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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$ 1,04 bi | +US$ 182 mi | +21% | 28,9% | 119% | 146 | 20,55% | 2,7 |
|
| 2502 |
2502
SR One Capital Management
Wayne,
Pennsylvania
| US$ 1,04 bi | +US$ 124 mi | +13% | 38,8% | 656% | 17 | 29,41% | 1,8 |
|
| 2503 |
2503
Harbour Trust & Investment Management
Michigan City,
Indiana
| US$ 1,04 bi | +US$ 96 mi | +10% | 18,4% | – | 168 | 12,5% | 2,1 |
|
| 2504 |
2504
Private Wealth Asset Management
Cedar Rapids,
Iowa
| US$ 1,04 bi | +US$ 102 mi | +11% | 13,7% | – | 977 | 10,44% | 1,1 |
|
| 2505 |
2505
Caliber Wealth Management (Kansas)
Overland Park,
Kansas
| US$ 1,04 bi | +US$ 122 mi | +13% | 13,5% | – | 314 | 18,47% | 0,9 |
|
| 2506 |
2506
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$ 1,04 bi | +US$ 169 mi | +20% | 11,2% | 51,3% | 208 | 8,17% | 4,1 |
|
| 2507 |
OTL
2507
Oak Thistle LLC
New York
| US$ 1,03 bi | +US$ 4,79 mi | +0,5% | 14,5% | 59% | 667 | 62,37% | 0,3 |
|
| 2508 |
2508
Iron Gate Global Advisors
Nsl,
Utah
| US$ 1,03 bi | +US$ 88,2 mi | +9% | 11,3% | 106% | 115 | 13,91% | 3,5 |
|
| 2509 |
2509
Absolute Investment Advisers
Rosemary Beach,
Florida
| US$ 1,03 bi | +US$ 183 mi | +21% | 0,03% | 0,22% | 145 | 38,62% | 1 |
|
| 2510 |
2510
Sierra Capital
Miami,
Florida
| US$ 1,03 bi | +US$ 117 mi | +13% | 6,76% | 32,4% | 242 | 16,53% | 2,9 |
|
| 2511 |
2511
Isthmus Partners
Madison,
Wisconsin
| US$ 1,03 bi | +US$ 80,9 mi | +8% | 12,6% | 61,1% | 235 | 11,49% | 3 |
|
| 2512 |
2512
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 1,03 bi | +US$ 178 mi | +21% | 14,6% | 74,8% | 238 | 14,71% | 5,5 |
|
| 2513 |
LWANC
2513
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 1,03 bi | +US$ 22,2 mi | +2% | 9,09% | 63,3% | 203 | 6,9% | 5,3 |
|
| 2514 |
2514
AssuredPartners Investment Advisors
Tampa,
Florida
| US$ 1,03 bi | +US$ 114 mi | +12% | 19,2% | – | 441 | 14,51% | 0,9 |
|
| 2515 |
2515
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$ 1,03 bi | +US$ 51,2 mi | +5% | 6,13% | 70% | 65 | 7,69% | 7,6 |
|
| 2516 |
2516
Opus Capital Group
Cincinnati,
Ohio
| US$ 1,03 bi | +US$ 102 mi | +11% | 11% | 49,7% | 154 | 12,34% | 4,6 |
|
| 2517 |
2517
Paradigm Operations
San Francisco,
California
| US$ 1,03 bi | +US$ 77,3 mi | +8% | 14% | 230% | 4 | 25% | 1,5 |
|
| 2518 |
2518
L.J. Altfest & Co
New York
| US$ 1,03 bi | +US$ 96,1 mi | +10% | 17,3% | 90,3% | 362 | 24,03% | 4,2 |
|
| 2519 |
2519
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 1,03 bi | +US$ 165 mi | +19% | 25,6% | 108% | 255 | 8,24% | 6,7 |
|
| 2520 |
2520
Provident Investment Management
Novi,
Michigan
| US$ 1,03 bi | +US$ 22,1 mi | +2% | 16,1% | 69,5% | 95 | 20% | 4,1 |
|
| 2521 |
2521
Quadcap Wealth Management
Frisco,
Texas
| US$ 1,03 bi | +US$ 150 mi | +17% | 15,9% | – | 451 | 15,96% | 1,7 |
|
| 2522 |
2522
Impact Partnership Wealth
Marietta,
Georgia
| US$ 1,03 bi | +US$ 219 mi | +27% | 9,22% | 47,3% | 499 | 39,28% | 0,9 |
|
| 2523 |
2523
Massar Capital Management
Stamford,
Connecticut
| US$ 1,03 bi | +US$ 94,3 mi | +10% | 35,9% | – | 416 | 77,16% | 0,2 |
|
| 2524 |
2524
Columbus Macro
New Castle,
Pennsylvania
| US$ 1,03 bi | +US$ 92,1 mi | +10% | 8,84% | 48,7% | 217 | 12,44% | 3,5 |
|
| 2525 |
2525
Engine Capital Management
New York
| US$ 1,03 bi | +US$ 199 mi | +24% | 6,65% | 21,1% | 35 | 42,86% | 1,3 |
|