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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Beaird Harris Wealth Management
Dallas,
Texas
| US$ 1,06 bi | +US$ 36,5 mi | +4% | 0,54% | 41,3% | 805 | 30,31% | 1,3 |
|
| 1952 |
1952
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$ 1,06 bi | +US$ 125 mi | +13% | 3,7% | 75,4% | 572 | 11,71% | 2,1 |
|
| 1953 |
1953
TCI Wealth Advisors
Tucson,
Arizona
| US$ 1,06 bi | +US$ 45,3 mi | +4% | 0,36% | 65% | 231 | 10,39% | 7,1 |
|
| 1954 |
1954
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 1,06 bi | +US$ 34,8 mi | +3% | 2,97% | 70,6% | 112 | 11,61% | 4,1 |
|
| 1955 |
1955
Founders Financial Securities
Towson,
Maryland
| US$ 1,06 bi | +US$ 104 mi | +11% | 2,15% | 64,3% | 438 | 15,3% | 2,1 |
|
| 1956 |
1956
Narwhal Capital Management
Marietta,
Georgia
| US$ 1,06 bi | +US$ 35,8 mi | +4% | 5,58% | 93,8% | 169 | 9,47% | 5,4 |
|
| 1957 |
1957
Girard Partners
King Of Prussia,
Pennsylvania
| US$ 1,06 bi | -US$ 5,39 mi | -0,5% | 2,69% | 25,7% | 268 | 5,6% | 4,8 |
|
| 1958 |
1958
PDT Partners
New York
| US$ 1,06 bi | -US$ 1,38 mi | -0,1% | 1,02% | 211% | 774 | 36,05% | 0,8 |
|
| 1959 |
1959
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$ 1,05 bi | -US$ 161 mi | -13% | 4,59% | 151% | 165 | 35,76% | 2,1 |
|
| 1960 |
1960
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 1,05 bi | -US$ 70,7 mi | -6% | 0,16% | 181% | 167 | 26,95% | 2 |
|
| 1961 |
1961
Carlyle Group
Washington,
District of Columbia
| US$ 1,05 bi | -US$ 533 mi | -34% | 16,4% | 7,98% | 33 | 9,09% | 1,3 |
|
| 1962 |
1962
Ninepoint Partners
Toronto,
Ontario, Canada
| US$ 1,05 bi | +US$ 109 mi | +12% | 2,71% | 82,6% | 113 | 23,01% | 1,4 |
|
| 1963 |
1963
Integral Health Asset Management
New York
| US$ 1,05 bi | -US$ 24,6 mi | -2% | 14,5% | 564% | 105 | 55,24% | 0,6 |
|
| 1964 |
1964
Bouchey Financial Group
Troy,
New York
| US$ 1,05 bi | +US$ 36,4 mi | +4% | 3,69% | 66,7% | 156 | 9,62% | 3,1 |
|
| 1965 |
1965
Oak Ridge Investments
Chicago,
Illinois
| US$ 1,05 bi | +US$ 58,8 mi | +6% | 9,78% | 208% | 157 | 15,92% | 3,9 |
|
| 1966 |
1966
Sax Wealth Advisors
Parsippany,
New Jersey
| US$ 1,05 bi | +US$ 194 mi | +23% | 1,34% | 64,3% | 287 | 38,33% | 1,5 |
|
| 1967 |
1967
TCV Trust & Wealth Management
Richmond,
Virginia
| US$ 1,05 bi | +US$ 4,86 mi | +0,5% | 1,27% | 75,3% | 205 | 7,32% | 6,5 |
|
| 1968 |
1968
Lyell Wealth Management
Menlo Park,
California
| US$ 1,05 bi | +US$ 63,9 mi | +6% | 4,62% | 128% | 207 | 8,7% | 3,8 |
|
| 1969 |
1969
ARS Investment Partners
New York
| US$ 1,05 bi | +US$ 42,1 mi | +4% | 4,12% | 260% | 183 | 22,95% | 3,3 |
|
| 1970 |
1970
Condor Capital Management
Martinsville,
New Jersey
| US$ 1,05 bi | +US$ 23,6 mi | +2% | 1,77% | 58,2% | 204 | 16,18% | 4,9 |
|
| 1971 |
1971
Cardiff Park Advisors
Carlsbad,
California
| US$ 1,04 bi | -US$ 11 mi | -1% | 2,27% | 88,6% | 363 | 12,67% | 2 |
|
| 1972 |
1972
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 1,04 bi | +US$ 33,2 mi | +3% | 4,62% | 80% | 1.055 | 31,66% | 2,6 |
|
| 1973 |
1973
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 1,04 bi | +US$ 59,2 mi | +6% | 2,18% | 62,7% | 370 | 11,62% | 2,5 |
|
| 1974 |
1974
Progeny 3 Inc
Kirkland,
Washington
| US$ 1,04 bi | +US$ 135 mi | +15% | 3,88% | 96,8% | 30 | 16,67% | 1,8 |
|
| 1975 |
1975
Kintegral Advisory
New York
| US$ 1,04 bi | +US$ 42,2 mi | +4% | 4,59% | 143% | 283 | 23,67% | 3,7 |
|