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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
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$ 920 mi | +US$ 37,1 mi | +4% | 1,87% | 90,4% | 75 | 2,67% | 0,7 |
|
| 1877 |
1877
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 920 mi | -US$ 24,4 mi | -3% | 3,89% | 81,9% | 517 | 11,03% | 2,4 |
|
| 1878 |
1878
Next Century Growth Investors
Plymouth,
Minnesota
| US$ 920 mi | -US$ 118 mi | -11% | 6,89% | 447% | 119 | 17,65% | 2,5 |
|
| 1879 |
1879
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$ 919 mi | +US$ 51,2 mi | +6% | 3,92% | – | 727 | 19,39% | 1,1 |
|
| 1880 |
1880
Lutz Financial Services
Omaha,
Nebraska
| US$ 918 mi | -US$ 11,5 mi | -1% | 3,75% | 35,3% | 82 | 2,44% | 3,5 |
|
| 1881 |
1881
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| US$ 918 mi | -US$ 700 mi | -43% | 2,89% | 28,5% | 202 | 87,62% | 2,5 |
|
| 1882 |
1882
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 917 mi | -US$ 35,4 mi | -4% | 3,19% | 28,2% | 155 | 10,97% | 4,8 |
|
| 1883 |
1883
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 916 mi | -US$ 25,9 mi | -3% | 4% | 55,6% | 883 | 14,72% | 0,6 |
|
| 1884 |
1884
Kontiki Capital Management (HK)
Hong Kong
| US$ 916 mi | -US$ 85,9 mi | -9% | 9,39% | 90,6% | 8 | 25% | 2,8 |
|
| 1885 |
1885
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 915 mi | -US$ 56,2 mi | -6% | 5,58% | 28,3% | 5 | 0% | 3,2 |
|
| 1886 |
1886
Nitorum Capital
New York
| US$ 915 mi | -US$ 74,4 mi | -8% | 3,66% | 87,1% | 29 | 13,79% | 3,3 |
|
| 1887 |
1887
Philosophy Capital Management
Alamo,
California
| US$ 915 mi | -US$ 321 mi | -26% | 5,49% | 77,5% | 42 | 45,24% | 0,8 |
|
| 1888 |
1888
Invictus Private Wealth
Denver,
Colorado
| US$ 914 mi | -US$ 13,1 mi | -1% | 3,07% | 84,2% | 94 | 9,57% | 0,7 |
|
| 1889 |
1889
Bell Bank
Fargo,
North Dakota
| US$ 914 mi | -US$ 29,9 mi | -3% | 2,43% | 71% | 195 | 12,82% | 4,6 |
|
| 1890 |
1890
Vivo Capital
Palo Alto,
California
| US$ 913 mi | -US$ 536 mi | -37% | 47,9% | 7.491% | 56 | 19,64% | 1,8 |
|
| 1891 |
1891
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$ 911 mi | -US$ 52,8 mi | -5% | 2,29% | 181% | 595 | 5,71% | 6,8 |
|
| 1892 |
1892
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 911 mi | -US$ 47,5 mi | -5% | 3,91% | 68,6% | 201 | 5,47% | 6,6 |
|
| 1893 |
1893
NBC Securities
Birmingham,
Alabama
| US$ 910 mi | – | – | 3,72% | 93,1% | 2.196 | – | 0 |
|
| 1894 |
1894
Abrams Bison Investments
Bethesda,
Maryland
| US$ 910 mi | -US$ 87,2 mi | -9% | 3,47% | 170% | 12 | 8,33% | 1,7 |
|
| 1895 |
1895
Easterly Investment Partners
Beverly,
Massachusetts
| US$ 909 mi | -US$ 221 mi | -20% | 1,4% | 57,6% | 208 | 16,83% | 1,7 |
|
| 1896 |
1896
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 908 mi | -US$ 32,8 mi | -3% | 3,87% | 80,1% | 1.017 | 17,7% | 2,8 |
|
| 1897 |
1897
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 908 mi | -US$ 17,3 mi | -2% | 3,67% | 48,7% | 153 | 10,46% | 3,1 |
|
| 1898 |
1898
Provident Investment Management
Novi,
Michigan
| US$ 907 mi | -US$ 37,8 mi | -4% | 5,76% | 90,8% | 79 | 13,92% | 3,9 |
|
| 1899 |
1899
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 907 mi | -US$ 33,3 mi | -4% | 3,19% | 75,3% | 196 | 8,67% | 6,4 |
|
| 1900 |
1900
Jaffetilchin Investment Partners
Tampa,
Florida
| US$ 907 mi | -US$ 41,3 mi | -4% | 2,99% | 88,1% | 387 | 20,41% | 2,7 |
|