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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 306 mi | -US$ 404 mil | -0,1% | 3,91% | 108% | 193 | 14,51% | 3 |
|
| 2702 |
2702
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$ 306 mi | +US$ 10,2 mi | +3% | 0,15% | 140% | 210 | 40,48% | 1,6 |
|
| 2703 |
2703
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 306 mi | +US$ 15 mi | +5% | 1,22% | 63,2% | 440 | 65% | 0,9 |
|
| 2704 |
2704
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$ 306 mi | -US$ 5,41 mi | -2% | 1,53% | 69,7% | 71 | 2,82% | 3,8 |
|
| 2705 |
2705
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$ 305 mi | -US$ 22,5 mi | -7% | 2,64% | 60,2% | 78 | 8,97% | 3,2 |
|
| 2706 |
2706
Montecito Bank & Trust
Santa Barbara,
California
| US$ 305 mi | -US$ 2,11 mi | -0,7% | 0,78% | – | 197 | 18,27% | 2,6 |
|
| 2707 |
2707
Tairen Capital
Hong Kong
| US$ 305 mi | +US$ 209 mi | +218% | 5,34% | 462% | 17 | 88,24% | 0 |
|
| 2708 |
2708
FRG Family Wealth Advisors
Bellevue,
Washington
| US$ 305 mi | -US$ 8,44 mi | -3% | 0,37% | 76,4% | 154 | 11,04% | 1,9 |
|
| 2709 |
2709
Northside Capital Management
Hood River,
Oregon
| US$ 305 mi | -US$ 46 mi | -13% | 2,37% | 99,6% | 65 | 1,54% | 2,4 |
|
| 2710 |
ARMC
2710
American Research & Management Company
Marion,
Massachusetts
| US$ 305 mi | -US$ 19,5 mi | -6% | 0,84% | 35,1% | 397 | 15,11% | 3,2 |
|
| 2711 |
2711
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 304 mi | +US$ 13,2 mi | +5% | 1,46% | 71,4% | 157 | 15,92% | 1,8 |
|
| 2712 |
2712
BHZ Capital Management
San Jose,
California
| US$ 304 mi | +US$ 24,3 mi | +9% | 0,63% | 3,24% | 120 | 15,83% | 1,4 |
|
| 2713 |
IA
2713
Independence Advisors
Wayne,
Pennsylvania
| US$ 303 mi | +US$ 6,8 mi | +2% | 1,11% | 24,4% | 80 | 10% | 1,3 |
|
| 2714 |
2714
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 303 mi | +US$ 35,1 mi | +13% | 0,84% | 54,5% | 102 | 24,51% | 2,1 |
|
| 2715 |
2715
Snow Park Capital Partners
New York
| US$ 303 mi | +US$ 65,3 mi | +27% | 5,97% | – | 79 | 59,49% | 0,1 |
|
| 2716 |
2716
Wealth Architects
Mountain View,
California
| US$ 302 mi | -US$ 2,98 mi | -1% | 0,95% | 80,1% | 136 | 10,29% | 2,4 |
|
| 2717 |
2717
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 302 mi | -US$ 2,49 mi | -0,8% | 3,79% | – | 127 | 51,18% | 1 |
|
| 2718 |
2718
Pacific Grove Capital
San Francisco,
California
| US$ 302 mi | +US$ 90,7 mi | +43% | 7,95% | 9,9% | 101 | 51,49% | 0,4 |
|
| 2719 |
2719
Arete Wealth Advisors
Chicago,
Illinois
| US$ 302 mi | -US$ 5,57 mi | -2% | 0,54% | 85,3% | 357 | 22,97% | 1,3 |
|
| 2720 |
2720
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 301 mi | -US$ 2,91 mi | -1% | 0,09% | 93,6% | 128 | 6,25% | 0,2 |
|
| 2721 |
2721
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 301 mi | +US$ 90 mi | +43% | 2,13% | 36,3% | 5 | 0% | 1,6 |
|
| 2722 |
2722
Greenline Partners
New York
| US$ 301 mi | -US$ 279 mil | -0,1% | 1,78% | 69,6% | 71 | 14,08% | 0,2 |
|
| 2723 |
VHMC
2723
Value Holdings Management Company
Hampton Bays,
New York
| US$ 301 mi | +US$ 15,3 mi | +5% | 3,26% | 125% | 30 | 6,67% | 3,4 |
|
| 2724 |
2724
Foresite Capital Management II
Larkspur,
California
| US$ 301 mi | +US$ 14,4 mi | +5% | 4,93% | 66,2% | 15 | 53,33% | 1,2 |
|
| 2725 |
2725
Security National Trust
Wheeling,
West Virginia
| US$ 301 mi | -US$ 9,6 mi | -3% | 1,69% | 58,3% | 409 | 9,78% | 3,8 |
|