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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
2976
Dock Street Asset Management
Palm Beach,
Florida
| US$ 230 mi | +US$ 16,1 mi | +8% | 7,16% | 175% | 46 | 8,7% | 2,5 |
|
| 2977 |
2977
BSW Wealth Partners
Boulder,
Colorado
| US$ 229 mi | +US$ 9,8 mi | +4% | 4,16% | 75,4% | 95 | 17,89% | 2,2 |
|
| 2978 |
2978
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$ 229 mi | +US$ 4,17 mi | +2% | 4,41% | 109% | 133 | 7,52% | 2,8 |
|
| 2979 |
WC
2979
Whitnell & Co
Oak Brook,
Illinois
| US$ 229 mi | +US$ 3,43 mi | +2% | 2,85% | 36,6% | 240 | 5% | 3,5 |
|
| 2980 |
2980
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$ 229 mi | +US$ 28 mi | +14% | 5,16% | 168% | 276 | 22,46% | 1,7 |
|
| 2981 |
2981
Chubb Ltd
Zurich,
Switzerland
| US$ 229 mi | -US$ 6,06 mi | -3% | 3,33% | 64,2% | 21 | 4,76% | 1,5 |
|
| 2982 |
2982
Schnieders Capital Management
Pasadena,
California
| US$ 229 mi | +US$ 13,8 mi | +6% | 3,88% | 103% | 158 | 8,23% | 2,6 |
|
| 2983 |
2983
Financial Management Professionals
Austin,
Texas
| US$ 228 mi | +US$ 7,81 mi | +4% | 4,18% | 62,1% | 310 | 15,16% | 2,8 |
|
| 2984 |
2984
Tarbox Family Office
Newport Beach,
California
| US$ 228 mi | +US$ 25,3 mi | +12% | 4,32% | 60,5% | 641 | 9,36% | 2,8 |
|
| 2985 |
NAMP
2985
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$ 228 mi | +US$ 5,88 mi | +3% | 4,32% | 73,1% | 110 | 7,27% | 3,2 |
|
| 2986 |
2986
Ashburton (Jersey)
St Helier,
Jersey
| US$ 228 mi | +US$ 52,1 mi | +30% | 3,44% | – | 89 | 49,44% | 0,8 |
|
| 2987 |
2987
Proffitt & Goodson
Knoxville,
Tennessee
| US$ 228 mi | +US$ 4 mi | +2% | 4,07% | 48,5% | 50 | 4% | 2,8 |
|
| 2988 |
2988
PVG Asset Management
Golden,
Colorado
| US$ 228 mi | -US$ 37,3 mi | -14% | 0,41% | – | 84 | 32,14% | 1 |
|
| 2989 |
KS
2989
Karpas Strategies
Litchfield,
Connecticut
| US$ 228 mi | +US$ 6,08 mi | +3% | 2,83% | 16,1% | 126 | 6,35% | 3,5 |
|
| 2990 |
2990
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$ 228 mi | +US$ 4,56 mi | +2% | 3,42% | 147% | 189 | 21,69% | 2,5 |
|
| 2991 |
2991
Francisco Partners Management
San Francisco,
California
| US$ 227 mi | -US$ 97 mi | -30% | 21,4% | 14,3% | 5 | 0% | 1,6 |
|
| 2992 |
2992
Kingsview Wealth Management
Grants Pass,
Oregon
| US$ 227 mi | +US$ 33,1 mi | +17% | 4,46% | 71,5% | 433 | 34,87% | 0,3 |
|
| 2993 |
MPEM
2993
Marathon Partners Equity Management
New York
| US$ 227 mi | +US$ 9,1 mi | +4% | 6,01% | – | 35 | 17,14% | 2,3 |
|
| 2994 |
2994
HT Partners
Centerbrook,
Connecticut
| US$ 227 mi | +US$ 5,73 mi | +3% | 3,6% | 71,1% | 22 | 4,55% | 2,2 |
|
| 2995 |
2995
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$ 227 mi | -US$ 1,14 mi | -0,5% | 3,35% | 17,7% | 308 | 13,64% | 2,3 |
|
| 2996 |
KSA
2996
Ken Stern & Associates
San Diego,
California
| US$ 226 mi | +US$ 7,02 mi | +3% | 2,53% | 39,4% | 119 | 8,4% | 1,4 |
|
| 2997 |
2997
Roble Belko & Company
Sewickley,
Pennsylvania
| US$ 226 mi | +US$ 17,2 mi | +8% | 3,68% | 53,3% | 324 | 11,73% | 1,7 |
|
| 2998 |
2998
St Louis Trust
Saint Louis,
Missouri
| US$ 226 mi | +US$ 8,33 mi | +4% | 4,52% | 71,4% | 54 | 1,85% | 1,6 |
|
| 2999 |
2999
Montgomery Investment Management
Rockville,
Maryland
| US$ 225 mi | +US$ 6,55 mi | +3% | 7,27% | 98,4% | 96 | 3,13% | 3,1 |
|
| 3000 |
3000
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 225 mi | +US$ 18,1 mi | +9% | 3,43% | 54,5% | 89 | 17,98% | 2,1 |
|