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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
Bernzott Capital Advisors
Camarillo,
California
| US$ 649 mi | -US$ 310 mi | -32% | 27,5% | 46,2% | 44 | 11,36% | 4,3 |
|
| 1652 |
1652
Chicago Partners Investment Group
Chicago,
Illinois
| US$ 648 mi | -US$ 165 mi | -20% | 23,8% | 81,4% | 387 | 13,95% | 2,8 |
|
| 1653 |
1653
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$ 645 mi | +US$ 1,27 mi | +0,2% | 3,14% | 124% | 42 | 7,14% | 5,5 |
|
| 1654 |
MCM
1654
Matarin Capital Management
New York
| US$ 644 mi | -US$ 402 mi | -38% | 27,2% | 73,2% | 265 | 36,6% | 1,8 |
|
| 1655 |
1655
Bank of the West
Monterey Park,
California
| US$ 642 mi | -US$ 211 mi | -25% | 17,8% | 35,4% | 285 | 17,54% | 4,6 |
|
| 1656 |
1656
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$ 641 mi | +US$ 16,5 mi | +3% | 16,4% | 115% | 466 | 8,58% | 4,9 |
|
| 1657 |
SGCIA
1657
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$ 641 mi | -US$ 385 mi | -38% | 32% | 56,9% | 134 | 2,24% | 5 |
|
| 1658 |
1658
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 640 mi | -US$ 192 mi | -23% | 17,5% | 58,8% | 78 | 26,92% | 1,9 |
|
| 1659 |
1659
Acropolis Investment Management
St. Louis,
Missouri
| US$ 639 mi | -US$ 83,1 mi | -12% | 17,3% | 51% | 197 | 21,32% | 3,8 |
|
| 1660 |
TP
1660
Thunderbird Partners
London,
United Kingdom
| US$ 639 mi | +US$ 17,6 mi | +3% | 13,4% | 38% | 9 | 33,33% | 1,3 |
|
| 1661 |
1661
Harvard Management Company
Boston,
Massachusetts
| US$ 639 mi | -US$ 306 mi | -32% | 19,1% | 113% | 20 | 20% | 3,1 |
|
| 1662 |
1662
Stack Financial Management
Whitefish,
Montana
| US$ 637 mi | -US$ 291 mi | -31% | 17,3% | 70% | 53 | 30,19% | 4,1 |
|
| 1663 |
1663
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$ 637 mi | -US$ 142 mi | -18% | 16,9% | – | 186 | 12,37% | 5,2 |
|
| 1664 |
1664
Atwood & Palmer
Kansas City,
Missouri
| US$ 637 mi | -US$ 141 mi | -18% | 18,9% | 90% | 330 | 11,21% | 3,8 |
|
| 1665 |
1665
Evensky & Katz
Coral Gables,
Florida
| US$ 636 mi | -US$ 83,6 mi | -12% | 19,9% | 61,1% | 105 | 7,62% | 2,9 |
|
| 1666 |
1666
Banco de Sabadell
Miami,
Florida
| US$ 635 mi | -US$ 120 mi | -16% | 18,2% | 89,9% | 361 | 26,87% | 1,4 |
|
| 1667 |
1667
WealthSource Partners
San Luis Obispo,
California
| US$ 635 mi | -US$ 127 mi | -17% | 12,4% | 16,8% | 457 | 34,57% | 1,7 |
|
| 1668 |
1668
Corient Capital Partners
Newport Beach,
California
| US$ 634 mi | -US$ 153 mi | -19% | 17,5% | 39,2% | 508 | 28,35% | 1,9 |
|
| 1669 |
MG
1669
Magnolia Group
Omaha,
Nebraska
| US$ 634 mi | -US$ 225 mi | -26% | 33,8% | 11,4% | 16 | 56,25% | 1,1 |
|
| 1670 |
1670
Delta Asset Management
Memphis,
Tennessee
| US$ 634 mi | -US$ 170 mi | -21% | 19,3% | 66,5% | 665 | 8,57% | 4 |
|
| 1671 |
1671
New York Life Investment Management
New York
| US$ 634 mi | -US$ 47,5 mi | -7% | 25,7% | 111% | 15 | 6,67% | 1,9 |
|
| 1672 |
1672
Rubric Capital Management (New York)
New York
| US$ 633 mi | -US$ 252 mi | -28% | 27,8% | 251% | 70 | 57,14% | 0,6 |
|
| 1673 |
1673
SteelPeak Wealth
Woodland Hills,
California
| US$ 633 mi | -US$ 92,6 mi | -13% | 9,06% | 140% | 310 | 36,77% | 0,2 |
|
| 1674 |
1674
Pembroke Management
Montreal,
Quebec, Canada
| US$ 630 mi | -US$ 546 mi | -46% | 27,7% | 105% | 81 | 38,27% | 2,5 |
|
| 1675 |
1675
Doyle Wealth Management
St. Petersburg,
Florida
| US$ 629 mi | -US$ 171 mi | -21% | 16,7% | 32,3% | 218 | 20,18% | 2,2 |
|