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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
2876
Compass Financial Management
Tampa,
Florida
| US$ 829 mi | – | – | 21,4% | – | 1.545 | – | 0 |
|
| 2877 |
2877
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 829 mi | +US$ 86,4 mi | +12% | 12,9% | 54,6% | 166 | 9,64% | 3,4 |
|
| 2878 |
2878
AdvisorShares Investments
Bethesda,
Maryland
| US$ 828 mi | +US$ 279 mi | +51% | 15,3% | 110% | 333 | 35,14% | 1,4 |
|
| 2879 |
2879
Benchstone Capital Management
New York
| US$ 828 mi | -US$ 31,7 mi | -4% | 33,2% | – | 54 | 61,11% | 0,4 |
|
| 2880 |
2880
Arvest Investments
Lowell,
Arkansas
| US$ 827 mi | +US$ 93,3 mi | +13% | 11,4% | – | 228 | 16,67% | 1,5 |
|
| 2881 |
2881
Cullen Investment Group
Lafayette,
Louisiana
| US$ 827 mi | +US$ 69 mi | +9% | 13,6% | 102% | 188 | 8,51% | 2,1 |
|
| 2882 |
2882
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$ 826 mi | +US$ 50,7 mi | +7% | 11,1% | 77,6% | 142 | 7,04% | 8,8 |
|
| 2883 |
2883
Meridian Wealth Partners
Exton,
Pennsylvania
| US$ 826 mi | +US$ 97,5 mi | +13% | 13,2% | 54,2% | 132 | 15,91% | 3,5 |
|
| 2884 |
2884
Parsifal Capital Management
Greenwich,
Connecticut
| US$ 826 mi | -US$ 23,4 mi | -3% | 29,3% | 154% | 20 | 35% | 1,3 |
|
| 2885 |
2885
Strategic Wealth Investment Group
Louisville,
Kentucky
| US$ 825 mi | +US$ 36,7 mi | +5% | 6,64% | – | 109 | 18,35% | 2,3 |
|
| 2886 |
2886
John G. Ullman & Associates
Corning,
New York
| US$ 824 mi | +US$ 70,1 mi | +9% | 26,3% | 156% | 191 | 14,14% | 4,9 |
|
| 2887 |
2887
Rice Partnership
Honolulu,
Hawaii
| US$ 824 mi | +US$ 92,1 mi | +13% | 22,6% | 123% | 190 | 16,32% | 3,8 |
|
| 2888 |
2888
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 824 mi | +US$ 105 mi | +15% | 13% | 67% | 326 | 19,94% | 1,4 |
|
| 2889 |
2889
Intellus Advisors
Naples,
Florida
| US$ 823 mi | +US$ 91,7 mi | +13% | 17,9% | – | 139 | 13,67% | 1,2 |
|
| 2890 |
2890
McGowan Group Asset Management
Dallas,
Texas
| US$ 823 mi | +US$ 37,8 mi | +5% | 14,2% | 69,8% | 168 | 16,67% | 3,2 |
|
| 2891 |
2891
Hudson Valley Investment Advisors
Goshen,
New York
| US$ 823 mi | +US$ 51,5 mi | +7% | 16,8% | 94,6% | 152 | 10,53% | 7,2 |
|
| 2892 |
2892
Leelyn Smith
Geneva,
Illinois
| US$ 822 mi | +US$ 109 mi | +15% | 20,7% | 77,3% | 165 | 11,52% | 3,5 |
|
| 2893 |
2893
Sirios Capital Management
Boston,
Massachusetts
| US$ 822 mi | -US$ 2,51 mi | -0,3% | 22,5% | 177% | 95 | 24,21% | 1,5 |
|
| 2894 |
2894
Sivia Capital Partners
Mill Valley,
California
| US$ 822 mi | +US$ 306 mi | +59% | 25,9% | – | 608 | 36,35% | 0,9 |
|
| 2895 |
2895
Greenup Street Wealth Management
Ann Arbor,
Michigan
| US$ 822 mi | +US$ 111 mi | +16% | 15,8% | 65,6% | 153 | 24,84% | 1,8 |
|
| 2896 |
2896
Avenir Corporation
Alexandria,
Virginia
| US$ 821 mi | +US$ 238 mil | +0% | 4,1% | 34,4% | 82 | 15,85% | 6 |
|
| 2897 |
2897
Legacy Financial Advisors
Covington,
Kentucky
| US$ 820 mi | +US$ 105 mi | +15% | 19% | 86,3% | 453 | 14,79% | 2,6 |
|
| 2898 |
2898
Capital Advantage
Walnut Creek,
California
| US$ 820 mi | +US$ 54,7 mi | +7% | 11,4% | 49,2% | 161 | 16,77% | 2,7 |
|
| 2899 |
2899
Faithward Advisors
Lancaster,
Pennsylvania
| US$ 819 mi | +US$ 119 mi | +17% | 20,1% | 119% | 354 | 30,51% | 1,8 |
|
| 2900 |
2900
Canal Capital Management
Richmond,
Virginia
| US$ 819 mi | +US$ 79,9 mi | +11% | 13,2% | 67,8% | 243 | 24,28% | 3,7 |
|