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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
Jaffetilchin Investment Partners
Tampa,
Florida
| US$ 819 mi | +US$ 39,9 mi | +5% | 5,68% | 88,1% | 371 | 23,72% | 2,2 |
|
| 1902 |
AL
1902
Arnhold LLC
New York
| US$ 818 mi | +US$ 73,1 mi | +10% | 10,4% | 164% | 141 | 13,48% | 3 |
|
| 1903 |
1903
Philosophy Capital Management
Alamo,
California
| US$ 818 mi | -US$ 168 mi | -17% | 8,83% | 77,5% | 37 | 45,95% | 0,5 |
|
| 1904 |
SGCIA
1904
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 817 mi | +US$ 65,1 mi | +9% | 12% | 56,9% | 142 | 4,23% | 6,1 |
|
| 1905 |
1905
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$ 817 mi | -US$ 62,1 mi | -7% | 7,49% | 77,6% | 213 | 23,47% | 1,4 |
|
| 1906 |
1906
Bristlecone Advisors
Bellevue,
Washington
| US$ 816 mi | +US$ 49,8 mi | +6% | 5,94% | 103% | 260 | 10,77% | 3,3 |
|
| 1907 |
1907
MKP Capital Management
New York
| US$ 815 mi | +US$ 469 mi | +135% | 8,99% | 69,8% | 16 | 81,25% | 0,1 |
|
| 1908 |
1908
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 815 mi | +US$ 76,8 mi | +10% | 9,8% | 80% | 917 | 73,06% | 1,1 |
|
| 1909 |
1909
Executive Wealth Management
Brighton,
Michigan
| US$ 814 mi | +US$ 96,4 mi | +13% | 6,83% | 18,4% | 195 | 13,33% | 2,3 |
|
| 1910 |
1910
Lutz Financial Services
Omaha,
Nebraska
| US$ 814 mi | +US$ 82,2 mi | +11% | 6,99% | 35,3% | 78 | 12,82% | 3 |
|
| 1911 |
1911
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 814 mi | +US$ 163 mi | +25% | 16,3% | 102% | 101 | 1,98% | 3,1 |
|
| 1912 |
WDA
1912
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 814 mi | +US$ 70,4 mi | +9% | 11,6% | 58,7% | 149 | 4,7% | 7,1 |
|
| 1913 |
1913
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 813 mi | +US$ 88,1 mi | +12% | 11,9% | 104% | 563 | 19,89% | 2,5 |
|
| 1914 |
1914
Marathon Trading Investment Management
Radnor,
Pennsylvania
| US$ 813 mi | -US$ 212 mi | -21% | 5,12% | 143% | 367 | 46,59% | 1,1 |
|
| 1915 |
1915
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 812 mi | +US$ 78,2 mi | +11% | 8,51% | 96,9% | 575 | 17,91% | 1,4 |
|
| 1916 |
1916
Lindbrook Capital
Calabasas,
California
| US$ 812 mi | +US$ 219 mi | +37% | 9,56% | 35,8% | 3.095 | 15,57% | 2,1 |
|
| 1917 |
1917
Northcape Capital
Sydney,
Australia
| US$ 811 mi | +US$ 30,9 mi | +4% | 8,75% | – | 26 | 7,69% | 3,1 |
|
| 1918 |
1918
Discerene Group
Stamford,
Connecticut
| US$ 810 mi | +US$ 132 mi | +19% | 24% | 48,6% | 14 | 0% | 1,7 |
|
| 1919 |
1919
Callan Capital
La Jolla,
California
| US$ 810 mi | +US$ 195 mi | +32% | 10,2% | 20,1% | 195 | 38,46% | 2,3 |
|
| 1920 |
1920
Hollencrest Capital Management
Newport Beach,
California
| US$ 809 mi | +US$ 16,9 mi | +2% | 6,64% | 85,6% | 1.194 | 77,47% | 1,2 |
|
| 1921 |
1921
Harvard Management Company
Boston,
Massachusetts
| US$ 807 mi | +US$ 2,88 mi | +0,4% | 4,96% | 123% | 47 | 2,13% | 1,6 |
|
| 1922 |
1922
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 807 mi | +US$ 68,7 mi | +9% | 11% | 70% | 64 | 9,38% | 6,3 |
|
| 1923 |
1923
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 806 mi | +US$ 82,8 mi | +11% | 6,69% | 48,7% | 148 | 14,19% | 2,6 |
|
| 1924 |
1924
GSA Capital Partners
London,
United Kingdom
| US$ 806 mi | +US$ 51,6 mi | +7% | 10% | 94,7% | 2.052 | 60,82% | 0,4 |
|
| 1925 |
1925
Private Ocean
San Rafael,
California
| US$ 806 mi | +US$ 171 mi | +27% | 5,64% | 2,82% | 669 | 35,28% | 3 |
|