889
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 825 mi | -US$ 95,7 mi | -10% | 12,1% | 12,6% | 299 | 7,69% | 3,3 |
|
| 1890 |
1890
Vestor Capital
Chicago,
Illinois
| US$ 825 mi | -US$ 183 mi | -18% | 11,8% | 188% | 245 | 20,82% | 3,1 |
|
| 1891 |
1891
Garde Capital
Seattle,
Washington
| US$ 822 mi | -US$ 152 mi | -16% | 14,7% | 57,6% | 287 | 13,59% | 3 |
|
| 1892 |
1892
Front Barnett Associates
Chicago,
Illinois
| US$ 821 mi | -US$ 172 mi | -17% | 15,1% | 40,5% | 119 | 7,56% | 6,3 |
|
| 1893 |
1893
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 821 mi | -US$ 175 mi | -18% | 18,3% | 59,5% | 54 | 11,11% | 4,3 |
|
| 1894 |
1894
Arch Venture Management
Chicago,
Illinois
| US$ 821 mi | +US$ 121 mi | +17% | 3,83% | 228% | 10 | 20% | 0,7 |
|
| 1895 |
1895
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 820 mi | -US$ 120 mi | -13% | 12,7% | 68,6% | 186 | 7,53% | 6,5 |
|
| 1896 |
1896
BTC Capital Management
Des Moines,
Iowa
| US$ 818 mi | -US$ 194 mi | -19% | 14,8% | – | 269 | 10,04% | 2,9 |
|
| 1897 |
1897
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 818 mi | -US$ 20,1 mi | -2% | 14,9% | 50,4% | 19 | 15,79% | 4,6 |
|
| 1898 |
1898
StoneX Group
New York
| US$ 818 mi | -US$ 427 mi | -34% | 12,7% | 85,2% | 866 | 44% | 1,5 |
|
| 1899 |
1899
Adell Harriman & Carpenter
Houston,
Texas
| US$ 815 mi | -US$ 213 mi | -21% | 13,8% | 176% | 175 | 22,29% | 5,5 |
|
| 1900 |
1900
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 815 mi | -US$ 112 mi | -12% | 14,4% | 58,8% | 56 | 5,36% | 3,4 |
|