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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
Edgar Lomax Company
Kingstowne,
Virginia
| US$ 1,54 bi | -US$ 74,4 mi | -5% | 1,89% | 66,2% | 65 | 3,08% | 4,6 |
|
| 1502 |
1502
Efficient Advisors
Mason,
Ohio
| US$ 1,54 bi | -US$ 17,3 mi | -1% | 0,58% | 30,6% | 68 | 2,94% | 6,3 |
|
| 1503 |
1503
Basswood Capital Management
New York
| US$ 1,54 bi | -US$ 174 mi | -10% | 2,11% | 111% | 103 | 17,48% | 4,9 |
|
| 1504 |
1504
HG Vora Capital Management
New York
| US$ 1,54 bi | -US$ 205 mi | -12% | 3,87% | 42,6% | 13 | 23,08% | 2,5 |
|
| 1505 |
1505
Arizona Public Safety Personnel Retirement System (PSPRS) Trust
Phoenix,
Arizona
| US$ 1,53 bi | – | – | 0,98% | – | 9 | – | 0 |
|
| 1506 |
1506
Regal Investment Advisors
Kentwood,
Michigan
| US$ 1,53 bi | +US$ 69,9 mi | +5% | 1,8% | 64,7% | 618 | 13,59% | 2,3 |
|
| 1507 |
1507
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 1,53 bi | +US$ 151 mi | +11% | 2,62% | 137% | 424 | 18,63% | 2 |
|
| 1508 |
1508
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 1,53 bi | +US$ 48,2 mi | +3% | 1,85% | 69,4% | 520 | 10,19% | 2,4 |
|
| 1509 |
1509
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,53 bi | +US$ 40,2 mi | +3% | 7,09% | 142% | 251 | 12,35% | 4,7 |
|
| 1510 |
LLL
1510
Lynrock Lake LP
Rye Brook,
New York
| US$ 1,53 bi | -US$ 343 mi | -18% | 2,86% | 21,2% | 28 | 10,71% | 2,1 |
|
| 1511 |
1511
BSN Capital Partners
London,
United Kingdom
| US$ 1,53 bi | +US$ 178 mi | +13% | 12% | 183% | 8 | 50% | 0,4 |
|
| 1512 |
1512
Pine Valley Investments
Marlton,
New Jersey
| US$ 1,53 bi | +US$ 37,9 mi | +3% | 3,58% | 93,9% | 525 | 11,62% | 0,9 |
|
| 1513 |
1513
E.S. Barr & Co
Lexington,
Kentucky
| US$ 1,52 bi | -US$ 10,2 mi | -0,7% | 2,33% | 73,5% | 95 | 7,37% | 6,8 |
|
| 1514 |
1514
First National Bank of Omaha
Omaha,
Nebraska
| US$ 1,52 bi | +US$ 56,1 mi | +4% | 1,97% | 70,9% | 336 | 16,67% | 6 |
|
| 1515 |
SHIM
1515
Spruce House Investment Management
New York
| US$ 1,52 bi | +US$ 128 mi | +9% | 19,9% | 863% | 11 | 9,09% | 3,8 |
|
| 1516 |
1516
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$ 1,52 bi | +US$ 22,8 mi | +2% | 1,96% | 83,5% | 78 | 5,13% | 7,2 |
|
| 1517 |
1517
MUFG Securities (Canada)
New York
| US$ 1,52 bi | +US$ 726 mi | +92% | 4,89% | – | 42 | 0% | 0,5 |
|
| 1518 |
1518
Main Street Research
Lakeville,
Connecticut
| US$ 1,52 bi | +US$ 45,2 mi | +3% | 7,93% | 232% | 112 | 12,5% | 4,5 |
|
| 1519 |
1519
Oxford Financial Group
Carmel,
Indiana
| US$ 1,52 bi | +US$ 75,1 mi | +5% | 4,12% | 77,2% | 336 | 23,21% | 2,6 |
|
| 1520 |
1520
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 1,51 bi | +US$ 26,6 mi | +2% | 1,09% | 54,5% | 162 | 9,26% | 4 |
|
| 1521 |
1521
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 1,51 bi | +US$ 13,5 mi | +0,9% | 2,69% | 85% | 265 | 3,77% | 6,5 |
|
| 1522 |
1522
Motley Fool Asset Management
Alexandria,
Virginia
| US$ 1,51 bi | -US$ 37,4 mi | -2% | 4,74% | 117% | 225 | 10,67% | 2,7 |
|
| 1523 |
1523
Oak Associates
Akron,
Ohio
| US$ 1,51 bi | +US$ 64,9 mi | +4% | 7,21% | 152% | 135 | 2,22% | 5,8 |
|
| 1524 |
1524
EverSource Wealth Advisors
Birmingham,
Alabama
| US$ 1,51 bi | +US$ 234 mi | +18% | 1,85% | 89,7% | 3.190 | 12,92% | 1,5 |
|
| 1525 |
1525
First Interstate Bank
Billings,
Montana
| US$ 1,51 bi | +US$ 61,8 mi | +4% | 0,76% | 49,7% | 177 | 8,47% | 4,8 |
|