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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
Kryger Capital
London,
United Kingdom
| US$ 1,41 bi | +US$ 120 mi | +9% | 11,4% | 421% | 104 | 78,85% | 0,1 |
|
| 1877 |
1877
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 1,41 bi | +US$ 697 mi | +97% | 1,2% | 70,9% | 418 | 50,72% | 0,8 |
|
| 1878 |
1878
Premier Fund Managers
Guildford,
United Kingdom
| US$ 1,41 bi | -US$ 323 mi | -19% | 2,12% | 62,7% | 183 | 25,68% | 2,3 |
|
| 1879 |
1879
Spyglass Capital Management
San Francisco,
California
| US$ 1,41 bi | -US$ 586 mi | -29% | 22,9% | 154% | 27 | 14,81% | 1,7 |
|
| 1880 |
1880
Wealthquest
Cincinnati,
Ohio
| US$ 1,41 bi | +US$ 87,3 mi | +7% | 1,62% | 52,1% | 159 | 12,58% | 1,7 |
|
| 1881 |
1881
Quent Capital
New York
| US$ 1,41 bi | +US$ 23,8 mi | +2% | 1,01% | 78,1% | 1.644 | 11,44% | 1,1 |
|
| 1882 |
1882
Efficient Advisors
Mason,
Ohio
| US$ 1,41 bi | -US$ 305 mi | -18% | 0,24% | 30,6% | 58 | 0% | 7,6 |
|
| 1883 |
1883
Insigneo Advisory Services
Miami,
Florida
| US$ 1,41 bi | +US$ 13,4 mi | +1% | 1,9% | 119% | 833 | 21,37% | 1,6 |
|
| 1884 |
1884
Tradition Wealth Management
Edina,
Minnesota
| US$ 1,41 bi | +US$ 12,4 mi | +0,9% | 1,66% | 69,6% | 547 | 12,8% | 2,9 |
|
| 1885 |
1885
Fidelis Capital Partners
Tampa,
Florida
| US$ 1,4 bi | +US$ 27 mi | +2% | 0,1% | 115% | 535 | 14,02% | 2 |
|
| 1886 |
1886
Edgar Lomax Company
Kingstowne,
Virginia
| US$ 1,4 bi | +US$ 85,4 mi | +6% | 8,14% | 66,2% | 68 | 23,53% | 5,4 |
|
| 1887 |
1887
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 1,4 bi | +US$ 496 mi | +55% | 28% | 82,6% | 196 | 41,84% | 1 |
|
| 1888 |
1888
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 1,4 bi | +US$ 56,1 mi | +4% | 0,35% | 52,6% | 126 | 11,9% | 2,4 |
|
| 1889 |
1889
Atom Investors
Austin,
Texas
| US$ 1,4 bi | +US$ 137 mi | +11% | 4,25% | 83,4% | 887 | 65,05% | 0,4 |
|
| 1890 |
1890
Trust Asset Management
Houston,
Texas
| US$ 1,4 bi | -US$ 69,8 mi | -5% | 3,68% | 104% | 236 | 8,9% | 4,5 |
|
| 1891 |
1891
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 1,39 bi | -US$ 52,5 mi | -4% | 2,34% | 96,2% | 312 | 9,62% | 6,2 |
|
| 1892 |
1892
Steelhead Partners
Seattle,
Washington
| US$ 1,39 bi | +US$ 37,5 mi | +3% | 0,01% | 0,4% | 24 | 0% | 0,6 |
|
| 1893 |
1893
Heitman Real Estate Securities
Chicago,
Illinois
| US$ 1,39 bi | -US$ 30,6 mi | -2% | 4,83% | 48,3% | 62 | 20,97% | 3,9 |
|
| 1894 |
1894
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$ 1,39 bi | -US$ 67,3 mi | -5% | 8,42% | 74,2% | 34 | 8,82% | 6,9 |
|
| 1895 |
1895
ProVise Management Group
Clearwater,
Florida
| US$ 1,39 bi | -US$ 14,3 mi | -1% | 0,52% | 66,8% | 268 | 6,72% | 7,2 |
|
| 1896 |
1896
Trans-Canada Capital
Montreal,
Quebec, Canada
| US$ 1,39 bi | -US$ 348 mi | -20% | 4,64% | – | 8 | 37,5% | 0,9 |
|
| 1897 |
1897
Sagefield Capital
Dallas,
Texas
| US$ 1,39 bi | +US$ 209 mi | +18% | 30,7% | 115% | 137 | 44,53% | 1,1 |
|
| 1898 |
1898
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,39 bi | +US$ 10,2 mi | +0,7% | 1,06% | 81,2% | 183 | 14,75% | 5,3 |
|
| 1899 |
TA
1899
Trivest Advisors
Hong Kong
| US$ 1,39 bi | -US$ 803 mi | -37% | 35,4% | 2.977% | 38 | 44,74% | 0,7 |
|
| 1900 |
OCM
1900
Opti Capital Management
New York
| US$ 1,39 bi | +US$ 16,6 mi | +1% | 0% | 0,01% | 36 | 0% | 0,6 |
|