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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
LVW Advisors
Pittsford,
New York
| US$ 1,16 bi | +US$ 108 mi | +10% | 16,2% | 79,1% | 500 | 20,2% | 2,6 |
|
| 2327 |
PGCM
2327
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$ 1,16 bi | +US$ 154 mi | +15% | 18,3% | 135% | 311 | 21,54% | 2,4 |
|
| 2328 |
2328
Lodestar Private Asset Management
Alamo,
California
| US$ 1,16 bi | +US$ 143 mi | +14% | 13,9% | 64,4% | 241 | 7,47% | 2,8 |
|
| 2329 |
2329
Delta Asset Management
Memphis,
Tennessee
| US$ 1,16 bi | +US$ 59,8 mi | +5% | 8,77% | 53,8% | 617 | 6,32% | 4,8 |
|
| 2330 |
2330
WGI DM
Boston,
Massachusetts
| US$ 1,16 bi | +US$ 156 mi | +16% | 5,52% | – | 7 | 14,29% | 0,9 |
|
| 2331 |
2331
Connors Investor Services
Wyomissing,
Pennsylvania
| US$ 1,16 bi | +US$ 72,4 mi | +7% | 14,1% | 125% | 167 | 19,16% | 4,8 |
|
| 2332 |
2332
Apriem Advisors
Irvine,
California
| US$ 1,16 bi | +US$ 107 mi | +10% | 14,5% | 74,3% | 198 | 14,14% | 5,6 |
|
| 2333 |
2333
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 1,15 bi | +US$ 158 mi | +16% | 19,4% | – | 322 | 7,14% | 5,1 |
|
| 2334 |
2334
Webster Bank
Waterbury,
Connecticut
| US$ 1,15 bi | +US$ 96,4 mi | +9% | 13,3% | 77,5% | 766 | 19,84% | 5,5 |
|
| 2335 |
AIC
2335
AWM Investment Company
New York
| US$ 1,15 bi | +US$ 249 mi | +28% | 61,4% | 778% | 119 | 28,57% | 2,7 |
|
| 2336 |
2336
Cascade Financial Partners
San Diego,
California
| US$ 1,15 bi | +US$ 181 mi | +19% | 16,6% | – | 293 | 15,02% | 1,7 |
|
| 2337 |
2337
Consolidated Investment Group
Englewood,
Colorado
| US$ 1,15 bi | +US$ 229 mi | +25% | 39,4% | 140% | 80 | 7,5% | 4,9 |
|
| 2338 |
2338
Focused Wealth Management
Newburgh,
New York
| US$ 1,15 bi | +US$ 186 mi | +19% | 16,9% | 80,9% | 300 | 35,33% | 4,5 |
|
| 2339 |
2339
Tanager Wealth Management
Goring On Thames,
United Kingdom
| US$ 1,15 bi | +US$ 115 mi | +11% | 10,7% | 53,4% | 171 | 22,81% | 1,9 |
|
| 2340 |
2340
1607 Capital Partners
Richmond,
Virginia
| US$ 1,15 bi | -US$ 239 mi | -17% | 8,69% | 28,5% | 149 | 12,08% | 3,6 |
|
| 2341 |
2341
Marks Group Wealth Management
Minnetonka,
Minnesota
| US$ 1,15 bi | +US$ 111 mi | +11% | 13,9% | 62,8% | 372 | 15,32% | 3,2 |
|
| 2342 |
2342
Hartline Investment Corp
Winnetka,
Illinois
| US$ 1,15 bi | +US$ 239 mi | +26% | 39,2% | 222% | 119 | 9,24% | 3,6 |
|
| 2343 |
2343
Discipline Wealth Solutions
Greenville,
South Carolina
| US$ 1,15 bi | +US$ 196 mi | +21% | 11,6% | 45,9% | 212 | 16,51% | 1 |
|
| 2344 |
2344
Gleason Group
Prospect,
Kentucky
| US$ 1,15 bi | +US$ 136 mi | +13% | 13,6% | 69,1% | 471 | 56,05% | 2 |
|
| 2345 |
2345
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$ 1,15 bi | -US$ 104 mi | -8% | 1,27% | 47,9% | 41 | 36,59% | 0,9 |
|
| 2346 |
WM
2346
WS Management
Jacksonville,
Florida
| US$ 1,14 bi | +US$ 11,6 mi | +1% | 69,5% | 309% | 62 | 33,87% | 4,3 |
|
| 2347 |
2347
Symetra Investment Management
Farmington,
Connecticut
| US$ 1,14 bi | -US$ 10,3 mi | -0,9% | 5,25% | 37,3% | 6 | 0% | 2 |
|
| 2348 |
2348
Carret Asset Management
New York
| US$ 1,14 bi | +US$ 122 mi | +12% | 16,6% | 94,4% | 319 | 11,29% | 7,8 |
|
| 2349 |
2349
Vista Capital Partners
Portland,
Oregon
| US$ 1,14 bi | +US$ 149 mi | +15% | 14,6% | 61,2% | 175 | 13,71% | 4 |
|
| 2350 |
2350
McGuire Investment Group
Wakefield,
Rhode Island
| US$ 1,14 bi | +US$ 256 mi | +29% | 43,7% | 202% | 140 | 15,71% | 4,1 |
|