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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
Denali Advisors
San Diego,
California
| US$ 885 mi | -US$ 75 mi | -8% | 9,59% | 106% | 333 | 24,32% | 1,5 |
|
| 2502 |
2502
Covenant Asset Management
Chester,
New Jersey
| US$ 885 mi | +US$ 208 mi | +31% | 10,8% | 177% | 169 | 6,51% | 4,2 |
|
| 2503 |
8KM
2503
8 Knots Management
Dallas,
Texas
| US$ 884 mi | +US$ 186 mi | +27% | 2,57% | – | 27 | 70,37% | 0,4 |
|
| 2504 |
JWBC
2504
J.W. Burns & Co
Dewitt,
New York
| US$ 884 mi | +US$ 59,8 mi | +7% | 8,18% | 95,4% | 189 | 5,29% | 7,6 |
|
| 2505 |
2505
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$ 884 mi | +US$ 28,8 mi | +3% | 7,25% | 83,4% | 431 | 15,78% | 4,9 |
|
| 2506 |
2506
Algebris (UK)
London,
United Kingdom
| US$ 883 mi | +US$ 249 mi | +39% | 2,38% | 24,5% | 74 | 52,7% | 0,5 |
|
| 2507 |
2507
McGuire Investment Group
Wakefield,
Rhode Island
| US$ 883 mi | +US$ 100 mi | +13% | 15,4% | 202% | 124 | 12,9% | 4,1 |
|
| 2508 |
RIM
2508
Rovida Investment Management
Grand Cayman,
Cayman Islands
| US$ 882 mi | +US$ 342 mi | +63% | 54,6% | – | 20 | 35% | 0,5 |
|
| 2509 |
2509
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$ 882 mi | +US$ 39,5 mi | +5% | 5,01% | 42,7% | 1.403 | 5,13% | 1,6 |
|
| 2510 |
2510
WealthShield Partners
Cary,
North Carolina
| US$ 882 mi | +US$ 54,6 mi | +7% | 7,06% | 71% | 579 | 6,39% | 2,8 |
|
| 2511 |
2511
Tamar Securities
Woodland Hills,
California
| US$ 880 mi | +US$ 55,1 mi | +7% | 10,2% | 84,8% | 95 | 11,58% | 2,6 |
|
| 2512 |
2512
LVZ Inc
Holland,
Michigan
| US$ 880 mi | +US$ 45,7 mi | +5% | 5,87% | 52,9% | 166 | 7,83% | 3,1 |
|
| 2513 |
2513
INVST
Indianapolis,
Indiana
| US$ 880 mi | +US$ 77 mi | +10% | 8,14% | 78,5% | 321 | 11,84% | 1,9 |
|
| 2514 |
2514
Columbus Macro
New Castle,
Pennsylvania
| US$ 879 mi | +US$ 61,4 mi | +8% | 4,71% | 48,7% | 221 | 11,76% | 3,1 |
|
| 2515 |
2515
Cahill Financial Advisors
Edina,
Minnesota
| US$ 878 mi | +US$ 72,7 mi | +9% | 6,63% | 55,9% | 293 | 8,53% | 4,6 |
|
| 2516 |
2516
State of Wyoming
Cheyenne,
Wyoming
| US$ 877 mi | +US$ 58,9 mi | +7% | 15% | 135% | 2.117 | 27,78% | 1,4 |
|
| 2517 |
2517
Gryphon Financial Partners
Columbus,
Ohio
| US$ 877 mi | +US$ 111 mi | +15% | 10,3% | 93,7% | 337 | 13,95% | 2,9 |
|
| 2518 |
2518
Westerkirk Capital
Victoria,
| US$ 875 mi | +US$ 64 mi | +8% | 8,1% | – | 251 | 12,35% | 0,2 |
|
| 2519 |
2519
Romano Brothers & Co
Evanston,
Illinois
| US$ 875 mi | +US$ 66,1 mi | +8% | 8,65% | 110% | 321 | 4,67% | 2,5 |
|
| 2520 |
2520
Evermay Wealth Management
Arlington,
Virginia
| US$ 874 mi | +US$ 62 mi | +8% | 6,26% | 56,2% | 577 | 3,81% | 4,2 |
|
| 2521 |
2521
Avalon Global Asset Management
San Francisco,
California
| US$ 874 mi | +US$ 31,3 mi | +4% | 7,89% | 278% | 53 | 37,74% | 3,2 |
|
| 2522 |
2522
Freedom Together Foundation
New York
| US$ 874 mi | +US$ 57 mi | +7% | 7% | – | 2 | 0% | 0,8 |
|
| 2523 |
2523
BlueStem Wealth Partners
Minnetonka,
Minnesota
| US$ 873 mi | +US$ 59,5 mi | +7% | 6,37% | – | 130 | 13,08% | 0,6 |
|
| 2524 |
2524
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$ 873 mi | +US$ 45 mi | +5% | 6,03% | 74,8% | 215 | 6,51% | 5,7 |
|
| 2525 |
2525
Cascade Financial Partners
San Diego,
California
| US$ 872 mi | +US$ 40,4 mi | +5% | 5,78% | – | 271 | 8,12% | 1,3 |
|