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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
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$ 2,4 bi | +US$ 72,4 mi | +3% | 1,34% | 80,6% | 197 | 15,23% | 3,9 |
|
| 1352 |
1352
Leavell Investment Management
Mobile,
Alabama
| US$ 2,4 bi | +US$ 31,5 mi | +1% | 2,38% | 84,5% | 612 | 8,33% | 5,8 |
|
| 1353 |
1353
Davidson Investment Advisors
Great Falls,
Montana
| US$ 2,4 bi | +US$ 46,7 mi | +2% | 3,13% | 79% | 125 | 7,2% | 5,5 |
|
| 1354 |
1354
Trajan Wealth
Scottsdale,
Arizona
| US$ 2,4 bi | +US$ 83,8 mi | +4% | 2,75% | – | 165 | 10,3% | 1,4 |
|
| 1355 |
1355
Summitry LLC
Foster City,
California
| US$ 2,4 bi | +US$ 32,9 mi | +1% | 3,52% | 68,1% | 276 | 28,62% | 2,3 |
|
| 1356 |
1356
Trust Company of Vermont
Brattleboro,
Vermont
| US$ 2,4 bi | +US$ 98 mi | +4% | 3,21% | – | 1.196 | 13,96% | 4,1 |
|
| 1357 |
1357
Birch Hill Investment Advisors
Boston,
Massachusetts
| US$ 2,39 bi | +US$ 25,2 mi | +1% | 3,26% | 80,1% | 206 | 7,28% | 7 |
|
| 1358 |
1358
BLB&B Advisors
Montgomeryville,
Pennsylvania
| US$ 2,39 bi | +US$ 75,6 mi | +3% | 2,04% | 82% | 288 | 8,33% | 7 |
|
| 1359 |
1359
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 2,39 bi | +US$ 86,1 mi | +4% | 2,49% | 48,3% | 148 | 8,11% | 1,1 |
|
| 1360 |
1360
Linscomb Wealth
Houston,
Texas
| US$ 2,38 bi | +US$ 60,8 mi | +3% | 2,81% | 75,2% | 318 | 7,55% | 7,2 |
|
| 1361 |
1361
Westchester Capital Management (New York)
Valhalla,
New York
| US$ 2,38 bi | +US$ 194 mi | +9% | 9,62% | 100% | 342 | 40,64% | 0,5 |
|
| 1362 |
1362
Logan Capital Management
Newtown Square,
Pennsylvania
| US$ 2,38 bi | +US$ 5,87 mi | +0,2% | 2,67% | 134% | 487 | 44,56% | 8,1 |
|
| 1363 |
1363
Paradigm Capital Management Inc
Albany,
New York
| US$ 2,38 bi | +US$ 69,1 mi | +3% | 7,59% | 237% | 129 | 12,4% | 7,6 |
|
| 1364 |
1364
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$ 2,37 bi | +US$ 959 mi | +68% | 5,31% | 77,6% | 421 | 33,73% | 1,1 |
|
| 1365 |
1365
Seizert Capital Partners
Birmingham,
Michigan
| US$ 2,37 bi | +US$ 59,3 mi | +3% | 4,76% | 75,2% | 189 | 15,87% | 3,2 |
|
| 1366 |
1366
Bpifrance
Maisons Alfort, Cedex,
France
| US$ 2,37 bi | +US$ 398 mi | +20% | 17,6% | 53,2% | 2 | 0% | 5,9 |
|
| 1367 |
1367
Osterweis Capital Management
San Francisco,
California
| US$ 2,36 bi | +US$ 147 mi | +7% | 3,87% | 93,7% | 321 | 21,81% | 2 |
|
| 1368 |
1368
Advance Capital Management
Southfield,
Michigan
| US$ 2,36 bi | +US$ 54,4 mi | +2% | 2,07% | 54,4% | 186 | 11,83% | 2,3 |
|
| 1369 |
1369
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$ 2,35 bi | +US$ 136 mi | +6% | 4,87% | 135% | 325 | 35,69% | 2 |
|
| 1370 |
1370
VestGen Advisors
Inverness,
Illinois
| US$ 2,35 bi | -US$ 652 mi | -22% | 3,05% | – | 853 | 30,95% | 0,5 |
|
| 1371 |
1371
Bell Bank
Fargo,
North Dakota
| US$ 2,34 bi | +US$ 31,1 mi | +1% | 2,33% | 71% | 208 | 11,54% | 4,9 |
|
| 1372 |
1372
CAS Investment Partners
Westport,
Connecticut
| US$ 2,34 bi | +US$ 94,8 mi | +4% | 11,3% | 527% | 5 | 0% | 4,4 |
|
| 1373 |
1373
Moors & Cabot
Boston,
Massachusetts
| US$ 2,34 bi | +US$ 44,2 mi | +2% | 2,54% | 124% | 975 | 12,62% | 5 |
|
| 1374 |
1374
Granahan Investment Management
Waltham,
Massachusetts
| US$ 2,34 bi | -US$ 107 mi | -4% | 0,46% | 265% | 173 | 24,86% | 2,2 |
|
| 1375 |
1375
Nationwide Fund Advisors
Columbus,
Ohio
| US$ 2,34 bi | +US$ 522 mi | +29% | 1% | 34,1% | 10 | 0% | 3,1 |
|