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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
1626
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 1,28 bi | -US$ 62,2 mi | -5% | 5,98% | 63,2% | 302 | 8,94% | 3 |
|
| 1627 |
1627
Level Four Advisory Services
Dallas,
Texas
| US$ 1,28 bi | -US$ 35 mi | -3% | 2,67% | 92,2% | 721 | 20,94% | 2,3 |
|
| 1628 |
1628
Foster & Motley
Cincinnati,
Ohio
| US$ 1,28 bi | -US$ 9,8 mi | -0,8% | 1,9% | 68,8% | 373 | 9,65% | 3,6 |
|
| 1629 |
1629
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$ 1,27 bi | -US$ 291 mi | -19% | 6,61% | 135% | 415 | 71,81% | 1,6 |
|
| 1630 |
1630
Banc Funds Company
Chicago,
Illinois
| US$ 1,27 bi | -US$ 53,2 mi | -4% | 1,08% | 69% | 202 | 8,42% | 4,3 |
|
| 1631 |
1631
Rothschild Investment LLC
Chicago,
Illinois
| US$ 1,27 bi | -US$ 16,8 mi | -1% | 0,83% | 99,4% | 557 | 15,08% | 4 |
|
| 1632 |
1632
Global Retirement Partners
San Rafael,
California
| US$ 1,27 bi | +US$ 1,14 bi | +885% | 2,92% | – | 2.852 | 90,85% | 0,3 |
|
| 1633 |
1633
Tokio Marine Asset Management
Tokyo,
Japan
| US$ 1,27 bi | +US$ 4,03 mi | +0,3% | 3,93% | 142% | 545 | 14,68% | 2,5 |
|
| 1634 |
1634
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$ 1,27 bi | -US$ 114 mi | -8% | 2,28% | 162% | 267 | 25,84% | 3,4 |
|
| 1635 |
1635
Centaurus Financial
Anaheim,
California
| US$ 1,27 bi | -US$ 54,8 mi | -4% | 4,25% | 83,5% | 1.000 | 20% | 2 |
|
| 1636 |
1636
Tributary Capital Management
Omaha,
Nebraska
| US$ 1,27 bi | -US$ 58,1 mi | -4% | 5,22% | 82,6% | 231 | 7,36% | 3,5 |
|
| 1637 |
1637
O'Shares Investment Advisers
Boston,
Massachusetts
| US$ 1,27 bi | -US$ 135 mi | -10% | 8,06% | 71,8% | 296 | 8,11% | 1,9 |
|
| 1638 |
1SP
1638
140 Summer Partners
New York
| US$ 1,26 bi | +US$ 621 mi | +96% | 4,91% | 202% | 23 | 52,17% | 0,5 |
|
| 1639 |
1639
Mogy Joel R Investment Counsel
Beverly Hills,
California
| US$ 1,26 bi | -US$ 134 mi | -10% | 6,34% | 121% | 120 | 7,5% | 7,1 |
|
| 1640 |
1640
Clarius Group LLC
Seattle,
Washington
| US$ 1,26 bi | US$ 0 | 0% | 6,31% | 92,1% | 493 | 0% | 2,1 |
|
| 1641 |
1641
Csenge Advisory Group
Clearwater,
Florida
| US$ 1,26 bi | +US$ 139 mi | +12% | 3,2% | 66,3% | 724 | 38,4% | 1,4 |
|
| 1642 |
1642
Trustmark National Bank Trust Department
Jackson,
Mississippi
| US$ 1,26 bi | -US$ 51,2 mi | -4% | 2,92% | 58,6% | 278 | 13,67% | 4,9 |
|
| 1643 |
1643
Hodges Capital Management
Dallas,
Texas
| US$ 1,26 bi | -US$ 121 mi | -9% | 1,21% | 200% | 267 | 21,72% | 2,9 |
|
| 1644 |
1644
Technology Crossover Management VIII
Menlo Park,
California
| US$ 1,26 bi | -US$ 1,09 bi | -46% | 33,9% | 77,9% | 10 | 20% | 1,9 |
|
| 1645 |
1645
SouthState Corp
Winter Haven,
Florida
| US$ 1,26 bi | -US$ 26,9 mi | -2% | 1,28% | 78,9% | 787 | 18,04% | 2,4 |
|
| 1646 |
1646
Prana Capital Management
Greenwich,
Connecticut
| US$ 1,26 bi | -US$ 9,3 mi | -0,7% | 4,53% | 36,6% | 107 | 45,79% | 0,7 |
|
| 1647 |
1647
Edgestream Partners
Princeton,
New Jersey
| US$ 1,26 bi | -US$ 348 mi | -22% | 1,17% | 41,7% | 671 | 52,31% | 0,5 |
|
| 1648 |
1648
Portolan Capital Management
Boston,
Massachusetts
| US$ 1,25 bi | -US$ 232 mi | -16% | 5,7% | 738% | 183 | 54,1% | 1,1 |
|
| 1649 |
1649
Allianz Investment Management US
Minneapolis,
Minnesota
| US$ 1,25 bi | +US$ 130 mi | +12% | 8,48% | 7,58% | 23 | 21,74% | 2 |
|
| 1650 |
1650
Avenir Corporation
Alexandria,
Virginia
| US$ 1,25 bi | -US$ 46,3 mi | -4% | 2,18% | 34,4% | 73 | 9,59% | 4,5 |
|