Estamos no ar no !
Saiba mais
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Goodnow Investment Group
Darien,
Connecticut
| US$ 946 mi | -US$ 237 mi | -20% | 18,1% | 131% | 22 | 13,64% | 3,5 |
|
| 1952 |
1952
American Assets Investment Management
San Diego,
California
| US$ 945 mi | +US$ 16,6 mi | +2% | 2,49% | 507% | 182 | 6,59% | 3,7 |
|
| 1953 |
1953
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 944 mi | -US$ 56,2 mi | -6% | 5,15% | 94,5% | 707 | 14,99% | 3,7 |
|
| 1954 |
1954
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 943 mi | +US$ 28,5 mi | +3% | 2,79% | 86,3% | 331 | 15,11% | 2,5 |
|
| 1955 |
1955
NewSquare Capital
Newtown Square,
Pennsylvania
| US$ 943 mi | -US$ 898 mil | -0,1% | 0,96% | 76,5% | 485 | 37,11% | 2,7 |
|
| 1956 |
SIMS
1956
SPT Invest Management Sarl
Contern,
Luxembourg
| US$ 943 mi | -US$ 69,6 mi | -7% | 6,66% | – | 2 | 0% | 1,1 |
|
| 1957 |
1957
Vitruvian Partners
London,
United Kingdom
| US$ 942 mi | -US$ 979 mi | -51% | 35,4% | 96,9% | 8 | 0% | 1 |
|
| 1958 |
1958
Central Securities
New York
| US$ 942 mi | -US$ 65,2 mi | -6% | 0,78% | 90,2% | 32 | 6,25% | 5,5 |
|
| 1959 |
1959
BRR OpCo
Columbus,
Ohio
| US$ 941 mi | +US$ 17,6 mi | +2% | 2,98% | 23,6% | 232 | 15,52% | 3,5 |
|
| 1960 |
1960
Capital Asset Advisory Services
Williamston,
Michigan
| US$ 940 mi | -US$ 2,36 mi | -0,3% | 3,76% | 51% | 648 | 20,52% | 1,9 |
|
| 1961 |
1961
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$ 940 mi | -US$ 49,3 mi | -5% | 4,73% | 68,6% | 187 | 4,81% | 6,1 |
|
| 1962 |
1962
Atalaya Capital Management
New York
| US$ 940 mi | -US$ 80,1 mi | -8% | 2,87% | 7,46% | 444 | 12,61% | 0,6 |
|
| 1963 |
1963
Charles-Lim Capital
Central,
Hong Kong
| US$ 939 mi | -US$ 359 mi | -28% | 27,4% | 4,44% | 11 | 45,45% | 1,6 |
|
| 1964 |
1964
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$ 939 mi | -US$ 16,9 mi | -2% | 4,02% | 28,2% | 164 | 9,76% | 4 |
|
| 1965 |
1965
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 938 mi | -US$ 65,2 mi | -7% | 4,95% | 75,3% | 232 | 22,41% | 5 |
|
| 1966 |
1966
Novare Capital Management
Charlotte,
North Carolina
| US$ 938 mi | -US$ 48,3 mi | -5% | 4,32% | 76,5% | 186 | 19,89% | 3,4 |
|
| 1967 |
1967
Middleton & Co
Boston,
Massachusetts
| US$ 937 mi | -US$ 89,5 mi | -9% | 6,82% | 81,8% | 168 | 8,33% | 5,5 |
|
| 1968 |
1968
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 937 mi | -US$ 8,34 mi | -0,9% | 4,28% | 38,3% | 1.172 | 8,79% | 2,2 |
|
| 1969 |
1969
Invenomic Capital Management
Boston,
Massachusetts
| US$ 937 mi | +US$ 469 mi | +100% | 5,45% | 6,61% | 195 | 48,21% | 0,6 |
|
| 1970 |
1970
Hilton Capital Management
Garden City,
New York
| US$ 935 mi | -US$ 152 mi | -14% | 3,12% | 58,2% | 148 | 29,05% | 1,7 |
|
| 1971 |
1971
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$ 935 mi | -US$ 22,5 mi | -2% | 4,34% | 27,9% | 1.137 | 12,66% | 2,7 |
|
| 1972 |
1972
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$ 935 mi | -US$ 195 mi | -17% | 30% | 89,9% | 10 | 20% | 1,9 |
|
| 1973 |
1973
EJF Capital
Arlington,
Virginia
| US$ 935 mi | -US$ 188 mi | -17% | 1,89% | 127% | 308 | 67,86% | 1,4 |
|
| 1974 |
1974
Himension Capital (Singapore)
Singapore
| US$ 934 mi | -US$ 373 mi | -29% | 29,3% | 492% | 16 | 25% | 0,8 |
|
| 1975 |
VC
1975
Vision Capital
Toronto,
Ontario, Canada
| US$ 934 mi | +US$ 479 mi | +105% | 8,34% | 19,8% | 18 | 55,56% | 0,7 |
|