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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
Jacobs & Co
San Francisco,
California
| US$ 617 mi | -US$ 2,92 mi | -0,5% | 2,62% | 105% | 139 | 5,04% | 4,4 |
|
| 1902 |
ALAM
1902
Asahi Life Asset Management
Tokyo,
Japan
| US$ 616 mi | +US$ 116 mi | +23% | 1,63% | 122% | 291 | 47,77% | 0,4 |
|
| 1903 |
1903
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 616 mi | +US$ 381 mi | +162% | 6,81% | 65,9% | 665 | 71,73% | 2,6 |
|
| 1904 |
1904
Ritholtz Wealth Management
New York
| US$ 616 mi | +US$ 30,3 mi | +5% | 0,36% | 93% | 149 | 8,72% | 1,5 |
|
| 1905 |
1905
AH Equity Partners III
Menlo Park,
California
| US$ 616 mi | -US$ 376 mi | -38% | 37,3% | 42,6% | 3 | 0% | 1,8 |
|
| 1906 |
1906
Wellington Shields Capital Management
New York
| US$ 615 mi | +US$ 11,1 mi | +2% | 1,36% | 137% | 296 | 16,22% | 3,9 |
|
| 1907 |
1907
MCF Advisors
Covington,
Kentucky
| US$ 614 mi | +US$ 9,6 mi | +2% | 0,7% | 50,2% | 475 | 5,68% | 3,4 |
|
| 1908 |
AAA
1908
Adams Asset Advisors
Dallas,
Texas
| US$ 614 mi | -US$ 33,6 mi | -5% | 6,09% | 66,8% | 111 | 27,03% | 3 |
|
| 1909 |
1909
Cantor Fitzgerald Investment Advisors
New York
| US$ 614 mi | -US$ 25,6 mi | -4% | 0,28% | 73,4% | 58 | 12,07% | 1,8 |
|
| 1910 |
1910
Arden Trust
Wilmington,
Delaware
| US$ 613 mi | +US$ 21,4 mi | +4% | 1,25% | 22,5% | 383 | 16,19% | 3,5 |
|
| 1911 |
1911
Gratus Capital
Atlanta,
Georgia
| US$ 613 mi | -US$ 47 mil | -0% | 2,78% | 51,4% | 183 | 9,29% | 2,7 |
|
| 1912 |
CCMD
1912
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$ 612 mi | +US$ 36 mi | +6% | 1,55% | 25,6% | 172 | 11,63% | 2,5 |
|
| 1913 |
1913
Washington Trust Bank
Spokane,
Washington
| US$ 611 mi | -US$ 3,75 mi | -0,6% | 1,25% | 80,5% | 198 | 9,6% | 4,9 |
|
| 1914 |
1914
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 611 mi | +US$ 56,2 mi | +10% | 0,29% | 50,4% | 12 | 0% | 4,1 |
|
| 1915 |
1915
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 611 mi | +US$ 24 mi | +4% | 2,51% | 69,1% | 46 | 13,04% | 3,5 |
|
| 1916 |
PS
1916
Presima Securities
Montreal,
Quebec, Canada
| US$ 610 mi | -US$ 18,1 mi | -3% | 4,64% | 10,3% | 37 | 2,7% | 2,7 |
|
| 1917 |
1917
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 610 mi | -US$ 122 mi | -17% | 1,93% | 70% | 52 | 1,92% | 4,6 |
|
| 1918 |
1918
CCM Investment Advisers
Columbia,
South Carolina
| US$ 609 mi | +US$ 14,5 mi | +2% | 3,52% | 170% | 73 | 13,7% | 3,4 |
|
| 1919 |
1919
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$ 609 mi | +US$ 14,7 mi | +2% | 0,56% | 80,6% | 109 | 4,59% | 2,7 |
|
| 1920 |
1920
Global Retirement Partners
San Rafael,
California
| US$ 608 mi | +US$ 86,1 mi | +16% | 1,09% | – | 1.749 | 12,52% | 1,8 |
|
| 1921 |
GPCM
1921
Greenbrier Partners Capital Management
Dallas,
Texas
| US$ 608 mi | +US$ 11,3 mi | +2% | 3,44% | 96,1% | 15 | 0% | 5 |
|
| 1922 |
1922
Avidian Wealth Enterprises
Houston,
Texas
| US$ 607 mi | +US$ 184 mi | +44% | 0,03% | 71,7% | 212 | 41,51% | 1,1 |
|
| 1923 |
1923
PSquared Asset Management
Zurich,
Switzerland
| US$ 607 mi | +US$ 190 mi | +45% | 2,52% | 178% | 8 | 62,5% | 0,1 |
|
| 1924 |
CEI
1924
Clark Estates Inc
New York
| US$ 607 mi | -US$ 18,7 mi | -3% | 0,27% | 34,5% | 98 | 14,29% | 2,1 |
|
| 1925 |
1925
Citizens Business Bank
Ontario,
California
| US$ 606 mi | +US$ 2,24 mi | +0,4% | 1,63% | 108% | 260 | 8,46% | 3,9 |
|