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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Advisory Services Network
Atlanta,
Georgia
| US$ 116 mi | -US$ 6,5 mi | -5% | 4,14% | 105% | 88 | 36,36% | 0,2 |
|
| 3002 |
FA
3002
Financial Advantage
Columbia,
Maryland
| US$ 116 mi | +US$ 841 mil | +0,7% | 3,75% | 24,3% | 243 | 12,35% | 0,2 |
|
| 3003 |
PFM
3003
PacWest Financial Management
Phoenix,
Arizona
| US$ 116 mi | +US$ 10,7 mi | +10% | 3,73% | 19,2% | 94 | 13,83% | 0,2 |
|
| 3004 |
CCP
3004
Centaur Capital Partners
Southlake,
Texas
| US$ 116 mi | +US$ 26,3 mi | +29% | 1,15% | 48,5% | 43 | 55,81% | 0,1 |
|
| 3005 |
3005
Formidable Asset Management
Cincinnati,
Ohio
| US$ 116 mi | – | – | 7,5% | 52,2% | 482 | – | 0 |
|
| 3006 |
3006
CoreCommodity Management
Stamford,
Connecticut
| US$ 116 mi | – | – | 4,19% | 65,8% | 94 | – | 0 |
|
| 3007 |
THCM
3007
Tipp Hill Capital Management
New York
| US$ 115 mi | -US$ 11 mi | -9% | 4,67% | 1,13% | 33 | 51,52% | 0,2 |
|
| 3008 |
3008
First Citizens Bancorporation
Columbia,
South Carolina
| US$ 115 mi | +US$ 6,08 mi | +6% | 4,83% | – | 104 | 16,35% | 0,2 |
|
| 3009 |
3009
Afton Capital Management
Charlotte,
North Carolina
| US$ 115 mi | +US$ 7,2 mi | +7% | 19% | – | 37 | 21,62% | 0,2 |
|
| 3010 |
3010
WrapManager Inc
Mill Valley,
California
| US$ 115 mi | +US$ 17,8 mi | +18% | 4,84% | 64,6% | 54 | 12,96% | 0,2 |
|
| 3011 |
3011
BSW Wealth Partners
Boulder,
Colorado
| US$ 115 mi | +US$ 1,1 mi | +1% | 7,71% | 75,4% | 51 | 17,65% | 0,2 |
|
| 3012 |
3012
Trees Investment Counsel
Chicago,
Illinois
| US$ 115 mi | +US$ 5,83 mi | +5% | 6,93% | – | 67 | 34,33% | 0,2 |
|
| 3013 |
3013
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 115 mi | -US$ 20,5 mi | -15% | 5% | 83,6% | 497 | 76,26% | 0,3 |
|
| 3014 |
MAS
3014
Madden Advisory Services
Jacksonville,
Florida
| US$ 115 mi | -US$ 6,97 mi | -6% | 3,36% | 52,3% | 333 | 20,42% | 0,2 |
|
| 3015 |
3015
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 115 mi | +US$ 8,86 mi | +8% | 4,96% | 70,6% | 159 | 8,18% | 0,2 |
|
| 3016 |
3016
Sandell Investment Services
New York
| US$ 114 mi | +US$ 28,2 mi | +33% | 11,8% | – | 35 | 62,86% | 0,1 |
|
| 3017 |
3017
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 114 mi | +US$ 7,11 mi | +7% | 6,31% | 52,1% | 80 | 10% | 0,2 |
|
| 3018 |
3018
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| US$ 114 mi | -US$ 23,6 mi | -17% | 14,3% | 19% | 74 | 56,76% | 0,2 |
|
| 3019 |
3019
Adirondack Trust Company
Saratoga Springs,
New York
| US$ 114 mi | +US$ 3,66 mi | +3% | 3,82% | 96,7% | 317 | 6,31% | 0,2 |
|
| 3020 |
3020
Elite Wealth Management
Kirkland,
Washington
| US$ 113 mi | +US$ 45,4 mi | +67% | 3,66% | 142% | 516 | 52,33% | 0,1 |
|
| 3021 |
SFM
3021
Signature Financial Management
Norfolk,
Virginia
| US$ 113 mi | -US$ 33,1 mi | -23% | 3,08% | 20,8% | 88 | 27,27% | 0,2 |
|
| 3022 |
3022
Myriad Asset Management
North Point,
Hong Kong
| US$ 113 mi | +US$ 26,2 mi | +30% | 17,4% | 149% | 16 | 62,5% | 0,1 |
|
| 3023 |
BSWMG
3023
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$ 113 mi | -US$ 8,85 mi | -7% | 5,88% | 17,9% | 101 | 21,78% | 0,2 |
|
| 3024 |
3024
Summit Asset Management
Memphis,
Tennessee
| US$ 113 mi | +US$ 9,39 mi | +9% | 3,56% | 48,9% | 84 | 7,14% | 0,2 |
|
| 3025 |
3025
Detwiler Fenton Investment Management
Boston,
Massachusetts
| US$ 113 mi | +US$ 14,2 mi | +14% | 11,5% | – | 129 | 35,66% | 0,2 |
|