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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 |
KCP
2701
KDI Capital Partners
Raleigh,
North Carolina
| US$ 314 mi | +US$ 7,11 mi | +2% | 2,95% | 77,1% | 82 | 28,05% | 1,5 |
|
| 2702 |
IA
2702
Independence Advisors
Wayne,
Pennsylvania
| US$ 313 mi | +US$ 9,7 mi | +3% | 1,52% | 24,4% | 81 | 7,41% | 1,5 |
|
| 2703 |
2703
Alaska Wealth Advisors
Anchorage,
Alaska
| US$ 313 mi | +US$ 24,3 mi | +8% | 0,6% | 44,3% | 54 | 18,52% | 0,4 |
|
| 2704 |
2704
Montecito Bank & Trust
Santa Barbara,
California
| US$ 312 mi | +US$ 6,85 mi | +2% | 1,81% | – | 204 | 14,22% | 2,6 |
|
| 2705 |
RCM
2705
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| US$ 312 mi | +US$ 4,34 mi | +1% | 2,56% | 31,2% | 37 | 5,41% | 2,7 |
|
| 2706 |
2706
Lenox Wealth Management
Cincinnati,
Ohio
| US$ 311 mi | +US$ 721 mil | +0,2% | 0,35% | 24,7% | 639 | 29,26% | 1,4 |
|
| 2707 |
2707
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 311 mi | +US$ 4,75 mi | +2% | 3,92% | 63,2% | 441 | 64,4% | 2,7 |
|
| 2708 |
HA
2708
Harbor Advisors
West Palm Beach,
Florida
| US$ 311 mi | +US$ 13,6 mi | +5% | 4,87% | 125% | 184 | 13,59% | 1,1 |
|
| 2709 |
2709
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 310 mi | +US$ 8,88 mi | +3% | 2,96% | 93,6% | 142 | 25,35% | 0,4 |
|
| 2710 |
2710
NextCapital Advisers
Chicago,
Illinois
| US$ 310 mi | +US$ 119 mi | +63% | 1,25% | 6,89% | 15 | 0% | 0,3 |
|
| 2711 |
VHMC
2711
Value Holdings Management Company
Hampton Bays,
New York
| US$ 310 mi | +US$ 8,95 mi | +3% | 3,88% | 125% | 35 | 17,14% | 3,1 |
|
| 2712 |
2712
Wealth Architects
Mountain View,
California
| US$ 309 mi | +US$ 6,99 mi | +2% | 3,66% | 80,1% | 133 | 6,77% | 2,6 |
|
| 2713 |
DCM
2713
Divisar Capital Management
San Francisco,
California
| US$ 309 mi | +US$ 15,7 mi | +5% | 8,57% | 194% | 30 | 13,33% | 1 |
|
| 2714 |
2714
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 308 mi | +US$ 7,1 mi | +2% | 2,44% | 36,3% | 5 | 0% | 1,9 |
|
| 2715 |
2715
RWWM Inc
Rocklin,
California
| US$ 308 mi | +US$ 15 mi | +5% | 0,78% | 40,6% | 12 | 8,33% | 3,3 |
|
| 2716 |
2716
Veritas Investment Management (UK)
London,
United Kingdom
| US$ 308 mi | +US$ 13,2 mi | +4% | 3,86% | 151% | 40 | 12,5% | 2,9 |
|
| 2717 |
ACM
2717
Accipiter Capital Management
Palm Beach Gardens,
Florida
| US$ 308 mi | +US$ 260 mi | +550% | 8,64% | 55,9% | 9 | 66,67% | 1,1 |
|
| 2718 |
2718
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 307 mi | -US$ 15,8 mi | -5% | 0,37% | 78,9% | 135 | 8,15% | 3,2 |
|
| 2719 |
PCMK
2719
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 307 mi | +US$ 29,4 mi | +11% | 3,02% | 87,5% | 66 | 3,03% | 3,5 |
|
| 2720 |
2720
America First Investment Advisors
Omaha,
Nebraska
| US$ 307 mi | +US$ 36,9 mi | +14% | 3,84% | 78,2% | 106 | 7,55% | 3,7 |
|
| 2721 |
2721
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 307 mi | -US$ 13,2 mi | -4% | 3,51% | 106% | 19 | 15,79% | 2,1 |
|
| 2722 |
2722
GVO Asset Management
Zug,
Switzerland
| US$ 307 mi | -US$ 98,3 mi | -24% | 8,89% | 71,2% | 28 | 42,86% | 0,7 |
|
| 2723 |
2723
Arrow Investment Advisors
Laurel,
Maryland
| US$ 306 mi | -US$ 34,1 mi | -10% | 3,78% | 36,3% | 102 | 51,96% | 1,1 |
|
| 2724 |
JCM
2724
JS Capital Management
New York
| US$ 306 mi | +US$ 30,6 mi | +11% | 10,9% | 52,4% | 31 | 35,48% | 0,5 |
|
| 2725 |
2725
Greenline Partners
New York
| US$ 305 mi | +US$ 4,24 mi | +1% | 2,82% | 69,6% | 68 | 11,76% | 0,5 |
|