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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
FAG
2551
Financial Advisory Group
Houston,
Texas
| US$ 363 mi | +US$ 37,2 mi | +11% | 10,6% | 20,6% | 72 | 9,72% | 3,4 |
|
| 2552 |
2552
Fusion Family Wealth
Woodbury,
New York
| US$ 362 mi | +US$ 21,8 mi | +6% | 10,5% | 58,2% | 261 | 41,76% | 1,8 |
|
| 2553 |
2553
Rutabaga Capital Management
Boston,
Massachusetts
| US$ 362 mi | +US$ 58,6 mi | +19% | 15,8% | 57% | 49 | 12,24% | 2,1 |
|
| 2554 |
LCM
2554
Lucha Capital Management
San Francisco,
California
| US$ 362 mi | +US$ 48,4 mi | +15% | 25% | 84,3% | 43 | 65,12% | 0,5 |
|
| 2555 |
2555
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 362 mi | +US$ 181 mi | +100% | 10,8% | 28,3% | 882 | 49,77% | 0,5 |
|
| 2556 |
2556
ACK Asset Management
Greenwich,
Connecticut
| US$ 362 mi | +US$ 66,9 mi | +23% | 18% | 132% | 40 | 42,5% | 0,7 |
|
| 2557 |
2557
Mason Investment Advisory Services
Reston,
Virginia
| US$ 362 mi | – | – | 10,3% | 76,1% | 80 | – | 0 |
|
| 2558 |
2558
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 361 mi | +US$ 54,4 mi | +18% | 13,1% | 78,9% | 134 | 9,7% | 3,5 |
|
| 2559 |
OM
2559
Opaleye Management
Boston,
Massachusetts
| US$ 361 mi | +US$ 93,2 mi | +35% | 51,5% | 748% | 67 | 50,75% | 0,9 |
|
| 2560 |
VCM
2560
Vivaldi Capital Management
Chicago,
Illinois
| US$ 360 mi | +US$ 128 mi | +55% | 8,52% | 69,2% | 251 | 29,48% | 0,7 |
|
| 2561 |
2561
Vision Capital Management
Portland,
Oregon
| US$ 360 mi | +US$ 42,3 mi | +13% | 13% | 78,4% | 83 | 12,05% | 2,9 |
|
| 2562 |
2562
SOL Capital Management
Rockville,
Maryland
| US$ 359 mi | +US$ 46,4 mi | +15% | 12,6% | 56,6% | 245 | 7,35% | 4,1 |
|
| 2563 |
2563
Ostrum Asset Management US
New York
| US$ 359 mi | -US$ 319 mi | -47% | 19,9% | – | 245 | 86,53% | 0,3 |
|
| 2564 |
2564
Baker Ellis Asset Management
Vancouver,
Washington
| US$ 359 mi | +US$ 29,5 mi | +9% | 11,3% | 91,9% | 233 | 14,59% | 4 |
|
| 2565 |
PCM
2565
Price Capital Management
Lafayette,
Louisiana
| US$ 358 mi | +US$ 287 mi | +401% | 4,96% | 124% | 28 | 89,29% | 0 |
|
| 2566 |
2566
Insight Wealth Strategies
San Ramon,
California
| US$ 358 mi | +US$ 31,5 mi | +10% | 9,53% | 83,5% | 155 | 29,68% | 0,2 |
|
| 2567 |
AC
2567
Apertura Capital
Dallas,
Texas
| US$ 358 mi | +US$ 101 mi | +40% | 16% | 41,5% | 67 | 91,04% | 0,1 |
|
| 2568 |
2568
FRG Family Wealth Advisors
Bellevue,
Washington
| US$ 357 mi | +US$ 47,9 mi | +15% | 13,6% | 76,4% | 131 | 7,63% | 2,8 |
|
| 2569 |
2569
Sensato Investors
San Francisco,
California
| US$ 357 mi | -US$ 19,5 mi | -5% | 19,4% | 75,8% | 97 | 36,08% | 0,9 |
|
| 2570 |
2570
Bristlecone Advisors
Bellevue,
Washington
| US$ 357 mi | +US$ 23,9 mi | +7% | 13,7% | 103% | 134 | 29,85% | 2,9 |
|
| 2571 |
2571
AlphaStar Capital Management
Cornelius,
North Carolina
| US$ 357 mi | +US$ 44 mi | +14% | 9,62% | 69,5% | 236 | 20,34% | 0,9 |
|
| 2572 |
2572
HeadInvest LLC
Portland,
Maine
| US$ 357 mi | -US$ 274 mi | -43% | 12,6% | 59,1% | 195 | 8,21% | 3,2 |
|
| 2573 |
2573
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 357 mi | +US$ 89 mi | +33% | 10,9% | 59,2% | 288 | 20,83% | 2,5 |
|
| 2574 |
2574
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 356 mi | +US$ 48,5 mi | +16% | 12,7% | 57,8% | 135 | 5,19% | 2,9 |
|
| 2575 |
2575
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 356 mi | +US$ 53,6 mi | +18% | 14,1% | 63,2% | 156 | 10,26% | 3,3 |
|