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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Essex Financial Services
Essex,
Connecticut
| US$ 1,78 bi | +US$ 24,7 mi | +1% | 1,09% | 87,7% | 841 | 12,37% | 4,1 |
|
| 1602 |
1602
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$ 1,78 bi | -US$ 105 mi | -6% | 1,98% | 142% | 273 | 11,36% | 5,6 |
|
| 1603 |
1603
Ostrum Asset Management
Paris,
France
| US$ 1,78 bi | -US$ 303 mi | -15% | 0,19% | 107% | 586 | 6,48% | 2,8 |
|
| 1604 |
1604
Univest Financial
Souderton,
Pennsylvania
| US$ 1,78 bi | -US$ 105 mi | -6% | 2,66% | 82,6% | 264 | 6,82% | 3,4 |
|
| 1605 |
1605
First Interstate Bank
Billings,
Montana
| US$ 1,78 bi | -US$ 84,3 mi | -5% | 0,1% | 49,7% | 211 | 17,06% | 5,1 |
|
| 1606 |
1606
Beacon Capital Management Inc (Ohio)
Dayton,
Ohio
| US$ 1,78 bi | -US$ 91,2 mi | -5% | 2,39% | 46,4% | 160 | 29,38% | 2,2 |
|
| 1607 |
1607
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$ 1,77 bi | +US$ 934 mi | +111% | 1,52% | 97,3% | 730 | 34,38% | 2,8 |
|
| 1608 |
1608
Waddell & Associates
Memphis,
Tennessee
| US$ 1,77 bi | +US$ 291 mi | +20% | 8,2% | 194% | 491 | 30,96% | 1,4 |
|
| 1609 |
1609
Atwood & Palmer
Kansas City,
Missouri
| US$ 1,77 bi | +US$ 12,4 mi | +0,7% | 0,38% | 90% | 562 | 19,04% | 5 |
|
| 1610 |
1610
Founders Financial Securities
Towson,
Maryland
| US$ 1,77 bi | +US$ 74,5 mi | +4% | 0,59% | 71% | 604 | 17,22% | 2,6 |
|
| 1611 |
1611
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$ 1,77 bi | +US$ 204 mi | +13% | 16,9% | 54,4% | 166 | 51,2% | 0,9 |
|
| 1612 |
1612
Grandfield & Dodd
New York
| US$ 1,77 bi | +US$ 5,53 mi | +0,3% | 3,29% | 80,6% | 218 | 9,17% | 7,7 |
|
| 1613 |
1613
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$ 1,77 bi | +US$ 6,37 mi | +0,4% | 1,19% | 137% | 428 | 14,49% | 2,4 |
|
| 1614 |
1614
Contrarius Group Holdings
Hamilton,
Bermuda
| US$ 1,77 bi | -US$ 296 mi | -14% | 0,29% | – | 59 | 59,32% | 0,5 |
|
| 1615 |
1615
Simplicity Wealth
Summit,
New Jersey
| US$ 1,76 bi | +US$ 87,6 mi | +5% | 0,65% | 82,2% | 799 | 18,77% | 1,1 |
|
| 1616 |
1616
Saratoga Research & Investment Management
Saratoga,
California
| US$ 1,76 bi | -US$ 145 mi | -8% | 6,01% | 65,1% | 49 | 10,2% | 7 |
|
| 1617 |
1617
Aaron Wealth Advisors
Chicago,
Illinois
| US$ 1,76 bi | -US$ 68,3 mi | -4% | 0,74% | 108% | 771 | 22,83% | 1,8 |
|
| 1618 |
1618
Sun Life Financial
Toronto,
Ontario, Canada
| US$ 1,76 bi | -US$ 144 mi | -8% | 3,04% | 65,7% | 52 | 38,46% | 3,5 |
|
| 1619 |
1619
NEA Management Company
Timonium,
Maryland
| US$ 1,76 bi | -US$ 202 mi | -10% | 14,5% | 823% | 28 | 10,71% | 4,5 |
|
| 1620 |
NM
1620
NWI Management
New York
| US$ 1,76 bi | -US$ 413 mi | -19% | 4,29% | 230% | 65 | 32,31% | 2,3 |
|
| 1621 |
1621
Evensky & Katz
Coral Gables,
Florida
| US$ 1,76 bi | -US$ 14,3 mi | -0,8% | 0,3% | 61,1% | 72 | 0% | 7,4 |
|
| 1622 |
1622
Prosperity Capital Advisors
Westlake,
Ohio
| US$ 1,76 bi | +US$ 85,4 mi | +5% | 1,08% | 72,2% | 427 | 17,33% | 1,7 |
|
| 1623 |
1623
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$ 1,76 bi | -US$ 327 mi | -16% | 1,57% | 31% | 1.470 | 56,53% | 0,5 |
|
| 1624 |
1624
Symmetry Partners
Glastonbury,
Connecticut
| US$ 1,75 bi | +US$ 60,6 mi | +4% | 0,24% | 61,4% | 227 | 17,62% | 2,3 |
|
| 1625 |
1625
Principle Wealth Partners
Madison,
Connecticut
| US$ 1,75 bi | -US$ 27,6 mi | -2% | 1,93% | 90,7% | 393 | 8,4% | 4,2 |
|