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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
Wellington Shields Capital Management
New York
| US$ 575 mi | +US$ 26 mi | +5% | 6,77% | 137% | 327 | 10,4% | 4,9 |
|
| 2952 |
2952
Faithward Advisors
Lancaster,
Pennsylvania
| US$ 575 mi | +US$ 21,7 mi | +4% | 6,41% | 119% | 290 | 16,55% | 1,7 |
|
| 2953 |
2953
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| US$ 575 mi | +US$ 76,2 mi | +15% | 5,84% | 54,9% | 204 | 17,65% | 1 |
|
| 2954 |
2954
Paradice Investment Management
Denver,
Colorado
| US$ 575 mi | +US$ 9,05 mi | +2% | 11% | 72,2% | 29 | 17,24% | 4,3 |
|
| 2955 |
NG
2955
Northstar Group
New York
| US$ 574 mi | +US$ 45,1 mi | +9% | 7,38% | 63,9% | 161 | 11,18% | 5,7 |
|
| 2956 |
2956
Columbia Asset Management
Ann Arbor,
Michigan
| US$ 574 mi | +US$ 37,4 mi | +7% | 9,02% | 94,1% | 180 | 6,11% | 6,2 |
|
| 2957 |
2957
Essex Investment Management
Boston,
Massachusetts
| US$ 574 mi | +US$ 39 mi | +7% | 15,9% | 370% | 332 | 18,07% | 3,6 |
|
| 2958 |
AC
2958
AMS Capital
Sao Paulo,
Brazil
| US$ 574 mi | +US$ 95,5 mi | +20% | 4,82% | 63,1% | 20 | 20% | 1,2 |
|
| 2959 |
WPI
2959
Walter Public Investments
Westmount,
Canada
| US$ 573 mi | +US$ 50,7 mi | +10% | 6,1% | 72,7% | 44 | 9,09% | 1,7 |
|
| 2960 |
2960
Brasada Capital Management
Houston,
Texas
| US$ 573 mi | -US$ 430 mil | -0,1% | 6,77% | 76,5% | 155 | 24,52% | 2,4 |
|
| 2961 |
2961
Sora Investors
Bryn Mawr,
Pennsylvania
| US$ 573 mi | +US$ 30,2 mi | +6% | 8,01% | 179% | 80 | 62,5% | 0,4 |
|
| 2962 |
2962
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$ 573 mi | +US$ 45,3 mi | +9% | 6,09% | 52,1% | 122 | 13,11% | 2 |
|
| 2963 |
2963
GC Wealth Management RIA
Cambridge,
Massachusetts
| US$ 573 mi | +US$ 66,1 mi | +13% | 6,45% | – | 308 | 16,88% | 0,6 |
|
| 2964 |
2964
CFM Wealth Partners
Austin,
Texas
| US$ 573 mi | +US$ 28,2 mi | +5% | 5,22% | 152% | 151 | 8,61% | 3,4 |
|
| 2965 |
2965
Peninsula Wealth
San Francisco,
California
| US$ 572 mi | +US$ 37,5 mi | +7% | 5,26% | 30% | 104 | 14,42% | 2,2 |
|
| 2966 |
2966
Mitchell Capital Management
Leawood,
Kansas
| US$ 572 mi | +US$ 4,3 mi | +0,8% | 4,39% | 234% | 126 | 23,02% | 3,7 |
|
| 2967 |
2967
Cannon Financial Strategists
Athens,
Georgia
| US$ 572 mi | +US$ 47,6 mi | +9% | 6,37% | 56,7% | 101 | 11,88% | 3 |
|
| 2968 |
2968
Great Mountain Partners
New Haven,
Connecticut
| US$ 572 mi | -US$ 254 mi | -31% | 6,76% | 95,3% | 2 | 0% | 3,3 |
|
| 2969 |
VHMC
2969
Value Holdings Management Company
Hampton Bays,
New York
| US$ 572 mi | +US$ 24,9 mi | +5% | 6,55% | 125% | 32 | 6,25% | 6,4 |
|
| 2970 |
2970
Capital Insight Partners
Scottsdale,
Arizona
| US$ 571 mi | +US$ 41,4 mi | +8% | 5,52% | 51,7% | 163 | 7,36% | 3,5 |
|
| 2971 |
2971
GR Financial Group
Tucson,
Arizona
| US$ 571 mi | +US$ 118 mi | +26% | 5,45% | 75,4% | 19 | 26,32% | 1,1 |
|
| 2972 |
AMG
2972
Asset Management Group
Stamford,
Connecticut
| US$ 571 mi | +US$ 34,2 mi | +6% | 6,69% | 57% | 137 | 5,11% | 7,6 |
|
| 2973 |
2973
Destiny Wealth Partners
Tavares,
Florida
| US$ 570 mi | +US$ 13,8 mi | +2% | 4,39% | 63,7% | 165 | 8,48% | 2,4 |
|
| 2974 |
2974
Alpine Woods Capital Investors
Purchase,
New York
| US$ 570 mi | -US$ 78,3 mi | -12% | 7,43% | 105% | 189 | 18,52% | 4,6 |
|
| 2975 |
2975
Cigna Investments
Bloomfield,
Connecticut
| US$ 568 mi | +US$ 27,5 mi | +5% | 7,09% | 154% | 477 | 8,81% | 5,6 |
|