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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2901 |
2901
Formidable Asset Management
Cincinnati,
Ohio
| US$ 229 mi | +US$ 31,4 mi | +16% | 5,8% | 52,2% | 215 | 25,12% | 1,9 |
|
| 2902 |
TLCM
2902
Tiger Legatus Capital Management
New York
| US$ 229 mi | -US$ 41,5 mi | -15% | 13,3% | 19,1% | 18 | 50% | 0,9 |
|
| 2903 |
2903
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$ 229 mi | +US$ 1,54 mi | +0,7% | 3,42% | 71,4% | 149 | 13,42% | 1,4 |
|
| 2904 |
2904
Oceanic Investment Management
Douglas,
Isle Of Man
| US$ 229 mi | -US$ 9,1 mi | -4% | 11,5% | – | 38 | 50% | 0,6 |
|
| 2905 |
2905
Proficio Capital Partners
Newton,
Massachusetts
| US$ 229 mi | -US$ 7,01 mi | -3% | 5,56% | 97% | 1.425 | 23,02% | 0,8 |
|
| 2906 |
2906
Moller Wealth Partners
| US$ 229 mi | +US$ 26 mi | +13% | 4,41% | 44,1% | 45 | 6,67% | 2,8 |
|
| 2907 |
2907
Univest Financial
Souderton,
Pennsylvania
| US$ 229 mi | -US$ 7,55 mi | -3% | 4,82% | 82,6% | 105 | 17,14% | 2,7 |
|
| 2908 |
SCM
2908
Stonehill Capital Management
New York
| US$ 228 mi | +US$ 30,9 mi | +16% | 15,5% | 117% | 21 | 42,86% | 0,8 |
|
| 2909 |
BA
2909
BKS Advisors
Southfield,
Michigan
| US$ 228 mi | +US$ 15,6 mi | +7% | 7,78% | 58% | 212 | 18,4% | 1,2 |
|
| 2910 |
IAA
2910
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$ 228 mi | -US$ 138 mi | -38% | 8,7% | 49,3% | 158 | 60,13% | 1,8 |
|
| 2911 |
JIM
2911
JB Investments Management
Phoenixville,
Pennsylvania
| US$ 228 mi | +US$ 19,5 mi | +9% | 9,34% | – | 1 | 0% | 0,3 |
|
| 2912 |
2912
Orgel Wealth Management
Altoona,
Wisconsin
| US$ 228 mi | +US$ 72,9 mi | +47% | 6% | 39,6% | 31 | 45,16% | 0,6 |
|
| 2913 |
2913
Quadrant Capital Group
Cincinnati,
Ohio
| US$ 228 mi | +US$ 28,2 mi | +14% | 5,54% | 118% | 2.261 | 10,08% | 1,2 |
|
| 2914 |
2914
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 228 mi | +US$ 11,3 mi | +5% | 7,01% | 17,7% | 325 | 14,77% | 2,1 |
|
| 2915 |
2915
Goldstein Munger & Associates
San Ramon,
California
| US$ 227 mi | +US$ 2,99 mi | +1% | 5,39% | 11,9% | 43 | 20,93% | 2,4 |
|
| 2916 |
2916
Buffington Mohr McNeal
Boise,
Idaho
| US$ 227 mi | -US$ 34,5 mi | -13% | 4,9% | 29,3% | 185 | 48,11% | 1,6 |
|
| 2917 |
2917
Edgestream Partners
Princeton,
New Jersey
| US$ 227 mi | +US$ 179 mi | +371% | 9,68% | 41,7% | 148 | 54,05% | 0,4 |
|
| 2918 |
2918
Rowlandmiller & Partners
Atlanta,
Georgia
| US$ 227 mi | +US$ 5,75 mi | +3% | 2,96% | 84% | 130 | 8,46% | 1,9 |
|
| 2919 |
2919
Sky Investment Group
Hartford,
Connecticut
| US$ 227 mi | +US$ 11,1 mi | +5% | 4,69% | 68% | 95 | 11,58% | 2,4 |
|
| 2920 |
WIP
2920
Wellesley Investment Partners
Wellesley,
Massachusetts
| US$ 226 mi | +US$ 19,9 mi | +10% | 3,96% | 22,7% | 115 | 10,43% | 1 |
|
| 2921 |
SD
2921
Sumway Development
Shanghai,
China
| US$ 226 mi | +US$ 5,42 mi | +2% | 21,9% | – | 11 | 18,18% | 0,8 |
|
| 2922 |
2922
Filament
Seattle,
Washington
| US$ 226 mi | +US$ 14,7 mi | +7% | 5,77% | 46,9% | 35 | 8,57% | 2,5 |
|
| 2923 |
2923
Rikoon Group
Santa Fe,
New Mexico
| US$ 226 mi | -US$ 951 mil | -0,4% | 4,84% | 63,3% | 176 | 9,09% | 0,4 |
|
| 2924 |
CT
2924
Chicago Trust
Grayslake,
Illinois
| US$ 226 mi | -US$ 4,35 mi | -2% | 3,74% | 85,9% | 169 | 13,61% | 1,7 |
|
| 2925 |
2925
Tandem Investment Advisors
Charleston,
South Carolina
| US$ 226 mi | +US$ 18,6 mi | +9% | 4,33% | 10,4% | 57 | 10,53% | 0,2 |
|