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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
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$ 1,61 bi | +US$ 141 mi | +10% | 14,5% | 73% | 461 | 13,02% | 4 |
|
| 1902 |
1902
RMR Wealth Builders
Montclair,
New Jersey
| US$ 1,61 bi | +US$ 340 mi | +27% | 19,4% | 91,7% | 326 | 18,1% | 2,9 |
|
| 1903 |
1903
BTG Pactual Asset Management US
New York
| US$ 1,61 bi | +US$ 454 mi | +39% | 11,7% | – | 558 | 58,24% | 0,4 |
|
| 1904 |
1904
Trust Asset Management
Houston,
Texas
| US$ 1,61 bi | +US$ 209 mi | +15% | 19,8% | 91,1% | 234 | 5,98% | 4,6 |
|
| 1905 |
1905
Quintet Private Bank (Europe)
Luxembourg
| US$ 1,6 bi | +US$ 112 mi | +7% | 15,6% | 111% | 204 | 12,75% | 2,8 |
|
| 1906 |
1906
DDD Partners
Bellevue,
Washington
| US$ 1,6 bi | +US$ 153 mi | +11% | 16,7% | 62,1% | 175 | 28,57% | 2,2 |
|
| 1907 |
1907
Moss Adams Wealth Advisors
Seattle,
Washington
| US$ 1,6 bi | +US$ 233 mi | +17% | 18% | 79,6% | 323 | 21,36% | 1,6 |
|
| 1908 |
1908
Investure LLC
Charlottesville,
Virginia
| US$ 1,6 bi | -US$ 439 mi | -22% | 14,2% | 55,4% | 17 | 0% | 5,4 |
|
| 1909 |
1909
IMA Advisory Services
Denver,
Colorado
| US$ 1,6 bi | +US$ 575 mi | +56% | 18,5% | 74,5% | 1.465 | 34,61% | 0,8 |
|
| 1910 |
1910
Alpine Associates Management
Palm Beach,
Florida
| US$ 1,6 bi | -US$ 98,7 mi | -6% | 14,3% | 366% | 99 | 62,63% | 0,3 |
|
| 1911 |
1911
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,6 bi | +US$ 125 mi | +9% | 8,03% | 41,3% | 757 | 16,12% | 2,3 |
|
| 1912 |
1912
Vestor Capital
Chicago,
Illinois
| US$ 1,6 bi | +US$ 213 mi | +15% | 23% | 188% | 317 | 25,87% | 4,1 |
|
| 1913 |
1913
Devon Energy
Houston,
Texas
| US$ 1,59 bi | +US$ 1,12 bi | +235% | 3,5% | – | 2 | 50% | 0,1 |
|
| 1914 |
1914
Asset Dedication LLC
San Francisco,
California
| US$ 1,59 bi | +US$ 161 mi | +11% | 13,5% | 67,8% | 1.292 | 17,57% | 3,4 |
|
| 1915 |
1915
NEA Management Company
Timonium,
Maryland
| US$ 1,59 bi | -US$ 171 mi | -10% | 26,7% | 823% | 27 | 7,41% | 4,6 |
|
| 1916 |
1916
Cryder Capital Partners
London,
United Kingdom
| US$ 1,59 bi | +US$ 55,7 mi | +4% | 0,96% | 55,7% | 10 | 0% | 7,8 |
|
| 1917 |
ACM
1917
AIGH Capital Management
Baltimore,
Maryland
| US$ 1,59 bi | +US$ 853 mi | +116% | 211% | 3.007% | 61 | 55,74% | 0,7 |
|
| 1918 |
1918
SVB Wealth
Boston,
Massachusetts
| US$ 1,59 bi | +US$ 68,3 mi | +5% | 14,6% | 170% | 402 | 9,2% | 1,2 |
|
| 1919 |
1919
GSA Capital Partners
London,
United Kingdom
| US$ 1,59 bi | -US$ 22,5 mi | -1% | 22,8% | 94,7% | 2.269 | 52,09% | 0,6 |
|
| 1920 |
1920
Wealthquest
Cincinnati,
Ohio
| US$ 1,59 bi | +US$ 174 mi | +12% | 11% | 52,1% | 183 | 21,31% | 1,7 |
|
| 1921 |
1921
PPSC Investment Service
Tokyo,
Japan
| US$ 1,58 bi | +US$ 317 mi | +25% | 30,1% | 193% | 8 | 0% | 2,5 |
|
| 1922 |
1922
Falcon Wealth Planning
Ontario,
California
| US$ 1,58 bi | +US$ 116 mi | +8% | 8,82% | 52,7% | 266 | 18,05% | 2,3 |
|
| 1923 |
LLL
1923
Lynrock Lake LP
Rye Brook,
New York
| US$ 1,58 bi | +US$ 122 mi | +8% | 8,35% | 21,2% | 29 | 13,79% | 2,6 |
|
| 1924 |
1924
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,58 bi | +US$ 194 mi | +14% | 17,3% | 81,2% | 192 | 15,63% | 5 |
|
| 1925 |
1925
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 1,58 bi | +US$ 185 mi | +13% | 9,81% | 52,6% | 134 | 14,18% | 2,4 |
|