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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
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 469 mi | +US$ 258 mi | +122% | 5,27% | 51,1% | 191 | 63,87% | 0,4 |
|
| 3202 |
3202
Brian C. Broderick
| US$ 468 mi | +US$ 67,5 mi | +17% | 11,1% | 98,6% | 86 | 18,6% | 6,1 |
|
| 3203 |
3203
Post Oak Energy Holdings
Houston,
Texas
| US$ 468 mi | +US$ 97,9 mi | +26% | 26,8% | 64,6% | 3 | 0% | 1,3 |
|
| 3204 |
3204
Sentinel Pension Advisors
Wakefield,
Massachusetts
| US$ 468 mi | +US$ 47,2 mi | +11% | 5,09% | 52,1% | 112 | 16,07% | 2,2 |
|
| 3205 |
3205
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 467 mi | +US$ 20,4 mi | +5% | 4,39% | 42,6% | 70 | 8,57% | 4,5 |
|
| 3206 |
3206
Strategy Asset Managers
Pasadena,
California
| US$ 467 mi | +US$ 45,2 mi | +11% | 11,4% | 115% | 257 | 21,4% | 2,8 |
|
| 3207 |
3207
Capital Investment Counsel (Colorado)
Denver,
Colorado
| US$ 466 mi | +US$ 201 mi | +76% | 7,46% | 68,7% | 135 | 18,52% | 0,2 |
|
| 3208 |
3208
49 Wealth Management
Austin,
Texas
| US$ 466 mi | +US$ 77,3 mi | +20% | 4,74% | – | 140 | 22,14% | 0,2 |
|
| 3209 |
3209
Brigade Capital Management
New York
| US$ 466 mi | -US$ 2,31 bi | -83% | 8,09% | 42,7% | 35 | 48,57% | 2 |
|
| 3210 |
3210
West Financial Advisors
Des Moines,
Iowa
| US$ 466 mi | +US$ 27,5 mi | +6% | 5,27% | 49,1% | 168 | 14,88% | 2,1 |
|
| 3211 |
3211
Summit Asset Management
Memphis,
Tennessee
| US$ 466 mi | +US$ 48,1 mi | +12% | 7,48% | 53,4% | 162 | 7,41% | 5,9 |
|
| 3212 |
3212
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$ 466 mi | +US$ 47,8 mi | +11% | 8,09% | 68,2% | 759 | 10,67% | 2,6 |
|
| 3213 |
3213
Cannell Capital
Alta,
Wyoming
| US$ 466 mi | +US$ 4,41 mi | +1% | 4,36% | 127% | 69 | 37,68% | 2 |
|
| 3214 |
3214
IAG Wealth Partners
Waukesha,
Wisconsin
| US$ 466 mi | +US$ 27,3 mi | +6% | 6,63% | 54,1% | 467 | 13,7% | 2,7 |
|
| 3215 |
3215
Logan Stone Capital
Chicago,
Illinois
| US$ 465 mi | -US$ 29 mi | -6% | 5,42% | 43,9% | 182 | 40,11% | 0,8 |
|
| 3216 |
3216
Trivium Point Advisory
Westport,
Connecticut
| US$ 465 mi | +US$ 52,3 mi | +13% | 11,7% | 106% | 234 | 20,51% | 2,6 |
|
| 3217 |
3217
Nebula Research & Development
New York
| US$ 464 mi | +US$ 133 mi | +40% | 4,65% | – | 1.048 | 73,85% | 0,1 |
|
| 3218 |
3218
Prestige Wealth Management Group
Flemington,
New Jersey
| US$ 464 mi | +US$ 23,5 mi | +5% | 6,7% | 55,8% | 1.058 | 6,71% | 3,6 |
|
| 3219 |
FRM
3219
Fox Run Management
Greenwich,
Connecticut
| US$ 464 mi | +US$ 71,8 mi | +18% | 6,55% | 64% | 1.135 | 76,39% | 0,2 |
|
| 3220 |
3220
Strategic Global Advisors
Newport Beach,
California
| US$ 463 mi | +US$ 26,7 mi | +6% | 14,1% | 137% | 164 | 26,22% | 2,1 |
|
| 3221 |
3221
TRB Advisors
New York
| US$ 463 mi | +US$ 84,5 mi | +22% | 8,51% | 76,1% | 12 | 66,67% | 2,4 |
|
| 3222 |
CFMC
3222
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 463 mi | +US$ 22,3 mi | +5% | 6,82% | 69,6% | 191 | 2,62% | 6,7 |
|
| 3223 |
3223
Kowal Investment Group
Brookfield,
Wisconsin
| US$ 463 mi | +US$ 34,2 mi | +8% | 6,36% | 21,1% | 186 | 17,74% | 1,8 |
|
| 3224 |
PWS
3224
Private Wealth Strategies
New Albany,
Ohio
| US$ 462 mi | +US$ 11,4 mi | +3% | 7,35% | 18,8% | 81 | 24,69% | 2,9 |
|
| 3225 |
3225
Pilgrim Global Advisors
Reno,
Nevada
| US$ 462 mi | +US$ 184 mi | +66% | 32,8% | – | 8 | 37,5% | 0,2 |
|