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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Fulcrum Capital
Seattle,
Washington
| US$ 308 mi | – | – | 5,86% | 102% | 73 | – | 0 |
|
| 2677 |
2677
Strategic Global Advisors
Newport Beach,
California
| US$ 308 mi | +US$ 46,9 mi | +18% | 7,49% | 137% | 181 | 11,05% | 1,6 |
|
| 2678 |
PL
2678
Polianta Ltd
St Helier,
Jersey
| US$ 308 mi | -US$ 8,2 mi | -3% | 4,12% | 31,6% | 99 | 51,52% | 0,4 |
|
| 2679 |
2679
Advisory Alpha
Holland,
Michigan
| US$ 308 mi | -US$ 50,1 mi | -14% | 1,65% | 50,3% | 156 | 41,67% | 1,3 |
|
| 2680 |
2680
Relaxing Retirement Coach
Wellesley,
Massachusetts
| US$ 308 mi | – | – | 3,51% | 28,6% | 53 | – | 0 |
|
| 2681 |
2681
Montecito Bank & Trust
Santa Barbara,
California
| US$ 307 mi | +US$ 18,7 mi | +6% | 5% | – | 181 | 7,18% | 2,5 |
|
| 2682 |
2682
Arete Wealth Advisors
Chicago,
Illinois
| US$ 307 mi | +US$ 56,2 mi | +22% | 3,31% | 85,3% | 343 | 30,32% | 1,2 |
|
| 2683 |
2683
Rodgers Brothers
Harmony,
Pennsylvania
| US$ 307 mi | +US$ 22,4 mi | +8% | 5,97% | 108% | 182 | 13,19% | 3 |
|
| 2684 |
2684
Well Done LLC
Holland,
Michigan
| US$ 307 mi | -US$ 19,4 mi | -6% | 5,59% | 80,4% | 159 | 37,74% | 1,3 |
|
| 2685 |
2685
Plancorp LLC
Saint Louis,
Missouri
| US$ 307 mi | -US$ 32 mi | -9% | 3,64% | 67,3% | 175 | 6,86% | 1,3 |
|
| 2686 |
2686
United Fire Group
Cedar Rapids,
Iowa
| US$ 306 mi | +US$ 9,3 mi | +3% | 4,91% | 27,4% | 118 | 5,08% | 3,9 |
|
| 2687 |
CFP
2687
Cornerstone Financial Partners
Huntersville,
North Carolina
| US$ 306 mi | +US$ 42,2 mi | +16% | 5,82% | – | 142 | 29,58% | 1 |
|
| 2688 |
SM
2688
SG3 Management
Dorado,
Puerto Rico
| US$ 305 mi | -US$ 130 mi | -30% | 2,51% | 38,7% | 230 | 78,26% | 0,2 |
|
| 2689 |
2689
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$ 305 mi | +US$ 52,3 mi | +21% | 5,55% | 70,9% | 258 | 18,99% | 1,8 |
|
| 2690 |
2690
Wealth Architects
Mountain View,
California
| US$ 305 mi | +US$ 17,3 mi | +6% | 5,09% | 80,1% | 140 | 14,29% | 2,1 |
|
| 2691 |
RIM
2691
Regent Investment Management
Louisville,
Kentucky
| US$ 305 mi | +US$ 7,82 mi | +3% | 5,22% | 44% | 214 | 5,61% | 3,1 |
|
| 2692 |
PCM
2692
Piermont Capital Management
St. Louis,
Missouri
| US$ 305 mi | +US$ 2,79 mi | +0,9% | 3,97% | 33,2% | 274 | 25,18% | 1 |
|
| 2693 |
NFAM
2693
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| US$ 304 mi | – | – | 12,5% | 104% | 67 | – | 0 |
|
| 2694 |
2694
Willingdon Wealth Management
Huntersville,
North Carolina
| US$ 304 mi | +US$ 29,6 mi | +11% | 4,91% | 15,3% | 382 | 28,53% | 0,7 |
|
| 2695 |
2695
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 304 mi | – | – | 6,3% | 93,6% | 124 | – | 0 |
|
| 2696 |
2696
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 304 mi | +US$ 10,6 mi | +4% | 5,31% | – | 71 | 22,54% | 1,9 |
|
| 2697 |
2697
Yale University
New Haven,
Connecticut
| US$ 304 mi | -US$ 139 mi | -31% | 0,78% | 33,7% | 8 | 50% | 0,6 |
|
| 2698 |
2698
EnTrust Global Partners Offshore
New York
| US$ 304 mi | – | – | 1,17% | – | 51 | – | 0 |
|
| 2699 |
PCMK
2699
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 304 mi | +US$ 5,7 mi | +2% | 6,71% | 87,5% | 67 | 17,91% | 3,1 |
|
| 2700 |
TRIM
2700
Thompson Rubinstein Investment Management
Portland,
Oregon
| US$ 304 mi | +US$ 17,2 mi | +6% | 7,12% | 42,8% | 80 | 3,75% | 3,9 |
|