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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 770 mi | +US$ 56,6 mi | +8% | 9,13% | 85% | 254 | 5,51% | 0,5 |
|
| 1352 |
1352
HighTower Trust
Houston,
Texas
| US$ 769 mi | +US$ 115 mi | +18% | 13,9% | 90,4% | 148 | 16,22% | 0,4 |
|
| 1353 |
1353
Salem Investment Counselors
Winston Salem,
North Carolina
| US$ 768 mi | +US$ 48,2 mi | +7% | 8,46% | 181% | 295 | 15,25% | 0,4 |
|
| 1354 |
1354
Osborne Partners Capital Management
San Francisco,
California
| US$ 767 mi | +US$ 50 mi | +7% | 9,38% | 60,8% | 188 | 9,04% | 0,5 |
|
| 1355 |
1355
Buckhead Capital Management
Atlanta,
Georgia
| US$ 767 mi | +US$ 39 mi | +5% | 10,2% | 67,6% | 210 | 11,9% | 0,4 |
|
| 1356 |
HC
1356
Hawkins Capital
Houston,
Texas
| US$ 765 mi | +US$ 619 mil | +0,1% | 11,5% | 8,54% | 20 | 10% | 0,5 |
|
| 1357 |
1357
Copeland Capital Management
Conshohocken,
Pennsylvania
| US$ 765 mi | +US$ 121 mi | +19% | 10,1% | 56,7% | 191 | 31,94% | 0,3 |
|
| 1358 |
1358
Old Republic International (ORI)
Chicago,
Illinois
| US$ 763 mi | – | – | 5,86% | 50,5% | 64 | – | 0 |
|
| 1359 |
1359
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| US$ 762 mi | +US$ 64,7 mi | +9% | 10,1% | 78,9% | 201 | 6,47% | 0,5 |
|
| 1360 |
1360
Raymond James Trust
St. Petersburg,
Florida
| US$ 762 mi | +US$ 112 mi | +17% | 8,86% | 41,3% | 609 | 12,97% | 0,4 |
|
| 1361 |
1361
Perpetual Ltd
Sydney, New South Wales,
Australia
| US$ 760 mi | +US$ 49 mi | +7% | 8,07% | 104% | 254 | 21,65% | 0,4 |
|
| 1362 |
1362
Summitry LLC
Foster City,
California
| US$ 759 mi | +US$ 99 mi | +15% | 9,36% | 68,1% | 75 | 10,67% | 0,4 |
|
| 1363 |
1363
Broadfin Capital
New York
| US$ 758 mi | +US$ 195 mi | +35% | 33,1% | 298% | 77 | 48,05% | 0,3 |
|
| 1364 |
BFO
1364
Boston Family Office
Boston,
Massachusetts
| US$ 758 mi | +US$ 55 mi | +8% | 8,32% | 53,4% | 263 | 8,37% | 0,5 |
|
| 1365 |
1365
Stack Financial Management
Whitefish,
Montana
| US$ 754 mi | +US$ 59,2 mi | +9% | 8,61% | 58,4% | 47 | 0% | 0,5 |
|
| 1366 |
1366
Capital Investment Advisors
Atlanta,
Georgia
| US$ 754 mi | – | – | 3,77% | 62,2% | 390 | – | 0 |
|
| 1367 |
1367
Ardsley Advisory Partners
Stamford,
Connecticut
| US$ 753 mi | +US$ 263 mi | +54% | 22,1% | 555% | 237 | 72,57% | 0,2 |
|
| 1368 |
1368
Pier Capital
Stamford,
Connecticut
| US$ 750 mi | +US$ 41,5 mi | +6% | 17,3% | 223% | 176 | 47,16% | 0,3 |
|
| 1369 |
1369
Lee, Danner & Bass
Nashville,
Tennessee
| US$ 750 mi | +US$ 31 mi | +4% | 6,72% | – | 151 | 6,62% | 0,5 |
|
| 1370 |
1370
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$ 747 mi | +US$ 128 mi | +21% | 5,54% | 58,1% | 792 | 32,95% | 0,2 |
|
| 1371 |
1371
Suvretta Capital Management
New York
| US$ 746 mi | – | – | 13,8% | 364% | 34 | – | 0 |
|
| 1372 |
1372
1ST Source Bank
South Bend,
Indiana
| US$ 744 mi | +US$ 69,9 mi | +10% | 12,5% | 80,8% | 243 | 18,93% | 0,4 |
|
| 1373 |
1373
First Foundation Advisors
Irvine,
California
| US$ 743 mi | +US$ 101 mi | +16% | 7,65% | 70,4% | 215 | 29,3% | 0,3 |
|
| 1374 |
1374
Amica Pension Fund Board of Trustees
Providence,
Rhode Island
| US$ 743 mi | +US$ 51 mi | +7% | 9,51% | 30,8% | 391 | 3,84% | 0,5 |
|
| 1375 |
1375
Punch & Associates Investment Management
Edina,
Minnesota
| US$ 742 mi | +US$ 100 mi | +16% | 10,9% | 97,5% | 218 | 26,61% | 0,4 |
|