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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Courier Capital
Buffalo,
New York
| US$ 1,53 bi | +US$ 78,5 mi | +5% | 0,99% | 70,8% | 387 | 10,85% | 5,8 |
|
| 1577 |
1577
Punch & Associates Investment Management
Edina,
Minnesota
| US$ 1,53 bi | -US$ 306 mi | -17% | 4,37% | 97,5% | 177 | 12,99% | 4,5 |
|
| 1578 |
1578
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$ 1,53 bi | -US$ 31,2 mi | -2% | 1,93% | 121% | 264 | 14,77% | 5 |
|
| 1579 |
1579
Electron Capital Partners
New York
| US$ 1,52 bi | -US$ 398 mi | -21% | 1,45% | 333% | 48 | 35,42% | 1,7 |
|
| 1580 |
1580
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$ 1,52 bi | +US$ 44 mi | +3% | 0,54% | 93% | 482 | 15,56% | 1,5 |
|
| 1581 |
1581
Nuance Investments
Kansas City,
Missouri
| US$ 1,52 bi | -US$ 955 mi | -39% | 6,25% | 3,13% | 58 | 24,14% | 2,3 |
|
| 1582 |
1582
Compass Capital Management
Minneapolis,
Minnesota
| US$ 1,52 bi | -US$ 5,3 mi | -0,3% | 1,9% | 50,8% | 38 | 7,89% | 8,6 |
|
| 1583 |
1583
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$ 1,52 bi | -US$ 40,2 mi | -3% | 1,88% | 78,8% | 268 | 3,36% | 7,4 |
|
| 1584 |
1584
Tairen Capital
Hong Kong
| US$ 1,51 bi | +US$ 832 mi | +122% | 6,45% | 462% | 115 | 63,48% | 0,2 |
|
| 1585 |
1585
Investure LLC
Charlottesville,
Virginia
| US$ 1,51 bi | -US$ 177 mi | -10% | 2,39% | 55,4% | 16 | 6,25% | 4,6 |
|
| 1586 |
1586
Western Wealth Management
Golden,
Colorado
| US$ 1,51 bi | -US$ 357 mi | -19% | 2,54% | 82,6% | 797 | 20,08% | 3,5 |
|
| 1587 |
1587
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$ 1,51 bi | -US$ 17,2 mi | -1% | 0,5% | 85% | 265 | 6,79% | 6,9 |
|
| 1588 |
1588
Meritage Portfolio Management
Overland Park,
Kansas
| US$ 1,51 bi | -US$ 103 mi | -6% | 1,36% | 97,4% | 350 | 14,57% | 3,5 |
|
| 1589 |
1589
LMCG Investments
Boston,
Massachusetts
| US$ 1,51 bi | -US$ 124 mi | -8% | 1,65% | 135% | 239 | 7,11% | 6,7 |
|
| 1590 |
1590
Ellevest Inc
New York
| US$ 1,5 bi | -US$ 232 mi | -13% | 0,44% | 73,8% | 446 | 18,16% | 3,4 |
|
| 1591 |
1591
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 1,5 bi | -US$ 57,1 mi | -4% | 3,12% | 50,4% | 45 | 17,78% | 3,6 |
|
| 1592 |
1592
Rothschild Investment LLC
Chicago,
Illinois
| US$ 1,49 bi | -US$ 32,5 mi | -2% | 0,9% | 99,4% | 3.128 | 9,08% | 1,7 |
|
| 1593 |
1593
Patten & Patten
Chattanooga,
Tennessee
| US$ 1,49 bi | -US$ 20,2 mi | -1% | 1,6% | 85,7% | 326 | 6,13% | 6,7 |
|
| 1594 |
1594
Hikari Tsushin Inc
Tokyo,
Japan
| US$ 1,49 bi | +US$ 114 mi | +8% | 10,8% | 59,5% | 72 | 2,78% | 5,1 |
|
| 1595 |
1595
Evensky & Katz
Coral Gables,
Florida
| US$ 1,49 bi | -US$ 37,8 mi | -2% | 2,19% | 61,1% | 78 | 0% | 6,5 |
|
| 1596 |
SCI
1596
S&CO Inc
Boston,
Massachusetts
| US$ 1,49 bi | +US$ 16,4 mi | +1% | 1,42% | 68,8% | 221 | 6,79% | 6,3 |
|
| 1597 |
1597
Willis Investment Counsel
Gainesville,
Georgia
| US$ 1,49 bi | -US$ 38 mi | -2% | 1,25% | 65,3% | 118 | 2,54% | 5,8 |
|
| 1598 |
1598
Ninety One North America
New York
| US$ 1,49 bi | -US$ 130 mi | -8% | 2,89% | 70,6% | 74 | 12,16% | 3,3 |
|
| 1599 |
1599
Country Club Bank
Kansas City,
Missouri
| US$ 1,49 bi | -US$ 11,2 mi | -0,8% | 0,46% | 77,4% | 330 | 6,67% | 2,5 |
|
| 1600 |
1600
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| US$ 1,48 bi | -US$ 303 mi | -17% | 16,3% | – | 2 | 0% | 0,5 |
|