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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
LVZ Inc
Holland,
Michigan
| US$ 834 mi | +US$ 72 mi | +9% | 6,95% | 52,9% | 163 | 13,5% | 3 |
|
| 2502 |
2502
Seven Grand Managers
Bronxville,
New York
| US$ 834 mi | +US$ 405 mi | +95% | 12,4% | 281% | 73 | 58,9% | 0,4 |
|
| 2503 |
2503
Mattern Capital Management
Lakewood,
Colorado
| US$ 832 mi | +US$ 47 mi | +6% | 3,11% | 31,5% | 170 | 4,12% | 3,4 |
|
| 2504 |
2504
Cascade Financial Partners
San Diego,
California
| US$ 832 mi | +US$ 38,6 mi | +5% | 4,68% | – | 267 | 12,73% | 1 |
|
| 2505 |
MI
2505
MMCAP International
Grand Cayman,
Cayman Islands
| US$ 831 mi | +US$ 245 mi | +42% | 25,2% | 184% | 167 | 34,73% | 1,1 |
|
| 2506 |
2506
Continuum Advisory
Eagle,
Idaho
| US$ 831 mi | +US$ 54,3 mi | +7% | 9,05% | 77% | 1.660 | 74,76% | 3,4 |
|
| 2507 |
2507
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 830 mi | -US$ 71,9 mi | -8% | 14% | 96% | 124 | 25,81% | 2,5 |
|
| 2508 |
2508
Blue Grotto Capital
Atlanta,
Georgia
| US$ 829 mi | +US$ 217 mi | +35% | 27,7% | 300% | 35 | 48,57% | 0,8 |
|
| 2509 |
2509
Tensile Capital Management
Larkspur,
California
| US$ 828 mi | +US$ 44,6 mi | +6% | 6,15% | 47,7% | 21 | 14,29% | 3,5 |
|
| 2510 |
2510
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 828 mi | -US$ 3,57 mi | -0,4% | 2,22% | 74,8% | 213 | 7,98% | 5,4 |
|
| 2511 |
2511
WealthShield Partners
Cary,
North Carolina
| US$ 827 mi | +US$ 48,3 mi | +6% | 10,4% | 71% | 578 | 11,76% | 2,6 |
|
| 2512 |
2512
Passaic Partners
Newark,
New Jersey
| US$ 827 mi | +US$ 167 mi | +25% | 9,13% | 53,2% | 13 | 23,08% | 2 |
|
| 2513 |
2513
Pembroke Management
Montreal,
Quebec, Canada
| US$ 827 mi | +US$ 141 mi | +21% | 10,2% | 105% | 80 | 28,75% | 2,4 |
|
| 2514 |
2514
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| US$ 827 mi | +US$ 90,5 mi | +12% | 8,51% | – | 66 | 9,09% | 0,2 |
|
| 2515 |
2515
Alley Investment Management Company
Lake Forest,
Illinois
| US$ 826 mi | +US$ 29 mi | +4% | 5,47% | 54,6% | 91 | 9,89% | 2,8 |
|
| 2516 |
2516
Focused Wealth Management
Newburgh,
New York
| US$ 826 mi | +US$ 86 mi | +12% | 11,2% | 73,9% | 233 | 28,76% | 5,9 |
|
| 2517 |
2517
JGP Wealth Management
Bend,
Oregon
| US$ 825 mi | +US$ 65,4 mi | +9% | 7,57% | 87,8% | 207 | 13,04% | 3,6 |
|
| 2518 |
2518
Tamar Securities
Woodland Hills,
California
| US$ 825 mi | +US$ 86,8 mi | +12% | 12,1% | 84,8% | 89 | 19,1% | 3 |
|
| 2519 |
JWBC
2519
J.W. Burns & Co
Dewitt,
New York
| US$ 824 mi | +US$ 52,3 mi | +7% | 9,67% | 95,4% | 191 | 5,76% | 7,4 |
|
| 2520 |
2520
KWB Wealth
Redlands,
California
| US$ 823 mi | -US$ 6,05 mi | -0,7% | 7,91% | 54,8% | 169 | 19,53% | 2,1 |
|
| 2521 |
2521
Covalis Capital
London,
United Kingdom
| US$ 823 mi | +US$ 294 mi | +56% | 7,42% | 37,9% | 90 | 77,78% | 0,2 |
|
| 2522 |
2522
Golden State Wealth Management
Santa Ana,
California
| US$ 822 mi | +US$ 149 mi | +22% | 10,1% | – | 1.677 | 11,81% | 1,2 |
|
| 2523 |
2523
Private Capital Advisors
Darien,
Connecticut
| US$ 821 mi | -US$ 15,3 mi | -2% | 3,51% | 132% | 87 | 18,39% | 5,5 |
|
| 2524 |
2524
Onex Canada Asset Management
Toronto,
Ontario, Canada
| US$ 820 mi | +US$ 43,9 mi | +6% | 11% | 87,8% | 124 | 11,29% | 4,5 |
|
| 2525 |
2525
Cannae Holdings
Las Vegas,
Nevada
| US$ 820 mi | -US$ 95,6 mi | -10% | 0,22% | 88,6% | 5 | 0% | 3,4 |
|