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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 |
WPL
2451
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| US$ 270 mi | +US$ 8,25 mi | +3% | 5,68% | 98,4% | 7 | 42,86% | 0,7 |
|
| 2452 |
CDIA
2452
Capital Directions Investment Advisors
Atlanta,
Georgia
| US$ 269 mi | -US$ 24,1 mi | -8% | 0,1% | 7,53% | 77 | 18,18% | 2 |
|
| 2453 |
2453
Advisor Partners
Walnut Creek,
California
| US$ 269 mi | -US$ 24,2 mi | -8% | 2,23% | 63,8% | 440 | 37,27% | 1,4 |
|
| 2454 |
WC
2454
Whitnell & Co
Oak Brook,
Illinois
| US$ 269 mi | +US$ 3,63 mi | +1% | 1,2% | 36,6% | 428 | 16,59% | 1,6 |
|
| 2455 |
2455
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$ 269 mi | -US$ 224 mil | -0,1% | 3,69% | 113% | 134 | 16,42% | 1,7 |
|
| 2456 |
2456
Suncoast Equity Management
Tampa,
Florida
| US$ 268 mi | +US$ 26,3 mi | +11% | 0,2% | 82,9% | 22 | 9,09% | 1,7 |
|
| 2457 |
2457
Tiptree Advisors
New York
| US$ 268 mi | -US$ 154 mi | -37% | 6% | – | 45 | 44,44% | 0,9 |
|
| 2458 |
2458
Roundview Capital
Princeton,
New Jersey
| US$ 268 mi | +US$ 15,9 mi | +6% | 2,12% | 77,7% | 184 | 17,39% | 1,6 |
|
| 2459 |
DCM
2459
Dynamic Capital Management
St. Helier,
Jersey
| US$ 268 mi | +US$ 59 mi | +28% | 1,25% | 49,7% | 494 | 69,64% | 0,2 |
|
| 2460 |
2460
Venturi Wealth Management
Austin,
Texas
| US$ 268 mi | +US$ 48 mi | +22% | 2,42% | 101% | 148 | 28,38% | 0,2 |
|
| 2461 |
2461
Segment Wealth Management
Houston,
Texas
| US$ 268 mi | +US$ 4,09 mi | +2% | 3,92% | 102% | 169 | 15,38% | 2 |
|
| 2462 |
2462
Schooner Capital
Vero Beach,
Florida
| US$ 268 mi | +US$ 31,4 mi | +13% | 25,5% | 31,1% | 2 | 50% | 2,8 |
|
| 2463 |
CC
2463
Cognios Capital
Leawood,
Kansas
| US$ 268 mi | +US$ 71,4 mi | +36% | 3,31% | 28,5% | 127 | 25,2% | 1 |
|
| 2464 |
2464
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$ 267 mi | -US$ 62 mil | -0% | 2,16% | 19% | 124 | 0,81% | 0,2 |
|
| 2465 |
2465
Penobscot Investment Management
Boston,
Massachusetts
| US$ 267 mi | -US$ 51,7 mi | -16% | 3,3% | 103% | 192 | 11,46% | 2,3 |
|
| 2466 |
2466
CKW Financial Group
Honolulu,
Hawaii
| US$ 267 mi | -US$ 8,9 mi | -3% | 0,53% | 62,4% | 167 | 7,78% | 1,9 |
|
| 2467 |
2467
Algert Global
San Francisco,
California
| US$ 267 mi | +US$ 52,6 mi | +25% | 2,1% | 194% | 434 | 46,31% | 0,7 |
|
| 2468 |
2468
Napier Park Global Capital (US)
New York
| US$ 266 mi | +US$ 83,9 mi | +46% | 1,03% | 237% | 59 | 38,98% | 0,6 |
|
| 2469 |
2469
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$ 266 mi | +US$ 8,8 mi | +3% | 3,43% | 13,4% | 3 | 0% | 1,3 |
|
| 2470 |
2470
Parker Investment Management
Menlo Park,
California
| US$ 266 mi | – | – | 1,79% | 208% | 34 | – | 0 |
|
| 2471 |
2471
INCA Investments
Miami,
Florida
| US$ 266 mi | +US$ 108 mi | +68% | 37,6% | 128% | 9 | 11,11% | 1,9 |
|
| 2472 |
2472
Security National Trust
Wheeling,
West Virginia
| US$ 266 mi | +US$ 11 mi | +4% | 2,25% | 58,3% | 506 | 11,86% | 2,3 |
|
| 2473 |
2473
American National Bank & Trust
Wichita Falls,
Texas
| US$ 266 mi | +US$ 8,09 mi | +3% | 1,41% | 102% | 236 | 15,68% | 1,6 |
|
| 2474 |
2474
Nelson Capital Management
Menlo Park,
California
| US$ 265 mi | +US$ 5,24 mi | +2% | 1,22% | 121% | 280 | 12,5% | 1,9 |
|
| 2475 |
2475
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$ 265 mi | -US$ 3,25 mi | -1% | 1,58% | 68,7% | 192 | 25% | 1,2 |
|