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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
Levin Capital Strategies
New York
| US$ 981 mi | +US$ 41,6 mi | +4% | 5,78% | 88,6% | 468 | 46,37% | 2 |
|
| 1902 |
1902
Evensky & Katz
Coral Gables,
Florida
| US$ 981 mi | +US$ 76,1 mi | +8% | 6,46% | 57,1% | 76 | 6,58% | 4,1 |
|
| 1903 |
1903
ProVise Management Group
Clearwater,
Florida
| US$ 980 mi | +US$ 52,3 mi | +6% | 6,49% | 66,8% | 398 | 15,08% | 3,6 |
|
| 1904 |
1904
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$ 980 mi | +US$ 81,6 mi | +9% | 7,33% | 70,8% | 11 | 27,27% | 0,4 |
|
| 1905 |
1905
Oldfield Partners
London,
United Kingdom
| US$ 979 mi | +US$ 14,1 mi | +1% | 7,01% | 90,3% | 22 | 4,55% | 4,8 |
|
| 1906 |
1906
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$ 979 mi | +US$ 147 mi | +18% | 9,39% | 91,5% | 273 | 21,98% | 1,4 |
|
| 1907 |
1907
Johnson & Johnson Innovation - JJDC
New Brunswick,
New Jersey
| US$ 978 mi | +US$ 206 mi | +27% | 17,7% | – | 21 | 19,05% | 0,9 |
|
| 1908 |
TA
1908
Trivest Advisors
Hong Kong
| US$ 978 mi | +US$ 626 mi | +178% | 17,4% | 2.977% | 40 | 70% | 0,2 |
|
| 1909 |
1909
Accredited Investors
Edina,
Minnesota
| US$ 978 mi | +US$ 231 mi | +31% | 11,4% | 74% | 168 | 6,55% | 3,7 |
|
| 1910 |
1910
Ledyard National Bank
| US$ 977 mi | +US$ 48,7 mi | +5% | 6,7% | 80,7% | 245 | 6,12% | 5,4 |
|
| 1911 |
1911
Strategy Capital
Los Altos,
California
| US$ 977 mi | +US$ 241 mi | +33% | 20,7% | 316% | 9 | 11,11% | 1,8 |
|
| 1912 |
1912
Global Retirement Partners
San Rafael,
California
| US$ 976 mi | +US$ 122 mi | +14% | 7,29% | – | 2.000 | 13,15% | 2,5 |
|
| 1913 |
1913
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 976 mi | +US$ 100 mi | +11% | 4,5% | 26,1% | 180 | 9,44% | 4,7 |
|
| 1914 |
1914
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 975 mi | +US$ 80,9 mi | +9% | 6,45% | 56,1% | 121 | 12,4% | 1,7 |
|
| 1915 |
1915
GM Advisory Group
Melville,
New York
| US$ 975 mi | +US$ 141 mi | +17% | 8,7% | 53,6% | 218 | 16,97% | 1,7 |
|
| 1916 |
1916
Wintrust Investments
Chicago,
Illinois
| US$ 975 mi | +US$ 7,72 mi | +0,8% | 6,9% | 27,5% | 450 | 17,56% | 1,3 |
|
| 1917 |
1917
Western Wealth Management
Golden,
Colorado
| US$ 973 mi | +US$ 229 mi | +31% | 7,46% | 82,6% | 639 | 22,85% | 1,3 |
|
| 1918 |
1918
Mangrove Partners
Greenwich,
Connecticut
| US$ 971 mi | -US$ 19,4 mi | -2% | 2,12% | 185% | 508 | 75% | 0,1 |
|
| 1919 |
1919
Central Securities
New York
| US$ 971 mi | +US$ 94,4 mi | +11% | 10,3% | 90,2% | 33 | 6,06% | 5 |
|
| 1920 |
1920
Iron Triangle Partners
Cos Cob,
Connecticut
| US$ 971 mi | +US$ 184 mi | +23% | 8,58% | 152% | 36 | 52,78% | 0,5 |
|
| 1921 |
1921
Phillips Financial Management
Fort Wayne,
Indiana
| US$ 970 mi | +US$ 157 mi | +19% | 3,98% | 45,6% | 89 | 4,49% | 5 |
|
| 1922 |
1922
Money Design
Tokyo,
Japan
| US$ 969 mi | +US$ 111 mi | +13% | 3,87% | 26,4% | 65 | 1,54% | 1,9 |
|
| 1923 |
1923
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 968 mi | +US$ 49,4 mi | +5% | 5,63% | – | 186 | 8,06% | 5,4 |
|
| 1924 |
1924
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 968 mi | +US$ 113 mi | +13% | 8,39% | 67,7% | 130 | 7,69% | 3,2 |
|
| 1925 |
KL
1925
KGH Ltd
Nassau,
Bahamas
| US$ 968 mi | +US$ 172 mi | +22% | 24,8% | 139% | 40 | 42,5% | 0,5 |
|