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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Dudley & Shanley
Palm Beach,
Florida
| US$ 451 mi | -US$ 52,4 mi | -10% | 9,9% | 67,9% | 30 | 16,67% | 1,6 |
|
| 1852 |
1852
Carroll Financial Associates
Charlotte,
North Carolina
| US$ 451 mi | +US$ 4,05 mi | +0,9% | 7,01% | 79,9% | 1.252 | 16,37% | 1,2 |
|
| 1853 |
1853
GW & Wade
Wellesley,
Massachusetts
| US$ 451 mi | -US$ 54,6 mi | -11% | 6,29% | 32,2% | 245 | 15,51% | 1 |
|
| 1854 |
1854
Crescent Park Management
East Palo Alto,
California
| US$ 450 mi | +US$ 27,6 mi | +7% | 8,53% | 87% | 15 | 6,67% | 0,5 |
|
| 1855 |
1855
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| US$ 450 mi | -US$ 77,7 mi | -15% | 3,72% | 97,7% | 193 | 18,65% | 1,2 |
|
| 1856 |
1856
Pacific Global Investment Management
Glendale,
California
| US$ 449 mi | -US$ 81,1 mi | -15% | 11,4% | 48% | 229 | 10,48% | 1,9 |
|
| 1857 |
1857
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$ 448 mi | -US$ 59,4 mi | -12% | 10,3% | 96% | 120 | 15% | 1,3 |
|
| 1858 |
NAM
1858
Nichols Asset Management
Sudbury,
Massachusetts
| US$ 448 mi | -US$ 113 mi | -20% | 1,82% | 43,8% | 143 | 28,67% | 1,6 |
|
| 1859 |
1859
Efficient Advisors
Mason,
Ohio
| US$ 447 mi | -US$ 31,8 mi | -7% | 5,95% | 30,6% | 43 | 2,33% | 1,4 |
|
| 1860 |
1860
Palisade Asset Management
Minneapolis,
Minnesota
| US$ 447 mi | -US$ 55,4 mi | -11% | 7,12% | 61,8% | 136 | 4,41% | 2,1 |
|
| 1861 |
1861
Vision Capital Management
Portland,
Oregon
| US$ 447 mi | -US$ 90 mi | -17% | 7,36% | 78,4% | 83 | 36,14% | 1,2 |
|
| 1862 |
1862
Stewart & Patten Company
Lafayette,
California
| US$ 447 mi | -US$ 28 mi | -6% | 6,35% | 27,5% | 98 | 8,16% | 2 |
|
| 1863 |
1863
Junto Capital Management
New York
| US$ 447 mi | +US$ 14,3 mi | +3% | 1,96% | 122% | 29 | 68,97% | 0,2 |
|
| 1864 |
1864
Compass Capital Management
Minneapolis,
Minnesota
| US$ 446 mi | -US$ 27,9 mi | -6% | 5,96% | 50,8% | 47 | 12,77% | 2 |
|
| 1865 |
OCMI
1865
Oaktop Capital Management II
Chatham,
New Jersey
| US$ 445 mi | -US$ 27,3 mi | -6% | 9,01% | 451% | 21 | 4,76% | 2 |
|
| 1866 |
1866
Dean Investment Associates
Beavercreek,
Ohio
| US$ 444 mi | +US$ 2,8 mi | +0,6% | 6,57% | 63,5% | 253 | 26,88% | 1,4 |
|
| 1867 |
1867
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 443 mi | -US$ 39,6 mi | -8% | 7,6% | 125% | 166 | 16,27% | 1,6 |
|
| 1868 |
1868
LBMC Investment Advisors
Brentwood,
Tennessee
| US$ 442 mi | -US$ 29,1 mi | -6% | 7,49% | 52,8% | 61 | 8,2% | 1,7 |
|
| 1869 |
1869
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$ 442 mi | +US$ 3,94 mi | +0,9% | 5,27% | 64,6% | 371 | 19,41% | 1,6 |
|
| 1870 |
CWA
1870
Convergent Wealth Advisors
Potomac,
Maryland
| US$ 442 mi | +US$ 9,42 mi | +2% | 8,57% | – | 44 | 40,91% | 1,1 |
|
| 1871 |
NAM
1871
Netols Asset Management
Mequon,
Wisconsin
| US$ 442 mi | -US$ 65,4 mi | -13% | 9,82% | 41,7% | 73 | 8,22% | 1,7 |
|
| 1872 |
1872
Signet Financial Management
Parsippany,
New Jersey
| US$ 442 mi | +US$ 6,86 mi | +2% | 7,48% | 65,2% | 215 | 29,3% | 0,5 |
|
| 1873 |
1873
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$ 441 mi | -US$ 63 mi | -13% | 4,87% | 116% | 90 | 10% | 1,9 |
|
| 1874 |
1874
Appleton Partners
Boston,
Massachusetts
| US$ 440 mi | -US$ 6,58 mi | -1% | 6,09% | 101% | 215 | 20,47% | 1,5 |
|
| 1875 |
1875
Foster & Motley
Cincinnati,
Ohio
| US$ 439 mi | -US$ 16,2 mi | -4% | 6,4% | 68,8% | 182 | 10,99% | 1,7 |
|