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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
American Investment Services
Great Barrington,
Massachusetts
| US$ 315 mi | +US$ 718 mil | +0,2% | 1,98% | 63,1% | 136 | 8,09% | 3 |
|
| 2802 |
2802
Filament
Seattle,
Washington
| US$ 315 mi | +US$ 14,8 mi | +5% | 5,36% | 46,9% | 38 | 5,26% | 4 |
|
| 2803 |
NC
2803
Northpointe Capital
Bloomfield Hills,
Michigan
| US$ 315 mi | -US$ 3,01 mi | -0,9% | 2,86% | 33% | 113 | 46,9% | 1,5 |
|
| 2804 |
2804
Berman Capital Advisors
Atlanta,
Georgia
| US$ 314 mi | +US$ 15,6 mi | +5% | 2,8% | 48,2% | 1.678 | 17,76% | 0,5 |
|
| 2805 |
2805
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 314 mi | +US$ 13,4 mi | +4% | 2,03% | 14,7% | 41 | 4,88% | 1,1 |
|
| 2806 |
2806
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$ 314 mi | +US$ 27,4 mi | +10% | 5,46% | 140% | 181 | 32,04% | 2,1 |
|
| 2807 |
2807
ARS Wealth Advisors
St. Petersburg,
Florida
| US$ 314 mi | +US$ 847 mil | +0,3% | 4,63% | 62,5% | 111 | 5,41% | 3,2 |
|
| 2808 |
2808
Terril Brothers
St. Louis,
Missouri
| US$ 314 mi | -US$ 3,34 mi | -1% | 2,55% | 94,4% | 63 | 20,63% | 2,5 |
|
| 2809 |
2809
Forte Capital
Rochester,
New York
| US$ 314 mi | +US$ 35,9 mi | +13% | 5,08% | 98,3% | 100 | 19% | 3,3 |
|
| 2810 |
2810
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 313 mi | +US$ 7,23 mi | +2% | 3,71% | 104% | 182 | 7,14% | 2,4 |
|
| 2811 |
2811
Bright Rock Capital Management
Hanover,
Massachusetts
| US$ 313 mi | +US$ 14,1 mi | +5% | 5,13% | 53,1% | 78 | 7,69% | 3,7 |
|
| 2812 |
2812
ACON Equity Management
Washington,
District of Columbia
| US$ 313 mi | +US$ 32,3 mi | +12% | 11,5% | 32,1% | 1 | 0% | 1,5 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| US$ 313 mi | +US$ 22 mi | +8% | 1,29% | 62,1% | 52 | 25% | 0,9 |
|
| 2814 |
2814
Altavista Wealth Management
Asheville,
North Carolina
| US$ 312 mi | +US$ 29,9 mi | +11% | 3,9% | 80,6% | 162 | 6,17% | 3,4 |
|
| 2815 |
2815
Syquant Capital SAS
Paris,
France
| US$ 312 mi | +US$ 53,2 mi | +21% | 9,99% | 160% | 25 | 84% | 0,1 |
|
| 2816 |
2816
Kontiki Capital Management (HK)
Hong Kong
| US$ 311 mi | -US$ 15,7 mi | -5% | 1,8% | 90,6% | 5 | 0% | 1 |
|
| 2817 |
2817
Zevin Asset Management
Boston,
Massachusetts
| US$ 311 mi | +US$ 4,65 mi | +2% | 4,18% | 71,7% | 96 | 11,46% | 3,4 |
|
| 2818 |
2818
Callan Capital
La Jolla,
California
| US$ 311 mi | +US$ 4,23 mi | +1% | 2,35% | 20,1% | 55 | 5,45% | 3,4 |
|
| 2819 |
2819
Teewinot Capital Advisers
New York
| US$ 311 mi | +US$ 11,5 mi | +4% | 5,76% | 149% | 50 | 40% | 2,7 |
|
| 2820 |
2820
Bishop Rock Capital
New York
| US$ 310 mi | +US$ 22 mi | +8% | 6,92% | 35,4% | 23 | 4,35% | 2,2 |
|
| 2821 |
2821
WrapManager Inc
Mill Valley,
California
| US$ 310 mi | +US$ 6,97 mi | +2% | 2,51% | 64,6% | 298 | 14,09% | 2 |
|
| 2822 |
2822
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$ 310 mi | -US$ 21,9 mi | -7% | 3,11% | 33,7% | 135 | 5,93% | 3,7 |
|
| 2823 |
2823
Asset Dedication LLC
San Francisco,
California
| US$ 310 mi | +US$ 22,6 mi | +8% | 2,77% | 67,8% | 667 | 16,49% | 2 |
|
| 2824 |
2824
MGO One Seven
Beachwood,
Ohio
| US$ 310 mi | +US$ 3,04 mi | +1% | 3,89% | 90,7% | 446 | 15,02% | 1,2 |
|
| 2825 |
2825
Allen Capital Group
Grand Island,
Nebraska
| US$ 310 mi | +US$ 7,14 mi | +2% | 2,43% | 56,9% | 128 | 8,59% | 1,2 |
|