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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Cutler Capital Management
Worcester,
Massachusetts
| US$ 225 mi | +US$ 14 mi | +7% | 2,26% | 39,7% | 95 | 16,84% | 1,8 |
|
| 3002 |
3002
Court Place Advisors
Ellicott City,
Maryland
| US$ 225 mi | +US$ 13,9 mi | +7% | 5,09% | 92% | 169 | 5,92% | 2,7 |
|
| 3003 |
3003
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$ 225 mi | +US$ 18,9 mi | +9% | 3,97% | – | 27 | 3,7% | 1,1 |
|
| 3004 |
3004
Moloney Securities Asset Management
Manchester,
Missouri
| US$ 225 mi | +US$ 23,7 mi | +12% | 3,93% | 86% | 290 | 16,55% | 0,6 |
|
| 3005 |
DLG
3005
Daniel L. Goodwin
| US$ 224 mi | +US$ 2,83 mi | +1% | 5,64% | 72,6% | 100 | 18% | 2,6 |
|
| 3006 |
3006
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 224 mi | +US$ 12,1 mi | +6% | 4,27% | 75,5% | 180 | 9,44% | 1,4 |
|
| 3007 |
CCM
3007
CrestPoint Capital Management
Four Seasons,
Missouri
| US$ 224 mi | +US$ 11,2 mi | +5% | 5,58% | 42,6% | 227 | 11,45% | 1,8 |
|
| 3008 |
3008
Dalton Investments
Las Vegas,
Nevada
| US$ 224 mi | -US$ 41,7 mi | -16% | 9,4% | 95,1% | 33 | 24,24% | 2,1 |
|
| 3009 |
3009
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$ 224 mi | +US$ 3,03 mi | +1% | 8,65% | 62% | 172 | 6,98% | 1,8 |
|
| 3010 |
3010
Sloane Robinson
London,
United Kingdom
| US$ 224 mi | +US$ 67,6 mi | +43% | 9,01% | 175% | 22 | 40,91% | 1 |
|
| 3011 |
3011
Capital Impact Advisors
Boston,
Massachusetts
| US$ 224 mi | +US$ 4,24 mi | +2% | 7,85% | – | 161 | 19,25% | 1,8 |
|
| 3012 |
3012
Goldstein Munger & Associates
San Ramon,
California
| US$ 223 mi | +US$ 5,92 mi | +3% | 3,75% | 11,9% | 35 | 2,86% | 2,9 |
|
| 3013 |
GPC
3013
Guardian Point Capital
Charlottesville,
Virginia
| US$ 223 mi | +US$ 20,7 mi | +10% | 10% | 142% | 17 | 23,53% | 0,9 |
|
| 3014 |
3014
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 223 mi | -US$ 6,23 mi | -3% | 0,57% | 7,8% | 110 | 24,55% | 1,1 |
|
| 3015 |
CCM
3015
Compton Capital Management
Providence,
Rhode Island
| US$ 223 mi | +US$ 3,39 mi | +2% | 4,13% | 75,6% | 150 | 8,67% | 3,2 |
|
| 3016 |
3016
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 223 mi | +US$ 9,35 mi | +4% | 5,36% | 104% | 149 | 14,77% | 2,9 |
|
| 3017 |
3017
Teewinot Capital Advisers
New York
| US$ 223 mi | +US$ 18,2 mi | +9% | 9,57% | 149% | 53 | 15,09% | 2,1 |
|
| 3018 |
3018
Doliver Advisors
Houston,
Texas
| US$ 223 mi | +US$ 15,6 mi | +8% | 0,96% | 92,3% | 318 | 38,99% | 0,7 |
|
| 3019 |
3019
Patriot Financial Partners
Radnor,
Pennsylvania
| US$ 223 mi | +US$ 2,21 mi | +1% | 2,46% | 16,6% | 9 | 11,11% | 3 |
|
| 3020 |
3020
WESCAP Management Group
Glendale,
California
| US$ 222 mi | +US$ 10,5 mi | +5% | 3,74% | 45,7% | 64 | 3,13% | 1,3 |
|
| 3021 |
3021
Gould Asset Management
Claremont,
California
| US$ 222 mi | +US$ 15,1 mi | +7% | 3,24% | 42,8% | 138 | 9,42% | 2,4 |
|
| 3022 |
3022
Aquiline Capital Partners
New York
| US$ 222 mi | +US$ 13,7 mi | +7% | 6,61% | 14,7% | 1 | 0% | 0,3 |
|
| 3023 |
3023
Riggs Asset Management
Dallas,
Pennsylvania
| US$ 222 mi | -US$ 1,4 mi | -0,6% | 6,96% | 207% | 309 | 14,89% | 2 |
|
| 3024 |
3024
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 222 mi | +US$ 22 mil | +0% | 4,42% | 88,6% | 76 | 6,58% | 3,2 |
|
| 3025 |
3025
BFSG LLC
Irvine,
California
| US$ 222 mi | +US$ 18,2 mi | +9% | 4,64% | 81,9% | 151 | 22,52% | 0,4 |
|