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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
2226
Highland Private Wealth Management
Bellevue,
Washington
| US$ 620 mi | -US$ 30,4 mi | -5% | 6,3% | 19% | 198 | 13,13% | 2,9 |
|
| 2227 |
2227
Romano Brothers & Co
Evanston,
Illinois
| US$ 620 mi | – | – | 5,82% | 110% | 293 | – | 0 |
|
| 2228 |
2228
TCI Wealth Advisors
Tucson,
Arizona
| US$ 618 mi | -US$ 35,5 mi | -5% | 5,08% | 65% | 2.738 | 21% | 3,2 |
|
| 2229 |
2229
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$ 617 mi | -US$ 75,8 mi | -11% | 4,61% | 70,8% | 13 | 15,38% | 1,3 |
|
| 2230 |
2230
Cozad Asset Management
Champaign,
Illinois
| US$ 616 mi | -US$ 25,4 mi | -4% | 3,38% | 132% | 378 | 15,34% | 2,5 |
|
| 2231 |
2231
Cipher Capital
New York
| US$ 616 mi | +US$ 174 mi | +39% | 3,87% | – | 645 | 78,45% | 0,2 |
|
| 2232 |
2232
Stairway Partners
Chicago,
Illinois
| US$ 616 mi | -US$ 44,2 mi | -7% | 8,14% | 48,1% | 10 | 0% | 8,5 |
|
| 2233 |
2233
Private Trust Company
Cleveland,
Ohio
| US$ 616 mi | -US$ 28,4 mi | -4% | 5,08% | 87,7% | 2.264 | 12,81% | 1,1 |
|
| 2234 |
2234
Connable Office Inc
Kalamazoo,
Michigan
| US$ 615 mi | -US$ 38,2 mi | -6% | 6,18% | 68,3% | 220 | 15% | 3,5 |
|
| 2235 |
2235
Callan Capital
La Jolla,
California
| US$ 614 mi | -US$ 34,2 mi | -5% | 7,26% | 20,1% | 131 | 16,03% | 3,1 |
|
| 2236 |
2236
Nicolet Advisory Services
Green Bay,
Wisconsin
| US$ 613 mi | -US$ 60,5 mi | -9% | 5,22% | 62,7% | 197 | 7,61% | 2,6 |
|
| 2237 |
2237
Creative Financial Designs
Kokomo,
Indiana
| US$ 612 mi | +US$ 3,18 mi | +0,5% | 4,86% | 56,2% | 1.364 | 9,24% | 2,2 |
|
| 2238 |
2238
NBT Bank
Norwich,
New York
| US$ 612 mi | -US$ 42,4 mi | -6% | 5,38% | 77% | 233 | 6,44% | 6,3 |
|
| 2239 |
2239
Towle & Co
Denver,
Colorado
| US$ 612 mi | -US$ 25,5 mi | -4% | 3,94% | 172% | 77 | 28,57% | 1,1 |
|
| 2240 |
2240
Aperture Investors
New York
| US$ 612 mi | +US$ 12 mi | +2% | 1,02% | 211% | 102 | 33,33% | 1 |
|
| 2241 |
2241
CDAM (UK)
London,
United Kingdom
| US$ 611 mi | -US$ 57,1 mi | -9% | 7,14% | 7,89% | 13 | 15,38% | 2,4 |
|
| 2242 |
2242
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$ 611 mi | -US$ 62 mi | -9% | 5,6% | 58% | 473 | 70,61% | 0,8 |
|
| 2243 |
2243
PrairieView Partners
St. Paul,
Minnesota
| US$ 611 mi | -US$ 31 mi | -5% | 5,89% | 34% | 495 | 11,52% | 2 |
|
| 2244 |
2244
Matrix Asset Advisors
White Plains,
New York
| US$ 610 mi | -US$ 40,7 mi | -6% | 6% | 84,9% | 88 | 11,36% | 4,4 |
|
| 2245 |
2245
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 610 mi | -US$ 23,3 mi | -4% | 0,22% | 117% | 51 | 15,69% | 3,4 |
|
| 2246 |
2246
Mizuho Bank
Tokyo,
Japan
| US$ 609 mi | -US$ 45 mi | -7% | 6,84% | 99,8% | 7 | 0% | 2 |
|
| 2247 |
2247
Skylands Capital
Milwaukee,
Wisconsin
| US$ 609 mi | -US$ 73,5 mi | -11% | 6,06% | 61% | 158 | 15,19% | 4,4 |
|
| 2248 |
2248
Liberty One Investment Management
Libertyville,
Illinois
| US$ 608 mi | +US$ 20 mi | +3% | 5,81% | 40,3% | 153 | 15,03% | 2,2 |
|
| 2249 |
2249
Hodges Capital Management
Dallas,
Texas
| US$ 608 mi | -US$ 383 mi | -39% | 0,87% | 200% | 230 | 21,3% | 3,4 |
|
| 2250 |
2250
Telos Capital Management
San Diego,
California
| US$ 608 mi | -US$ 47 mi | -7% | 6,3% | 71,1% | 177 | 6,21% | 5,4 |
|