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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1926 |
1926
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 804 mi | +US$ 52 mi | +7% | 8,89% | 38,3% | 1.096 | 9,22% | 2,9 |
|
| 1927 |
SWS
1927
SYSTM Wealth Solutions
Chicago,
Illinois
| US$ 804 mi | – | – | 11,5% | – | 524 | – | 0 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 804 mi | +US$ 67,3 mi | +9% | 7,6% | 62,2% | 306 | 22,22% | 2,8 |
|
| 1929 |
1929
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 804 mi | +US$ 73,7 mi | +10% | 14,7% | 28,6% | 390 | 10% | 2,5 |
|
| 1930 |
1930
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 804 mi | +US$ 74 mi | +10% | 10,8% | 81,2% | 194 | 28,35% | 4 |
|
| 1931 |
1931
Trust Asset Management
Houston,
Texas
| US$ 803 mi | +US$ 70,1 mi | +10% | 8,06% | 91,1% | 201 | 5,47% | 2,1 |
|
| 1932 |
1932
Bank Hapoalim BM
Tel Aviv,
Israel
| US$ 802 mi | +US$ 7,2 mi | +0,9% | 8,38% | 76,6% | 173 | 11,56% | 3,4 |
|
| 1933 |
1933
Nordwand Advisors
Radnor,
Pennsylvania
| US$ 802 mi | – | – | 13,9% | 93% | 67 | – | 0 |
|
| 1934 |
1934
Resonant Capital Advisors
Madison,
Wisconsin
| US$ 802 mi | +US$ 144 mi | +22% | 8,32% | 56,5% | 269 | 20,82% | 1,8 |
|
| 1935 |
1935
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 802 mi | +US$ 1,56 mi | +0,2% | 8,75% | 76,5% | 886 | 52,37% | 1,5 |
|
| 1936 |
1936
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 801 mi | +US$ 83,1 mi | +12% | 10,5% | 98,6% | 406 | 22,17% | 3,5 |
|
| 1937 |
1937
Condor Capital Management
Martinsville,
New Jersey
| US$ 801 mi | +US$ 32,9 mi | +4% | 6,79% | 58,2% | 508 | 56,89% | 3,9 |
|
| 1938 |
1938
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 801 mi | +US$ 36,6 mi | +5% | 10,4% | 125% | 160 | 8,75% | 4,3 |
|
| 1939 |
BIC
1939
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 801 mi | +US$ 97,6 mi | +14% | 10,1% | 36% | 157 | 8,92% | 5,2 |
|
| 1940 |
1940
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 800 mi | +US$ 69,3 mi | +9% | 9,65% | 76,6% | 428 | 10,51% | 4,7 |
|
| 1941 |
1941
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 798 mi | +US$ 47 mi | +6% | 7,43% | 109% | 166 | 14,46% | 4,4 |
|
| 1942 |
1942
Howe & Rusling
Rochester,
New York
| US$ 797 mi | +US$ 44,2 mi | +6% | 10,9% | 82% | 1.143 | 74,45% | 4,7 |
|
| 1943 |
1943
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 797 mi | +US$ 59 mi | +8% | 7,18% | 41,1% | 40 | 35% | 1,6 |
|
| 1944 |
1944
XML Financial
Bethesda,
Maryland
| US$ 796 mi | +US$ 75,6 mi | +10% | 8,79% | 69,5% | 347 | 13,83% | 1,7 |
|
| 1945 |
HPM
1945
H. Partners Management
New York
| US$ 793 mi | +US$ 157 mi | +25% | 23,3% | 13,5% | 3 | 33,33% | 6 |
|
| 1946 |
1946
Bronte Capital Management
Bondi Junction,
Australia
| US$ 793 mi | -US$ 10,4 mi | -1% | 7,86% | 123% | 28 | 3,57% | 2 |
|
| 1947 |
1947
CloudAlpha Capital Management
Hong Kong
| US$ 792 mi | +US$ 185 mi | +30% | 18,7% | 2.704% | 26 | 65,38% | 0,2 |
|
| 1948 |
1948
Amica Mutual Insurance
Providence,
Rhode Island
| US$ 792 mi | +US$ 86,1 mi | +12% | 9,29% | 80,4% | 103 | 11,65% | 4,9 |
|
| 1949 |
1949
Front Barnett Associates
Chicago,
Illinois
| US$ 792 mi | +US$ 33 mi | +4% | 7,72% | 40,5% | 114 | 1,75% | 6,7 |
|
| 1950 |
1950
Meeder Advisory Services
Dublin,
Ohio
| US$ 792 mi | – | – | 9,64% | 91,4% | 399 | – | 0 |
|