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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
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 599 mi | -US$ 27,7 mi | -4% | 3,49% | 76,8% | 171 | 3,51% | 6,6 |
|
| 2502 |
2502
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 598 mi | -US$ 8,99 mi | -1% | 0,09% | 74,8% | 199 | 5,03% | 4,9 |
|
| 2503 |
2503
Sahana Capital Management
Greenwich,
Connecticut
| US$ 598 mi | +US$ 56,4 mi | +10% | 5,13% | 0,48% | 10 | 50% | 2 |
|
| 2504 |
2504
Flaharty Asset Management
Clearwater,
Florida
| US$ 598 mi | +US$ 13,6 mi | +2% | 3,42% | 33,4% | 473 | 76,96% | 0,7 |
|
| 2505 |
2505
ShawSpring Partners
Boston,
Massachusetts
| US$ 597 mi | -US$ 137 mi | -19% | 8,75% | 3,53% | 6 | 0% | 2,4 |
|
| 2506 |
2506
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$ 597 mi | +US$ 9,15 mi | +2% | 3,45% | 116% | 320 | 11,88% | 3,5 |
|
| 2507 |
2507
Portland Global Advisors
Portland,
Maine
| US$ 597 mi | -US$ 13,8 mi | -2% | 3,58% | 43,4% | 125 | 5,6% | 6,2 |
|
| 2508 |
2508
Hendershot Investments
Centreville,
Virginia
| US$ 596 mi | -US$ 23,4 mi | -4% | 1,85% | 50,5% | 142 | 6,34% | 4,5 |
|
| 2509 |
2509
Third Avenue Management
New York
| US$ 596 mi | -US$ 9,5 mi | -2% | 5,43% | 113% | 60 | 5% | 4,7 |
|
| 2510 |
2510
JGP Wealth Management
Bend,
Oregon
| US$ 596 mi | -US$ 15,6 mi | -3% | 4,78% | 87,8% | 153 | 3,27% | 3,5 |
|
| 2511 |
2511
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$ 596 mi | +US$ 13,2 mi | +2% | 3,05% | 52,6% | 79 | 17,72% | 1,4 |
|
| 2512 |
CF
2512
Clarity Financial
Houston,
Texas
| US$ 595 mi | -US$ 107 mi | -15% | 2,75% | 56,8% | 130 | 20,77% | 0,6 |
|
| 2513 |
2513
Goodnow Investment Group
Darien,
Connecticut
| US$ 594 mi | -US$ 101 mi | -15% | 5% | 131% | 24 | 25% | 3,9 |
|
| 2514 |
2514
Anatole Investment Management
Central,
Hong Kong
| US$ 592 mi | +US$ 26,5 mi | +5% | 5,9% | 3.486% | 15 | 80% | 0,1 |
|
| 2515 |
2515
Gramercy Funds Management
Greenwich,
Connecticut
| US$ 592 mi | – | – | 92,7% | 87,6% | 3 | – | 0 |
|
| 2516 |
2516
Intrua Financial
Houston,
Texas
| US$ 591 mi | -US$ 283 mil | -0% | 2,72% | 71% | 379 | 14,51% | 1,9 |
|
| 2517 |
2517
Tanglewood Wealth Management
Houston,
Texas
| US$ 590 mi | -US$ 110 mi | -16% | 3,39% | 64,6% | 31 | 32,26% | 3,7 |
|
| 2518 |
2518
Alley Investment Management Company
Lake Forest,
Illinois
| US$ 589 mi | -US$ 30,6 mi | -5% | 2,65% | 54,6% | 83 | 3,61% | 1,4 |
|
| 2519 |
2519
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| US$ 588 mi | +US$ 4,24 mi | +0,7% | 3,01% | 58,9% | 445 | 11,69% | 1,2 |
|
| 2520 |
2520
Condire Management
Dallas,
Texas
| US$ 588 mi | +US$ 92,3 mi | +19% | 8,48% | 187% | 14 | 7,14% | 1,5 |
|
| 2521 |
2521
Needham Investment Management
New York
| US$ 588 mi | -US$ 19 mi | -3% | 4,88% | 424% | 129 | 13,95% | 4,7 |
|
| 2522 |
2522
Wealth Architects
Mountain View,
California
| US$ 588 mi | -US$ 18 mi | -3% | 3,66% | 80,1% | 197 | 6,6% | 4,9 |
|
| 2523 |
2523
American National Bank & Trust
Wichita Falls,
Texas
| US$ 588 mi | -US$ 6,68 mi | -1% | 1,87% | 102% | 650 | 20% | 2,4 |
|
| 2524 |
2524
Virtue Capital Management
Brentwood,
Tennessee
| US$ 587 mi | +US$ 1,18 mi | +0,2% | 2,96% | 91% | 407 | 1,23% | 1,5 |
|
| 2525 |
2525
Meteora Capital
Boca Raton,
Florida
| US$ 587 mi | +US$ 43,8 mi | +8% | 3,95% | 56,9% | 453 | 30,68% | 0,6 |
|