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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
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 907 mi | +US$ 211 mi | +30% | 1,53% | 26,8% | 5 | 40% | 1,7 |
|
| 1902 |
1902
Evensky & Katz
Coral Gables,
Florida
| US$ 904 mi | +US$ 96 mi | +12% | 6,83% | 61,1% | 81 | 12,35% | 3,9 |
|
| 1903 |
1903
One Capital Management
Westlake Village,
California
| US$ 904 mi | +US$ 72,5 mi | +9% | 5,72% | 50,5% | 173 | 10,98% | 4,2 |
|
| 1904 |
1904
2Xideas
Kusnacht,
Switzerland
| US$ 904 mi | +US$ 102 mi | +13% | 0,92% | 40,6% | 67 | 1,49% | 0,2 |
|
| 1905 |
1905
Provident Investment Management
Novi,
Michigan
| US$ 903 mi | +US$ 51,6 mi | +6% | 7,62% | 90,8% | 56 | 5,36% | 3,3 |
|
| 1906 |
1906
Alpine Woods Capital Investors
Purchase,
New York
| US$ 901 mi | +US$ 81,1 mi | +10% | 7,62% | 105% | 241 | 12,86% | 3,3 |
|
| 1907 |
1907
Main Management
San Francisco,
California
| US$ 900 mi | +US$ 119 mi | +15% | 6,36% | 64,1% | 146 | 20,55% | 2,4 |
|
| 1908 |
1908
Front Barnett Associates
Chicago,
Illinois
| US$ 899 mi | +US$ 56,3 mi | +7% | 6,56% | 40,5% | 109 | 0,92% | 6,1 |
|
| 1909 |
1909
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$ 898 mi | -US$ 12 mi | -1% | 7,55% | 70,8% | 10 | 20% | 0,2 |
|
| 1910 |
1910
ATP Life Science Ventures
New York
| US$ 898 mi | -US$ 397 mi | -31% | 25,5% | – | 3 | 0% | 0,9 |
|
| 1911 |
1911
B. Riley Financial
Los Angeles,
California
| US$ 898 mi | +US$ 281 mi | +46% | 62,1% | 682% | 42 | 59,52% | 0,6 |
|
| 1912 |
1912
YCG LLC
Austin,
Texas
| US$ 896 mi | +US$ 25,7 mi | +3% | 5,03% | 27% | 46 | 2,17% | 4,4 |
|
| 1913 |
1913
BTC Capital Management
Des Moines,
Iowa
| US$ 896 mi | +US$ 57,4 mi | +7% | 5,97% | – | 243 | 13,58% | 2,5 |
|
| 1914 |
ECG
1914
EPIQ Capital Group
San Francisco,
California
| US$ 896 mi | +US$ 264 mi | +42% | 13,9% | 6,25% | 52 | 11,54% | 0,9 |
|
| 1915 |
AIC
1915
AWM Investment Company
New York
| US$ 895 mi | +US$ 108 mi | +14% | 21,6% | 778% | 123 | 30,89% | 1,9 |
|
| 1916 |
1916
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 895 mi | +US$ 193 mi | +28% | 15,8% | 55,4% | 730 | 70,14% | 0,9 |
|
| 1917 |
1917
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 894 mi | +US$ 90,4 mi | +11% | 6,26% | 56,1% | 120 | 19,17% | 1,6 |
|
| 1918 |
1918
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 894 mi | +US$ 42,3 mi | +5% | 8,36% | 68,6% | 190 | 3,68% | 5,2 |
|
| 1919 |
1919
NXG Investment Management
Dallas,
Texas
| US$ 894 mi | -US$ 7,51 mi | -0,8% | 13,7% | 121% | 145 | 33,1% | 1,9 |
|
| 1920 |
1920
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 891 mi | +US$ 100 mi | +13% | 15,2% | 138% | 35 | 25,71% | 3 |
|
| 1921 |
1921
Nottingham Advisors
Amherst,
New York
| US$ 890 mi | +US$ 202 mi | +29% | 3,23% | 47,6% | 153 | 14,38% | 2,9 |
|
| 1922 |
MI
1922
Markston International
White Plains,
New York
| US$ 889 mi | +US$ 39,1 mi | +5% | 8,32% | 109% | 153 | 3,27% | 5,8 |
|
| 1923 |
1923
Bank of the West
Monterey Park,
California
| US$ 889 mi | +US$ 31,8 mi | +4% | 6,53% | 35,4% | 227 | 11,45% | 5,1 |
|
| 1924 |
1924
Kopernik Global Investors
Tampa,
Florida
| US$ 889 mi | +US$ 164 mi | +23% | 23,6% | 128% | 24 | 8,33% | 4 |
|
| 1925 |
1925
Middleton & Co
Boston,
Massachusetts
| US$ 887 mi | +US$ 41,9 mi | +5% | 3,25% | 81,8% | 158 | 12,03% | 5,1 |
|