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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 |
RA
1926
Resolute Advisors
San Francisco,
California
| US$ 859 mi | +US$ 95,1 mi | +12% | 13,8% | 36,7% | 74 | 22,97% | 1,4 |
|
| 1927 |
1927
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$ 858 mi | +US$ 24,2 mi | +3% | 5,46% | 77,5% | 175 | 9,71% | 7 |
|
| 1928 |
1928
Brandywine Oak Private Wealth
Kennett Square,
Pennsylvania
| US$ 857 mi | +US$ 52,7 mi | +7% | 5,63% | 62,2% | 259 | 7,72% | 3 |
|
| 1929 |
1929
GeoWealth Management
Chicago,
Illinois
| US$ 855 mi | -US$ 90,9 mi | -10% | 2,81% | 58% | 450 | 33,33% | 1,3 |
|
| 1930 |
1930
Godsey & Gibb Inc
Richmond,
Virginia
| US$ 853 mi | +US$ 326 mi | +62% | 2,28% | 87,5% | 422 | 47,87% | 0,2 |
|
| 1931 |
1931
Lindbrook Capital
Calabasas,
California
| US$ 853 mi | +US$ 41,2 mi | +5% | 7,83% | 35,8% | 2.993 | 12,9% | 2,3 |
|
| 1932 |
1932
Cowen and Company
New York
| US$ 851 mi | -US$ 105 mi | -11% | 0,11% | 120% | 835 | 52,69% | 0,6 |
|
| 1933 |
1933
DigitalBridge Group
Boca Raton,
Florida
| US$ 851 mi | +US$ 143 mi | +20% | 3,98% | 161% | 67 | 37,31% | 1 |
|
| 1934 |
1934
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 851 mi | +US$ 36,1 mi | +4% | 6,93% | 80% | 941 | 6,59% | 1,3 |
|
| 1935 |
1935
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 851 mi | +US$ 50 mi | +6% | 6,8% | 125% | 163 | 6,75% | 4,4 |
|
| 1936 |
1936
Vestor Capital
Chicago,
Illinois
| US$ 851 mi | +US$ 21,5 mi | +3% | 9,21% | 188% | 253 | 11,86% | 3,2 |
|
| 1937 |
1937
Front Barnett Associates
Chicago,
Illinois
| US$ 850 mi | +US$ 58,9 mi | +7% | 9,08% | 40,5% | 118 | 4,24% | 6,8 |
|
| 1938 |
1938
Invictus Private Wealth
Denver,
Colorado
| US$ 850 mi | +US$ 73,7 mi | +9% | 9,35% | 84,2% | 97 | 18,56% | 0,2 |
|
| 1939 |
1939
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 847 mi | +US$ 4,18 mi | +0,5% | 4,46% | 75,7% | 910 | 15,93% | 2,7 |
|
| 1940 |
1940
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 847 mi | +US$ 49,6 mi | +6% | 5,09% | 41,1% | 48 | 16,67% | 1,5 |
|
| 1941 |
1941
Armstrong Advisory Group
Needham,
Massachusetts
| US$ 847 mi | +US$ 86,8 mi | +11% | 5,83% | 55,6% | 832 | 8,41% | 0,2 |
|
| 1942 |
1942
Bangor Savings Bank
Bangor,
Maine
| US$ 846 mi | +US$ 8,02 mi | +1% | 4,93% | 54,6% | 557 | 5,57% | 2,4 |
|
| 1943 |
1943
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 846 mi | +US$ 44,5 mi | +6% | 4,32% | 76,5% | 975 | 23,38% | 1,6 |
|
| 1944 |
1944
Meteora Capital
Boca Raton,
Florida
| US$ 846 mi | +US$ 383 mi | +83% | 1,23% | 56,9% | 530 | 44,72% | 0,4 |
|
| 1945 |
1945
Criteria Caixa
Barcelona,
Spain
| US$ 844 mi | +US$ 54,1 mi | +7% | 5,16% | 35,5% | 55 | 40% | 1,6 |
|
| 1946 |
WDA
1946
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 843 mi | +US$ 29,7 mi | +4% | 5,43% | 58,7% | 149 | 4,03% | 7,3 |
|
| 1947 |
1947
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 843 mi | +US$ 39,4 mi | +5% | 3,69% | 81,2% | 179 | 7,26% | 4,2 |
|
| 1948 |
1948
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 843 mi | +US$ 43 mi | +5% | 5,29% | 76,6% | 435 | 8,97% | 4,8 |
|
| 1949 |
1949
Willis Johnson & Associates
Houston,
Texas
| US$ 843 mi | +US$ 75,8 mi | +10% | 5,33% | 50,9% | 130 | 19,23% | 1,4 |
|
| 1950 |
1950
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 842 mi | +US$ 88,6 mi | +12% | 10,2% | 69% | 731 | 11,08% | 1,6 |
|