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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Bridges Investment Counsel
Omaha,
Nebraska
| US$ 455 mi | -US$ 8,84 mi | -2% | 1,59% | 33,7% | 147 | 5,44% | 2,2 |
|
| 1902 |
1902
YHB Investment Advisors
West Hartford,
Connecticut
| US$ 455 mi | +US$ 84,3 mi | +23% | 3,04% | 96,2% | 169 | 13,02% | 2,2 |
|
| 1903 |
1903
Howe & Rusling
Rochester,
New York
| US$ 454 mi | +US$ 10,8 mi | +2% | 3,93% | 82% | 1.121 | 18,91% | 1,7 |
|
| 1904 |
1904
Evensky & Katz
Coral Gables,
Florida
| US$ 452 mi | +US$ 24,4 mi | +6% | 2,83% | 57,1% | 50 | 0% | 2,5 |
|
| 1905 |
SAM
1905
Sandell Asset Management
New York
| US$ 451 mi | +US$ 30,2 mi | +7% | 20,7% | 322% | 38 | 65,79% | 0,4 |
|
| 1906 |
1906
Richard C. Young & Co
Newport,
Rhode Island
| US$ 451 mi | +US$ 6,85 mi | +2% | 5,36% | 137% | 67 | 5,97% | 2 |
|
| 1907 |
1907
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$ 451 mi | +US$ 26,8 mi | +6% | 2,66% | – | 530 | 12,64% | 2,2 |
|
| 1908 |
1908
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 450 mi | +US$ 74 mi | +20% | 4,69% | 79,3% | 15 | 46,67% | 1,1 |
|
| 1909 |
1909
Opus Capital Group
Cincinnati,
Ohio
| US$ 450 mi | -US$ 3,21 mi | -0,7% | 5,12% | 49,7% | 214 | 25,7% | 1,5 |
|
| 1910 |
1910
Avoro Capital Advisors
New York
| US$ 450 mi | +US$ 163 mi | +57% | 30,6% | 512% | 49 | 36,73% | 0,6 |
|
| 1911 |
1911
Halsey Associates
New Haven,
Connecticut
| US$ 449 mi | +US$ 4,31 mi | +1% | 2,05% | 63,8% | 105 | 5,71% | 2,4 |
|
| 1912 |
1912
ACG Wealth
Atlanta,
Georgia
| US$ 449 mi | +US$ 5,72 mi | +1% | 1,24% | 45,5% | 243 | 10,29% | 1,7 |
|
| 1913 |
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$ 449 mi | +US$ 19,3 mi | +4% | 1,67% | 38,8% | 94 | 9,57% | 2,4 |
|
| 1914 |
1914
CPWM LLC
Seattle,
Washington
| US$ 448 mi | -US$ 8,69 mi | -2% | 0,7% | 36,6% | 301 | 14,29% | 1,6 |
|
| 1915 |
1915
SFMG Wealth Advisors
Plano,
Texas
| US$ 448 mi | -US$ 6,29 mi | -1% | 4% | 76,1% | 114 | 19,3% | 1,6 |
|
| 1916 |
1916
Ashford Capital Management
Wilmington,
Delaware
| US$ 447 mi | +US$ 26,2 mi | +6% | 9,69% | 150% | 107 | 10,28% | 2,1 |
|
| 1917 |
1917
Schonfeld Strategic Advisors
New York
| US$ 447 mi | +US$ 202 mi | +82% | 3,27% | 146% | 592 | 79,22% | 0,1 |
|
| 1918 |
1918
Winslow Asset Management
Beachwood,
Ohio
| US$ 447 mi | -US$ 697 mil | -0,2% | 3,79% | 89,9% | 95 | 6,32% | 2,6 |
|
| 1919 |
1919
ARS Investment Partners
New York
| US$ 446 mi | +US$ 19,7 mi | +5% | 4,27% | 260% | 91 | 5,49% | 1,8 |
|
| 1920 |
1920
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 446 mi | -US$ 9,7 mi | -2% | 4,98% | 48,1% | 39 | 20,51% | 2,5 |
|
| 1921 |
1921
McDaniel Terry & Co
Austin,
Texas
| US$ 445 mi | +US$ 20,2 mi | +5% | 2,95% | 57,9% | 68 | 30,88% | 1,8 |
|
| 1922 |
KFS
1922
Kurt F. Somerville
| US$ 445 mi | +US$ 6,84 mi | +2% | 1,34% | 92,9% | 114 | 5,26% | 2,5 |
|
| 1923 |
CL
1923
Croft-Leominster
Baltimore,
Maryland
| US$ 445 mi | +US$ 4,27 mi | +1% | 1,51% | 38% | 176 | 16,48% | 1,8 |
|
| 1924 |
1924
Baystate Wealth Management
Boston,
Massachusetts
| US$ 443 mi | -US$ 17,8 mi | -4% | 2,34% | 14,6% | 66 | 16,67% | 1,7 |
|
| 1925 |
GWI
1925
Grace & White Inc
Ny,
New York
| US$ 443 mi | +US$ 1,87 mi | +0,4% | 6,37% | 61,5% | 143 | 6,99% | 2,6 |
|