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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
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 403 mi | +US$ 13,8 mi | +4% | 2,97% | 24,5% | 48 | 43,75% | 4,4 |
|
| 3002 |
3002
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 402 mi | +US$ 24,9 mi | +7% | 9,16% | 104% | 229 | 8,73% | 3,5 |
|
| 3003 |
3003
Mason Street Advisors
Milwaukee,
Wisconsin
| US$ 402 mi | +US$ 57,2 mi | +17% | 6,59% | 32% | 9 | 0% | 4,2 |
|
| 3004 |
3004
Journey Advisory Group
Covington,
Kentucky
| US$ 402 mi | +US$ 10 mi | +3% | 11% | 74,9% | 248 | 15,73% | 1,5 |
|
| 3005 |
3005
Bell Investment Advisors
Oakland,
California
| US$ 402 mi | +US$ 79,6 mi | +25% | 6,96% | 45% | 2.085 | 16,4% | 1 |
|
| 3006 |
3006
Luminus Management
Houston,
Texas
| US$ 401 mi | +US$ 115 mi | +40% | 12% | 8,7% | 33 | 60,61% | 1,5 |
|
| 3007 |
PWW
3007
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$ 401 mi | +US$ 26,3 mi | +7% | 10,9% | 70,9% | 173 | 8,09% | 5,7 |
|
| 3008 |
CT
3008
Chicago Trust
Grayslake,
Illinois
| US$ 401 mi | +US$ 15,3 mi | +4% | 11% | 96,7% | 317 | 11,67% | 3,5 |
|
| 3009 |
3009
Burleson & Co
Petaluma,
California
| US$ 401 mi | -US$ 64,4 mi | -14% | 3,32% | 49,1% | 465 | 15,05% | 1,9 |
|
| 3010 |
3010
Polunin Capital Partners
London,
United Kingdom
| US$ 401 mi | +US$ 114 mi | +40% | 30,3% | 268% | 23 | 26,09% | 0,6 |
|
| 3011 |
HA
3011
Harbor Advisors
West Palm Beach,
Florida
| US$ 401 mi | +US$ 28,9 mi | +8% | 10,5% | 125% | 171 | 7,02% | 4 |
|
| 3012 |
3012
GPI Capital
New York
| US$ 400 mi | +US$ 9,43 mi | +2% | 5,22% | 261% | 7 | 14,29% | 1,5 |
|
| 3013 |
HM
3013
HCEP Management
Hong Kong
| US$ 400 mi | +US$ 272 mi | +212% | 1,17% | 182% | 7 | 42,86% | 0,7 |
|
| 3014 |
3014
Alpha Capital Management
Austin,
Texas
| US$ 400 mi | +US$ 22,8 mi | +6% | 8,08% | 88% | 106 | 4,72% | 3,7 |
|
| 3015 |
BDWCC
3015
B&D White Capital Company
Lakeway,
Texas
| US$ 400 mi | +US$ 133 mi | +50% | 3,15% | 44,2% | 123 | 70,73% | 0,4 |
|
| 3016 |
3016
Orion Resource Partners (USA)
New York
| US$ 400 mi | – | – | 20,5% | – | 3 | – | 0 |
|
| 3017 |
CFMC
3017
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 400 mi | -US$ 2,42 mi | -0,6% | 7,54% | 69,6% | 182 | 8,79% | 6,1 |
|
| 3018 |
3018
Domani Wealth
Lancaster,
Pennsylvania
| US$ 400 mi | +US$ 58,5 mi | +17% | 7,93% | 48,6% | 118 | 15,25% | 4,7 |
|
| 3019 |
3019
Advanced Asset Management Advisors
Dublin,
Ohio
| US$ 400 mi | +US$ 34,3 mi | +9% | 9,31% | 93,6% | 246 | 63,01% | 1,3 |
|
| 3020 |
3020
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 399 mi | +US$ 29,3 mi | +8% | 5,77% | 14,7% | 31 | 38,71% | 2,3 |
|
| 3021 |
3021
Vector Capital Management
San Francisco,
California
| US$ 399 mi | +US$ 85,5 mi | +27% | 25,6% | 42,7% | 6 | 0% | 1,3 |
|
| 3022 |
CI
3022
CPMG Inc
Dallas,
Texas
| US$ 398 mi | -US$ 112 mi | -22% | 25,6% | 878% | 4 | 0% | 3,3 |
|
| 3023 |
3023
Sugarloaf Wealth Management
Duluth,
Georgia
| US$ 398 mi | +US$ 7,57 mi | +2% | 5,79% | 10,2% | 906 | 20,97% | 2,2 |
|
| 3024 |
3024
Iowa State Bank
Urbandale,
Iowa
| US$ 398 mi | +US$ 46,4 mi | +13% | 12,2% | 85,7% | 127 | 21,26% | 5 |
|
| 3025 |
NFAM
3025
North Fourth Asset Management
Englewood Cliffs,
New Jersey
| US$ 398 mi | +US$ 3,76 mi | +1% | 14,8% | 104% | 108 | 79,63% | 0,2 |
|