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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Spirit of America Management Corp
Syosset,
New York
| US$ 444 mi | -US$ 3,5 mi | -0,8% | 3,18% | 113% | 243 | 5,76% | 5,5 |
|
| 3027 |
3027
PAX Financial Group
San Antonio,
Texas
| US$ 442 mi | +US$ 25,2 mi | +6% | 3,79% | 56% | 204 | 8,82% | 1,9 |
|
| 3028 |
3028
Occidental Asset Management
Burlingame,
California
| US$ 442 mi | +US$ 40,7 mi | +10% | 6,85% | 82,5% | 237 | 22,78% | 3,3 |
|
| 3029 |
HP
3029
Hound Partners
New York
| US$ 441 mi | +US$ 43,4 mi | +11% | 3,41% | 19,7% | 18 | 33,33% | 1,5 |
|
| 3030 |
XXIP
3030
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| US$ 441 mi | +US$ 360 mi | +447% | 40,7% | 66,6% | 1 | 0% | 1,5 |
|
| 3031 |
3031
TRB Advisors
New York
| US$ 441 mi | +US$ 226 mi | +105% | 10,9% | 64% | 9 | 44,44% | 4,3 |
|
| 3032 |
3032
Montecito Bank & Trust
Santa Barbara,
California
| US$ 440 mi | +US$ 20,9 mi | +5% | 6,12% | – | 238 | 4,62% | 5,5 |
|
| 3033 |
3033
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$ 440 mi | +US$ 33,5 mi | +8% | 5,05% | 149% | 135 | 5,93% | 5,1 |
|
| 3034 |
3034
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$ 439 mi | +US$ 19,8 mi | +5% | 3,05% | 58,2% | 70 | 10% | 2,4 |
|
| 3035 |
3035
Fort Sheridan Advisors
Highland Park,
Illinois
| US$ 438 mi | +US$ 44,4 mi | +11% | 7,71% | 109% | 209 | 8,61% | 2,5 |
|
| 3036 |
3036
Human Investing
Lake Oswego,
Oregon
| US$ 438 mi | +US$ 26,3 mi | +6% | 4,12% | 56,9% | 108 | 16,67% | 2,4 |
|
| 3037 |
3037
Marcho Partners
London,
United Kingdom
| US$ 438 mi | +US$ 15,3 mi | +4% | 16,2% | 115% | 14 | 21,43% | 1,7 |
|
| 3038 |
3038
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$ 438 mi | +US$ 49 mi | +13% | 4,64% | 61,6% | 154 | 11,69% | 0,4 |
|
| 3039 |
SHFP
3039
Second Half Financial Partners
Sebring,
Florida
| US$ 438 mi | +US$ 269 mi | +160% | 3,1% | 36,8% | 153 | 76,47% | 0,2 |
|
| 3040 |
3040
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 438 mi | -US$ 49,1 mi | -10% | 1,06% | 55% | 118 | 7,63% | 3,2 |
|
| 3041 |
3041
Mitchell Capital Management
Leawood,
Kansas
| US$ 437 mi | +US$ 34,2 mi | +8% | 11% | 219% | 121 | 5,79% | 3,6 |
|
| 3042 |
BPIM
3042
Brant Point Investment Management
New York
| US$ 437 mi | -US$ 163 mi | -27% | 8,96% | 169% | 93 | 34,41% | 3,4 |
|
| 3043 |
KPF
3043
K2 Principal Fund
Toronto,
Ontario, Canada
| US$ 437 mi | -US$ 289 mi | -40% | 2,96% | 76,5% | 349 | 60,46% | 0,5 |
|
| 3044 |
3044
Affinity Wealth Management
Wilmington,
Delaware
| US$ 436 mi | +US$ 10,5 mi | +2% | 6,49% | 116% | 122 | 27,87% | 2 |
|
| 3045 |
3045
Galibier Capital Management
Toronto,
Ontario, Canada
| US$ 436 mi | +US$ 13,1 mi | +3% | 1,34% | 66,8% | 40 | 12,5% | 2,5 |
|
| 3046 |
3046
Longfellow Investment Management
Boston,
Massachusetts
| US$ 435 mi | -US$ 1,58 mi | -0,4% | 3,02% | 45,9% | 311 | 24,76% | 1,6 |
|
| 3047 |
ECM
3047
EagleClaw Capital Management
Boston,
Massachusetts
| US$ 435 mi | +US$ 10,6 mi | +3% | 4,84% | 104% | 130 | 6,92% | 5,9 |
|
| 3048 |
PWW
3048
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$ 435 mi | +US$ 25,4 mi | +6% | 6% | 70,9% | 180 | 7,22% | 5,8 |
|
| 3049 |
3049
Permanens Capital
New York
| US$ 434 mi | -US$ 26,7 mi | -6% | 5,59% | 76,9% | 43 | 51,16% | 2,6 |
|
| 3050 |
3050
Glen Eagle Advisors
Kingston,
New Jersey
| US$ 434 mi | +US$ 35,5 mi | +9% | 7,44% | 68,5% | 1.141 | 12,01% | 3,5 |
|