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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
Ascent Group
Virginia Beach,
Virginia
| US$ 906 mi | -US$ 2,05 mi | -0,2% | 2,66% | 83,3% | 507 | 22,09% | 1,3 |
|
| 1902 |
1902
Bridgeworth
Birmingham,
Alabama
| US$ 905 mi | +US$ 161 mil | +0% | 3,41% | 19,3% | 180 | 11,67% | 3,3 |
|
| 1903 |
1903
CoreView Capital Management
Hong Kong
| US$ 905 mi | +US$ 135 mi | +18% | 8,03% | 50,9% | 12 | 16,67% | 1,4 |
|
| 1904 |
1904
2Xideas
Kusnacht,
Switzerland
| US$ 904 mi | -US$ 142 mi | -14% | 7,01% | 40,6% | 61 | 9,84% | 2,2 |
|
| 1905 |
1905
Casdin Capital
New York
| US$ 904 mi | -US$ 241 mi | -21% | 7,68% | 370% | 45 | 20% | 2,2 |
|
| 1906 |
1906
Marquard & Bahls
Hamburg,
Germany
| US$ 903 mi | -US$ 307 mi | -25% | 2,72% | – | 3 | 33,33% | 1,8 |
|
| 1907 |
1907
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 903 mi | -US$ 8,52 mi | -0,9% | 3,44% | 62,7% | 325 | 8% | 2,3 |
|
| 1908 |
1908
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$ 902 mi | -US$ 43,1 mi | -5% | 3,92% | 62% | 100 | 4% | 3,3 |
|
| 1909 |
WAM
1909
WT Asset Management
Hong Kong
| US$ 900 mi | +US$ 573 mi | +175% | 15,2% | 2.788% | 28 | 67,86% | 0,5 |
|
| 1910 |
1910
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$ 900 mi | -US$ 36,3 mi | -4% | 2,48% | 102% | 105 | 3,81% | 3,7 |
|
| 1911 |
1911
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 899 mi | +US$ 23,6 mi | +3% | 2,14% | 48,3% | 39 | 10,26% | 2,4 |
|
| 1912 |
1912
New York Life Insurance Company
New York
| US$ 897 mi | -US$ 33,6 mi | -4% | 3,64% | 61,5% | 8 | 12,5% | 2,4 |
|
| 1913 |
1913
Beryl Capital Management
Redondo Beach,
California
| US$ 896 mi | +US$ 499 mi | +126% | 19% | 3.932% | 45 | 86,67% | 0,1 |
|
| 1914 |
1914
American Assets Investment Management
San Diego,
California
| US$ 896 mi | -US$ 2,44 mi | -0,3% | 1,15% | 507% | 177 | 6,21% | 5,1 |
|
| 1915 |
1915
Fifth Third Securities
Cincinnati,
Ohio
| US$ 895 mi | -US$ 23,5 mi | -3% | 3,16% | 62,7% | 220 | 10% | 1,3 |
|
| 1916 |
1916
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$ 894 mi | -US$ 76,8 mi | -8% | 11,8% | 507% | 32 | 3,13% | 2,5 |
|
| 1917 |
1917
Lindbrook Capital
Calabasas,
California
| US$ 894 mi | -US$ 45,6 mi | -5% | 2,38% | 35,8% | 2.887 | 13,13% | 2,7 |
|
| 1918 |
1918
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$ 894 mi | +US$ 14,3 mi | +2% | 3,87% | 26,1% | 181 | 18,23% | 6 |
|
| 1919 |
1919
SPC Financial Inc
Rockville,
Maryland
| US$ 891 mi | -US$ 33,1 mi | -4% | 2,8% | 65,1% | 221 | 8,6% | 3,9 |
|
| 1920 |
1920
SP Asset Management
Cupertino,
California
| US$ 890 mi | -US$ 6,39 mi | -0,7% | 0,76% | 92,4% | 119 | 9,24% | 3,5 |
|
| 1921 |
1921
Bristlecone Advisors
Bellevue,
Washington
| US$ 890 mi | -US$ 105 mi | -11% | 3,22% | 103% | 283 | 10,25% | 3,8 |
|
| 1922 |
1922
BBR Partners
New York
| US$ 889 mi | -US$ 14,6 mi | -2% | 3,93% | 63,4% | 207 | 29,47% | 2,5 |
|
| 1923 |
1923
Charles Schwab Trust
Henderson,
Nevada
| US$ 888 mi | +US$ 57,9 mi | +7% | 4,36% | 52,7% | 171 | 21,64% | 2,5 |
|
| 1924 |
CM
1924
Conifer Management
New York
| US$ 887 mi | -US$ 24,2 mi | -3% | 2,52% | 22,7% | 10 | 20% | 2,6 |
|
| 1925 |
1925
Beese Fulmer Investment Management
Canton,
Ohio
| US$ 887 mi | -US$ 37,4 mi | -4% | 2,52% | 124% | 225 | 4,89% | 6,1 |
|