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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 |
1551
Credential Qtrade Securities
Vancouver,
| US$ 1,48 bi | +US$ 190 mi | +15% | 9,81% | 27,7% | 395 | 17,72% | 2 |
|
| 1552 |
1552
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$ 1,48 bi | +US$ 133 mi | +10% | 10,7% | 83,5% | 76 | 0% | 5,2 |
|
| 1553 |
1553
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 1,48 bi | – | – | 6,71% | 106% | 1.003 | – | 0 |
|
| 1554 |
1554
James Hambro & Partners
London,
United Kingdom
| US$ 1,47 bi | +US$ 133 mi | +10% | 11,5% | 97% | 93 | 26,88% | 2 |
|
| 1555 |
1555
Clearstead Advisors
Cleveland,
Ohio
| US$ 1,47 bi | +US$ 130 mi | +10% | 10,8% | 71,4% | 1.491 | 24,61% | 1,6 |
|
| 1556 |
1556
Shenkman Capital Management
New York
| US$ 1,47 bi | +US$ 162 mi | +12% | 0,01% | 3,15% | 120 | 1,67% | 1,3 |
|
| 1557 |
1557
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$ 1,47 bi | +US$ 131 mi | +10% | 10,6% | 64,4% | 150 | 10% | 3,9 |
|
| 1558 |
1558
Annex Advisory Services
Brookfield,
Wisconsin
| US$ 1,46 bi | +US$ 237 mi | +19% | 9,28% | 85,8% | 260 | 22,31% | 2,5 |
|
| 1559 |
1559
Joel Isaacson & Co
New York
| US$ 1,46 bi | +US$ 132 mi | +10% | 8,63% | 72,5% | 321 | 7,79% | 4 |
|
| 1560 |
1560
RFG Advisory
Birmingham,
Alabama
| US$ 1,46 bi | +US$ 240 mi | +20% | 6,51% | 57% | 501 | 20,76% | 2,1 |
|
| 1561 |
IFLIT
1561
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| US$ 1,45 bi | +US$ 128 mi | +10% | 8,53% | 45,7% | 17 | 23,53% | 4,5 |
|
| 1562 |
1562
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$ 1,45 bi | +US$ 46,9 mi | +3% | 9,68% | 74,2% | 29 | 3,45% | 5,5 |
|
| 1563 |
1563
Money Design
Tokyo,
Japan
| US$ 1,45 bi | +US$ 243 mi | +20% | 3,85% | 26,4% | 80 | 27,5% | 1,8 |
|
| 1564 |
1564
BOK Financial Private Wealth
Denver,
Colorado
| US$ 1,45 bi | +US$ 197 mi | +16% | 9,22% | 61,8% | 314 | 25,48% | 1,9 |
|
| 1565 |
1565
Nichols & Pratt Advisers
Boston,
Massachusetts
| US$ 1,45 bi | +US$ 127 mi | +10% | 12,7% | 71,2% | 107 | 11,21% | 6,2 |
|
| 1566 |
1566
Patten & Patten
Chattanooga,
Tennessee
| US$ 1,45 bi | +US$ 132 mi | +10% | 11,8% | 85,7% | 287 | 5,23% | 5,1 |
|
| 1567 |
1567
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 1,44 bi | +US$ 142 mi | +11% | 8,94% | 32,2% | 710 | 18,45% | 1,3 |
|
| 1568 |
1568
QV Investors
Calgary,
Alberta, Canada
| US$ 1,44 bi | +US$ 116 mi | +9% | 10,2% | 68,3% | 75 | 4% | 2,6 |
|
| 1569 |
1569
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$ 1,44 bi | +US$ 228 mi | +19% | 14,2% | 68,1% | 105 | 13,33% | 3,5 |
|
| 1570 |
BCM
1570
Bluefin Capital Management
New York
| US$ 1,43 bi | +US$ 424 mi | +42% | 5,22% | – | 1.132 | 52,92% | 0,3 |
|
| 1571 |
1571
Sigma Investment Counselors
Northville,
Michigan
| US$ 1,43 bi | +US$ 80,3 mi | +6% | 6,68% | 59,4% | 200 | 7% | 4,1 |
|
| 1572 |
1572
Simmons Bank
Pine Bluff,
Arkansas
| US$ 1,43 bi | +US$ 51,2 mi | +4% | 9,12% | 92,9% | 387 | 6,46% | 3,8 |
|
| 1573 |
CM
1573
Conifer Management
New York
| US$ 1,43 bi | -US$ 19,6 mi | -1% | 6,28% | 22,7% | 14 | 7,14% | 1,6 |
|
| 1574 |
1574
North Star Investment Management
Chicago,
Illinois
| US$ 1,43 bi | +US$ 196 mi | +16% | 8,29% | 89,9% | 1.246 | 11,72% | 3,1 |
|
| 1575 |
1575
Vigilant Capital Management
Portland,
Maine
| US$ 1,43 bi | +US$ 178 mi | +14% | 12,3% | 48,8% | 837 | 31,3% | 2,1 |
|