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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 223 mi | -US$ 4,44 mi | -2% | 3,89% | 74,8% | 130 | 6,92% | 2,2 |
|
| 2727 |
HCP
2727
Holt Capital Partners
Fort Worth,
Texas
| US$ 222 mi | -US$ 17,8 mi | -7% | 2,84% | 69,5% | 237 | 54,43% | 1,7 |
|
| 2728 |
YP
2728
Yellowstone Partners
Idaho Falls,
Idaho
| US$ 222 mi | +US$ 10,8 mi | +5% | 1,78% | – | 255 | 28,63% | 1,2 |
|
| 2729 |
2729
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 222 mi | +US$ 11,7 mi | +6% | 6,89% | 104% | 148 | 12,16% | 1,8 |
|
| 2730 |
2730
Sapphire Ventures (GPE) I
Palo Alto,
California
| US$ 222 mi | +US$ 124 mi | +127% | 2,82% | – | 10 | 30% | 0,7 |
|
| 2731 |
2731
Nadler Financial Group
Deerfield,
Illinois
| US$ 222 mi | +US$ 21,6 mi | +11% | 5,48% | 81,8% | 88 | 11,36% | 1,8 |
|
| 2732 |
2732
Verity & Verity
Beaufort,
South Carolina
| US$ 220 mi | +US$ 16,2 mi | +8% | 6,47% | 90,4% | 76 | 11,84% | 1,8 |
|
| 2733 |
2733
Stonehage Fleming (UK)
London,
United Kingdom
| US$ 220 mi | +US$ 10,4 mi | +5% | 5,22% | – | 223 | 17,94% | 1,1 |
|
| 2734 |
AMG
2734
Asset Management Group
Stamford,
Connecticut
| US$ 220 mi | +US$ 6,89 mi | +3% | 3,2% | 57% | 103 | 5,83% | 2 |
|
| 2735 |
2735
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$ 220 mi | +US$ 12,5 mi | +6% | 6,42% | 86,3% | 497 | 11,27% | 1,9 |
|
| 2736 |
2736
Private Vista
Chicago,
Illinois
| US$ 220 mi | – | – | 1,28% | 10,1% | 45 | – | 0 |
|
| 2737 |
2737
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 220 mi | +US$ 35,9 mi | +20% | 3,03% | 86,3% | 3 | 33,33% | 0,9 |
|
| 2738 |
2738
Harvest Capital Management
Concord,
New Hampshire
| US$ 220 mi | -US$ 3,07 mi | -1% | 4,02% | 19,5% | 89 | 14,61% | 1,7 |
|
| 2739 |
2739
Venturi Wealth Management
Austin,
Texas
| US$ 220 mi | – | – | 5,45% | 101% | 119 | – | 0 |
|
| 2740 |
2740
Stairway Partners
Chicago,
Illinois
| US$ 220 mi | +US$ 6,32 mi | +3% | 3,56% | 48,1% | 9 | 11,11% | 2,2 |
|
| 2741 |
2741
Archford Capital Strategies
Swansea,
Illinois
| US$ 220 mi | +US$ 86,1 mi | +64% | 5,1% | 87,4% | 890 | 18,31% | 1,3 |
|
| 2742 |
AAM
2742
AR Asset Management
West Hollywood,
California
| US$ 220 mi | -US$ 5,32 mi | -2% | 4,34% | 64,9% | 116 | 8,62% | 2,2 |
|
| 2743 |
2743
Univest Financial
Souderton,
Pennsylvania
| US$ 219 mi | +US$ 14,8 mi | +7% | 6,34% | 82,6% | 95 | 11,58% | 1,9 |
|
| 2744 |
2744
Rosenblum Silverman Sutton
San Francisco,
California
| US$ 219 mi | +US$ 9,37 mi | +4% | 10,6% | 90,1% | 70 | 22,86% | 1,5 |
|
| 2745 |
2745
Matterhorn Capital Management
San Antonio,
Texas
| US$ 219 mi | +US$ 11,4 mi | +5% | 4,21% | 38,8% | 58 | 25,86% | 1,6 |
|
| 2746 |
2746
Peak Financial Management
Wellesley,
Massachusetts
| US$ 219 mi | – | – | 3,86% | 58,2% | 30 | – | 0 |
|
| 2747 |
2747
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 219 mi | +US$ 63,8 mi | +41% | 5,5% | 71,4% | 250 | 64,4% | 0,7 |
|
| 2748 |
TRIM
2748
Thompson Rubinstein Investment Management
Portland,
Oregon
| US$ 218 mi | -US$ 6,54 mi | -3% | 5,74% | 42,8% | 77 | 7,79% | 2,2 |
|
| 2749 |
2749
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$ 218 mi | +US$ 15,7 mi | +8% | 5,19% | 25,1% | 5 | 20% | 1,3 |
|
| 2750 |
2750
Gagnon Securities
New York
| US$ 218 mi | +US$ 13,9 mi | +7% | 11,8% | 129% | 90 | 6,67% | 1,8 |
|