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As carteiras de ações mais recentes dos melhores investidores e fundos de hedge do mundo

Nome AUM AUM
Crescimento
AUM
Cresc. %
Trimestre
Retorno est.
Retorno est.
(3 anos)
Participações em carteira Rotatividade da carteira Período médio
de posse (anos)
Dean Investment Associates
1926
Dean Investment Associates
Ohio
US$ 434 mi +US$ 18,2 mi +4% 4,83% 63,5% 242 18,6% 0,8
Foster & Motley
1927
Foster & Motley
Ohio
US$ 433 mi +US$ 26,4 mi +6% 3,92% 68,8% 174 13,22% 0,8
Cobiz Wealth
1928
Cobiz Wealth
Colorado
US$ 433 mi +US$ 13,9 mi +3% 4,28% 54% 128 8,59% 0,9
Constellation Investments
1929
Constellation Investments
Ohio
US$ 432 mi +US$ 21,2 mi +5% 5,94% – 404 5,2% 0,9
Alaska Permanent Capital Management
1930
Alaska Permanent Capital Management
Alaska
US$ 432 mi +US$ 20,1 mi +5% 3,77% 42,8% 26 3,85% 0,9
NM
1931
NWI Management
New York
US$ 432 mi +US$ 105 mi +32% 8,06% 230% 22 9,09% 0,8
Parkwood LLC
1932
Parkwood LLC
Ohio
US$ 431 mi +US$ 14,9 mi +4% 5,91% 120% 246 55,28% 0,3
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$ 430 mi +US$ 17,6 mi +4% 6,14% 38,8% 94 5,32% 0,8
EP Wealth Advisors
1934
EP Wealth Advisors
California
US$ 430 mi +US$ 64,7 mi +18% 5,85% – 121 14,05% 0,8
Steinberg Global Asset Management
1935
Steinberg Global Asset Management
Florida
US$ 430 mi +US$ 29,1 mi +7% 3,83% 32,8% 195 9,23% 0,9
Quantitative Advantage
1936
Quantitative Advantage
Minnesota
US$ 429 mi +US$ 12,6 mi +3% 4,26% 45,9% 58 50% 0,4
CA
1937
Continental Advisors
Utah
US$ 429 mi +US$ 42 mi +11% 1,79% 73,6% 164 42,68% 0,6
KLCM Advisors
1938
KLCM Advisors
Wisconsin
US$ 428 mi +US$ 53,1 mi +14% 5,82% 122% 77 10,39% 0,8
Appleton Partners
1939
Appleton Partners
Massachusetts
US$ 428 mi +US$ 5,07 mi +1% 3,02% 101% 181 9,39% 0,8
VAM
1940
Visionary Asset Management
Texas
US$ 427 mi +US$ 3,23 mi +0,8% 4,63% 31,9% 433 78,75% 0,1
Cypress Capital Group
1941
Cypress Capital Group
Florida
US$ 427 mi +US$ 19,1 mi +5% 4,66% 97,8% 218 10,55% 0,9
Smith Hayes Advisers
1942
Smith Hayes Advisers
Nebraska
US$ 427 mi +US$ 22,6 mi +6% 4,6% 35,2% 293 7,17% 0,8
Garcia Hamilton & Associates
1943
Garcia Hamilton & Associates
Texas
US$ 426 mi +US$ 1,45 mi +0,3% 4,14% 39,1% 63 22,22% 0,8
MRCM
1944
M&R Capital Management
New Jersey
US$ 426 mi +US$ 11,7 mi +3% 4,3% 52,6% 218 9,17% 0,9
First Long Island Investors
1945
First Long Island Investors
New York
US$ 426 mi +US$ 21,3 mi +5% 5,03% 85,5% 55 12,73% 0,9
B. Riley Wealth Advisors
1946
B. Riley Wealth Advisors
Florida
US$ 426 mi +US$ 95 mi +29% 6,87% 118% 2.485 70,62% 0,2
LGT Capital Partners
1947
LGT Capital Partners
Switzerland
US$ 425 mi – – 4,55% 67,2% 64 – 0
Main Street Research
1948
Main Street Research
Connecticut
US$ 424 mi +US$ 12,4 mi +3% 4,04% 232% 145 11,72% 0,9
Steel Grove Capital Advisors
1949
Steel Grove Capital Advisors
Tennessee
US$ 424 mi +US$ 20,8 mi +5% 7,02% 106% 152 23,68% 0,8
Summit Partners
1950
Summit Partners
Massachusetts
US$ 424 mi +US$ 128 mi +43% 3,03% 13,7% 6 50% 0,6