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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
SB Management
Abu Dhabi,
United Arab Emirates
| US$ 976 mi | -US$ 7,53 bi | -89% | 10,7% | – | 44 | 56,82% | 0,2 |
|
| 1902 |
1902
First Interstate Bank
Billings,
Montana
| US$ 975 mi | +US$ 24,8 mi | +3% | 1,93% | 49,7% | 112 | 3,57% | 4,8 |
|
| 1903 |
1903
Front Barnett Associates
Chicago,
Illinois
| US$ 975 mi | -US$ 7,01 mi | -0,7% | 0,97% | 40,5% | 118 | 1,69% | 5,9 |
|
| 1904 |
1904
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 974 mi | +US$ 305 mi | +45% | 1,3% | 54,8% | 856 | 31,19% | 2,8 |
|
| 1905 |
1905
Poplar Forest Capital
Pasadena,
California
| US$ 974 mi | -US$ 44 mi | -4% | 0,99% | 30% | 91 | 10,99% | 2,7 |
|
| 1906 |
1906
Evanson Asset Management
Carmel,
California
| US$ 974 mi | +US$ 12,5 mi | +1% | 0,57% | 66,6% | 291 | 9,62% | 4,2 |
|
| 1907 |
1907
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 974 mi | +US$ 5,12 mi | +0,5% | 0,97% | – | 182 | 3,3% | 5,6 |
|
| 1908 |
1908
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$ 972 mi | -US$ 3,43 mi | -0,4% | 1,44% | 56,1% | 121 | 9,92% | 1,8 |
|
| 1909 |
1909
Myriad Asset Management
North Point,
Hong Kong
| US$ 972 mi | -US$ 370 mi | -28% | 1,29% | 149% | 204 | 55,88% | 0,2 |
|
| 1910 |
1910
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 971 mi | -US$ 23,6 mi | -2% | 0,68% | 69,4% | 358 | 20,39% | 1,1 |
|
| 1911 |
1911
Deer IX & Co
Larchmont,
New York
| US$ 971 mi | -US$ 134 mi | -12% | 31,9% | – | 7 | 71,43% | 0,2 |
|
| 1912 |
1912
BSN Capital Partners
London,
United Kingdom
| US$ 971 mi | +US$ 473 mi | +95% | 2,73% | 183% | 5 | 80% | 0,6 |
|
| 1913 |
1913
Mason Investment Advisory Services
Reston,
Virginia
| US$ 969 mi | -US$ 20,2 mi | -2% | 2,86% | 76,1% | 99 | 10,1% | 1,6 |
|
| 1914 |
1914
Koch Industries
Wichita,
Kansas
| US$ 968 mi | +US$ 719 mi | +289% | 4,21% | 56,9% | 10 | 40% | 0,7 |
|
| 1915 |
ECG
1915
EPIQ Capital Group
San Francisco,
California
| US$ 968 mi | +US$ 10,4 mi | +1% | 17,6% | 6,25% | 66 | 21,21% | 1,1 |
|
| 1916 |
1916
Ledyard National Bank
| US$ 967 mi | -US$ 9,6 mi | -1% | 0,31% | 80,7% | 244 | 5,33% | 5,6 |
|
| 1917 |
1917
Garde Capital
Seattle,
Washington
| US$ 967 mi | -US$ 200 mil | -0% | 1,22% | 57,6% | 287 | 8,01% | 2,3 |
|
| 1918 |
1918
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 967 mi | -US$ 428 mil | -0% | 0,79% | 51,4% | 24 | 4,17% | 2,5 |
|
| 1919 |
1919
Phillips Financial Management
Fort Wayne,
Indiana
| US$ 966 mi | -US$ 4,31 mi | -0,4% | 1,3% | 45,6% | 91 | 3,3% | 5,1 |
|
| 1920 |
1920
Pier Capital
Stamford,
Connecticut
| US$ 965 mi | -US$ 32,4 mi | -3% | 0,46% | 223% | 124 | 10,48% | 1,5 |
|
| 1921 |
1921
Thomasville National Bank
Thomasville,
Georgia
| US$ 965 mi | +US$ 21 mi | +2% | 1,19% | – | 224 | 6,7% | 4 |
|
| 1922 |
1922
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| US$ 964 mi | -US$ 263 mi | -21% | 4,08% | 125% | 75 | 28% | 0,8 |
|
| 1923 |
1923
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 963 mi | -US$ 12,7 mi | -1% | 1,7% | 26,1% | 178 | 6,74% | 4,9 |
|
| 1924 |
1924
Trek Financial
Scottsdale,
Arizona
| US$ 963 mi | +US$ 32,8 mi | +4% | 0,09% | 144% | 264 | 35,61% | 1 |
|
| 1925 |
1925
Bangor Savings Bank
Bangor,
Maine
| US$ 963 mi | +US$ 71,8 mi | +8% | 0,99% | 54,6% | 199 | 4,02% | 4,6 |
|