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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Lenox Wealth Advisors
New York
| US$ 334 mi | +US$ 19,4 mi | +6% | 0,98% | 35,7% | 525 | 54,48% | 1,3 |
|
| 2202 |
CK
2202
Carnick & Kubik
Colorado Springs,
Colorado
| US$ 334 mi | +US$ 178 mi | +114% | 1,99% | 45,1% | 1.015 | 86,8% | 0,2 |
|
| 2203 |
TCOT
2203
Trust Company of Toledo
Holland,
Ohio
| US$ 333 mi | +US$ 6,89 mi | +2% | 1,88% | 109% | 174 | 6,32% | 2,4 |
|
| 2204 |
2204
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$ 333 mi | -US$ 24 mi | -7% | 1,06% | 50,4% | 11 | 36,36% | 2,1 |
|
| 2205 |
MRCM
2205
M&R Capital Management
Summit,
New Jersey
| US$ 332 mi | -US$ 14,1 mi | -4% | 0,7% | 52,6% | 195 | 9,74% | 2,3 |
|
| 2206 |
2206
Winslow Evans & Crocker
Boston,
Massachusetts
| US$ 332 mi | -US$ 17,4 mi | -5% | 1,88% | 76,2% | 1.388 | 8,72% | 1,9 |
|
| 2207 |
CCM
2207
Cohen Capital Management
Corte Madera,
California
| US$ 331 mi | US$ 0 | 0% | 0,41% | 91,5% | 123 | 0% | 2,4 |
|
| 2208 |
2208
Thomasville National Bank
Thomasville,
Georgia
| US$ 331 mi | +US$ 49 mi | +17% | 2,46% | – | 153 | 14,38% | 1,7 |
|
| 2209 |
2209
Pensionfund Sabic
Sittard,
Netherlands
| US$ 331 mi | -US$ 4,51 mi | -1% | 4,8% | 63,6% | 233 | 32,62% | 0,6 |
|
| 2210 |
2210
Woodmont Investment Counsel
Nashville,
Tennessee
| US$ 331 mi | -US$ 9,01 mi | -3% | 2,23% | 66,8% | 577 | 9,53% | 1,1 |
|
| 2211 |
2211
Baltimore-Washington Financial Advisors
Columbia,
Maryland
| US$ 330 mi | +US$ 10 mi | +3% | 0,85% | 80,6% | 97 | 23,71% | 2,1 |
|
| 2212 |
2212
Stadium Capital Management
New Canaan,
Connecticut
| US$ 330 mi | +US$ 66,2 mi | +25% | 4,94% | 10,9% | 12 | 16,67% | 1,8 |
|
| 2213 |
2213
Savant Capital
Rockford,
Illinois
| US$ 329 mi | +US$ 8,68 mi | +3% | 1,75% | 61,2% | 246 | 14,63% | 1,9 |
|
| 2214 |
SC
2214
Selz Capital
New York
| US$ 329 mi | -US$ 16,8 mi | -5% | 2,93% | 10,2% | 49 | 22,45% | 1,6 |
|
| 2215 |
2215
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$ 329 mi | -US$ 8,42 mi | -2% | 0,4% | 85,2% | 76 | 10,53% | 2,3 |
|
| 2216 |
2216
Guinness Asset Management
London,
United Kingdom
| US$ 329 mi | +US$ 84,3 mi | +35% | 2,12% | 73,9% | 87 | 8,05% | 1,9 |
|
| 2217 |
2217
Berkshire Money Management
Dalton,
Massachusetts
| US$ 328 mi | +US$ 46,2 mil | +0% | 1,46% | 61,8% | 28 | 25% | 1,2 |
|
| 2218 |
2218
Alpha Cubed Investments
Irvine,
California
| US$ 328 mi | -US$ 55,5 mi | -14% | 1,23% | 126% | 191 | 25,13% | 1,2 |
|
| 2219 |
2219
Trigran Investments
Northbrook,
Illinois
| US$ 328 mi | -US$ 15,8 mi | -5% | 1,84% | 30,2% | 21 | 19,05% | 2 |
|
| 2220 |
2220
Oak Management Corp
Wilton,
Connecticut
| US$ 327 mi | +US$ 6,94 mi | +2% | 5,61% | 96,4% | 9 | 0% | 0,3 |
|
| 2221 |
2221
Cutler Investment Counsel
Jacksonville,
Oregon
| US$ 327 mi | +US$ 33,1 mi | +11% | 2,69% | 56,2% | 78 | 23,08% | 1,8 |
|
| 2222 |
2222
Shelter Mutual Insurance
Columbia,
Missouri
| US$ 326 mi | +US$ 4,3 mi | +1% | 3,53% | 51,2% | 47 | 14,89% | 2,4 |
|
| 2223 |
2223
Vista Capital Partners
Portland,
Oregon
| US$ 325 mi | +US$ 6,54 mi | +2% | 1,29% | 61,2% | 45 | 8,89% | 2,5 |
|
| 2224 |
2224
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$ 325 mi | -US$ 5,46 mi | -2% | 2,24% | 83,4% | 275 | 30,18% | 1,7 |
|
| 2225 |
ICRM
2225
Insight Capital Research & Management
Walnut Creek,
California
| US$ 323 mi | -US$ 20,7 mi | -6% | 5,49% | 287% | 123 | 47,97% | 0,5 |
|