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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
Delta Global Management
New York
| US$ 1,36 bi | -US$ 133 mi | -9% | 5,71% | – | 248 | 58,87% | 0,3 |
|
| 1902 |
1902
Washington Trust Bank
Spokane,
Washington
| US$ 1,36 bi | +US$ 177 mi | +15% | 7,37% | 80,5% | 210 | 10,95% | 6,3 |
|
| 1903 |
1903
Ulysses Management
New York
| US$ 1,36 bi | +US$ 371 mi | +37% | 2,51% | 51,8% | 67 | 43,28% | 2,1 |
|
| 1904 |
1904
American Assets Investment Management
San Diego,
California
| US$ 1,36 bi | +US$ 117 mi | +9% | 16,1% | 507% | 145 | 3,45% | 7,3 |
|
| 1905 |
1905
Clean Energy Transition
London,
United Kingdom
| US$ 1,36 bi | +US$ 113 mi | +9% | 14% | 129% | 21 | 47,62% | 1,2 |
|
| 1906 |
1906
Baskin Financial Services
Toronto,
Ontario, Canada
| US$ 1,36 bi | +US$ 38 mi | +3% | 4,07% | 69,1% | 52 | 0% | 5,9 |
|
| 1907 |
1907
Styrax Capital
New York
| US$ 1,36 bi | -US$ 45 mi | -3% | 2,42% | 310% | 12 | 41,67% | 1,7 |
|
| 1908 |
1908
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,36 bi | +US$ 69 mi | +5% | 5,11% | 42,8% | 45 | 20% | 3,9 |
|
| 1909 |
1909
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$ 1,36 bi | -US$ 239 mi | -15% | 13,3% | 121% | 2 | 0% | 3,6 |
|
| 1910 |
1910
Hardy Reed
Tupelo,
Mississippi
| US$ 1,36 bi | +US$ 110 mi | +9% | 7,75% | 69,7% | 261 | 13,41% | 2,3 |
|
| 1911 |
1911
Forest Avenue Capital Management
Miami,
Florida
| US$ 1,36 bi | +US$ 75,2 mi | +6% | 9,86% | 415% | 27 | 55,56% | 0,6 |
|
| 1912 |
1912
Avenir Tech
Hong Kong
| US$ 1,36 bi | +US$ 43,9 mi | +3% | 6,78% | – | 46 | 52,17% | 0,5 |
|
| 1913 |
1913
ProVise Management Group
Clearwater,
Florida
| US$ 1,36 bi | +US$ 90,6 mi | +7% | 7,16% | 66,8% | 268 | 7,84% | 7,1 |
|
| 1914 |
1914
City of London Investment Management
London,
United Kingdom
| US$ 1,35 bi | +US$ 277 mi | +26% | 12,9% | 102% | 98 | 32,65% | 3 |
|
| 1915 |
1915
Mangrove Partners
Greenwich,
Connecticut
| US$ 1,35 bi | +US$ 422 mi | +45% | 13,4% | 185% | 264 | 74,62% | 0,4 |
|
| 1916 |
1916
Tradition Wealth Management
Edina,
Minnesota
| US$ 1,35 bi | +US$ 100 mi | +8% | 8,86% | 69,6% | 512 | 15,04% | 2,8 |
|
| 1917 |
1917
Journey Advisory Group
Covington,
Kentucky
| US$ 1,35 bi | +US$ 64,3 mi | +5% | 7,57% | 66,2% | 289 | 11,76% | 2,7 |
|
| 1918 |
1918
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,35 bi | +US$ 105 mi | +8% | 10,7% | 93,8% | 171 | 9,36% | 5,8 |
|
| 1919 |
1919
Mill Capital Management
Concord,
North Carolina
| US$ 1,35 bi | +US$ 73,5 mi | +6% | 7,76% | 119% | 123 | 3,25% | 3,2 |
|
| 1920 |
1920
Warburg Pincus
New York
| US$ 1,35 bi | +US$ 170 mi | +14% | 32,7% | 3,59% | 5 | 20% | 2,3 |
|
| 1921 |
1921
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 1,35 bi | +US$ 125 mi | +10% | 6,67% | 59,7% | 349 | 9,46% | 1,6 |
|
| 1922 |
1922
Lyell Wealth Management
Menlo Park,
California
| US$ 1,35 bi | +US$ 80,2 mi | +6% | 8,68% | 128% | 224 | 8,04% | 4,3 |
|
| 1923 |
1923
Litman Gregory Wealth Management
Larkspur,
California
| US$ 1,35 bi | +US$ 74,5 mi | +6% | 7,25% | 55,5% | 151 | 11,26% | 2 |
|
| 1924 |
1924
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 1,35 bi | +US$ 147 mi | +12% | 8,9% | 86,3% | 349 | 10,6% | 3,8 |
|
| 1925 |
1925
Waterloo Capital
Austin,
Texas
| US$ 1,34 bi | +US$ 107 mi | +9% | 7,13% | 79,8% | 501 | 18,16% | 1,7 |
|