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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
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$ 796 mi | -US$ 14,5 mi | -2% | 2,47% | 34% | 114 | 14,91% | 4,5 |
|
| 1877 |
RPGK
1877
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 795 mi | -US$ 15,1 mi | -2% | 6,43% | 54,7% | 140 | 32,14% | 2,6 |
|
| 1878 |
1878
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 795 mi | -US$ 7,99 mi | -1% | 5,46% | 76,6% | 177 | 10,73% | 3,3 |
|
| 1879 |
CMG
1879
Cavalry Management Group
San Francisco,
California
| US$ 795 mi | -US$ 276 mi | -26% | 4,28% | 59,6% | 44 | 45,45% | 0,8 |
|
| 1880 |
1880
GM Advisory Group
Melville,
New York
| US$ 795 mi | +US$ 154 mi | +24% | 3,88% | 53,6% | 203 | 21,67% | 2,6 |
|
| 1881 |
1881
Maple Capital Management
Montpelier,
Vermont
| US$ 793 mi | +US$ 33,6 mi | +4% | 4,56% | 100% | 98 | 7,14% | 5,2 |
|
| 1882 |
1882
Portfolio Solutions
Royal Oak,
Michigan
| US$ 792 mi | +US$ 9,06 mi | +1% | 6,3% | 11,6% | 57 | 8,77% | 3,2 |
|
| 1883 |
1883
Roundview Capital
Princeton,
New Jersey
| US$ 792 mi | -US$ 43 mi | -5% | 4,28% | 77,7% | 290 | 11,03% | 4,7 |
|
| 1884 |
1884
Hollencrest Capital Management
Newport Beach,
California
| US$ 792 mi | -US$ 61,2 mi | -7% | 5,12% | 85,6% | 362 | 14,64% | 4,3 |
|
| 1885 |
1885
Adero Partners
Pleasanton,
California
| US$ 791 mi | +US$ 86,3 mi | +12% | 4,52% | 27,7% | 166 | 16,87% | 1,5 |
|
| 1886 |
1886
Howard Capital Management Group
Los Angeles,
California
| US$ 791 mi | -US$ 60,6 mi | -7% | 5,79% | 114% | 102 | 7,84% | 1,4 |
|
| 1887 |
1887
Wealthcare Capital Management
Richmond,
Virginia
| US$ 791 mi | -US$ 122 mi | -13% | 5,84% | 46,2% | 69 | 13,04% | 5,1 |
|
| 1888 |
1888
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 790 mi | +US$ 87,9 mi | +13% | 47,8% | 34,2% | 8 | 37,5% | 0,9 |
|
| 1889 |
1889
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 790 mi | +US$ 28 mi | +4% | 3,91% | – | 488 | 5,53% | 0,7 |
|
| 1890 |
MIM
1890
Marco Investment Management
Atlanta,
Georgia
| US$ 789 mi | -US$ 70,7 mi | -8% | 5,02% | 127% | 199 | 6,03% | 6,3 |
|
| 1891 |
1891
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 787 mi | -US$ 38,2 mi | -5% | 5,39% | 12,6% | 285 | 5,61% | 3,6 |
|
| 1892 |
1892
Washington Trust Bank
Spokane,
Washington
| US$ 787 mi | +US$ 7,94 mi | +1% | 5,31% | 80,5% | 225 | 10,22% | 4,8 |
|
| 1893 |
1893
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 786 mi | -US$ 48,5 mi | -6% | 5,49% | 75,3% | 200 | 11,5% | 6 |
|
| 1894 |
1894
Lincluden Management
Mississauga,
Ontario, Canada
| US$ 785 mi | -US$ 129 mi | -14% | 10,5% | 56,6% | 71 | 5,63% | 5,5 |
|
| 1895 |
1895
Poplar Forest Capital
Pasadena,
California
| US$ 784 mi | -US$ 86,7 mi | -10% | 7,47% | 30% | 54 | 7,41% | 4,3 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| US$ 783 mi | -US$ 77,7 mi | -9% | 5,73% | 132% | 80 | 11,25% | 5,6 |
|
| 1897 |
1897
Bell Bank
Fargo,
North Dakota
| US$ 782 mi | -US$ 53,6 mi | -6% | 7,78% | 71% | 210 | 18,1% | 4,1 |
|
| 1898 |
GPCM
1898
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 782 mi | -US$ 31,6 mi | -4% | 2,87% | 96,1% | 15 | 6,67% | 7,9 |
|
| 1899 |
KCM
1899
Kingdon Capital Management
New York
| US$ 782 mi | +US$ 192 mi | +33% | 0,24% | 217% | 93 | 61,29% | 0,8 |
|
| 1900 |
1900
Tran Capital Management
San Rafael,
California
| US$ 782 mi | -US$ 93,6 mi | -11% | 7,84% | 173% | 41 | 17,07% | 2,6 |
|