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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
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$ 876 mi | +US$ 32,3 mi | +4% | 6,12% | 80,1% | 1.020 | 14,51% | 2,5 |
|
| 1902 |
1902
Southernsun Asset Management
Memphis,
Tennessee
| US$ 876 mi | -US$ 1,27 mi | -0,1% | 3,87% | 54,7% | 30 | 10% | 5 |
|
| 1903 |
1903
Lutz Financial Services
Omaha,
Nebraska
| US$ 876 mi | +US$ 62,1 mi | +8% | 3,74% | 35,3% | 77 | 3,9% | 3,2 |
|
| 1904 |
1904
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 876 mi | +US$ 45,6 mi | +5% | 5,85% | 124% | 225 | 4,89% | 5,7 |
|
| 1905 |
1905
Zhang Financial
Portage,
Michigan
| US$ 876 mi | +US$ 91,5 mi | +12% | 6,55% | 67,9% | 236 | 6,78% | 3,3 |
|
| 1906 |
1906
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 874 mi | +US$ 68,3 mi | +8% | 4,7% | 48,7% | 151 | 8,61% | 2,7 |
|
| 1907 |
1907
Fifth Third Securities
Cincinnati,
Ohio
| US$ 872 mi | +US$ 111 mi | +15% | 4,17% | 62,7% | 215 | 7,91% | 0,9 |
|
| 1908 |
1908
Ledyard National Bank
| US$ 871 mi | +US$ 20,2 mi | +2% | 5,43% | 80,7% | 203 | 3,45% | 6,6 |
|
| 1909 |
1909
BTC Capital Management
Des Moines,
Iowa
| US$ 869 mi | +US$ 37,6 mi | +5% | 7,61% | – | 251 | 10,36% | 3,6 |
|
| 1910 |
1910
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 868 mi | -US$ 13,5 mi | -2% | 2,15% | 26,1% | 167 | 11,98% | 6,2 |
|
| 1911 |
1911
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 868 mi | +US$ 111 mi | +15% | 5,32% | 62,7% | 296 | 22,3% | 2,1 |
|
| 1912 |
1912
Meeder Advisory Services
Dublin,
Ohio
| US$ 868 mi | +US$ 76,3 mi | +10% | 7,76% | 91,4% | 443 | 13,54% | 0,2 |
|
| 1913 |
1913
BBR Partners
New York
| US$ 868 mi | -US$ 21,6 mi | -2% | 7,93% | 63,4% | 196 | 26,02% | 2,7 |
|
| 1914 |
1914
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$ 867 mi | +US$ 79,6 mi | +10% | 11,2% | 60,6% | 91 | 31,87% | 1,1 |
|
| 1915 |
1915
American Assets Investment Management
San Diego,
California
| US$ 867 mi | +US$ 4,37 mi | +0,5% | 0,43% | 520% | 179 | 6,7% | 4,6 |
|
| 1916 |
1916
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 866 mi | +US$ 3,32 mi | +0,4% | 4,65% | 12,6% | 291 | 7,22% | 3,9 |
|
| 1917 |
1917
Callan Capital
La Jolla,
California
| US$ 864 mi | +US$ 54,1 mi | +7% | 6,26% | 20,1% | 197 | 12,18% | 2,5 |
|
| 1918 |
1918
Mizuho Bank
Tokyo,
Japan
| US$ 864 mi | +US$ 210 mi | +32% | 8,45% | 99,8% | 8 | 12,5% | 2,2 |
|
| 1919 |
1919
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$ 863 mi | +US$ 42,5 mi | +5% | 6,95% | 81,9% | 203 | 23,15% | 1,8 |
|
| 1920 |
1920
Bowie Capital Management
Richardson,
Texas
| US$ 863 mi | +US$ 81,1 mi | +10% | 14% | 31,6% | 48 | 35,42% | 2,9 |
|
| 1921 |
1921
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 863 mi | +US$ 48,7 mi | +6% | 8,2% | 102% | 101 | 0,99% | 3,3 |
|
| 1922 |
1922
Bronte Capital Management
Bondi Junction,
Australia
| US$ 862 mi | +US$ 69,4 mi | +9% | 7,8% | 123% | 31 | 16,13% | 1,9 |
|
| 1923 |
1923
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 862 mi | -US$ 100 mi | -10% | 2,72% | 64,1% | 299 | 14,38% | 2,7 |
|
| 1924 |
1924
Y-Intercept (HK)
Hong Kong
| US$ 861 mi | +US$ 183 mi | +27% | 4,46% | 41,6% | 1.670 | 75,63% | 0,2 |
|
| 1925 |
1925
Private Capital Management (Florida)
Naples,
Florida
| US$ 860 mi | +US$ 123 mi | +17% | 12,2% | 118% | 149 | 33,56% | 1,7 |
|