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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
Credential Qtrade Securities
Vancouver,
| US$ 1,51 bi | +US$ 112 mi | +8% | 4,24% | 27,7% | 429 | 28,67% | 2,4 |
|
| 1352 |
1352
GW Henssler & Associates
Kennesaw,
Georgia
| US$ 1,51 bi | +US$ 81,2 mi | +6% | 2,63% | 71,7% | 228 | 9,21% | 2,8 |
|
| 1353 |
1353
1ST Source Bank
South Bend,
Indiana
| US$ 1,5 bi | -US$ 19 mi | -1% | 0,05% | 80,8% | 255 | 5,88% | 6,5 |
|
| 1354 |
1354
Two Creeks Capital Management
New York
| US$ 1,5 bi | +US$ 98,3 mi | +7% | 13,9% | 38,8% | 17 | 29,41% | 2,8 |
|
| 1355 |
1355
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| US$ 1,5 bi | +US$ 593 mi | +65% | 3,6% | 96,2% | 398 | 71,86% | 0,1 |
|
| 1356 |
1356
LMCG Investments
Boston,
Massachusetts
| US$ 1,5 bi | +US$ 65,7 mi | +5% | 7,66% | 135% | 313 | 8,63% | 5,2 |
|
| 1357 |
1357
Bogart Wealth LLC
Mclean,
Virginia
| US$ 1,5 bi | +US$ 61,6 mi | +4% | 3,52% | 60,5% | 1.230 | 27,56% | 2,1 |
|
| 1358 |
CDH
1358
Charles D. Hyman
| US$ 1,5 bi | +US$ 31,8 mi | +2% | 2,58% | 36,8% | 246 | 4,47% | 5,6 |
|
| 1359 |
1359
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$ 1,5 bi | +US$ 87,3 mi | +6% | 5,87% | 112% | 664 | 16,87% | 1,8 |
|
| 1360 |
1360
Ranger Investment Management
Dallas,
Texas
| US$ 1,49 bi | +US$ 145 mi | +11% | 13,4% | 111% | 111 | 12,61% | 3,8 |
|
| 1361 |
1361
Summitry LLC
Foster City,
California
| US$ 1,49 bi | +US$ 129 mi | +9% | 10,8% | 68,1% | 99 | 11,11% | 3,6 |
|
| 1362 |
DCP
1362
Darsana Capital Partners
New York
| US$ 1,49 bi | -US$ 14 mi | -0,9% | 23,4% | 144% | 13 | 23,08% | 2,3 |
|
| 1363 |
1363
Eagle Global Advisors
Houston,
Texas
| US$ 1,48 bi | +US$ 32,1 mi | +2% | 5,17% | 105% | 228 | 8,77% | 4,7 |
|
| 1364 |
1364
Newlight Partners
New York
| US$ 1,48 bi | +US$ 522 mi | +54% | 67,3% | 92,8% | 3 | 0% | 2,4 |
|
| 1365 |
1365
WealthSource Partners
San Luis Obispo,
California
| US$ 1,48 bi | +US$ 66 mi | +5% | 5,97% | 16,8% | 517 | 12,38% | 2,7 |
|
| 1366 |
1366
Halbert Hargrove Global Advisors
Long Beach,
California
| US$ 1,48 bi | +US$ 77,2 mi | +6% | 6,64% | 68,2% | 177 | 12,43% | 2,6 |
|
| 1367 |
M
1367
MOTCO
San Antonio,
Texas
| US$ 1,47 bi | +US$ 128 mi | +10% | 3,34% | 63,5% | 657 | 17,2% | 5,1 |
|
| 1368 |
1368
SteelPeak Wealth
Woodland Hills,
California
| US$ 1,47 bi | +US$ 111 mi | +8% | 13,5% | 140% | 482 | 27,8% | 1,6 |
|
| 1369 |
1369
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$ 1,47 bi | +US$ 64 mi | +5% | 4,55% | 64,4% | 138 | 8,7% | 5 |
|
| 1370 |
1370
Osterweis Capital Management
San Francisco,
California
| US$ 1,47 bi | +US$ 92,9 mi | +7% | 8,09% | 93,7% | 233 | 15,88% | 1,8 |
|
| 1371 |
1371
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$ 1,47 bi | +US$ 90,1 mi | +7% | 2,58% | 68,1% | 96 | 8,33% | 4,3 |
|
| 1372 |
1372
Relative Value Partners Group
| US$ 1,47 bi | +US$ 45,8 mi | +3% | 3,57% | 8,9% | 269 | 13,38% | 2,4 |
|
| 1373 |
1373
Index Fund Advisors
Irvine,
California
| US$ 1,46 bi | +US$ 41,5 mi | +3% | 3,25% | 58,2% | 94 | 22,34% | 0,9 |
|
| 1374 |
1374
BloombergSen
Toronto,
Ontario, Canada
| US$ 1,46 bi | -US$ 54,8 mi | -4% | 6,13% | 46,9% | 34 | 8,82% | 2,7 |
|
| 1375 |
1375
Avior Wealth Management
Omaha,
Nebraska
| US$ 1,46 bi | +US$ 133 mi | +10% | 6,08% | 71,4% | 1.683 | 27,09% | 2,7 |
|