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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
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 634 mi | +US$ 273 mi | +76% | 61,8% | 217% | 29 | 37,93% | 0,7 |
|
| 1902 |
1902
Coastline Trust
Providence,
Rhode Island
| US$ 633 mi | +US$ 79,6 mi | +14% | 17,6% | 106% | 314 | 6,69% | 4,9 |
|
| 1903 |
1903
Bramshill Investments
Naples,
Florida
| US$ 633 mi | +US$ 103 mi | +19% | 9,48% | 3,6% | 158 | 33,54% | 0,9 |
|
| 1904 |
1904
Murphy Capital Management
Bedminster,
New Jersey
| US$ 633 mi | +US$ 106 mi | +20% | 21,4% | 41,6% | 207 | 12,08% | 5,4 |
|
| 1905 |
1905
Main Management
San Francisco,
California
| US$ 632 mi | +US$ 90,2 mi | +17% | 19,1% | 64,1% | 125 | 24,8% | 2,2 |
|
| 1906 |
1906
Cipher Capital
New York
| US$ 632 mi | +US$ 357 mi | +129% | 26,5% | – | 667 | 77,06% | 0,3 |
|
| 1907 |
1907
Standard General
New York
| US$ 632 mi | +US$ 134 mi | +27% | 34,9% | 259% | 12 | 25% | 1,2 |
|
| 1908 |
TAM
1908
Telemark Asset Management
Boston,
Massachusetts
| US$ 632 mi | +US$ 212 mi | +51% | 54,8% | 329% | 68 | 51,47% | 0,8 |
|
| 1909 |
1909
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$ 632 mi | +US$ 105 mi | +20% | 16% | 68,7% | 478 | 20,5% | 2,7 |
|
| 1910 |
1910
Central Securities
New York
| US$ 631 mi | +US$ 96,6 mi | +18% | 19,8% | 90,2% | 33 | 6,06% | 4,9 |
|
| 1911 |
1911
Lenox Wealth Advisors
New York
| US$ 631 mi | +US$ 94,9 mi | +18% | 17,2% | 35,7% | 897 | 40,91% | 1,6 |
|
| 1912 |
1912
Perigon Wealth Management
San Francisco,
California
| US$ 631 mi | +US$ 93,5 mi | +17% | 23,8% | 104% | 380 | 22,11% | 2 |
|
| 1913 |
1913
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 630 mi | +US$ 75,3 mi | +14% | 21% | 80,4% | 41 | 19,51% | 2,9 |
|
| 1914 |
KPF
1914
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 629 mi | +US$ 102 mi | +19% | 12,3% | 76,5% | 357 | 64,15% | 0,3 |
|
| 1915 |
1915
Merriman Wealth Management
Seattle,
Washington
| US$ 629 mi | +US$ 169 mi | +37% | 19,6% | 18,3% | 196 | 42,35% | 1,6 |
|
| 1916 |
AL
1916
Arnhold LLC
New York
| US$ 629 mi | +US$ 86,2 mi | +16% | 17,4% | 164% | 146 | 10,96% | 1,6 |
|
| 1917 |
1917
Washington Trust Bank
Spokane,
Washington
| US$ 629 mi | +US$ 107 mi | +21% | 20,9% | 80,5% | 196 | 18,88% | 4,4 |
|
| 1918 |
JC
1918
JBF Capital
Aspen,
Colorado
| US$ 627 mi | +US$ 104 mi | +20% | 21,8% | 93,6% | 96 | 36,46% | 1,4 |
|
| 1919 |
1919
Trek Financial
Scottsdale,
Arizona
| US$ 627 mi | +US$ 219 mi | +54% | 12,5% | 144% | 173 | 61,27% | 0,5 |
|
| 1920 |
1920
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 627 mi | +US$ 78,6 mi | +14% | 16,6% | 61,8% | 170 | 5,88% | 4,9 |
|
| 1921 |
1921
Global Retirement Partners
San Rafael,
California
| US$ 627 mi | +US$ 98,2 mi | +19% | 18,4% | – | 1.801 | 15,99% | 2,2 |
|
| 1922 |
1922
Asset Advisors Investment Management
Augusta,
Georgia
| US$ 627 mi | +US$ 86,5 mi | +16% | 19,2% | 67,5% | 196 | 52,55% | 0,8 |
|
| 1923 |
1923
Modera Wealth Management
Westwood,
New Jersey
| US$ 626 mi | +US$ 150 mi | +31% | 17,3% | 68,2% | 158 | 10,76% | 3,7 |
|
| 1924 |
1924
Stone Ridge Asset Management
New York
| US$ 626 mi | -US$ 296 mi | -32% | 25% | – | 797 | 32,87% | 1,9 |
|
| 1925 |
1925
Estate Counselors
Thiensville,
Wisconsin
| US$ 626 mi | +US$ 18,1 mi | +3% | 9,71% | 60% | 172 | 33,72% | 1,2 |
|