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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2601 |
2601
Exchange Capital Management
Ann Arbor,
Michigan
| US$ 297 mi | +US$ 20,6 mi | +7% | 3,36% | 57,8% | 265 | 23,77% | 1,5 |
|
| 2602 |
2602
Invesco Private Capital
New York
| US$ 297 mi | -US$ 230 mi | -44% | 26,2% | 41,9% | 5 | 20% | 3,5 |
|
| 2603 |
ECM
2603
EII Capital Management
New York
| US$ 297 mi | -US$ 15,8 mi | -5% | 2,94% | 46,9% | 122 | 20,49% | 1,9 |
|
| 2604 |
2604
CenturyLink Investment Management
Denver,
Colorado
| US$ 296 mi | -US$ 12,3 mi | -4% | 3,13% | – | 215 | 20,93% | 2,2 |
|
| 2605 |
2605
Kays Financial Advisory
Atlanta,
Georgia
| US$ 296 mi | +US$ 14,8 mi | +5% | 1,38% | 23,3% | 84 | 17,86% | 1,9 |
|
| 2606 |
2606
Jaffetilchin Investment Partners
Tampa,
Florida
| US$ 296 mi | -US$ 97,9 mi | -25% | 3,55% | 88,1% | 313 | 48,56% | 1 |
|
| 2607 |
2607
Radnor Capital Management
Wayne,
Pennsylvania
| US$ 295 mi | -US$ 716 mil | -0,2% | 1,16% | 86,6% | 180 | 6,67% | 0,5 |
|
| 2608 |
2608
Nelson Capital Management
Menlo Park,
California
| US$ 295 mi | -US$ 2,13 mi | -0,7% | 2,33% | 121% | 322 | 27,02% | 2,1 |
|
| 2609 |
2609
Bristlecone Advisors
Bellevue,
Washington
| US$ 295 mi | +US$ 8,67 mi | +3% | 3,13% | 103% | 157 | 11,46% | 1,3 |
|
| 2610 |
2610
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$ 295 mi | +US$ 1,02 mi | +0,3% | 1,48% | 33,7% | 99 | 10,1% | 3,2 |
|
| 2611 |
PAM
2611
Pagoda Asset Management
New York
| US$ 294 mi | -US$ 29,5 mi | -9% | 5,79% | – | 26 | 61,54% | 0,4 |
|
| 2612 |
2612
Nadler Financial Group
Deerfield,
Illinois
| US$ 294 mi | +US$ 7,12 mi | +2% | 2,76% | 72,4% | 83 | 8,43% | 3 |
|
| 2613 |
2613
WealthSource Partners
San Luis Obispo,
California
| US$ 293 mi | +US$ 22,1 mi | +8% | 2% | 16,8% | 331 | 28,1% | 0,7 |
|
| 2614 |
2614
Intrust Bank
Wichita,
Kansas
| US$ 293 mi | +US$ 10,4 mi | +4% | 3,02% | 102% | 389 | 9% | 2,1 |
|
| 2615 |
KCP
2615
KDI Capital Partners
Raleigh,
North Carolina
| US$ 293 mi | +US$ 1,3 mi | +0,4% | 2,9% | 77,1% | 66 | 24,24% | 1,6 |
|
| 2616 |
CDIA
2616
Capital Directions Investment Advisors
Atlanta,
Georgia
| US$ 293 mi | +US$ 4,44 mi | +2% | 3,4% | 7,53% | 119 | 35,29% | 1,8 |
|
| 2617 |
2617
M Holdings Securities
Portland,
Oregon
| US$ 293 mi | +US$ 33,6 mi | +13% | 2,62% | 83,9% | 311 | 19,29% | 1,8 |
|
| 2618 |
2618
Clover Partners
Dallas,
Texas
| US$ 293 mi | +US$ 40,8 mi | +16% | 2,52% | 32,2% | 36 | 16,67% | 1,1 |
|
| 2619 |
2619
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$ 292 mi | +US$ 85,7 mi | +42% | 2,48% | 119% | 209 | 56,46% | 0,7 |
|
| 2620 |
2620
Fusion Family Wealth
Woodbury,
New York
| US$ 292 mi | +US$ 25,2 mi | +9% | 2,61% | 58,2% | 335 | 20,9% | 0,4 |
|
| 2621 |
CC
2621
Carve Capital
Stockholm,
Sweden
| US$ 292 mi | -US$ 95 mi | -25% | 1,5% | 84,3% | 8 | 62,5% | 0,3 |
|
| 2622 |
2622
Vision Capital Management
Portland,
Oregon
| US$ 292 mi | +US$ 13,3 mi | +5% | 4,02% | 78,4% | 91 | 10,99% | 1,9 |
|
| 2623 |
2623
Herald Investment Management
London,
United Kingdom
| US$ 292 mi | +US$ 18,7 mi | +7% | 12,6% | 493% | 95 | 11,58% | 2,5 |
|
| 2624 |
PI
2624
PHH Investments
Addison,
Texas
| US$ 291 mi | +US$ 18,2 mi | +7% | 2,29% | 30,9% | 75 | 20% | 0,4 |
|
| 2625 |
2625
Oasis Management Company
Grand Cayman,
Cayman Islands
| US$ 291 mi | +US$ 47,6 mi | +20% | 5,46% | 368% | 41 | 63,41% | 0,4 |
|