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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
W.R. Berkley Corp
Greenwich,
Connecticut
| US$ 1,74 bi | -US$ 172 mi | -9% | 2,46% | 38,7% | 304 | 47,37% | 0,6 |
|
| 1627 |
1627
Greenwood Gearhart
Fayetteville,
Arkansas
| US$ 1,73 bi | +US$ 133 mi | +8% | 7,28% | 70,6% | 108 | 6,48% | 4,7 |
|
| 1628 |
1628
BBR Partners
New York
| US$ 1,73 bi | +US$ 128 mi | +8% | 6,92% | 63,4% | 276 | 16,67% | 2,8 |
|
| 1629 |
1629
Diversify Wealth Management
Sandy,
Utah
| US$ 1,73 bi | +US$ 115 mi | +7% | 7,99% | – | 565 | 9,56% | 1 |
|
| 1630 |
1630
HMI Capital Management
San Francisco,
California
| US$ 1,73 bi | -US$ 29,8 mi | -2% | 7,49% | 5,95% | 13 | 30,77% | 1,6 |
|
| 1631 |
1631
Oakworth Capital
Birmingham,
Alabama
| US$ 1,73 bi | +US$ 179 mi | +12% | 7,33% | 70% | 865 | 28,79% | 4,6 |
|
| 1632 |
1632
Simplicity Wealth
Summit,
New Jersey
| US$ 1,73 bi | -US$ 675 mi | -28% | 8,26% | 82,2% | 746 | 26,54% | 0,8 |
|
| 1633 |
1633
General American Investors
New York
| US$ 1,73 bi | +US$ 164 mi | +11% | 11% | 129% | 77 | 11,69% | 5,3 |
|
| 1634 |
1634
Punch & Associates Investment Management
Edina,
Minnesota
| US$ 1,73 bi | +US$ 99,3 mi | +6% | 9,89% | 97,5% | 171 | 12,28% | 4,3 |
|
| 1635 |
1635
Prosperity Capital Advisors
Westlake,
Ohio
| US$ 1,72 bi | +US$ 192 mi | +13% | 7,4% | 72,2% | 431 | 16,01% | 1,5 |
|
| 1636 |
1636
Evensky & Katz
Coral Gables,
Florida
| US$ 1,72 bi | +US$ 86,3 mi | +5% | 6,54% | 57,1% | 74 | 2,7% | 6,8 |
|
| 1637 |
1637
Principle Wealth Partners
Madison,
Connecticut
| US$ 1,72 bi | +US$ 122 mi | +8% | 9,01% | 79,9% | 370 | 6,22% | 4,1 |
|
| 1638 |
1638
Resonant Capital Advisors
Madison,
Wisconsin
| US$ 1,72 bi | +US$ 150 mi | +10% | 5,59% | 56,5% | 459 | 14,81% | 2,6 |
|
| 1639 |
1639
Summit Global Investments
Bountiful,
Utah
| US$ 1,71 bi | +US$ 16,3 mi | +1% | 6,19% | 60,4% | 559 | 35,42% | 1,4 |
|
| 1640 |
1640
Rock Springs Capital Management
Baltimore,
Maryland
| US$ 1,71 bi | +US$ 107 mi | +7% | 27,7% | 342% | 102 | 17,65% | 3,6 |
|
| 1641 |
1641
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$ 1,71 bi | +US$ 138 mi | +9% | 6,68% | 54,8% | 1.951 | 7,07% | 4,3 |
|
| 1642 |
1642
Empire Life Investments
Toronto,
Ontario, Canada
| US$ 1,71 bi | +US$ 133 mi | +8% | 8,51% | 90,8% | 116 | 12,07% | 3,6 |
|
| 1643 |
1643
Atwood & Palmer
Kansas City,
Missouri
| US$ 1,7 bi | +US$ 103 mi | +6% | 9,79% | 90% | 539 | 13,17% | 5,1 |
|
| 1644 |
1644
Patten & Patten
Chattanooga,
Tennessee
| US$ 1,7 bi | +US$ 156 mi | +10% | 8,75% | 85,7% | 353 | 11,05% | 6,3 |
|
| 1645 |
1645
LMCG Investments
Boston,
Massachusetts
| US$ 1,7 bi | +US$ 106 mi | +7% | 10,9% | 135% | 232 | 7,33% | 7,1 |
|
| 1646 |
1646
Hills Bank & Trust
North Liberty,
Iowa
| US$ 1,7 bi | +US$ 113 mi | +7% | 5,23% | 52,8% | 329 | 6,69% | 5,4 |
|
| 1647 |
1647
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 1,7 bi | +US$ 90,6 mi | +6% | 5,81% | 50,4% | 31 | 6,45% | 5,3 |
|
| 1648 |
1648
Carrhae Capital
London,
United Kingdom
| US$ 1,7 bi | +US$ 330 mi | +24% | 19,6% | 182% | 39 | 58,97% | 0,8 |
|
| 1649 |
1649
Bristol Gate Capital Partners
Toronto,
Ontario, Canada
| US$ 1,69 bi | -US$ 65,1 mi | -4% | 0,63% | 79,2% | 31 | 0% | 4,2 |
|
| 1650 |
1650
Sepio Capital
Salt Lake City,
Utah
| US$ 1,69 bi | +US$ 285 mi | +20% | 7,16% | 92% | 322 | 18,01% | 3,9 |
|