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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Reilly Financial Advisors
La Mesa,
California
| US$ 360 mi | +US$ 21,9 mi | +6% | 5,69% | 99% | 871 | 22,27% | 0,2 |
|
| 1902 |
BPM
1902
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 360 mi | +US$ 17,7 mi | +5% | 7,28% | 45,7% | 122 | 36,89% | 0,2 |
|
| 1903 |
1903
CapWealth Advisors
Franklin,
Tennessee
| US$ 359 mi | +US$ 16,8 mi | +5% | 11% | 152% | 531 | 21,85% | 0,2 |
|
| 1904 |
PFMOSF
1904
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$ 359 mi | -US$ 1,6 mi | -0,4% | 8,54% | 209% | 48 | 60,42% | 0,1 |
|
| 1905 |
1905
FBL Investment Management Services
West Des Moines,
Iowa
| US$ 358 mi | +US$ 75,8 mi | +27% | 1,43% | 16,6% | 72 | 29,17% | 0,2 |
|
| 1906 |
1906
Tompkins Financial
Ithaca,
New York
| US$ 358 mi | +US$ 27,2 mi | +8% | 4,75% | 84,4% | 505 | 16,44% | 0,2 |
|
| 1907 |
1907
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 358 mi | +US$ 36,8 mi | +11% | 11,5% | 105% | 2 | 0% | 0,3 |
|
| 1908 |
CC
1908
ClearArc Capital
Cincinnati,
Ohio
| US$ 358 mi | -US$ 15,6 mi | -4% | 5,1% | 63,4% | 399 | 10,78% | 0,2 |
|
| 1909 |
1909
First Long Island Investors
Jericho,
New York
| US$ 357 mi | +US$ 39,9 mi | +13% | 6,95% | 85,5% | 54 | 14,81% | 0,2 |
|
| 1910 |
1910
Obermeyer Wealth Partners
Aspen,
Colorado
| US$ 356 mi | -US$ 4,37 mi | -1% | 3,05% | 91,3% | 368 | 84,78% | 0,2 |
|
| 1911 |
1911
Twin Securities
New York
| US$ 356 mi | +US$ 129 mi | +57% | 8,65% | 506% | 23 | 65,22% | 0,1 |
|
| 1912 |
MRCM
1912
M&R Capital Management
Summit,
New Jersey
| US$ 356 mi | +US$ 8,91 mi | +3% | 4,8% | 52,6% | 201 | 7,96% | 0,2 |
|
| 1913 |
1913
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 356 mi | +US$ 46,4 mi | +15% | 6,78% | 125% | 153 | 12,42% | 0,2 |
|
| 1914 |
1914
Adell Harriman & Carpenter
Houston,
Texas
| US$ 355 mi | +US$ 76,2 mi | +27% | 5,5% | 176% | 134 | 14,18% | 0,2 |
|
| 1915 |
1915
Connable Office Inc
Kalamazoo,
Michigan
| US$ 355 mi | +US$ 4,68 mi | +1% | 7,87% | 68,3% | 267 | 16,48% | 0,2 |
|
| 1916 |
1916
Davidson & Garrard
Lynchburg,
Virginia
| US$ 355 mi | +US$ 19,3 mi | +6% | 3,68% | 25,2% | 194 | 12,89% | 0,2 |
|
| 1917 |
1917
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 355 mi | +US$ 41,2 mi | +13% | 2,29% | 106% | 143 | 17,48% | 0,2 |
|
| 1918 |
1918
MPM Asset Management
Boston,
Massachusetts
| US$ 355 mi | +US$ 129 mi | +57% | 48,3% | 5,89% | 11 | 9,09% | 0,2 |
|
| 1919 |
1919
Professional Advisory Services
Vero Beach,
Florida
| US$ 355 mi | +US$ 19,8 mi | +6% | 4,17% | 69,3% | 49 | 10,2% | 0,2 |
|
| 1920 |
1920
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$ 354 mi | +US$ 9,2 mi | +3% | 7,71% | 49,7% | 1.666 | 54,08% | 0,2 |
|
| 1921 |
1921
Dalton Investments
Las Vegas,
Nevada
| US$ 354 mi | -US$ 60,5 mi | -15% | 12,6% | 95,1% | 78 | 29,49% | 0,2 |
|
| 1922 |
1922
Vigilant Capital Management
Portland,
Maine
| US$ 353 mi | +US$ 17,5 mi | +5% | 5,12% | 48,8% | 252 | 16,27% | 0,2 |
|
| 1923 |
1923
Harvey Investment Company
Louisville,
Kentucky
| US$ 353 mi | +US$ 20 mi | +6% | 5,55% | 56,4% | 89 | 6,74% | 0,2 |
|
| 1924 |
1924
J.M. Forbes & Co
Boston,
Massachusetts
| US$ 353 mi | +US$ 17,8 mi | +5% | 4,31% | 112% | 89 | 13,48% | 0,2 |
|
| 1925 |
1925
ProVise Management Group
Clearwater,
Florida
| US$ 353 mi | +US$ 14,3 mi | +4% | 3,91% | 66,8% | 351 | 23,65% | 0,2 |
|