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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Patten & Patten
Chattanooga,
Tennessee
| US$ 914 mi | +US$ 156 mi | +21% | 23,7% | 85,7% | 240 | 8,33% | 4,7 |
|
| 1502 |
1502
Insight Holdings Group
New York
| US$ 914 mi | +US$ 126 mi | +16% | 42,2% | 111% | 2 | 0% | 1,9 |
|
| 1503 |
1503
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$ 914 mi | +US$ 190 mi | +26% | 20,4% | 24,3% | 833 | 23,41% | 3,4 |
|
| 1504 |
1504
Alpha Cubed Investments
Irvine,
California
| US$ 914 mi | +US$ 81,9 mi | +10% | 17,7% | 126% | 242 | 16,94% | 3,1 |
|
| 1505 |
1505
Compass Capital Management
Minneapolis,
Minnesota
| US$ 913 mi | +US$ 140 mi | +18% | 18,7% | 50,8% | 37 | 2,7% | 5,2 |
|
| 1506 |
1506
Electron Capital Partners
New York
| US$ 913 mi | +US$ 531 mi | +139% | 36,4% | 333% | 38 | 63,16% | 0,4 |
|
| 1507 |
1507
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 911 mi | -US$ 40,3 mi | -4% | 19,7% | 32,2% | 589 | 40,92% | 1,6 |
|
| 1508 |
SCI
1508
S&CO Inc
Boston,
Massachusetts
| US$ 910 mi | +US$ 162 mi | +22% | 19% | 68,8% | 173 | 5,2% | 4,8 |
|
| 1509 |
1509
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| US$ 910 mi | +US$ 117 mi | +15% | 18% | 67,9% | 58 | 8,62% | 4,8 |
|
| 1510 |
1510
Scopia Capital Management
New York
| US$ 909 mi | -US$ 184 mi | -17% | 27,9% | 58,7% | 31 | 51,61% | 1,5 |
|
| 1511 |
1511
CBIZ Investment Advisory Services
Independence,
Ohio
| US$ 908 mi | +US$ 125 mi | +16% | 16,2% | 48,7% | 115 | 0% | 0,5 |
|
| 1512 |
1512
Legacy Private Trust
Neenah,
Wisconsin
| US$ 908 mi | +US$ 137 mi | +18% | 15,9% | 71,1% | 224 | 18,75% | 4 |
|
| 1513 |
1513
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| US$ 906 mi | +US$ 140 mi | +18% | 21,4% | 135% | 152 | 13,16% | 3,5 |
|
| 1514 |
1514
ARGA Investment Management
Stamford,
Connecticut
| US$ 905 mi | +US$ 325 mi | +56% | 23,1% | 93,6% | 78 | 44,87% | 1,1 |
|
| 1515 |
1515
Davidson Investment Advisors
Great Falls,
Montana
| US$ 905 mi | +US$ 131 mi | +17% | 20,2% | 79% | 102 | 13,73% | 4 |
|
| 1516 |
1516
Magnus Financial Group
New York
| US$ 902 mi | +US$ 168 mi | +23% | 23,3% | 78,2% | 801 | 44,69% | 0,7 |
|
| 1517 |
1517
Balasa Dinverno & Foltz
| US$ 901 mi | +US$ 107 mi | +13% | 22,1% | 23,2% | 307 | 41,69% | 3,1 |
|
| 1518 |
1518
AJ Wealth Strategies
New York
| US$ 901 mi | +US$ 164 mi | +22% | 19,5% | 32,2% | 223 | 29,6% | 1,2 |
|
| 1519 |
1519
Focus Financial Network
Minneapolis,
Minnesota
| US$ 900 mi | +US$ 155 mi | +21% | 20,2% | 106% | 427 | 25,29% | 0,9 |
|
| 1520 |
1520
Strategic Financial Services
Utica,
New York
| US$ 900 mi | +US$ 152 mi | +20% | 15,2% | 58,7% | 129 | 10,08% | 3,8 |
|
| 1521 |
1521
Sarissa Capital Management
Greenwich,
Connecticut
| US$ 899 mi | +US$ 115 mi | +15% | 29,1% | 80% | 13 | 15,38% | 2 |
|
| 1522 |
1522
Antara Capital
New York
| US$ 899 mi | +US$ 282 mi | +46% | 45,8% | 39,8% | 80 | 65% | 0,2 |
|
| 1523 |
1523
Bragg Financial Advisors
Charlotte,
North Carolina
| US$ 898 mi | +US$ 154 mi | +21% | 19,2% | 101% | 277 | 10,83% | 4,7 |
|
| 1524 |
1524
World Asset Management
Detroit,
Michigan
| US$ 898 mi | -US$ 232 mi | -20% | 23,2% | 85% | 1.032 | 33,04% | 5,2 |
|
| 1525 |
1525
Point72 Hong Kong
Hong Kong
| US$ 898 mi | +US$ 671 mi | +296% | 31% | 396% | 1.562 | 70,29% | 0,2 |
|