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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1426 |
1426
Meridian Wealth Management
Lexington,
Kentucky
| US$ 1,57 bi | -US$ 65,9 mi | -4% | 10,5% | 117% | 622 | 18,01% | 2,5 |
|
| 1427 |
1427
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$ 1,57 bi | +US$ 367 mi | +31% | 16,9% | 384% | 37 | 51,35% | 0,6 |
|
| 1428 |
1428
Caprock Group
Boise,
Idaho
| US$ 1,56 bi | +US$ 243 mi | +18% | 12,1% | – | 727 | 14,03% | 2,9 |
|
| 1429 |
1429
CreativeOne Wealth
Overland Park,
Kansas
| US$ 1,56 bi | +US$ 172 mi | +12% | 9,2% | 67,6% | 684 | 26,61% | 2,2 |
|
| 1430 |
M
1430
MOTCO
San Antonio,
Texas
| US$ 1,56 bi | +US$ 97,8 mi | +7% | 6,38% | 63,5% | 859 | 13,04% | 4,5 |
|
| 1431 |
1431
Fairholme Capital Management
South Miami,
Florida
| US$ 1,56 bi | +US$ 151 mi | +11% | 9,28% | 36,2% | 8 | 12,5% | 3,6 |
|
| 1432 |
1432
Goelzer Investment Management
Carmel,
Indiana
| US$ 1,55 bi | +US$ 134 mi | +9% | 10,2% | 97,2% | 237 | 10,13% | 5,6 |
|
| 1433 |
1433
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 1,55 bi | +US$ 460 mi | +42% | 13,8% | 137% | 396 | 11,62% | 2,1 |
|
| 1434 |
1434
Empire Life Investments
Toronto,
Ontario, Canada
| US$ 1,55 bi | +US$ 183 mi | +13% | 9,27% | 90,8% | 102 | 13,73% | 3,8 |
|
| 1435 |
1435
Basswood Capital Management
New York
| US$ 1,55 bi | +US$ 232 mi | +18% | 26,2% | 111% | 109 | 12,84% | 4,2 |
|
| 1436 |
1436
JANA Partners Management
New York
| US$ 1,55 bi | +US$ 147 mi | +11% | 16% | 47,2% | 10 | 30% | 0,2 |
|
| 1437 |
1437
Alta Capital Management
Salt Lake City,
Utah
| US$ 1,55 bi | +US$ 160 mi | +12% | 14,2% | 89,2% | 97 | 14,43% | 5,1 |
|
| 1438 |
1438
CoreCap Advisors
Southfield,
Michigan
| US$ 1,55 bi | +US$ 161 mi | +12% | 9,75% | 89,8% | 642 | 20,25% | 1,4 |
|
| 1439 |
1439
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 1,55 bi | +US$ 200 mi | +15% | 11,9% | 106% | 248 | 10,08% | 4,9 |
|
| 1440 |
1440
Board of Trustees of The Leland Stanford Junior University
Redwood City,
California
| US$ 1,54 bi | +US$ 248 mi | +19% | 14,7% | 142% | 39 | 23,08% | 2,1 |
|
| 1441 |
1441
Steele Capital Management
Dubuque,
Iowa
| US$ 1,54 bi | – | – | 9,79% | – | 165 | – | 0 |
|
| 1442 |
1442
WealthSource Partners
San Luis Obispo,
California
| US$ 1,54 bi | +US$ 72,4 mi | +5% | 8,78% | 16,8% | 534 | 14,61% | 3 |
|
| 1443 |
1443
Summit Financial
Parsippany,
New Jersey
| US$ 1,53 bi | +US$ 176 mi | +13% | 11,9% | 81,8% | 369 | 14,91% | 1,7 |
|
| 1444 |
FP
1444
FPR Partners
San Francisco,
California
| US$ 1,53 bi | -US$ 317 mi | -17% | 9,09% | 33% | 15 | 0% | 6,7 |
|
| 1445 |
1445
Edgar Lomax Company
Kingstowne,
Virginia
| US$ 1,53 bi | +US$ 61 mi | +4% | 9,64% | 66,2% | 57 | 0% | 5,2 |
|
| 1446 |
1446
Financial Advocates Investment Management
Olympia,
Washington
| US$ 1,53 bi | +US$ 140 mi | +10% | 10,5% | 89,9% | 792 | 19,7% | 2,8 |
|
| 1447 |
1447
Osborne Partners Capital Management
San Francisco,
California
| US$ 1,53 bi | +US$ 177 mi | +13% | 10,1% | 60,8% | 213 | 10,8% | 4,8 |
|
| 1448 |
1448
Summit Global Investments
Bountiful,
Utah
| US$ 1,53 bi | +US$ 25,8 mi | +2% | 9,98% | 68,4% | 623 | 39% | 1,3 |
|
| 1449 |
1449
Cowen and Company
New York
| US$ 1,52 bi | +US$ 95,3 mi | +7% | 18,1% | 120% | 811 | 48,34% | 0,7 |
|
| 1450 |
1450
Cobblestone Capital Advisors
Rochester,
New York
| US$ 1,52 bi | +US$ 172 mi | +13% | 11,1% | 83,3% | 283 | 7,77% | 5,8 |
|