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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Altium Wealth Management
Purchase,
New York
| US$ 219 mi | – | – | 5,24% | 24,9% | 156 | – | 0 |
|
| 3202 |
3202
Mathes Company
New York
| US$ 219 mi | +US$ 6,22 mi | +3% | 8,74% | 121% | 149 | 7,38% | 2,7 |
|
| 3203 |
3203
Omnia Family Wealth
Aventura,
Florida
| US$ 218 mi | +US$ 12,3 mi | +6% | 4,35% | 80,6% | 669 | 13% | 0,9 |
|
| 3204 |
3204
Amtrust Financial Services
New York
| US$ 218 mi | +US$ 30,4 mi | +16% | 8,04% | 61,9% | 68 | 36,76% | 0,5 |
|
| 3205 |
3205
All Terrain Financial Advisors
Coon Rapids,
Minnesota
| US$ 218 mi | – | – | 8,4% | 71,1% | 248 | – | 0 |
|
| 3206 |
3206
Formidable Asset Management
Cincinnati,
Ohio
| US$ 217 mi | -US$ 19,6 mi | -8% | 6,5% | 52,2% | 232 | 59,05% | 2,2 |
|
| 3207 |
3207
Shah Capital Management
Raleigh,
North Carolina
| US$ 217 mi | +US$ 18,3 mi | +9% | 25,7% | 287% | 15 | 26,67% | 2,2 |
|
| 3208 |
3208
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 217 mi | +US$ 9,24 mi | +4% | 3,63% | 42,6% | 39 | 15,38% | 1,4 |
|
| 3209 |
3209
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 217 mi | +US$ 4,17 mi | +2% | 5,33% | 85,8% | 84 | 34,52% | 0,6 |
|
| 3210 |
3210
Glenview State Bank Trust Department
Glenview,
Illinois
| US$ 217 mi | +US$ 11,1 mi | +5% | 7,85% | 76,6% | 102 | 9,8% | 3,1 |
|
| 3211 |
3211
Portland Hill Asset Management
London,
United Kingdom
| US$ 217 mi | +US$ 15,1 mi | +8% | 8,74% | 30,2% | 20 | 5% | 0,9 |
|
| 3212 |
3212
Argus Investors Counsel
New York
| US$ 217 mi | +US$ 14,5 mi | +7% | 8,37% | 132% | 51 | 0% | 4,3 |
|
| 3213 |
3213
Financial Sense Advisors
San Diego,
California
| US$ 216 mi | +US$ 21,8 mi | +11% | 7,15% | 152% | 100 | 40% | 1 |
|
| 3214 |
3214
MGO One Seven
Beachwood,
Ohio
| US$ 216 mi | – | – | 5,55% | 90,7% | 1.854 | – | 0 |
|
| 3215 |
SC
3215
Saybrook Capital
Winston Salem,
North Carolina
| US$ 216 mi | +US$ 12,7 mi | +6% | 7,37% | 67,1% | 54 | 9,26% | 3,4 |
|
| 3216 |
MA
3216
Marshwinds Advisory
St Simons Island,
Georgia
| US$ 216 mi | +US$ 678 mil | +0,3% | 4,6% | 32,9% | 141 | 8,51% | 3,8 |
|
| 3217 |
3217
Symmetry Partners
Glastonbury,
Connecticut
| US$ 216 mi | +US$ 19,7 mi | +10% | 2,42% | 58,5% | 31 | 0% | 1 |
|
| 3218 |
UAM
3218
UAS Asset Management
New York
| US$ 216 mi | +US$ 10,1 mi | +5% | 9,87% | 98% | 31 | 38,71% | 1,8 |
|
| 3219 |
ITIM
3219
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 216 mi | +US$ 7,95 mi | +4% | 2,87% | 114% | 139 | 8,63% | 3,2 |
|
| 3220 |
3220
Kettle Hill Capital Management
New York
| US$ 215 mi | +US$ 127 mi | +143% | 7,04% | 37,4% | 53 | 67,92% | 0,3 |
|
| 3221 |
3221
General Electric
Evendale,
Ohio
| US$ 215 mi | -US$ 65,3 mi | -23% | 17,3% | 23,2% | 8 | 37,5% | 1,2 |
|
| 3222 |
3222
Night Owl Capital Management
Greenwich,
Connecticut
| US$ 215 mi | +US$ 7,7 mi | +4% | 7,28% | 162% | 26 | 7,69% | 2,3 |
|
| 3223 |
3223
Rock Point Advisors
Burlington,
Vermont
| US$ 215 mi | -US$ 69 mil | -0% | 2,74% | 82,8% | 79 | 8,86% | 2,8 |
|
| 3224 |
3224
Windsor Capital Management
Phoenix,
Arizona
| US$ 215 mi | +US$ 16,8 mi | +8% | 2,79% | 49,1% | 119 | 15,13% | 3,1 |
|
| 3225 |
3225
Fort Point Capital Partners
San Francisco,
California
| US$ 215 mi | +US$ 5,8 mi | +3% | 5,78% | 62,2% | 171 | 39,77% | 1,3 |
|