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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Apella Capital
West Hartford,
Connecticut
| US$ 1,98 bi | +US$ 187 mi | +10% | 5,21% | 48,6% | 303 | 6,6% | 2,3 |
|
| 1302 |
1302
J.W. Cole Advisors
Tampa,
Florida
| US$ 1,98 bi | +US$ 274 mi | +16% | 8,41% | 84,9% | 926 | 16,74% | 1,9 |
|
| 1303 |
1303
Weitz Investment Management
Omaha,
Nebraska
| US$ 1,98 bi | +US$ 83,5 mi | +4% | 9,75% | 36,1% | 56 | 5,36% | 5,8 |
|
| 1304 |
1304
Tokio Marine Asset Management
Tokyo,
Japan
| US$ 1,98 bi | +US$ 164 mi | +9% | 13,5% | 142% | 576 | 5,9% | 3,8 |
|
| 1305 |
1305
SageView Advisory Group
Newport Beach,
California
| US$ 1,98 bi | -US$ 343 mi | -15% | 5,17% | 52,3% | 853 | 70,69% | 0,5 |
|
| 1306 |
TP
1306
Theleme Partners
London,
United Kingdom
| US$ 1,97 bi | -US$ 124 mi | -6% | 9,25% | 35,5% | 12 | 50% | 2,4 |
|
| 1307 |
1307
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$ 1,97 bi | +US$ 310 mi | +19% | 7,99% | 71,9% | 297 | 7,74% | 4,4 |
|
| 1308 |
1308
Integrated Advisors Network
Dallas,
Texas
| US$ 1,97 bi | +US$ 200 mi | +11% | 12,1% | 107% | 753 | 17,13% | 2,4 |
|
| 1309 |
1309
AMI Asset Management
Los Angeles,
California
| US$ 1,96 bi | +US$ 127 mi | +7% | 7,07% | 96,6% | 88 | 13,64% | 4,2 |
|
| 1310 |
1310
Chesley Taft & Associates
Chicago,
Illinois
| US$ 1,96 bi | +US$ 173 mi | +10% | 10,4% | 93,1% | 316 | 6,33% | 6,1 |
|
| 1311 |
LFCM
1311
Long Focus Capital Management
San Juan,
Puerto Rico
| US$ 1,95 bi | -US$ 1,05 bi | -35% | 10,1% | 120% | 114 | 16,67% | 1,7 |
|
| 1312 |
1312
Waters Parkerson & Co
New Orleans,
Louisiana
| US$ 1,95 bi | +US$ 142 mi | +8% | 10,1% | 54,3% | 185 | 4,86% | 7 |
|
| 1313 |
1313
Linscomb Wealth
Houston,
Texas
| US$ 1,94 bi | +US$ 127 mi | +7% | 8,53% | 75,2% | 290 | 7,93% | 6,6 |
|
| 1314 |
1314
Bogart Wealth LLC
Mclean,
Virginia
| US$ 1,94 bi | +US$ 172 mi | +10% | 7,32% | 60,5% | 1.128 | 10,64% | 2,8 |
|
| 1315 |
1315
Motley Fool Wealth Management
Alexandria,
Virginia
| US$ 1,94 bi | +US$ 28,6 mi | +1% | 7,35% | 70,7% | 140 | 20% | 3,9 |
|
| 1316 |
1316
Davidson Investment Advisors
Great Falls,
Montana
| US$ 1,93 bi | +US$ 179 mi | +10% | 7,05% | 79% | 120 | 9,17% | 4,6 |
|
| 1317 |
1317
MGO One Seven
Beachwood,
Ohio
| US$ 1,92 bi | +US$ 181 mi | +10% | 11,3% | 98,8% | 985 | 17,66% | 2,4 |
|
| 1318 |
1318
Politan Capital Management
New York
| US$ 1,92 bi | +US$ 171 mi | +10% | 10,9% | 75,4% | 3 | 0% | 1,5 |
|
| 1319 |
1319
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| US$ 1,92 bi | +US$ 31,9 mi | +2% | 19,5% | 478% | 261 | 21,07% | 1,9 |
|
| 1320 |
1320
North Reef Capital Management
Laguna Beach,
California
| US$ 1,92 bi | +US$ 201 mi | +12% | 2,7% | 81,9% | 47 | 29,79% | 1 |
|
| 1321 |
1321
Alpha Cubed Investments
Irvine,
California
| US$ 1,91 bi | +US$ 126 mi | +7% | 10,4% | 126% | 327 | 24,16% | 3,9 |
|
| 1322 |
1322
Heartland Advisors
Milwaukee,
Wisconsin
| US$ 1,91 bi | -US$ 5,43 mi | -0,3% | 6,73% | 88,6% | 198 | 19,19% | 3,1 |
|
| 1323 |
1323
Summitry LLC
Foster City,
California
| US$ 1,91 bi | +US$ 184 mi | +11% | 12,1% | 68,1% | 117 | 24,79% | 3,4 |
|
| 1324 |
1324
Wafra Inc
New York
| US$ 1,91 bi | +US$ 207 mi | +12% | 14,6% | 45,9% | 66 | 3,03% | 2,4 |
|
| 1325 |
1325
Prelude Capital Management
New York
| US$ 1,91 bi | +US$ 396 mi | +26% | 9,97% | 198% | 1.595 | 50,72% | 0,6 |
|