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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
Nexpoint Asset Management
Dallas,
Texas
| US$ 458 mi | +US$ 75,3 mi | +20% | 14,8% | 253% | 247 | 65,99% | 0,5 |
|
| 3002 |
3002
McMorgan & Co
San Francisco,
California
| US$ 458 mi | – | – | 3,43% | 30,1% | 39 | – | 0 |
|
| 3003 |
3003
Minot Wealth Management
Westwood,
Massachusetts
| US$ 458 mi | +US$ 66 mi | +17% | 8,63% | – | 233 | 26,61% | 0,9 |
|
| 3004 |
T
3004
TRUADVICE
Sarasota,
Florida
| US$ 458 mi | +US$ 120 mi | +35% | 5,73% | 21,6% | 327 | 24,77% | 0,5 |
|
| 3005 |
3005
Parkman Healthcare Partners
Stamford,
Connecticut
| US$ 457 mi | +US$ 26,6 mi | +6% | 11,2% | 306% | 99 | 33,33% | 0,7 |
|
| 3006 |
3006
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$ 457 mi | +US$ 28,8 mi | +7% | 7,23% | 47,2% | 1.694 | 8,68% | 0,8 |
|
| 3007 |
3007
Oberweis Asset Management
Lisle,
Illinois
| US$ 456 mi | -US$ 32,4 mi | -7% | 20,9% | 485% | 201 | 34,33% | 1,3 |
|
| 3008 |
3008
Mitchell Capital Management
Leawood,
Kansas
| US$ 456 mi | +US$ 45,9 mi | +11% | 10,7% | 219% | 159 | 9,43% | 2,3 |
|
| 3009 |
3009
Rush Island Management
New York
| US$ 456 mi | +US$ 156 mi | +52% | 14,6% | 15,5% | 30 | 56,67% | 0,5 |
|
| 3010 |
CIA
3010
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$ 455 mi | +US$ 41,5 mi | +10% | 8,71% | 100% | 78 | 2,56% | 4,7 |
|
| 3011 |
3011
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$ 455 mi | +US$ 22,4 mi | +5% | 19% | 36,7% | 5 | 0% | 2,7 |
|
| 3012 |
3012
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$ 455 mi | +US$ 43,9 mi | +11% | 7,08% | 24,6% | 1.033 | 11,04% | 0,8 |
|
| 3013 |
3013
XML Financial
Bethesda,
Maryland
| US$ 455 mi | +US$ 44,3 mi | +11% | 6,07% | 69,5% | 231 | 9,09% | 1,1 |
|
| 3014 |
3014
Marquette Asset Management
Minneapolis,
Minnesota
| US$ 454 mi | +US$ 40,3 mi | +10% | 8,11% | 69,6% | 255 | 12,94% | 2,5 |
|
| 3015 |
3015
Carrhae Capital
London,
United Kingdom
| US$ 454 mi | +US$ 96,8 mi | +27% | 3,98% | 182% | 20 | 60% | 0,5 |
|
| 3016 |
RTS
3016
Round Table Services
Westfield,
New Jersey
| US$ 454 mi | +US$ 41 mi | +10% | 5,97% | 16,1% | 138 | 19,57% | 2,4 |
|
| 3017 |
3017
Well Done LLC
Holland,
Michigan
| US$ 454 mi | +US$ 18,2 mi | +4% | 5,61% | 80,4% | 182 | 12,09% | 2,4 |
|
| 3018 |
3018
Golden State Wealth Management
Santa Ana,
California
| US$ 454 mi | +US$ 150 mi | +50% | 6,92% | – | 313 | 38,34% | 0,7 |
|
| 3019 |
MWM
3019
Madison Wealth Management
Cincinnati,
Ohio
| US$ 453 mi | +US$ 44,8 mi | +11% | 9,81% | 35,1% | 147 | 7,48% | 1,2 |
|
| 3020 |
WC
3020
Walthausen & Co
Malta,
New York
| US$ 453 mi | -US$ 21,4 mi | -5% | 3,68% | 63,3% | 158 | 18,99% | 2,1 |
|
| 3021 |
3021
Live Oak Private Wealth
Wilmington,
North Carolina
| US$ 453 mi | +US$ 45,6 mi | +11% | 5,53% | 65% | 165 | 7,88% | 1 |
|
| 3022 |
3022
Aveo Capital Partners
Englewood,
Colorado
| US$ 453 mi | +US$ 55,7 mi | +14% | 5,7% | 19,1% | 280 | 23,21% | 0,7 |
|
| 3023 |
3023
KLCM Advisors
Milwaukee,
Wisconsin
| US$ 452 mi | +US$ 11 mi | +3% | 2,63% | 122% | 119 | 17,65% | 3,6 |
|
| 3024 |
3024
Farmers Trust Company
Youngstown,
Ohio
| US$ 452 mi | +US$ 17,5 mi | +4% | 7,01% | 73,5% | 174 | 7,47% | 4,4 |
|
| 3025 |
BCP
3025
Berylson Capital Partners
Boston,
Massachusetts
| US$ 451 mi | +US$ 40,4 mi | +10% | 4,97% | 57,7% | 75 | 46,67% | 0,4 |
|