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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
SMA
1551
Simply Money Advisors
Cincinnati,
Ohio
| US$ 691 mi | +US$ 15,3 mi | +2% | 2,36% | 11,5% | 27 | 25,93% | 1,2 |
|
| 1552 |
1552
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$ 691 mi | +US$ 79,3 mi | +13% | 2,41% | 68,2% | 191 | 22,51% | 1,2 |
|
| 1553 |
1553
Arden Trust
Wilmington,
Delaware
| US$ 688 mi | -US$ 35,6 mi | -5% | 1,5% | 22,5% | 495 | 48,08% | 0,9 |
|
| 1554 |
1554
Trust Company of Vermont
Brattleboro,
Vermont
| US$ 687 mi | +US$ 1,48 mi | +0,2% | 0,66% | – | 860 | 10,93% | 1,5 |
|
| 1555 |
1555
Park West Asset Management
San Francisco,
California
| US$ 686 mi | +US$ 55,4 mi | +9% | 13,9% | 181% | 61 | 42,62% | 0,6 |
|
| 1556 |
1556
Basso Capital Management
Stamford,
Connecticut
| US$ 685 mi | +US$ 58,9 mi | +9% | 0,11% | 85,5% | 159 | 32,08% | 0,5 |
|
| 1557 |
1557
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 682 mi | +US$ 8,07 mi | +1% | 1,07% | 36,3% | 10 | 50% | 0,4 |
|
| 1558 |
1558
Legacy Private Trust
Neenah,
Wisconsin
| US$ 682 mi | -US$ 164 mil | -0% | 2,32% | 71,1% | 270 | 15,93% | 1,2 |
|
| 1559 |
1559
Sterne Agee Group
Birmingham,
Alabama
| US$ 681 mi | +US$ 36,1 mi | +6% | 1,02% | – | 344 | 18,02% | 1 |
|
| 1560 |
1560
SC XI Management
Menlo Park,
California
| US$ 680 mi | +US$ 80,9 mi | +14% | 15,2% | 117% | 3 | 0% | 1,8 |
|
| 1561 |
1561
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 679 mi | -US$ 29,9 mi | -4% | 3,22% | 140% | 29 | 27,59% | 1,1 |
|
| 1562 |
1GA
1562
1st Global Advisors
Dallas,
Texas
| US$ 679 mi | -US$ 20 mi | -3% | 2,84% | 23,5% | 529 | 26,65% | 1,1 |
|
| 1563 |
1563
Baldwin Wealth Partners
Marion,
Massachusetts
| US$ 679 mi | -US$ 12,8 mi | -2% | 2,13% | 94,5% | 268 | 13,81% | 1,2 |
|
| 1564 |
1564
Investment Centers of America
Bismarck,
North Dakota
| US$ 678 mi | +US$ 215 mi | +46% | 1,19% | 23,2% | 499 | 25,45% | 1 |
|
| 1565 |
1565
Murphy Capital Management
Bedminster,
New Jersey
| US$ 678 mi | +US$ 21,7 mi | +3% | 2,25% | 41,6% | 364 | 18,68% | 1,3 |
|
| 1566 |
1566
Oakmont Corp
Los Angeles,
California
| US$ 677 mi | +US$ 53,2 mi | +9% | 4,21% | 70,2% | 20 | 20% | 0,8 |
|
| 1567 |
1567
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$ 677 mi | -US$ 22,6 mi | -3% | 1,16% | 57,2% | 76 | 6,58% | 1,6 |
|
| 1568 |
CAM
1568
Centre Asset Management
New York
| US$ 674 mi | +US$ 28,4 mi | +4% | 2,2% | 45,3% | 125 | 30,4% | 0,9 |
|
| 1569 |
1569
Oxbow Advisors
Austin,
Texas
| US$ 672 mi | -US$ 43 mi | -6% | 1% | 66,3% | 227 | 14,54% | 1,4 |
|
| 1570 |
1570
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 669 mi | +US$ 19,7 mi | +3% | 7,7% | 68,8% | 53 | 15,09% | 1,3 |
|
| 1571 |
1571
Gradient Investments
Arden Hills,
Minnesota
| US$ 669 mi | +US$ 61,9 mi | +10% | 0,52% | 67,6% | 741 | 31,44% | 1 |
|
| 1572 |
1572
Clearline Capital
New York
| US$ 668 mi | +US$ 23,4 mi | +4% | 2,91% | 57,4% | 85 | 56,47% | 0,5 |
|
| 1573 |
1573
Vision Capital Management
Portland,
Oregon
| US$ 668 mi | -US$ 200 mi | -23% | 2,73% | 78,4% | 72 | 29,17% | 1,2 |
|
| 1574 |
1574
Davidson Investment Advisors
Great Falls,
Montana
| US$ 668 mi | +US$ 1,52 mi | +0,2% | 2,09% | 79% | 185 | 10,27% | 1,4 |
|
| 1575 |
1575
S&T Bank
Indiana,
Pennsylvania
| US$ 668 mi | -US$ 20,8 mi | -3% | 1,78% | 193% | 90 | 14,44% | 1,5 |
|