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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
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,22 bi | -US$ 46,7 mi | -4% | 2,49% | 42,8% | 42 | 4,76% | 3,9 |
|
| 1902 |
1902
XTX Topco
George Town,
Cayman Islands
| US$ 1,22 bi | -US$ 166 mi | -12% | 5,54% | 87,3% | 3.148 | 65,22% | 0,3 |
|
| 1903 |
1903
Icon Wealth Advisors
Houston,
Texas
| US$ 1,22 bi | +US$ 14,4 mi | +1% | 1,36% | – | 526 | 13,5% | 1,4 |
|
| 1904 |
ACM
1904
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$ 1,22 bi | -US$ 39,9 mi | -3% | 20,7% | 70,7% | 7 | 0% | 5,8 |
|
| 1905 |
1905
Naspers
South Africa
| US$ 1,22 bi | +US$ 442 mi | +57% | 59,9% | 88,2% | 4 | 0% | 3 |
|
| 1906 |
1906
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 1,21 bi | +US$ 13,1 mi | +1% | 1,72% | 101% | 152 | 11,84% | 2,9 |
|
| 1907 |
1907
Angeles Wealth Management
Santa Monica,
California
| US$ 1,21 bi | +US$ 52,2 mi | +4% | 1,02% | 80,6% | 386 | 19,43% | 1,4 |
|
| 1908 |
1908
Coliseum Capital Management
Rowayton,
Connecticut
| US$ 1,21 bi | +US$ 179 mi | +17% | 5,7% | 41,1% | 15 | 13,33% | 3,2 |
|
| 1909 |
1909
Cahaba Wealth Management
Atlanta,
Georgia
| US$ 1,21 bi | -US$ 3,37 mi | -0,3% | 1,15% | 48,7% | 157 | 11,46% | 4 |
|
| 1910 |
1910
KMG Fiduciary Partners
Toledo,
Ohio
| US$ 1,21 bi | +US$ 50,2 mi | +4% | 2,14% | 114% | 281 | 8,9% | 3,1 |
|
| 1911 |
1911
Strategic Wealth Partners
Independence,
Ohio
| US$ 1,21 bi | +US$ 168 mi | +16% | 1,59% | – | 333 | 17,12% | 2,8 |
|
| 1912 |
1912
Delta Global Management
New York
| US$ 1,21 bi | -US$ 282 mi | -19% | 10,9% | – | 54 | 46,3% | 0,5 |
|
| 1913 |
1913
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 1,2 bi | +US$ 31,5 mi | +3% | 1,14% | 62,8% | 1.000 | 22,3% | 4,6 |
|
| 1914 |
1914
Freedom Investment Management
Hartford,
Connecticut
| US$ 1,2 bi | -US$ 52 mi | -4% | 0,06% | 68,5% | 833 | 18,97% | 3,3 |
|
| 1915 |
BPI
1915
BFC Planning, Inc.
Cedar Rapids,
Iowa
| US$ 1,2 bi | – | – | 5,21% | – | 2.603 | – | 0 |
|
| 1916 |
1916
Stephens Group Asset Management
Little Rock,
Arkansas
| US$ 1,2 bi | +US$ 3,8 mi | +0,3% | 0,15% | 51,4% | 34 | 0% | 4,1 |
|
| 1917 |
1917
AltraVue Capital
Bellevue,
Washington
| US$ 1,2 bi | +US$ 89 mi | +8% | 14,8% | 221% | 28 | 7,14% | 3,8 |
|
| 1918 |
1918
Gladstone Capital Management
London,
United Kingdom
| US$ 1,2 bi | +US$ 11,8 mi | +1% | 3,57% | 304% | 33 | 48,48% | 0,9 |
|
| 1919 |
1919
Vise Technologies
New York
| US$ 1,2 bi | +US$ 414 mi | +53% | 2,26% | – | 846 | 34,04% | 0,9 |
|
| 1920 |
1920
Parsifal Capital Management
Greenwich,
Connecticut
| US$ 1,2 bi | -US$ 263 mi | -18% | 5,06% | 154% | 17 | 17,65% | 1,1 |
|
| 1921 |
1921
Boussard & Gavaudan Investment Management
London,
United Kingdom
| US$ 1,2 bi | +US$ 99,2 mi | +9% | 1,38% | 25,8% | 130 | 73,08% | 0,3 |
|
| 1922 |
1922
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,2 bi | +US$ 10,7 mi | +0,9% | 1,21% | 68,2% | 246 | 8,94% | 7,2 |
|
| 1923 |
1923
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,2 bi | +US$ 35,4 mi | +3% | 2,48% | 106% | 693 | 11,26% | 2,4 |
|
| 1924 |
IAIM
1924
International Assets Investment Management
Orlando,
Florida
| US$ 1,2 bi | -US$ 35,6 mi | -3% | 4,49% | 101% | 2.066 | 71,59% | 1,7 |
|
| 1925 |
1925
Carrhae Capital
London,
United Kingdom
| US$ 1,2 bi | +US$ 320 mi | +37% | 2,66% | 182% | 29 | 37,93% | 0,9 |
|