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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
WDA
1801
Wendell David Associates
Portsmouth,
New Hampshire
| US$ 509 mi | -US$ 5,53 mi | -1% | 2,52% | 46% | 147 | 4,76% | 2,6 |
|
| 1802 |
SAS
1802
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| US$ 509 mi | -US$ 81,2 mi | -14% | 0,11% | 29,3% | 19 | 31,58% | 1,1 |
|
| 1803 |
1803
North Point Portfolio Managers
Orange Village,
Ohio
| US$ 508 mi | -US$ 11,4 mi | -2% | 1,49% | 72,8% | 86 | 11,63% | 2,3 |
|
| 1804 |
1804
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 507 mi | -US$ 20,6 mi | -4% | 1,96% | 97,9% | 34 | 14,71% | 2,2 |
|
| 1805 |
1805
Foster & Motley
Cincinnati,
Ohio
| US$ 506 mi | +US$ 12,6 mi | +3% | 3,03% | 68,8% | 173 | 9,25% | 2,2 |
|
| 1806 |
PWM
1806
Patriot Wealth Management
Houston,
Texas
| US$ 506 mi | +US$ 11,1 mi | +2% | 2,3% | 24,3% | 74 | 13,51% | 2,1 |
|
| 1807 |
1807
Balentine LLC
Atlanta,
Georgia
| US$ 506 mi | +US$ 112 mi | +28% | 2,07% | 59,8% | 476 | 34,45% | 0,7 |
|
| 1808 |
1808
FJ Capital Management
Mclean,
Virginia
| US$ 504 mi | -US$ 4,8 mi | -0,9% | 2,49% | 97,9% | 90 | 16,67% | 1,7 |
|
| 1809 |
CEI
1809
Clark Estates Inc
New York
| US$ 504 mi | -US$ 18,4 mi | -4% | 2,76% | 34,5% | 125 | 24,8% | 1,5 |
|
| 1810 |
1810
Clearline Capital
New York
| US$ 504 mi | +US$ 106 mi | +27% | 2,92% | 57,4% | 66 | 65,15% | 0,4 |
|
| 1811 |
1811
Brandywine Managers
Hockessin,
Delaware
| US$ 503 mi | +US$ 10,3 mi | +2% | 2,35% | 96,3% | 3 | 0% | 1,3 |
|
| 1812 |
1812
Hengistbury Investment Partners
London,
United Kingdom
| US$ 503 mi | +US$ 8,93 mi | +2% | 0,43% | 108% | 8 | 25% | 0,8 |
|
| 1813 |
1813
RBF Capital
San Francisco,
California
| US$ 503 mi | -US$ 19 mi | -4% | 3,31% | 147% | 395 | 17,72% | 1,8 |
|
| 1814 |
1814
Cypress Asset Management
Houston,
Texas
| US$ 503 mi | +US$ 10,9 mi | +2% | 5,2% | 141% | 214 | 15,42% | 2,1 |
|
| 1815 |
1815
Colrain Capital
Boston,
Massachusetts
| US$ 501 mi | -US$ 73,6 mi | -13% | 0,25% | – | 91 | 18,68% | 2,1 |
|
| 1816 |
1816
Courier Capital
Buffalo,
New York
| US$ 501 mi | +US$ 20,5 mi | +4% | 2,47% | 70,8% | 287 | 7,67% | 2,3 |
|
| 1817 |
1817
Oakmont Corp
Los Angeles,
California
| US$ 500 mi | -US$ 95,4 mi | -16% | 2,44% | 70,2% | 21 | 28,57% | 1,6 |
|
| 1818 |
1818
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$ 499 mi | +US$ 67,1 mi | +16% | 3,13% | 118% | 666 | 23,87% | 1,5 |
|
| 1819 |
1819
Regis Management Company
Menlo Park,
California
| US$ 499 mi | +US$ 43,3 mi | +9% | 3,08% | 5,33% | 78 | 12,82% | 1,6 |
|
| 1820 |
1820
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 499 mi | +US$ 15 mi | +3% | 2,72% | 52,8% | 70 | 10% | 2,2 |
|
| 1821 |
1821
Strategic Financial Services
Utica,
New York
| US$ 499 mi | +US$ 68,2 mi | +16% | 3,04% | 58,7% | 101 | 11,88% | 2,3 |
|
| 1822 |
1822
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 498 mi | +US$ 14,1 mi | +3% | 1,8% | 70% | 48 | 6,25% | 2,1 |
|
| 1823 |
AR
1823
Argyll Research
Wilmington,
Delaware
| US$ 497 mi | +US$ 77,6 mi | +18% | 18,1% | 0,8% | 6 | 16,67% | 1,7 |
|
| 1824 |
1824
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$ 497 mi | -US$ 1,15 mi | -0,2% | 2,29% | 51,3% | 406 | 25,12% | 1,9 |
|
| 1825 |
1825
Tyrus Capital S.A.M.
Monaco
| US$ 497 mi | -US$ 90,8 mi | -15% | 12% | – | 57 | 85,96% | 0,1 |
|