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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Doliver Advisors
Houston,
Texas
| US$ 239 mi | +US$ 9,24 mi | +4% | 4,5% | 92,3% | 393 | 37,15% | 0,8 |
|
| 3102 |
3102
Tradewinds Capital Management
Bellingham,
Washington
| US$ 239 mi | +US$ 15,5 mi | +7% | 3,91% | 85,2% | 718 | 12,26% | 2,8 |
|
| 3103 |
3103
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$ 238 mi | +US$ 3,91 mi | +2% | 2,47% | 78,3% | 202 | 10,89% | 3,4 |
|
| 3104 |
3104
CNO Financial Group
Carmel,
Indiana
| US$ 238 mi | -US$ 121 mi | -34% | 1,24% | – | 22 | 31,82% | 0,5 |
|
| 3105 |
3105
Symmetry Partners
Glastonbury,
Connecticut
| US$ 238 mi | +US$ 3,06 mi | +1% | 0,2% | 58,5% | 36 | 11,11% | 1,4 |
|
| 3106 |
3106
New Silk Road Investment
Singapore
| US$ 238 mi | +US$ 24,5 mi | +11% | 1,3% | 21,2% | 10 | 50% | 0,8 |
|
| 3107 |
3107
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 238 mi | +US$ 2,88 mi | +1% | 2,49% | 75,5% | 194 | 7,73% | 1,9 |
|
| 3108 |
3108
Chubb Ltd
Zurich,
Switzerland
| US$ 238 mi | +US$ 7,98 mi | +3% | 3,68% | 64,2% | 21 | 4,76% | 2 |
|
| 3109 |
3109
Prime Capital Investment Advisors
Overland Park,
Kansas
| US$ 238 mi | +US$ 96,7 mi | +68% | 0,78% | 78,7% | 386 | 46,63% | 0,3 |
|
| 3110 |
3110
Icon Wealth Partners
Houston,
Texas
| US$ 238 mi | +US$ 51,3 mi | +27% | 4,21% | – | 841 | 70,27% | 0,1 |
|
| 3111 |
3111
Covenant Multifamily Offices
San Antonio,
Texas
| US$ 238 mi | +US$ 71 mi | +43% | 0,57% | 38,3% | 52 | 23,08% | 1,1 |
|
| 3112 |
3112
Cutler Capital Management
Worcester,
Massachusetts
| US$ 237 mi | -US$ 9,7 mi | -4% | 3,03% | 39,7% | 103 | 16,5% | 2,2 |
|
| 3113 |
3113
Ferris Capital
Marlborough,
Massachusetts
| US$ 237 mi | -US$ 10,4 mi | -4% | 2,83% | 67% | 730 | 7,81% | 0,4 |
|
| 3114 |
3114
Oakwood Capital Management
Los Angeles,
California
| US$ 237 mi | +US$ 3,02 mi | +1% | 3,57% | 72,7% | 48 | 6,25% | 2,8 |
|
| 3115 |
3115
Versant Capital Management
Phoenix,
Arizona
| US$ 237 mi | -US$ 4,87 mi | -2% | 0,67% | 97,3% | 1.754 | 4,45% | 2,1 |
|
| 3116 |
3116
Rainier Group Investment Advisory
Bellevue,
Washington
| US$ 237 mi | +US$ 18,6 mi | +9% | 2,46% | 41,4% | 47 | 23,4% | 1,3 |
|
| 3117 |
3117
HSG Holding
Na,
Hong Kong
| US$ 237 mi | -US$ 101 mi | -30% | 6,44% | 2,94% | 6 | 33,33% | 3,2 |
|
| 3118 |
3118
Portland Hill Asset Management
London,
United Kingdom
| US$ 237 mi | +US$ 9,02 mi | +4% | 4,74% | 30,2% | 21 | 4,76% | 1,3 |
|
| 3119 |
3119
Northwest Bancshares
Warren,
Pennsylvania
| US$ 237 mi | -US$ 6,41 mi | -3% | 0,27% | 84,8% | 153 | 9,15% | 0,5 |
|
| 3120 |
3120
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 237 mi | +US$ 4,64 mi | +2% | 4,21% | 89,9% | 83 | 9,64% | 1,3 |
|
| 3121 |
3121
Goldstein Munger & Associates
San Ramon,
California
| US$ 237 mi | +US$ 4,62 mi | +2% | 1,76% | 11,9% | 36 | 2,78% | 3,6 |
|
| 3122 |
3122
InterWest Venture Management
San Francisco,
California
| US$ 237 mi | -US$ 617 mil | -0,3% | 5,38% | 57,6% | 12 | 8,33% | 1,3 |
|
| 3123 |
3123
Schnieders Capital Management
Pasadena,
California
| US$ 237 mi | +US$ 4,79 mi | +2% | 3,69% | 103% | 157 | 7,64% | 3,1 |
|
| 3124 |
3124
Harfst & Associates
Sheridan,
Wyoming
| US$ 237 mi | -US$ 8,42 mi | -3% | 1,45% | 88,1% | 86 | 12,79% | 1,7 |
|
| 3125 |
CCM
3125
Compton Capital Management
Providence,
Rhode Island
| US$ 236 mi | +US$ 546 mil | +0,2% | 2,08% | 75,6% | 156 | 10,26% | 3,8 |
|