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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Richard C. Young & Co
Newport,
Rhode Island
| US$ 600 mi | +US$ 44 mi | +8% | 5,83% | 137% | 73 | 12,33% | 3,2 |
|
| 2052 |
2052
Grosvenor Holdings
Chicago,
Illinois
| US$ 600 mi | +US$ 46,5 mi | +8% | 13% | 54,3% | 20 | 30% | 0,6 |
|
| 2053 |
2053
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$ 600 mi | +US$ 33,9 mi | +6% | 4,89% | 44,7% | 181 | 7,18% | 2,7 |
|
| 2054 |
2054
Mark Asset Management
New York
| US$ 599 mi | +US$ 197 mi | +49% | 17,9% | 325% | 79 | 39,24% | 1,7 |
|
| 2055 |
2055
Newfoundland Capital Management
Sao Paulo,
Brazil
| US$ 598 mi | +US$ 12,3 mi | +2% | 1,85% | 49,5% | 83 | 61,45% | 0,4 |
|
| 2056 |
2056
Thomas White International
Chicago,
Illinois
| US$ 598 mi | +US$ 49,7 mi | +9% | 7,33% | 34,9% | 264 | 9,85% | 2,5 |
|
| 2057 |
2057
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 597 mi | +US$ 45,2 mi | +8% | 5,17% | 10,4% | 69 | 15,94% | 2,2 |
|
| 2058 |
2058
SeaCrest Wealth Management
Purchase,
New York
| US$ 597 mi | +US$ 62,6 mi | +12% | 8,45% | 153% | 599 | 16,53% | 1,6 |
|
| 2059 |
2059
Argent Wealth Management
Waltham,
Massachusetts
| US$ 597 mi | – | – | 6,3% | – | 177 | – | 0 |
|
| 2060 |
2060
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$ 597 mi | +US$ 11,8 mi | +2% | 7,52% | 33% | 504 | 26,39% | 2,1 |
|
| 2061 |
2061
Frazier Management
Seattle,
Washington
| US$ 596 mi | +US$ 276 mi | +86% | 41,7% | 408% | 21 | 14,29% | 1,8 |
|
| 2062 |
VDBMI
2062
Van Den Berg Management I
Austin,
Texas
| US$ 596 mi | +US$ 18,3 mi | +3% | 10,3% | 187% | 69 | 20,29% | 2,9 |
|
| 2063 |
2063
Ithaka Group
Arlington,
Virginia
| US$ 596 mi | -US$ 111 mi | -16% | 12,4% | 143% | 39 | 10,26% | 3,8 |
|
| 2064 |
2064
ATP Life Science Ventures
New York
| US$ 596 mi | – | – | 24,9% | – | 2 | – | 0 |
|
| 2065 |
2065
ARS Investment Partners
New York
| US$ 595 mi | +US$ 38,3 mi | +7% | 11,5% | 260% | 120 | 16,67% | 3,3 |
|
| 2066 |
2066
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$ 594 mi | +US$ 54,9 mi | +10% | 6,98% | 73,7% | 134 | 10,45% | 2,4 |
|
| 2067 |
2067
FAS Wealth Partners
Leawood,
Kansas
| US$ 594 mi | +US$ 42,3 mi | +8% | 5,55% | 72,3% | 299 | 37,79% | 2,4 |
|
| 2068 |
2068
Stewart & Patten Company
Lafayette,
California
| US$ 594 mi | +US$ 21,3 mi | +4% | 7,16% | 27,5% | 105 | 9,52% | 4,5 |
|
| 2069 |
2069
Astor Investment Management
Chicago,
Illinois
| US$ 592 mi | -US$ 32 mi | -5% | 4,63% | 23,3% | 62 | 37,1% | 1,7 |
|
| 2070 |
2070
CreativeOne Wealth
Overland Park,
Kansas
| US$ 592 mi | +US$ 74,1 mi | +14% | 4,46% | 67,6% | 231 | 26,84% | 0,8 |
|
| 2071 |
2071
Segment Wealth Management
Houston,
Texas
| US$ 592 mi | +US$ 81,1 mi | +16% | 7,95% | 108% | 236 | 17,37% | 2,9 |
|
| 2072 |
2072
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$ 592 mi | +US$ 25 mi | +4% | 7,58% | – | 292 | 11,99% | 3,8 |
|
| 2073 |
2073
Archon Capital Management
Seattle,
Washington
| US$ 590 mi | +US$ 166 mi | +39% | 15,2% | 222% | 30 | 20% | 1,1 |
|
| 2074 |
2074
Charles-Lim Capital
Central,
Hong Kong
| US$ 590 mi | +US$ 89,3 mi | +18% | 22,2% | 4,44% | 4 | 25% | 2 |
|
| 2075 |
2075
James Hambro & Partners
London,
United Kingdom
| US$ 590 mi | +US$ 89,9 mi | +18% | 11,3% | 97% | 53 | 5,66% | 1,1 |
|