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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Orbis Investment Management (US)
San Francisco,
California
| US$ 138 mi | +US$ 6,18 mi | +5% | 6,58% | 48,8% | 25 | 12% | 1,4 |
|
| 4002 |
4002
Sloane Robinson
London,
United Kingdom
| US$ 138 mi | -US$ 35 mi | -20% | 2,64% | 175% | 26 | 38,46% | 1,1 |
|
| 4003 |
4003
Graybill Wealth Management
Elmhurst,
Illinois
| US$ 138 mi | +US$ 7,61 mi | +6% | 6,69% | – | 50 | 2% | 3,2 |
|
| 4004 |
4004
Donor Advised Charitable Giving
San Francisco,
California
| US$ 138 mi | +US$ 14,4 mi | +12% | 17,7% | 365% | 20 | 35% | 0,5 |
|
| 4005 |
4005
Shoker Investment Counsel
Oxford,
Ohio
| US$ 138 mi | +US$ 3,58 mi | +3% | 4,28% | 83,8% | 107 | 6,54% | 3,5 |
|
| 4006 |
4006
Hutner Capital Management
Manchester,
Vermont
| US$ 138 mi | +US$ 9,8 mi | +8% | 6,82% | 52,2% | 46 | 6,52% | 1,8 |
|
| 4007 |
4007
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 138 mi | +US$ 21,7 mi | +19% | 7,05% | 107% | 167 | 48,5% | 1,4 |
|
| 4008 |
4008
Whalerock Point Partners
Providence,
Rhode Island
| US$ 138 mi | +US$ 12,6 mi | +10% | 8,91% | 103% | 121 | 4,96% | 3,4 |
|
| 4009 |
4009
Sterling Investment Management
Tucson,
Arizona
| US$ 138 mi | +US$ 8,79 mi | +7% | 6,49% | 45,3% | 62 | 8,06% | 2,6 |
|
| 4010 |
JRWL
4010
Joseph R. Weiss LLC
New York
| US$ 138 mi | +US$ 37,7 mi | +38% | 6,01% | – | 12 | 33,33% | 0,5 |
|
| 4011 |
4011
Marshall & Sullivan
Seattle,
Washington
| US$ 138 mi | +US$ 29,5 mi | +27% | 5,66% | 82% | 87 | 49,43% | 3,7 |
|
| 4012 |
MCM
4012
Mobius Capital Management
Pleasanton,
California
| US$ 138 mi | +US$ 21 mi | +18% | 3,21% | – | 45 | 75,56% | 0,3 |
|
| 4013 |
RCA
4013
Restructuring Capital Associates
Stamford,
Connecticut
| US$ 137 mi | -US$ 2,26 mi | -2% | 2,12% | 71,2% | 15 | 33,33% | 1,7 |
|
| 4014 |
GECH
4014
Garnet Equity Capital Holdings
New York
| US$ 137 mi | +US$ 21,6 mi | +19% | 11,3% | 302% | 33 | 27,27% | 1,2 |
|
| 4015 |
PFC
4015
Personal Financial Consultants
Lafayette,
California
| US$ 137 mi | – | – | 2,28% | – | 40 | – | 0 |
|
| 4016 |
4016
AMG Funds
Stamford,
Connecticut
| US$ 137 mi | -US$ 20,3 mi | -13% | 3,98% | 6,28% | 113 | 6,19% | 1,7 |
|
| 4017 |
4017
Peterson Wealth Advisors
Orem,
Utah
| US$ 137 mi | +US$ 13,7 mi | +11% | 4,41% | 50,9% | 46 | 13,04% | 0,7 |
|
| 4018 |
4018
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 137 mi | +US$ 4,65 mi | +4% | 2,44% | 55,9% | 70 | 12,86% | 0,6 |
|
| 4019 |
4019
Ford Financial Group
Fresno,
California
| US$ 137 mi | -US$ 321 mil | -0,2% | 3,75% | 47,7% | 47 | 21,28% | 0,6 |
|
| 4020 |
4020
Harbour Investment Management
Edmonds,
Washington
| US$ 137 mi | +US$ 9,07 mi | +7% | 9,48% | 58,8% | 64 | 4,69% | 4,5 |
|
| 4021 |
OA
4021
Opes Advisors
Cupertino,
California
| US$ 137 mi | +US$ 326 mil | +0,2% | 3,55% | – | 51 | 31,37% | 1,2 |
|
| 4022 |
4022
Ferox Capital Management
London,
United Kingdom
| US$ 136 mi | +US$ 8,08 mi | +6% | 0,15% | 2,07% | 35 | 5,71% | 1,5 |
|
| 4023 |
4023
Financial Life Advisors
San Antonio,
Texas
| US$ 136 mi | +US$ 14,6 mi | +12% | 2,3% | 47% | 47 | 8,51% | 0,7 |
|
| 4024 |
4024
Brand Asset Management Group
Chesterfield,
Missouri
| US$ 136 mi | +US$ 5,32 mi | +4% | 3,03% | 70,2% | 293 | 26,96% | 0,2 |
|
| 4025 |
MHIM
4025
MacNealy Hoover Investment Management
Canton,
Ohio
| US$ 136 mi | +US$ 7,54 mi | +6% | 6,44% | 42,5% | 72 | 2,78% | 4,2 |
|