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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
Icon Wealth Partners
Houston,
Texas
| US$ 945 mi | +US$ 26,4 mi | +3% | 5,6% | – | 439 | 10,93% | 2,3 |
|
| 1877 |
1877
Provident Investment Management
Novi,
Michigan
| US$ 945 mi | +US$ 22,1 mi | +2% | 9,28% | 90,8% | 75 | 2,67% | 3,8 |
|
| 1878 |
1878
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 944 mi | +US$ 53,5 mi | +6% | 8,01% | 81,9% | 524 | 16,6% | 2,3 |
|
| 1879 |
1879
Bell Bank
Fargo,
North Dakota
| US$ 944 mi | -US$ 1,43 mi | -0,2% | 4,34% | 71% | 203 | 16,26% | 4,4 |
|
| 1880 |
1880
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 942 mi | +US$ 95,5 mi | +11% | 4,86% | 55,6% | 833 | 10,08% | 0,5 |
|
| 1881 |
1881
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 941 mi | +US$ 64,9 mi | +7% | 6,06% | 80,1% | 1.022 | 17,32% | 2,7 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 940 mi | +US$ 39,8 mi | +4% | 6,31% | 75,3% | 198 | 9,09% | 6,1 |
|
| 1883 |
1883
Salomon & Ludwin
Richmond,
Virginia
| US$ 940 mi | +US$ 101 mi | +12% | 6,35% | 52,6% | 176 | 8,52% | 2,2 |
|
| 1884 |
1884
Lindbrook Capital
Calabasas,
California
| US$ 939 mi | +US$ 86,2 mi | +10% | 7,65% | 35,8% | 2.925 | 12,48% | 2,5 |
|
| 1885 |
1885
Willis Johnson & Associates
Houston,
Texas
| US$ 938 mi | +US$ 95,4 mi | +11% | 4,11% | 50,9% | 133 | 13,53% | 1,5 |
|
| 1886 |
1886
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 936 mi | +US$ 73,5 mi | +9% | 8,39% | 102% | 103 | 1,94% | 3,5 |
|
| 1887 |
1887
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 935 mi | +US$ 57,5 mi | +7% | 6,5% | 73,7% | 238 | 11,34% | 3 |
|
| 1888 |
1888
Koshinski Asset Management
Decatur,
Illinois
| US$ 933 mi | -US$ 90,7 mi | -9% | 5,51% | 76,5% | 671 | 27,57% | 2,4 |
|
| 1889 |
1889
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 932 mi | +US$ 69 mi | +8% | 6,96% | 81,9% | 238 | 23,95% | 1,6 |
|
| 1890 |
1890
Blackhill Capital
Morristown,
New Jersey
| US$ 932 mi | +US$ 36 mi | +4% | 6,12% | 212% | 53 | 5,66% | 8,6 |
|
| 1891 |
1891
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 932 mi | +US$ 70,1 mi | +8% | 5,76% | 64,1% | 310 | 15,81% | 2,8 |
|
| 1892 |
BCM
1892
Bayesian Capital Management
Brooklyn,
New York
| US$ 931 mi | +US$ 123 mi | +15% | 10,6% | 107% | 1.150 | 70,17% | 0,2 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| US$ 931 mi | +US$ 50,9 mi | +6% | 7,51% | 76,5% | 180 | 9,44% | 4,2 |
|
| 1894 |
1894
New York Life Insurance Company
New York
| US$ 931 mi | -US$ 177 mi | -16% | 7,97% | 61,5% | 9 | 22,22% | 2,5 |
|
| 1895 |
1895
Lutz Financial Services
Omaha,
Nebraska
| US$ 930 mi | +US$ 53,5 mi | +6% | 3,38% | 35,3% | 82 | 8,54% | 3,2 |
|
| 1896 |
1896
Wedmont Private Capital
West Chester,
Pennsylvania
| US$ 929 mi | +US$ 171 mi | +23% | 5,82% | 87,5% | 532 | 20,3% | 0,9 |
|
| 1897 |
1897
Meeder Advisory Services
Dublin,
Ohio
| US$ 929 mi | +US$ 60,8 mi | +7% | 6,45% | 91,4% | 453 | 9,71% | 0,4 |
|
| 1898 |
1898
Pembroke Management
Montreal,
Quebec, Canada
| US$ 928 mi | +US$ 13,5 mi | +1% | 7,81% | 105% | 66 | 9,09% | 3,3 |
|
| 1899 |
1899
Invictus Private Wealth
Denver,
Colorado
| US$ 927 mi | +US$ 77,3 mi | +9% | 8,48% | 84,2% | 93 | 9,68% | 0,4 |
|
| 1900 |
MIM
1900
Marco Investment Management
Atlanta,
Georgia
| US$ 925 mi | +US$ 38,3 mi | +4% | 7,43% | 127% | 210 | 8,1% | 6,3 |
|