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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
2376
Hendershot Investments
Centreville,
Virginia
| US$ 593 mi | +US$ 62,1 mi | +12% | 12,2% | 50,5% | 145 | 4,83% | 3,8 |
|
| 2377 |
2377
Cabot Wealth Management
Salem,
Massachusetts
| US$ 593 mi | +US$ 1,36 mi | +0,2% | 11,1% | 69,3% | 158 | 15,19% | 4,4 |
|
| 2378 |
2378
Morningstar Investment Management
Chicago,
Illinois
| US$ 592 mi | +US$ 64 mi | +12% | 3,23% | 48,2% | 90 | 57,78% | 0,8 |
|
| 2379 |
2379
Engaged Capital
Newport Beach,
California
| US$ 591 mi | +US$ 85,7 mi | +17% | 6,44% | 26,2% | 10 | 20% | 2,7 |
|
| 2380 |
2380
Geller Advisors
New York
| US$ 591 mi | +US$ 131 mi | +28% | 7,19% | 20,4% | 160 | 26,25% | 2 |
|
| 2381 |
2381
West Coast Financial
Santa Barbara,
California
| US$ 590 mi | +US$ 46,6 mi | +9% | 7,85% | 22,2% | 133 | 12,78% | 4,7 |
|
| 2382 |
2382
American Financial Advisors
Marietta,
Georgia
| US$ 590 mi | +US$ 10,9 mi | +2% | 6,13% | 52,7% | 127 | 7,09% | 1,9 |
|
| 2383 |
PRC
2383
Pearl River Capital
Niles,
Michigan
| US$ 590 mi | +US$ 51,8 mi | +10% | 11,6% | 20,3% | 599 | 44,41% | 0,4 |
|
| 2384 |
PAM
2384
Private Asset Management
San Diego,
California
| US$ 589 mi | +US$ 23,9 mi | +4% | 8,88% | 38,2% | 142 | 6,34% | 5,7 |
|
| 2385 |
2385
Canandaigua National Corp
Canandaigua,
New York
| US$ 589 mi | +US$ 25,9 mi | +5% | 12,6% | – | 264 | 10,98% | 2,1 |
|
| 2386 |
2386
Dean Investment Associates
Beavercreek,
Ohio
| US$ 588 mi | +US$ 97,6 mi | +20% | 12,5% | 63,5% | 232 | 12,93% | 3,6 |
|
| 2387 |
2387
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$ 587 mi | +US$ 108 mi | +23% | 10,8% | 60,2% | 101 | 17,82% | 4,7 |
|
| 2388 |
2388
Blue Whale Capital
London,
United Kingdom
| US$ 587 mi | +US$ 27,4 mi | +5% | 14,2% | 409% | 18 | 22,22% | 1,6 |
|
| 2389 |
2389
Lee Financial
Dallas,
Texas
| US$ 586 mi | +US$ 51,4 mi | +10% | 9,48% | 75% | 1.011 | 15,53% | 2,3 |
|
| 2390 |
2390
MHR Fund Management
New York
| US$ 586 mi | +US$ 53,7 mi | +10% | 4,26% | 332% | 30 | 43,33% | 2,8 |
|
| 2391 |
2391
Sierra Capital
Miami,
Florida
| US$ 585 mi | +US$ 46,9 mi | +9% | 4,13% | 32,4% | 700 | 10,43% | 1,3 |
|
| 2392 |
2392
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 584 mi | -US$ 147 mi | -20% | 7,22% | 58,7% | 53 | 35,85% | 2 |
|
| 2393 |
2393
Private Capital Advisors
Darien,
Connecticut
| US$ 583 mi | +US$ 6,44 mi | +1% | 8,2% | 132% | 94 | 14,89% | 5,1 |
|
| 2394 |
2394
Biglari Capital Corp
San Antonio,
Texas
| US$ 583 mi | +US$ 54,3 mi | +10% | 8,9% | 72,7% | 12 | 8,33% | 4,1 |
|
| 2395 |
2395
Alley Investment Management Company
Lake Forest,
Illinois
| US$ 582 mi | +US$ 80,5 mi | +16% | 11,2% | 54,6% | 85 | 9,41% | 0,7 |
|
| 2396 |
2396
Forte Capital
Rochester,
New York
| US$ 582 mi | +US$ 30,1 mi | +5% | 9,4% | 98,3% | 206 | 12,14% | 3,4 |
|
| 2397 |
2397
Gateway Wealth Partners
Appleton,
Wisconsin
| US$ 582 mi | – | – | 7,21% | 58,9% | 200 | – | 0 |
|
| 2398 |
2398
Estabrook Capital Management
New York
| US$ 582 mi | +US$ 43,9 mi | +8% | 11,7% | 87,2% | 439 | 7,06% | 5,1 |
|
| 2399 |
2399
Pictet North America Advisors
Geneva 73,
Switzerland
| US$ 581 mi | -US$ 45,6 mi | -7% | 9,46% | 67,7% | 147 | 16,33% | 3,6 |
|
| 2400 |
2400
Cartenna Capital
Stamford,
Connecticut
| US$ 581 mi | +US$ 164 mi | +39% | 14,3% | 162% | 41 | 60,98% | 0,3 |
|