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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
Traynor Capital Management
Malvern,
Pennsylvania
| US$ 1,19 bi | -US$ 310 mi | -21% | 8,2% | 244% | 332 | 32,23% | 3,4 |
|
| 1877 |
1877
Plato Investment Management
Sydney, NSW,
Australia
| US$ 1,19 bi | -US$ 174 mi | -13% | 2,39% | 156% | 629 | 23,21% | 0,9 |
|
| 1878 |
1878
PDS Planning
Dublin,
Ohio
| US$ 1,19 bi | +US$ 60,7 mi | +5% | 0,32% | 69,1% | 491 | 12,63% | 2,7 |
|
| 1879 |
1879
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,19 bi | -US$ 30,7 mi | -3% | 0,21% | 42,8% | 46 | 36,96% | 4,6 |
|
| 1880 |
1880
Fifth Third Securities
Cincinnati,
Ohio
| US$ 1,19 bi | +US$ 8,26 mi | +0,7% | 1,99% | 62,7% | 305 | 9,18% | 1,9 |
|
| 1881 |
1881
Gilead Sciences
Foster City,
California
| US$ 1,18 bi | -US$ 370 mi | -24% | 20,2% | – | 16 | 12,5% | 0,3 |
|
| 1882 |
1882
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$ 1,18 bi | +US$ 10 mi | +0,9% | 5,82% | 142% | 23 | 13,04% | 3,4 |
|
| 1883 |
1883
Recurrent Investment Advisors
Houston,
Texas
| US$ 1,18 bi | +US$ 90,9 mi | +8% | 4,54% | 99,7% | 68 | 8,82% | 3 |
|
| 1884 |
1884
Founders Financial Securities
Towson,
Maryland
| US$ 1,18 bi | +US$ 70,9 mi | +6% | 1,18% | 71% | 510 | 24,51% | 2,2 |
|
| 1885 |
TA
1885
Trivest Advisors
Hong Kong
| US$ 1,18 bi | -US$ 1,02 bi | -46% | 20,1% | 2.977% | 54 | 77,78% | 0,6 |
|
| 1886 |
1886
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 1,18 bi | -US$ 62,2 mi | -5% | 0,31% | 116% | 108 | 7,41% | 6,3 |
|
| 1887 |
1887
ProVise Management Group
Clearwater,
Florida
| US$ 1,18 bi | +US$ 11,9 mi | +1% | 0,93% | 66,8% | 263 | 7,22% | 7 |
|
| 1888 |
1888
Kathmere Capital Management
Wayne,
Pennsylvania
| US$ 1,18 bi | +US$ 63,1 mi | +6% | 0,72% | 68,3% | 459 | 15,9% | 1,8 |
|
| 1889 |
1889
Koshinski Asset Management
Decatur,
Illinois
| US$ 1,18 bi | +US$ 9,11 mi | +0,8% | 1,5% | 82,9% | 666 | 11,11% | 3 |
|
| 1890 |
1890
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,18 bi | -US$ 35,9 mi | -3% | 2,78% | 101% | 162 | 14,81% | 2,9 |
|
| 1891 |
1891
Madison Avenue Partners
New York
| US$ 1,18 bi | +US$ 233 mi | +25% | 5,09% | 284% | 23 | 39,13% | 1,2 |
|
| 1892 |
1892
Kimelman & Baird
New York
| US$ 1,18 bi | -US$ 81,2 mi | -6% | 1,69% | – | 361 | 4,99% | 2,9 |
|
| 1893 |
1893
Hilton Capital Management
Garden City,
New York
| US$ 1,18 bi | +US$ 20,9 mi | +2% | 1,4% | 58,2% | 182 | 21,98% | 2,3 |
|
| 1894 |
1894
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,18 bi | +US$ 18,6 mi | +2% | 0,43% | 41,3% | 546 | 15,93% | 2 |
|
| 1895 |
1895
AlphaCore Capital
La Jolla,
California
| US$ 1,18 bi | +US$ 714 mi | +154% | 1,32% | 91,5% | 788 | 69,42% | 0,6 |
|
| 1896 |
1896
VR Adviser
New York
| US$ 1,18 bi | -US$ 282 mi | -19% | 17,8% | 1.698% | 41 | 19,51% | 1,2 |
|
| 1897 |
1897
Morningstar Investment Management
Chicago,
Illinois
| US$ 1,17 bi | -US$ 93,7 mi | -7% | 1,36% | 48,2% | 216 | 68,98% | 2,3 |
|
| 1898 |
1898
GDS Wealth Management
Flower Mound,
Texas
| US$ 1,17 bi | +US$ 75,3 mi | +7% | 2,1% | 95,1% | 186 | 18,28% | 2 |
|
| 1899 |
1899
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 1,17 bi | -US$ 76,8 mi | -6% | 0,09% | 34,1% | 7 | 0% | 3,5 |
|
| 1900 |
1900
NBC Securities
Birmingham,
Alabama
| US$ 1,17 bi | +US$ 1,17 bi | +107.204% | 0,49% | 93,1% | 2.157 | 44% | 0,8 |
|