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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
2451
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$ 1,07 bi | +US$ 124 mi | +13% | 15,1% | 106% | 237 | 13,08% | 3,1 |
|
| 2452 |
2452
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$ 1,07 bi | +US$ 111 mi | +12% | 8,91% | 47,7% | 207 | 6,76% | 4,9 |
|
| 2453 |
2453
Oak Harvest Investment Services
Houston,
Texas
| US$ 1,07 bi | +US$ 113 mi | +12% | 18,2% | 112% | 203 | 33,5% | 2,2 |
|
| 2454 |
2454
Cypress Capital Group
Palm Beach,
Florida
| US$ 1,07 bi | +US$ 182 mi | +20% | 14,9% | 97,8% | 320 | 25% | 4,9 |
|
| 2455 |
2455
Tamar Securities
Woodland Hills,
California
| US$ 1,07 bi | +US$ 136 mi | +15% | 12,3% | 84,8% | 105 | 20,95% | 2,8 |
|
| 2456 |
2456
Morgan Stanley Institutional Investment Advisors
Greenwood Village,
Colorado
| US$ 1,07 bi | +US$ 33,4 mi | +3% | 7,33% | – | 5 | 0% | 1,2 |
|
| 2457 |
2457
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$ 1,07 bi | +US$ 222 mi | +26% | 16,7% | – | 349 | 23,5% | 3,1 |
|
| 2458 |
2458
Broad Bay Capital Management
New York
| US$ 1,07 bi | -US$ 106 mi | -9% | 33,5% | 338% | 37 | 64,86% | 0,8 |
|
| 2459 |
2459
Center for Financial Planning
Southfied,
Michigan
| US$ 1,07 bi | +US$ 112 mi | +12% | 11,6% | 57,5% | 687 | 7,28% | 4,1 |
|
| 2460 |
JCM
2460
Jag Capital Management
St Louis,
Missouri
| US$ 1,07 bi | +US$ 179 mi | +20% | 37,7% | 230% | 176 | 28,98% | 3,5 |
|
| 2461 |
2461
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$ 1,07 bi | +US$ 92,6 mi | +10% | 13,8% | 70,5% | 225 | 40,89% | 2,2 |
|
| 2462 |
2462
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 1,06 bi | +US$ 177 mi | +20% | 19,3% | 104% | 322 | 12,11% | 4,7 |
|
| 2463 |
2463
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 1,06 bi | +US$ 157 mi | +17% | 9,11% | 55% | 181 | 16,02% | 3,8 |
|
| 2464 |
2464
NWF Advisory Services
Los Angeles,
California
| US$ 1,06 bi | +US$ 178 mi | +20% | 28,7% | 111% | 468 | 14,74% | 1,6 |
|
| 2465 |
2465
Petrus Trust Company
Dallas,
Texas
| US$ 1,06 bi | +US$ 148 mi | +16% | 14% | 36,9% | 30 | 20% | 3,4 |
|
| 2466 |
2466
Cutler Investment Counsel
Jacksonville,
Oregon
| US$ 1,06 bi | +US$ 91,2 mi | +9% | 9,37% | 56,2% | 159 | 9,43% | 5,3 |
|
| 2467 |
BDP
2467
Brehaut David Pascal
| US$ 1,06 bi | +US$ 154 mi | +17% | 17% | – | 1 | 0% | 0,5 |
|
| 2468 |
2468
Polaris Capital Management
Boston,
Massachusetts
| US$ 1,06 bi | -US$ 161 mi | -13% | 14,6% | 94,3% | 90 | 13,33% | 4,5 |
|
| 2469 |
2469
Synergy Asset Management
Vancouver,
Washington
| US$ 1,06 bi | +US$ 119 mi | +13% | 22% | 97,3% | 338 | 44,38% | 1,1 |
|
| 2470 |
2470
Planning Center Inc
Moline,
Illinois
| US$ 1,06 bi | +US$ 72,6 mi | +7% | 6% | 38,9% | 88 | 15,91% | 2,7 |
|
| 2471 |
2471
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$ 1,06 bi | +US$ 249 mi | +31% | 22% | 131% | 106 | 25,47% | 2,8 |
|
| 2472 |
2472
J. Stern & Co
London,
United Kingdom
| US$ 1,06 bi | +US$ 27,8 mi | +3% | 8,57% | – | 51 | 3,92% | 1,7 |
|
| 2473 |
2473
Greylock XIV
Menlo Park,
California
| US$ 1,06 bi | -US$ 178 mi | -14% | 14,4% | – | 1 | 0% | 0,5 |
|
| 2474 |
2474
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$ 1,06 bi | +US$ 91,3 mi | +9% | 10,2% | 81,4% | 95 | 9,47% | 3 |
|
| 2475 |
2475
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 1,06 bi | +US$ 113 mi | +12% | 20,8% | 140% | 35 | 8,57% | 4,8 |
|