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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
Blue Chip Partners
Farmington Hills,
Michigan
| US$ 1,08 bi | +US$ 52,6 mi | +5% | 2,28% | 81,2% | 197 | 9,64% | 4,5 |
|
| 1927 |
1927
Sage Mountain Advisors
Atlanta,
Georgia
| US$ 1,08 bi | +US$ 119 mi | +12% | 2,51% | 62,5% | 453 | 17% | 1,6 |
|
| 1928 |
1928
Charles Schwab Trust
Henderson,
Nevada
| US$ 1,08 bi | +US$ 24,3 mi | +2% | 0,39% | 52,7% | 162 | 11,73% | 3,1 |
|
| 1929 |
1929
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 1,08 bi | -US$ 5,23 mi | -0,5% | 0,62% | 28,2% | 149 | 8,05% | 5,3 |
|
| 1930 |
1930
SPC Financial Inc
Rockville,
Maryland
| US$ 1,08 bi | +US$ 16,2 mi | +2% | 0,11% | 65,1% | 249 | 10,84% | 3,9 |
|
| 1931 |
1931
Stack Financial Management
Whitefish,
Montana
| US$ 1,08 bi | -US$ 9,9 mi | -0,9% | 0,63% | 58,4% | 50 | 10% | 4,5 |
|
| 1932 |
1932
Koshinski Asset Management
Decatur,
Illinois
| US$ 1,08 bi | +US$ 102 mi | +10% | 2,46% | 76,5% | 651 | 18,43% | 2,5 |
|
| 1933 |
1933
Sheaff Brock Investment Advisors
Indianapolis,
Indiana
| US$ 1,08 bi | -US$ 509 mi | -32% | 6,39% | 61,9% | 530 | 16,98% | 4,8 |
|
| 1934 |
1934
True Link Financial Advisors
San Francisco,
California
| US$ 1,08 bi | +US$ 35 mi | +3% | 0,74% | 26,8% | 69 | 15,94% | 1,5 |
|
| 1935 |
1935
BTC Capital Management
Des Moines,
Iowa
| US$ 1,08 bi | -US$ 16,5 mi | -2% | 3,74% | – | 229 | 10,04% | 4,6 |
|
| 1936 |
1936
Galvin Gaustad & Stein
Scottsdale,
Arizona
| US$ 1,07 bi | -US$ 11,6 mi | -1% | 1,31% | 60,7% | 192 | 8,85% | 2,5 |
|
| 1937 |
1937
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 1,07 bi | +US$ 17,1 mi | +2% | 4,2% | 109% | 170 | 8,24% | 5,2 |
|
| 1938 |
1938
Plato Investment Management
Sydney, NSW,
Australia
| US$ 1,07 bi | +US$ 106 mi | +11% | 5,73% | – | 521 | 11,13% | 0,4 |
|
| 1939 |
1939
Atalan Capital Partners
New York
| US$ 1,07 bi | -US$ 137 mi | -11% | 1,49% | 319% | 9 | 0% | 1,6 |
|
| 1940 |
1940
Petrus Trust Company
Dallas,
Texas
| US$ 1,07 bi | -US$ 35,1 mi | -3% | 3,59% | 36,9% | 791 | 50,06% | 0,6 |
|
| 1941 |
1941
1900 Wealth Management
San Antonio,
Texas
| US$ 1,07 bi | -US$ 27,7 mi | -3% | 1,9% | 61% | 242 | 11,57% | 2,6 |
|
| 1942 |
1942
American Assets Investment Management
San Diego,
California
| US$ 1,07 bi | +US$ 17,8 mi | +2% | 0,83% | 507% | 173 | 9,83% | 5,8 |
|
| 1943 |
1943
Hartford Funds Management
Wayne,
Pennsylvania
| US$ 1,07 bi | +US$ 17,1 mi | +2% | 0,44% | 26,8% | 98 | 10,2% | 1,4 |
|
| 1944 |
1944
Angeles Wealth Management
Santa Monica,
California
| US$ 1,07 bi | +US$ 65,9 mi | +7% | 3,45% | 70,4% | 327 | 16,21% | 1,3 |
|
| 1945 |
1945
Lindbrook Capital
Calabasas,
California
| US$ 1,06 bi | -US$ 4,21 mi | -0,4% | 4,35% | 35,8% | 2.874 | 11,9% | 3,1 |
|
| 1946 |
1946
QV Investors
Calgary,
Alberta, Canada
| US$ 1,06 bi | -US$ 88,1 mi | -8% | 3,9% | 68,3% | 67 | 7,46% | 4,2 |
|
| 1947 |
1947
QVT Financial
New York
| US$ 1,06 bi | -US$ 119 mi | -10% | 1,25% | 267% | 39 | 20,51% | 3,8 |
|
| 1948 |
1948
Artemis Wealth Advisors
New York
| US$ 1,06 bi | +US$ 73,2 mi | +7% | 7,42% | 174% | 37 | 16,22% | 2,1 |
|
| 1949 |
1949
Flat Footed LLC
Wilson,
Wyoming
| US$ 1,06 bi | +US$ 485 mi | +84% | 7,01% | 152% | 28 | 64,29% | 0,5 |
|
| 1950 |
IAIM
1950
International Assets Investment Management
Orlando,
Florida
| US$ 1,06 bi | +US$ 106 mi | +11% | 4,64% | 88,5% | 2.285 | 66,56% | 0,6 |
|