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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
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 1,24 bi | -US$ 11,1 mi | -0,9% | 1,46% | 104% | 673 | 11,14% | 3,1 |
|
| 1877 |
1877
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 1,24 bi | +US$ 18,5 mi | +2% | 0,98% | 67% | 105 | 5,71% | 4,3 |
|
| 1878 |
1878
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 1,24 bi | +US$ 16,6 mi | +1% | 1,38% | 73% | 425 | 6,59% | 3,3 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 1,24 bi | -US$ 88,3 mi | -7% | 0,42% | 116% | 109 | 8,26% | 6,4 |
|
| 1880 |
1880
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 1,24 bi | +US$ 197 mi | +19% | 2,59% | 81,9% | 625 | 24,16% | 2,6 |
|
| 1881 |
1881
Lutz Financial Services
Omaha,
Nebraska
| US$ 1,24 bi | +US$ 4,96 mi | +0,4% | 1,33% | 35,3% | 94 | 9,57% | 4,1 |
|
| 1882 |
1882
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$ 1,24 bi | -US$ 31 mi | -2% | 4,91% | 89,9% | 50 | 4% | 3,2 |
|
| 1883 |
1883
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$ 1,23 bi | -US$ 28 mi | -2% | 2,71% | 90,5% | 13 | 15,38% | 3,5 |
|
| 1884 |
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,23 bi | -US$ 31,3 mi | -2% | 0,45% | 87,2% | 136 | 8,82% | 6,4 |
|
| 1885 |
1885
Proficio Capital Partners
Newton,
Massachusetts
| US$ 1,23 bi | +US$ 227 mi | +23% | 2,82% | 97% | 381 | 29,66% | 2,6 |
|
| 1886 |
1886
Prosperity Capital Advisors
Westlake,
Ohio
| US$ 1,23 bi | +US$ 56,1 mi | +5% | 0,27% | 72,2% | 372 | 19,09% | 1,2 |
|
| 1887 |
1887
Creative Financial Designs
Kokomo,
Indiana
| US$ 1,23 bi | +US$ 44,4 mi | +4% | 0,36% | 56,2% | 1.867 | 13,93% | 3 |
|
| 1888 |
1888
J. Safra Asset Management
New York
| US$ 1,23 bi | +US$ 177 mi | +17% | 1,75% | 84,3% | 368 | 26,36% | 0,9 |
|
| 1889 |
1889
Strategy Capital
Los Altos,
California
| US$ 1,23 bi | +US$ 190 mi | +18% | 25,6% | 316% | 10 | 0% | 3 |
|
| 1890 |
1890
Wealthquest
Cincinnati,
Ohio
| US$ 1,23 bi | +US$ 93,8 mi | +8% | 0,58% | 52,1% | 137 | 10,95% | 4,3 |
|
| 1891 |
1891
American Assets Investment Management
San Diego,
California
| US$ 1,23 bi | +US$ 85,3 mi | +7% | 167% | 520% | 164 | 7,93% | 6,3 |
|
| 1892 |
1892
Clearlake Capital Group
Santa Monica,
California
| US$ 1,23 bi | -US$ 79,5 mi | -6% | 4,94% | 47,3% | 6 | 0% | 2,8 |
|
| 1893 |
1893
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,23 bi | +US$ 16 mi | +1% | 2,16% | 96% | 292 | 15,75% | 2 |
|
| 1894 |
1894
Stone Point Capital
Greenwich,
Connecticut
| US$ 1,22 bi | +US$ 1,99 mi | +0,2% | 8,64% | 15,7% | 5 | 0% | 5,3 |
|
| 1895 |
1895
Main Management
San Francisco,
California
| US$ 1,22 bi | +US$ 7,5 mi | +0,6% | 1,68% | 64,1% | 144 | 9,72% | 3,7 |
|
| 1896 |
1896
Keywise Capital Management (HK)
Hong Kong
| US$ 1,22 bi | +US$ 210 mi | +21% | 42,9% | 684% | 18 | 22,22% | 1,4 |
|
| 1897 |
1897
Cannae Holdings
Las Vegas,
Nevada
| US$ 1,22 bi | -US$ 82,2 mi | -6% | 3,12% | 88,6% | 5 | 0% | 2,9 |
|
| 1898 |
1898
McDaniel Terry & Co
Austin,
Texas
| US$ 1,22 bi | +US$ 25,6 mi | +2% | 0,84% | 57,9% | 104 | 8,65% | 5,5 |
|
| 1899 |
1899
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,22 bi | +US$ 9,8 mi | +0,8% | 1,57% | 96,2% | 289 | 7,27% | 5,7 |
|
| 1900 |
1900
Strategic Value Partners
Greenwich,
Connecticut
| US$ 1,22 bi | +US$ 39 mi | +3% | 4,43% | – | 3 | 33,33% | 0,6 |
|