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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$ 276 mi | -US$ 18,3 mi | -6% | 4,12% | 33,7% | 102 | 13,73% | 3,3 |
|
| 2702 |
2702
Simon Quick Advisors
Morristown,
New Jersey
| US$ 276 mi | +US$ 98,6 mi | +56% | 3,81% | 69,5% | 558 | 51,61% | 0,3 |
|
| 2703 |
2703
Grace Capital
Quincy,
Massachusetts
| US$ 275 mi | +US$ 25,2 mi | +10% | 3,86% | 127% | 99 | 17,17% | 2,2 |
|
| 2704 |
CIM
2704
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 275 mi | -US$ 6,19 mi | -2% | 3,41% | 123% | 400 | 32% | 1,8 |
|
| 2705 |
2705
Alley Company
Lake Forest,
Illinois
| US$ 275 mi | +US$ 10,2 mi | +4% | 3,57% | 88,2% | 79 | 5,06% | 3,2 |
|
| 2706 |
2706
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 275 mi | +US$ 22,1 mi | +9% | 4% | 71,4% | 158 | 20,25% | 1,7 |
|
| 2707 |
2707
Wright Investors Service
Shelton,
Connecticut
| US$ 275 mi | +US$ 10,2 mi | +4% | 6,82% | 146% | 246 | 22,36% | 2,1 |
|
| 2708 |
2708
Willingdon Wealth Management
Huntersville,
North Carolina
| US$ 275 mi | +US$ 22,9 mi | +9% | 4,57% | 15,3% | 315 | 63,17% | 0,6 |
|
| 2709 |
2709
Trust Asset Management
Houston,
Texas
| US$ 275 mi | +US$ 349 mil | +0,1% | 0,74% | 91,1% | 70 | 34,29% | 1,7 |
|
| 2710 |
2710
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$ 274 mi | +US$ 10,9 mi | +4% | 6,53% | 91,5% | 124 | 19,35% | 1,1 |
|
| 2711 |
TCM
2711
TVR Capital Management
Stamford,
Connecticut
| US$ 274 mi | -US$ 94,4 mi | -26% | 8,96% | – | 66 | 74,24% | 0,1 |
|
| 2712 |
2712
Mitchell Capital Management
Leawood,
Kansas
| US$ 274 mi | +US$ 12,6 mi | +5% | 7,55% | 219% | 73 | 24,66% | 1,2 |
|
| 2713 |
2713
Timpani Capital Management
Milwaukee,
Wisconsin
| US$ 274 mi | +US$ 4,68 mi | +2% | 14,9% | 383% | 122 | 38,52% | 0,7 |
|
| 2714 |
2714
Gilbert & Cook
West Des Moines,
Iowa
| US$ 274 mi | -US$ 9,31 mi | -3% | 3,31% | 63,2% | 146 | 43,84% | 0,7 |
|
| 2715 |
HA
2715
Harbor Advisors
West Palm Beach,
Florida
| US$ 273 mi | +US$ 20,3 mi | +8% | 5,28% | 125% | 159 | 10,06% | 0,6 |
|
| 2716 |
2716
Northeast Financial Consultants
Westport,
Connecticut
| US$ 273 mi | +US$ 19,3 mi | +8% | 4,85% | 63,8% | 154 | 10,39% | 2,3 |
|
| 2717 |
2717
Front Street Capital Management
Missoula,
Montana
| US$ 273 mi | +US$ 13,1 mi | +5% | 8,33% | 316% | 64 | 12,5% | 1,2 |
|
| 2718 |
2718
Gargoyle Investment Advisor
Englewood,
New Jersey
| US$ 272 mi | +US$ 19,4 mi | +8% | 3,98% | 34,5% | 212 | 33,96% | 1,1 |
|
| 2719 |
2719
OneDigital Investment Advisors
Overland Park,
Kansas
| US$ 272 mi | -US$ 63,1 mi | -19% | 4,15% | 57,3% | 1.326 | 28,51% | 0,2 |
|
| 2720 |
2720
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 272 mi | +US$ 12,5 mi | +5% | 4,31% | – | 396 | 20,45% | 0,4 |
|
| 2721 |
2721
Harber Asset Management
Asheville,
North Carolina
| US$ 272 mi | +US$ 28,5 mi | +12% | 7,22% | 63,6% | 48 | 22,92% | 1 |
|
| 2722 |
PAM
2722
PineView Asset Management
Greenwich,
Connecticut
| US$ 272 mi | -US$ 55,7 mi | -17% | 7,85% | – | 20 | 20% | 0,8 |
|
| 2723 |
SWK
2723
Stephen W. Kidder
| US$ 271 mi | +US$ 7,44 mi | +3% | 4,44% | 94,7% | 96 | 9,38% | 3,1 |
|
| 2724 |
2724
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 271 mi | +US$ 5,94 mi | +2% | 4,1% | 66,7% | 74 | 14,86% | 1,9 |
|
| 2725 |
CCM
2725
Castine Capital Management
Boston,
Massachusetts
| US$ 271 mi | +US$ 48,6 mi | +22% | 5,08% | 13,9% | 36 | 16,67% | 1,8 |
|