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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1976 |
1976
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 856 mi | +US$ 80,9 mi | +10% | 4,28% | 32,2% | 504 | 37,9% | 1,4 |
|
| 1977 |
1977
Broad Bay Capital Management
New York
| US$ 856 mi | -US$ 34,5 mi | -4% | 3,52% | 338% | 26 | 57,69% | 0,8 |
|
| 1978 |
MAM
1978
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$ 855 mi | +US$ 95,2 mi | +13% | 4,79% | 54,9% | 156 | 17,31% | 3,2 |
|
| 1979 |
1979
Principle Wealth Partners
Madison,
Connecticut
| US$ 855 mi | +US$ 96,2 mi | +13% | 7,65% | 90,7% | 292 | 8,9% | 1 |
|
| 1980 |
1980
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$ 855 mi | +US$ 39,3 mi | +5% | 16,3% | 80,4% | 35 | 2,86% | 3,6 |
|
| 1981 |
1981
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 855 mi | +US$ 66 mi | +8% | 2,47% | 67,7% | 130 | 11,54% | 3,2 |
|
| 1982 |
1982
Focus Financial Network
Minneapolis,
Minnesota
| US$ 855 mi | -US$ 274 mi | -24% | 3,97% | 106% | 571 | 56,04% | 1 |
|
| 1983 |
1983
Cipher Capital
New York
| US$ 854 mi | +US$ 24,8 mi | +3% | 9% | – | 718 | 69,64% | 0,3 |
|
| 1984 |
1984
Global Retirement Partners
San Rafael,
California
| US$ 854 mi | +US$ 56,1 mi | +7% | 4,96% | – | 1.961 | 17,29% | 2,4 |
|
| 1985 |
1985
Crescent Grove Advisors
Lake Forest,
Illinois
| US$ 853 mi | +US$ 88,2 mi | +12% | 3,74% | 64,1% | 217 | 18,89% | 1,9 |
|
| 1986 |
1986
Executive Wealth Management
Brighton,
Michigan
| US$ 852 mi | +US$ 38,4 mi | +5% | 3,25% | 18,4% | 200 | 18,5% | 1,3 |
|
| 1987 |
1987
Endurance Wealth Management
Providence,
Rhode Island
| US$ 850 mi | +US$ 58,1 mi | +7% | 6,59% | 59% | 694 | 13,83% | 3,8 |
|
| 1988 |
AAM
1988
Autus Asset Management
Scottsdale,
Arizona
| US$ 849 mi | +US$ 73,6 mi | +9% | 2,13% | 26,3% | 169 | 11,83% | 4,7 |
|
| 1989 |
1989
Jaffetilchin Investment Partners
Tampa,
Florida
| US$ 849 mi | +US$ 144 mi | +20% | 4,34% | 88,1% | 383 | 33,68% | 1,2 |
|
| 1990 |
1990
BDO Wealth Advisors
Jacksonville,
Florida
| US$ 848 mi | +US$ 138 mi | +19% | 6,54% | 38,3% | 1.298 | 33,44% | 1,3 |
|
| 1991 |
1991
Zazove Associates
Incline Village,
Nevada
| US$ 848 mi | +US$ 32,8 mi | +4% | 2,97% | 11% | 124 | 15,32% | 1,3 |
|
| 1992 |
1992
Main Management ETF Advisors
San Francisco,
California
| US$ 847 mi | +US$ 208 mi | +32% | 10,3% | 97,2% | 26 | 46,15% | 1 |
|
| 1993 |
CWM
1993
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 846 mi | +US$ 49 mi | +6% | 4,54% | 77,5% | 488 | 20,9% | 2,3 |
|
| 1994 |
1994
Trek Financial
Scottsdale,
Arizona
| US$ 844 mi | +US$ 70,5 mi | +9% | 5,22% | 152% | 274 | 49,27% | 0,8 |
|
| 1995 |
1995
Condor Capital Management
Martinsville,
New Jersey
| US$ 842 mi | +US$ 52,1 mi | +7% | 5,99% | 64,8% | 285 | 36,14% | 2,9 |
|
| 1996 |
1996
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 842 mi | +US$ 46,5 mi | +6% | 3,12% | 94,5% | 645 | 16,28% | 3,2 |
|
| 1997 |
1997
First Interstate Bancsystem
Billings,
Montana
| US$ 841 mi | – | – | 4,15% | – | 104 | – | 0 |
|
| 1998 |
1998
Vicus Capital
State College,
Pennsylvania
| US$ 841 mi | +US$ 29,5 mi | +4% | 5,85% | 67% | 253 | 18,18% | 3,3 |
|
| 1999 |
1999
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 839 mi | +US$ 59,6 mi | +8% | 10,6% | 84,6% | 72 | 13,89% | 2,6 |
|
| 2000 |
2000
Anson Funds Management
Dallas,
Texas
| US$ 839 mi | +US$ 341 mi | +69% | 3,19% | 2.010% | 369 | 87,53% | 0,1 |
|