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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
Grassi Investment Management
Santa Clara,
California
| US$ 1,11 bi | +US$ 152 mi | +16% | 24,6% | 170% | 127 | 5,51% | 6 |
|
| 1902 |
1902
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,1 bi | +US$ 48,8 mi | +5% | 6,82% | 55,5% | 133 | 12,03% | 0,9 |
|
| 1903 |
1903
Partners Group Holding
Baar-Zug,
Switzerland
| US$ 1,1 bi | -US$ 72,1 mi | -6% | 3,07% | 23,3% | 50 | 10% | 4,9 |
|
| 1904 |
1904
Linonia Partnership
New York
| US$ 1,1 bi | +US$ 343 mi | +45% | 14,1% | – | 11 | 9,09% | 0,2 |
|
| 1905 |
1905
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,1 bi | +US$ 91,4 mi | +9% | 5,93% | 48,7% | 151 | 7,28% | 3,4 |
|
| 1906 |
1906
Maple Capital Management
Montpelier,
Vermont
| US$ 1,1 bi | +US$ 100 mi | +10% | 13,1% | 114% | 109 | 11,01% | 5,7 |
|
| 1907 |
1907
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 1,1 bi | +US$ 65,1 mi | +6% | 9,89% | 104% | 619 | 13,89% | 2,8 |
|
| 1908 |
1908
Vicus Capital
State College,
Pennsylvania
| US$ 1,1 bi | +US$ 109 mi | +11% | 6,88% | 59,6% | 289 | 31,49% | 2,5 |
|
| 1909 |
1909
1900 Wealth Management
San Antonio,
Texas
| US$ 1,1 bi | +US$ 7,33 mi | +0,7% | 7,77% | 61% | 298 | 22,48% | 2,3 |
|
| 1910 |
1910
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 1,1 bi | +US$ 119 mi | +12% | 10,6% | 78,2% | 182 | 10,44% | 2,8 |
|
| 1911 |
1911
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,09 bi | +US$ 69,2 mi | +7% | 6,54% | 51,4% | 27 | 0% | 4,4 |
|
| 1912 |
1912
BTC Capital Management
Des Moines,
Iowa
| US$ 1,09 bi | – | – | 10,5% | – | 225 | – | 4,3 |
|
| 1913 |
1913
a16z Perennial Management
Menlo Park,
California
| US$ 1,09 bi | +US$ 428 mi | +64% | 28,1% | – | 49 | 28,57% | 0,2 |
|
| 1914 |
1914
Francisco Partners Management
San Francisco,
California
| US$ 1,09 bi | -US$ 3,63 mi | -0,3% | 10,3% | 14,3% | 8 | 0% | 2,3 |
|
| 1915 |
1915
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,09 bi | +US$ 46,6 mi | +4% | 9,64% | 106% | 687 | 6,99% | 1,9 |
|
| 1916 |
1916
Naspers
South Africa
| US$ 1,09 bi | +US$ 192 mi | +21% | 5,55% | 88,2% | 4 | 0% | 2,3 |
|
| 1917 |
1917
Neumeier Poma Investment Counsel
Carmel,
California
| US$ 1,09 bi | -US$ 32 mi | -3% | 12,5% | 229% | 43 | 13,95% | 3,4 |
|
| 1918 |
1918
Stack Financial Management
Whitefish,
Montana
| US$ 1,09 bi | +US$ 204 mi | +23% | 8,54% | 70% | 48 | 16,67% | 4,5 |
|
| 1919 |
1919
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,09 bi | +US$ 197 mi | +22% | 10,9% | 101% | 142 | 19,72% | 2,7 |
|
| 1920 |
1920
Cornerstone Wealth Group
Huntersville,
North Carolina
| US$ 1,09 bi | +US$ 389 mi | +56% | 14,5% | 108% | 252 | 45,24% | 1,6 |
|
| 1921 |
1921
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,09 bi | +US$ 17 mi | +2% | 4,89% | 60,7% | 194 | 10,82% | 2,3 |
|
| 1922 |
1922
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 1,09 bi | +US$ 66,1 mi | +6% | 8,24% | 28,2% | 153 | 9,15% | 4,8 |
|
| 1923 |
1923
Coliseum Capital Management
Rowayton,
Connecticut
| US$ 1,08 bi | -US$ 162 mi | -13% | 14% | 41,1% | 11 | 0% | 3,3 |
|
| 1924 |
1924
Essex Financial Services
Essex,
Connecticut
| US$ 1,08 bi | +US$ 117 mi | +12% | 9,3% | 87,7% | 559 | 12,52% | 4,1 |
|
| 1925 |
1925
Money Concepts Capital
Palm Beach Gardens,
Florida
| US$ 1,08 bi | +US$ 6,85 mi | +0,6% | 7,57% | 74,5% | 417 | 17,27% | 2,2 |
|