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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
James Investment Research
Alpha,
Ohio
| US$ 782 mi | +US$ 26,6 mi | +4% | 7,24% | 110% | 596 | 54,19% | 4,5 |
|
| 2152 |
2152
Keeley-Teton Advisors
Chicago,
Illinois
| US$ 782 mi | -US$ 27,1 mi | -3% | 3,78% | 28,6% | 387 | 13,7% | 2,8 |
|
| 2153 |
2153
PDS Planning
Dublin,
Ohio
| US$ 782 mi | +US$ 56,8 mi | +8% | 3,88% | 62,7% | 354 | 17,51% | 2 |
|
| 2154 |
2154
Kovack Advisors
Ft. Lauderdale,
Florida
| US$ 780 mi | +US$ 46,8 mi | +6% | 9,29% | 118% | 661 | 20,88% | 3,1 |
|
| 2155 |
2155
Advisory Research
Chicago,
Illinois
| US$ 780 mi | +US$ 171 mi | +28% | 13,4% | 144% | 517 | 48,36% | 1,3 |
|
| 2156 |
2156
Sourcerock Group
Denver,
Colorado
| US$ 780 mi | +US$ 238 mi | +44% | 2,54% | 59,1% | 32 | 37,5% | 0,9 |
|
| 2157 |
2157
L. Roy Papp & Associates
Phoenix,
Arizona
| US$ 778 mi | +US$ 38 mi | +5% | 6,85% | 80,1% | 174 | 5,75% | 6,2 |
|
| 2158 |
2158
Anderson Hoagland & Co
St Louis,
Missouri
| US$ 778 mi | +US$ 81,7 mi | +12% | 8,31% | 104% | 129 | 12,4% | 3,2 |
|
| 2159 |
2159
Ameritas Advisory Services
Lincoln,
Nebraska
| US$ 778 mi | -US$ 1,21 bi | -61% | 7,15% | 68,7% | 2.727 | 80,01% | 1,3 |
|
| 2160 |
2160
Campbell Wealth Management
Alexandria,
Virginia
| US$ 778 mi | -US$ 20,1 mi | -3% | 4,78% | 11,2% | 81 | 16,05% | 2,2 |
|
| 2161 |
2161
Hills Bank & Trust
North Liberty,
Iowa
| US$ 778 mi | +US$ 54,9 mi | +8% | 6,58% | 52,8% | 258 | 5,43% | 4,8 |
|
| 2162 |
2162
Americana Partners
Houston,
Texas
| US$ 777 mi | +US$ 143 mi | +23% | 4,94% | 82,9% | 314 | 20,06% | 1,5 |
|
| 2163 |
2163
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$ 777 mi | +US$ 64,5 mi | +9% | 9,59% | – | 73 | 12,33% | 1,4 |
|
| 2164 |
2164
RWWM Inc
Rocklin,
California
| US$ 777 mi | +US$ 4,78 mi | +0,6% | 1,34% | 40,6% | 16 | 12,5% | 5 |
|
| 2165 |
2165
Dubuque Bank & Trust
Dubuque,
Iowa
| US$ 777 mi | -US$ 2,81 mi | -0,4% | 3,06% | 24% | 247 | 13,36% | 4,6 |
|
| 2166 |
WMC
2166
Westwood Management Corporation
Chicago,
Illinois
| US$ 776 mi | -US$ 9,9 mi | -1% | 16% | 44,3% | 75 | 18,67% | 5,2 |
|
| 2167 |
TFP
2167
Triple Frond Partners
San Francisco,
California
| US$ 776 mi | +US$ 90,2 mi | +13% | 14% | 92,9% | 10 | 0% | 4,3 |
|
| 2168 |
2168
Webster Bank
Waterbury,
Connecticut
| US$ 774 mi | +US$ 6,63 mi | +0,9% | 7,38% | 77,5% | 576 | 5,03% | 5,3 |
|
| 2169 |
2169
Strategic Wealth Partners
Independence,
Ohio
| US$ 773 mi | +US$ 121 mi | +19% | 5,13% | – | 296 | 16,55% | 2,2 |
|
| 2170 |
2170
Tensile Capital Management
Larkspur,
California
| US$ 773 mi | +US$ 36,5 mi | +5% | 1,93% | 47,7% | 18 | 16,67% | 2,8 |
|
| 2171 |
2171
KMG Fiduciary Partners
Toledo,
Ohio
| US$ 773 mi | +US$ 75,5 mi | +11% | 8,1% | 114% | 234 | 7,69% | 2,5 |
|
| 2172 |
2172
Mayflower Financial Advisors
Boston,
Massachusetts
| US$ 772 mi | +US$ 11,3 mi | +1% | 5,01% | 68,7% | 375 | 10,4% | 1,9 |
|
| 2173 |
2173
Vantage Investment Partners
Kansas City,
Missouri
| US$ 772 mi | +US$ 40,4 mi | +6% | 5,6% | 66,8% | 73 | 19,18% | 4,5 |
|
| 2174 |
2174
Leuthold Group
Minneapolis,
Minnesota
| US$ 772 mi | +US$ 14,6 mi | +2% | 7,95% | 126% | 234 | 33,33% | 1,8 |
|
| 2175 |
2175
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 771 mi | +US$ 107 mi | +16% | 4,58% | 59,2% | 406 | 19,7% | 3,3 |
|