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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
Atalan Capital Partners
New York
| US$ 1,3 bi | +US$ 250 mi | +24% | 21,5% | 319% | 12 | 25% | 1,6 |
|
| 1877 |
1877
Kathmere Capital Management
Wayne,
Pennsylvania
| US$ 1,3 bi | +US$ 122 mi | +10% | 6,81% | 68,3% | 511 | 19,77% | 1,8 |
|
| 1878 |
1878
Adventist Health System Sunbelt Healthcare Corp
Altamonte Springs,
Florida
| US$ 1,3 bi | -US$ 1,22 bi | -48% | 5,47% | 29,1% | 24 | 20,83% | 3,2 |
|
| 1879 |
1879
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,3 bi | +US$ 98,2 mi | +8% | 10,1% | 96,2% | 305 | 6,89% | 5,6 |
|
| 1880 |
1880
Next Century Growth Investors
Plymouth,
Minnesota
| US$ 1,29 bi | +US$ 170 mi | +15% | 26,6% | 447% | 136 | 19,12% | 1,9 |
|
| 1881 |
1881
Transcend Capital Advisors
Madison,
New Jersey
| US$ 1,29 bi | -US$ 100 mi | -7% | 7,75% | 71,6% | 722 | 31,44% | 2,3 |
|
| 1882 |
1882
YCG LLC
Austin,
Texas
| US$ 1,29 bi | +US$ 17 mi | +1% | 5,4% | 27% | 38 | 5,26% | 6,8 |
|
| 1883 |
1883
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,29 bi | +US$ 116 mi | +10% | 6,61% | 41,3% | 642 | 24,14% | 1,8 |
|
| 1884 |
1884
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$ 1,29 bi | +US$ 64,2 mi | +5% | 7,46% | 87,2% | 134 | 10,45% | 6,4 |
|
| 1885 |
1885
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,29 bi | +US$ 113 mi | +10% | 12,2% | 101% | 157 | 8,28% | 3,2 |
|
| 1886 |
1886
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,29 bi | +US$ 104 mi | +9% | 6,35% | 42,8% | 41 | 24,39% | 4,3 |
|
| 1887 |
1887
Lutz Financial Services
Omaha,
Nebraska
| US$ 1,29 bi | +US$ 66,7 mi | +5% | 4,32% | 35,3% | 98 | 4,08% | 4,3 |
|
| 1888 |
1888
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,29 bi | +US$ 78,4 mi | +6% | 6,91% | 45,2% | 162 | 13,58% | 4,1 |
|
| 1889 |
1889
Leo Wealth LLC
Hurst,
Texas
| US$ 1,29 bi | +US$ 590 mi | +85% | 8,79% | – | 401 | 36,91% | 0,9 |
|
| 1890 |
1890
Journey Advisory Group
Covington,
Kentucky
| US$ 1,29 bi | +US$ 63,7 mi | +5% | 6,64% | 66,2% | 295 | 13,22% | 2,5 |
|
| 1891 |
1891
Lee, Danner & Bass
Nashville,
Tennessee
| US$ 1,29 bi | +US$ 49,1 mi | +4% | 6,02% | – | 229 | 6,55% | 7,4 |
|
| 1892 |
1892
Mark Asset Management
New York
| US$ 1,28 bi | +US$ 251 mi | +24% | 29,1% | 325% | 64 | 37,5% | 2,2 |
|
| 1893 |
1893
Nuance Investments
Kansas City,
Missouri
| US$ 1,28 bi | -US$ 239 mi | -16% | 1,5% | 3,13% | 53 | 20,75% | 2,4 |
|
| 1894 |
ACM
1894
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$ 1,28 bi | +US$ 165 mi | +15% | 16,4% | 70,7% | 7 | 0% | 6,3 |
|
| 1895 |
1895
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 1,28 bi | +US$ 115 mi | +10% | 7,58% | 41,1% | 76 | 6,58% | 2,7 |
|
| 1896 |
1896
Private Wealth Partners
Mill Valley,
California
| US$ 1,28 bi | +US$ 74,6 mi | +6% | 12,1% | 132% | 185 | 18,38% | 4 |
|
| 1897 |
1897
Forest Avenue Capital Management
Miami,
Florida
| US$ 1,28 bi | +US$ 550 mi | +75% | 44,4% | 415% | 19 | 31,58% | 0,9 |
|
| 1898 |
1898
Mount Yale Investment Advisors
Denver,
Colorado
| US$ 1,28 bi | +US$ 115 mi | +10% | 9,36% | 81,9% | 1.519 | 66,49% | 1,1 |
|
| 1899 |
1899
Gilead Sciences
Foster City,
California
| US$ 1,28 bi | +US$ 98,9 mi | +8% | 14,1% | – | 14 | 0% | 0,5 |
|
| 1900 |
1900
Himension Capital (Singapore)
Singapore
| US$ 1,28 bi | +US$ 109 mi | +9% | 28% | 492% | 70 | 25,71% | 1 |
|