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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
Arrow Financial
Glens Falls,
New York
| US$ 845 mi | +US$ 70 mi | +9% | 8,24% | 71,1% | 341 | 7,04% | 5,7 |
|
| 2202 |
2202
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 844 mi | +US$ 52,9 mi | +7% | 6,76% | 75,7% | 841 | 13,2% | 2,1 |
|
| 2203 |
2203
RKL Wealth Management
Lancaster,
Pennsylvania
| US$ 842 mi | +US$ 54,7 mi | +7% | 6,65% | 76,8% | 126 | 2,38% | 4,5 |
|
| 2204 |
2204
AH Equity Partners LSV I
Menlo Park,
California
| US$ 842 mi | – | – | 8,69% | – | 3 | – | 0 |
|
| 2205 |
LP
2205
LGL Partners
Philadelphia,
Pennsylvania
| US$ 841 mi | +US$ 677 mi | +411% | 5,74% | 68,9% | 115 | 20% | 2,4 |
|
| 2206 |
2206
Lenox Wealth Advisors
New York
| US$ 840 mi | +US$ 62,9 mi | +8% | 6,48% | 35,7% | 1.034 | 29,69% | 1,7 |
|
| 2207 |
2207
United Asset Strategies
Garden City,
New York
| US$ 840 mi | +US$ 64,3 mi | +8% | 9,14% | 111% | 231 | 19,48% | 2,6 |
|
| 2208 |
2208
Jacobi Capital Management
Pittston,
Pennsylvania
| US$ 839 mi | +US$ 52,6 mi | +7% | 8,39% | 83,4% | 1.469 | 70,86% | 4,2 |
|
| 2209 |
2209
HHR Asset Management
Berkeley Heights,
New Jersey
| US$ 838 mi | -US$ 114 mi | -12% | 2,9% | 76,3% | 38 | 26,32% | 2,2 |
|
| 2210 |
2210
Olstein Capital Management
Purchase,
New York
| US$ 838 mi | +US$ 22,2 mi | +3% | 3,81% | 16,6% | 108 | 5,56% | 4,4 |
|
| 2211 |
2211
Quadrant Capital Group
Cincinnati,
Ohio
| US$ 838 mi | +US$ 121 mi | +17% | 8,22% | 118% | 2.813 | 12,83% | 3,6 |
|
| 2212 |
2212
Silverback Asset Management
Chapel Hill,
North Carolina
| US$ 837 mi | +US$ 156 mi | +23% | 0,22% | 92,1% | 85 | 9,41% | 0,5 |
|
| 2213 |
2213
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$ 835 mi | +US$ 69,4 mi | +9% | 7,83% | 88,8% | 104 | 19,23% | 1,1 |
|
| 2214 |
2214
Mirova
Paris,
France
| US$ 835 mi | +US$ 58 mi | +7% | 8,97% | 64,6% | 209 | 38,76% | 1,4 |
|
| 2215 |
2215
CDAM (UK)
London,
United Kingdom
| US$ 834 mi | +US$ 22,5 mi | +3% | 11,4% | 7,89% | 13 | 7,69% | 2,3 |
|
| 2216 |
2216
Regal Partners
Sydney, NSW,
Australia
| US$ 834 mi | -US$ 76,6 mi | -8% | 3,47% | 146% | 16 | 25% | 2,2 |
|
| 2217 |
2217
Sage Mountain Advisors
Atlanta,
Georgia
| US$ 834 mi | +US$ 139 mi | +20% | 6,56% | 67% | 741 | 28,88% | 0,5 |
|
| 2218 |
2218
Bristlecone Advisors
Bellevue,
Washington
| US$ 833 mi | +US$ 69,1 mi | +9% | 10,2% | 103% | 233 | 9,87% | 2,8 |
|
| 2219 |
2219
Lannebo Fonder
Stockholm,
Sweden
| US$ 833 mi | +US$ 25,6 mi | +3% | 9,1% | 49,8% | 36 | 2,78% | 3,7 |
|
| 2220 |
2220
Barber Financial Group
Lenexa,
Kansas
| US$ 832 mi | +US$ 59,5 mi | +8% | 7,01% | 39% | 179 | 20,11% | 2,4 |
|
| 2221 |
2221
RiverPark Advisors
New York
| US$ 832 mi | +US$ 14,1 mi | +2% | 0,64% | 87,5% | 261 | 50,96% | 1 |
|
| 2222 |
LCM
2222
LH Capital Markets
New York
| US$ 832 mi | +US$ 638 mi | +328% | 2,13% | 12,2% | 68 | 64,71% | 0,2 |
|
| 2223 |
2223
Tensile Capital Management
Larkspur,
California
| US$ 832 mi | -US$ 27,7 mi | -3% | 0,21% | 47,7% | 19 | 21,05% | 2,6 |
|
| 2224 |
2224
First Nebraska Trust
Lincoln,
Nebraska
| US$ 831 mi | +US$ 67,1 mi | +9% | 10,3% | 76,9% | 186 | 6,99% | 4,6 |
|
| 2225 |
2225
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 831 mi | -US$ 224 mil | -0% | 4,11% | 117% | 54 | 24,07% | 3 |
|