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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Wilkins Investment Counsel
Boston,
Massachusetts
| US$ 314 mi | +US$ 15,7 mi | +5% | 2,04% | 56,2% | 77 | 2,6% | 2,9 |
|
| 2402 |
2402
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$ 314 mi | +US$ 26,3 mi | +9% | 6,46% | 59,5% | 88 | 22,73% | 1,9 |
|
| 2403 |
2403
Cannell Capital
Alta,
Wyoming
| US$ 314 mi | +US$ 62 mi | +25% | 30,9% | 127% | 66 | 25,76% | 1,4 |
|
| 2404 |
2404
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$ 313 mi | -US$ 3,72 mi | -1% | 5,36% | 22,7% | 43 | 18,6% | 2,2 |
|
| 2405 |
2405
Van Cleef Asset Management
Beachwood,
Ohio
| US$ 313 mi | +US$ 11,8 mi | +4% | 5,67% | 104% | 104 | 8,65% | 2,9 |
|
| 2406 |
2406
Chou Associates Management
Toronto,
Ontario, Canada
| US$ 313 mi | +US$ 42,5 mi | +16% | 24,3% | 66,4% | 29 | 6,9% | 2,4 |
|
| 2407 |
RPGK
2407
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$ 313 mi | +US$ 3,51 mi | +1% | 0,01% | 54,7% | 54 | 7,41% | 2,9 |
|
| 2408 |
HC
2408
Hawkins Capital
Houston,
Texas
| US$ 313 mi | +US$ 907 mil | +0,3% | 4,02% | 8,54% | 71 | 16,9% | 0,9 |
|
| 2409 |
CFP
2409
Cornerstone Financial Partners
Huntersville,
North Carolina
| US$ 313 mi | +US$ 26,3 mi | +9% | 3,17% | – | 183 | 33,33% | 0,6 |
|
| 2410 |
CWM
2410
Cornerstone Wealth Management
St. Peters,
Missouri
| US$ 312 mi | +US$ 40,9 mi | +15% | 1,43% | 69,8% | 311 | 22,83% | 0,3 |
|
| 2411 |
2411
Roundview Capital
Princeton,
New Jersey
| US$ 312 mi | +US$ 28,6 mi | +10% | 6,27% | 77,7% | 202 | 12,87% | 1,9 |
|
| 2412 |
2412
FrontFour Capital Group
Greenwich,
Connecticut
| US$ 311 mi | -US$ 118 mi | -27% | 5,39% | 8,55% | 49 | 63,27% | 0,6 |
|
| 2413 |
2413
Baxter Bros Inc
Riverside,
Connecticut
| US$ 311 mi | +US$ 14,8 mi | +5% | 4,97% | 73,8% | 116 | 12,93% | 2,7 |
|
| 2414 |
2414
HighPoint Advisor Group
Downers Grove,
Illinois
| US$ 310 mi | +US$ 26,4 mi | +9% | 5,67% | – | 327 | 29,05% | 0,8 |
|
| 2415 |
KCP
2415
KDI Capital Partners
Raleigh,
North Carolina
| US$ 310 mi | +US$ 49,6 mi | +19% | 1,6% | 77,1% | 54 | 48,15% | 1,6 |
|
| 2416 |
2416
Lenox Wealth Advisors
New York
| US$ 310 mi | -US$ 28,2 mi | -8% | 2,49% | 35,7% | 213 | 52,58% | 2,2 |
|
| 2417 |
2417
Buckingham Strategic Wealth
Clayton,
Missouri
| US$ 310 mi | +US$ 14,9 mi | +5% | 2,03% | 16,3% | 251 | 17,93% | 2,1 |
|
| 2418 |
2418
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$ 310 mi | -US$ 8,55 mi | -3% | 4,23% | 80% | 142 | 14,08% | 2,8 |
|
| 2419 |
2419
Forest Hill Capital
Little Rock,
Arkansas
| US$ 309 mi | +US$ 106 mi | +52% | 28,9% | 112% | 55 | 10,91% | 2,2 |
|
| 2420 |
2420
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$ 309 mi | +US$ 28,9 mi | +10% | 6,76% | 60,2% | 77 | 11,69% | 2,4 |
|
| 2421 |
2421
Delphi Financial Group
Wilmington,
Delaware
| US$ 309 mi | -US$ 225 mil | -0,1% | 1,86% | 66,3% | 24 | 20,83% | 1,7 |
|
| 2422 |
2422
Martin & Co
Knoxville,
Tennessee
| US$ 309 mi | +US$ 5,05 mi | +2% | 5,35% | 67,8% | 108 | 1,85% | 2,9 |
|
| 2423 |
EA
2423
Echinus Advisors
New York
| US$ 308 mi | +US$ 27,2 mi | +10% | 6,64% | 91,4% | 9 | 0% | 1,5 |
|
| 2424 |
QCI
2424
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$ 308 mi | +US$ 26,8 mi | +10% | 9,64% | 107% | 28 | 7,14% | 1,6 |
|
| 2425 |
2425
BRR OpCo
Columbus,
Ohio
| US$ 308 mi | +US$ 4,58 mi | +2% | 5,46% | 23,6% | 116 | 31,03% | 2,5 |
|