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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
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$ 1,26 bi | +US$ 120 mi | +11% | 9,11% | 80,6% | 156 | 20,51% | 3,8 |
|
| 1552 |
1552
Oak Associates
Akron,
Ohio
| US$ 1,25 bi | +US$ 34,5 mi | +3% | 12% | 152% | 136 | 4,41% | 5,5 |
|
| 1553 |
1553
Scheer Rowlett & Associates Investment Management
Toronto,
Ontario, Canada
| US$ 1,25 bi | +US$ 42,8 mi | +4% | 0,74% | 74,2% | 31 | 6,45% | 6,2 |
|
| 1554 |
1554
General Catalyst Group Management
Cambridge,
Massachusetts
| US$ 1,25 bi | +US$ 284 mi | +29% | 39,6% | 161% | 10 | 0% | 1,9 |
|
| 1555 |
1555
Visionary Wealth Advisors
O'fallon,
Illinois
| US$ 1,25 bi | +US$ 69,2 mi | +6% | 5,16% | 69,4% | 489 | 12,27% | 1,9 |
|
| 1556 |
SFG
1556
Sather Financial Group
Victoria,
Texas
| US$ 1,25 bi | +US$ 97,8 mi | +8% | 7,38% | 70% | 99 | 9,09% | 2,9 |
|
| 1557 |
1557
Community Trust & Investment
Versailles,
Kentucky
| US$ 1,25 bi | +US$ 85,3 mi | +7% | 8,41% | 123% | 120 | 10,83% | 3,4 |
|
| 1558 |
1558
Cartenna Capital
Stamford,
Connecticut
| US$ 1,25 bi | +US$ 426 mi | +52% | 12% | 162% | 50 | 60% | 0,3 |
|
| 1559 |
1559
Value Partners Investments
Winnipeg,
Manitoba, Canada
| US$ 1,24 bi | +US$ 25,7 mi | +2% | 3,91% | 50,7% | 72 | 6,94% | 2,2 |
|
| 1560 |
1560
Venturi Wealth Management
Austin,
Texas
| US$ 1,24 bi | +US$ 27,6 mi | +2% | 5,69% | 101% | 1.320 | 28,03% | 0,9 |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| US$ 1,24 bi | +US$ 63,5 mi | +5% | 6,1% | 68,8% | 187 | 5,88% | 6,3 |
|
| 1562 |
1562
Siemens
Munich,
Germany
| US$ 1,24 bi | +US$ 259 mi | +26% | 27,3% | 16,8% | 2 | 0% | 1,1 |
|
| 1563 |
1563
Klingman & Associates
New York
| US$ 1,24 bi | +US$ 78 mi | +7% | 5,08% | 64,9% | 219 | 10,5% | 3,8 |
|
| 1564 |
1564
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,24 bi | +US$ 127 mi | +11% | 11,8% | 142% | 240 | 18,33% | 4,5 |
|
| 1565 |
1565
Palo Alto Investors
Palo Alto,
California
| US$ 1,24 bi | +US$ 30,7 mi | +3% | 3,08% | 157% | 32 | 12,5% | 5,1 |
|
| 1566 |
1566
City of London Investment Management
London,
United Kingdom
| US$ 1,24 bi | -US$ 70,9 mi | -5% | 1,31% | 102% | 116 | 14,66% | 2,9 |
|
| 1567 |
1567
Philosophy Capital Management
Alamo,
California
| US$ 1,24 bi | +US$ 184 mi | +18% | 2,42% | 77,5% | 34 | 23,53% | 0,8 |
|
| 1568 |
1568
North Star Investment Management
Chicago,
Illinois
| US$ 1,23 bi | +US$ 21,1 mi | +2% | 4,64% | 80,6% | 1.332 | 5,03% | 3,9 |
|
| 1569 |
1569
Sepio Capital
Salt Lake City,
Utah
| US$ 1,23 bi | +US$ 147 mi | +14% | 6,53% | 92% | 364 | 12,64% | 2,7 |
|
| 1570 |
1570
Everence Capital Management
Goshen,
Indiana
| US$ 1,23 bi | +US$ 7,55 mi | +0,6% | 7,8% | 108% | 752 | 5,45% | 4 |
|
| 1571 |
1571
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$ 1,23 bi | -US$ 126 mi | -9% | 0% | 0% | 42 | 0% | 1,4 |
|
| 1572 |
1572
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$ 1,23 bi | +US$ 95 mi | +8% | 7,46% | 602% | 34 | 44,12% | 1,3 |
|
| 1573 |
1573
BOK Financial Private Wealth
Denver,
Colorado
| US$ 1,23 bi | -US$ 18,3 mi | -1% | 5,92% | 61,8% | 472 | 25,21% | 2,7 |
|
| 1574 |
1574
Cannell & Spears
New York
| US$ 1,23 bi | +US$ 109 mi | +10% | 9,04% | 113% | 238 | 15,97% | 4,6 |
|
| 1575 |
1575
BIP Wealth
Atlanta,
Georgia
| US$ 1,22 bi | +US$ 314 mi | +34% | 3,47% | 51,8% | 198 | 16,67% | 0,2 |
|