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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Venturi Wealth Management
Austin,
Texas
| US$ 1,12 bi | +US$ 77,3 mi | +7% | 5,98% | 101% | 346 | 22,83% | 1,6 |
|
| 1752 |
1752
Perigon Wealth Management
San Francisco,
California
| US$ 1,12 bi | +US$ 144 mi | +15% | 8,13% | 104% | 538 | 13,38% | 2,1 |
|
| 1753 |
BFS
1753
Bard Financial Services
Branford,
Connecticut
| US$ 1,12 bi | +US$ 93,1 mi | +9% | 6,73% | 90,1% | 283 | 8,83% | 0,5 |
|
| 1754 |
1754
RFG Advisory
Birmingham,
Alabama
| US$ 1,12 bi | +US$ 206 mi | +22% | 5,62% | 52,3% | 458 | 12,01% | 2,1 |
|
| 1755 |
1755
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$ 1,12 bi | +US$ 20,3 mi | +2% | 5,05% | 42,8% | 36 | 2,78% | 3,4 |
|
| 1756 |
1756
Kimelman & Baird
New York
| US$ 1,12 bi | – | – | 8,9% | – | 117 | – | 4,8 |
|
| 1757 |
1757
Beryl Capital Management
Redondo Beach,
California
| US$ 1,12 bi | +US$ 338 mi | +43% | 4,82% | 3.932% | 310 | 71,94% | 0,2 |
|
| 1758 |
1758
2Xideas
Kusnacht,
Switzerland
| US$ 1,12 bi | +US$ 214 mi | +24% | 11,6% | 40,6% | 70 | 5,71% | 0,5 |
|
| 1759 |
1759
First Horizon Corporation
Memphis,
Tennessee
| US$ 1,12 bi | +US$ 66 mi | +6% | 7,48% | – | 1.293 | 6,34% | 2,4 |
|
| 1760 |
BIC
1760
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$ 1,12 bi | -US$ 6,99 mi | -0,6% | 5,79% | 36% | 180 | 12,22% | 4,2 |
|
| 1761 |
1761
EJF Capital
Arlington,
Virginia
| US$ 1,11 bi | -US$ 270 mi | -19% | 0,01% | 127% | 462 | 57,14% | 0,5 |
|
| 1762 |
1762
Zazove Associates
Incline Village,
Nevada
| US$ 1,11 bi | +US$ 267 mi | +32% | 4,64% | 11% | 158 | 17,72% | 1,1 |
|
| 1763 |
TP
1763
Thunderbird Partners
London,
United Kingdom
| US$ 1,11 bi | -US$ 72,2 mi | -6% | 6,25% | 38% | 17 | 23,53% | 1,1 |
|
| 1764 |
1764
Clarius Group LLC
Seattle,
Washington
| US$ 1,11 bi | +US$ 93,4 mi | +9% | 7,1% | 92,1% | 429 | 11,66% | 1,7 |
|
| 1765 |
1765
Kerrisdale Advisers
Miami,
Florida
| US$ 1,11 bi | -US$ 190 mi | -15% | 11% | 78,8% | 64 | 32,81% | 0,8 |
|
| 1766 |
1766
Atwood & Palmer
Kansas City,
Missouri
| US$ 1,11 bi | +US$ 73,7 mi | +7% | 5,7% | 90% | 466 | 15,88% | 3,7 |
|
| 1767 |
1767
Cederberg Capital
London,
United Kingdom
| US$ 1,11 bi | -US$ 248 mi | -18% | 4,11% | 273% | 12 | 16,67% | 1,1 |
|
| 1768 |
1768
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$ 1,11 bi | +US$ 81,8 mi | +8% | 7,36% | 78,8% | 224 | 3,13% | 5,4 |
|
| 1769 |
1769
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$ 1,11 bi | +US$ 84,7 mi | +8% | 8,49% | 94,2% | 130 | 6,15% | 5,2 |
|
| 1770 |
1770
HHR Asset Management
Berkeley Heights,
New Jersey
| US$ 1,11 bi | -US$ 2,72 mi | -0,2% | 7,63% | 76,3% | 36 | 19,44% | 2,1 |
|
| 1771 |
1771
Ashford Capital Management
Wilmington,
Delaware
| US$ 1,11 bi | +US$ 38,1 mi | +4% | 7,54% | 150% | 115 | 13,91% | 3,2 |
|
| 1772 |
1772
Montag & Caldwell
Atlanta,
Georgia
| US$ 1,11 bi | +US$ 15 mi | +1% | 8,73% | 91,3% | 73 | 13,7% | 3,9 |
|
| 1773 |
1773
Capital Growth Management
Boston,
Massachusetts
| US$ 1,11 bi | +US$ 13,5 mi | +1% | 14,6% | 422% | 91 | 76,92% | 0,2 |
|
| 1774 |
1774
Quest Investment Management
Lake Oswego,
Oregon
| US$ 1,11 bi | +US$ 16 mi | +1% | 10,8% | 105% | 101 | 6,93% | 4,1 |
|
| 1775 |
1775
Quantitative Investment Management
Charlottesville,
Virginia
| US$ 1,11 bi | -US$ 74,3 mi | -6% | 8,27% | 24,6% | 647 | 69,24% | 0,2 |
|