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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$ 674 mi | +US$ 76,2 mi | +13% | 14,6% | 73,7% | 121 | 5,79% | 4,4 |
|
| 3277 |
3277
Vertex Planning Partners
Downers Grove,
Illinois
| US$ 673 mi | +US$ 159 mi | +31% | 13,1% | 55,4% | 162 | 19,14% | 1,8 |
|
| 3278 |
3278
Truvestments Capital
Sarasota,
Florida
| US$ 673 mi | +US$ 119 mi | +21% | 32,9% | 131% | 1.315 | 23,42% | 1,8 |
|
| 3279 |
3279
PAX Financial Group
San Antonio,
Texas
| US$ 673 mi | +US$ 86,7 mi | +15% | 13,7% | 56% | 226 | 20,35% | 3,4 |
|
| 3280 |
3280
MYDA Advisors
Woodmere,
New York
| US$ 672 mi | +US$ 64 mi | +11% | 28% | 232% | 250 | 67,2% | 0,4 |
|
| 3281 |
3281
Curran Financial Partners
Daniel Island,
South Carolina
| US$ 672 mi | +US$ 113 mi | +20% | 6,95% | 53,5% | 144 | 14,58% | 2,4 |
|
| 3282 |
3282
MA Private Wealth
San Carlos,
California
| US$ 671 mi | +US$ 80 mi | +14% | 15,9% | 57,5% | 90 | 6,67% | 3,3 |
|
| 3283 |
3283
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$ 671 mi | +US$ 77,2 mi | +13% | 13,2% | 31,3% | 245 | 46,94% | 0,8 |
|
| 3284 |
3284
Avenir Tech
Hong Kong
| US$ 671 mi | -US$ 119 mi | -15% | 0,19% | – | 36 | 50% | 0,6 |
|
| 3285 |
3285
Armbruster Capital Management
Pittsford,
New York
| US$ 671 mi | +US$ 60,6 mi | +10% | 14,6% | 66,7% | 134 | 8,21% | 5,9 |
|
| 3286 |
3286
Square Wave Capital
Brooklyn,
New York
| US$ 670 mi | +US$ 257 mi | +62% | 71,1% | – | 14 | 35,71% | 0,4 |
|
| 3287 |
3287
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$ 670 mi | +US$ 61,7 mi | +10% | 11,1% | 99,9% | 80 | 8,75% | 6,6 |
|
| 3288 |
3288
Strategy Asset Managers
Pasadena,
California
| US$ 670 mi | +US$ 60,4 mi | +10% | 16,7% | 115% | 289 | 17,3% | 3,5 |
|
| 3289 |
3289
Verum Partners
Charlotte,
North Carolina
| US$ 669 mi | +US$ 142 mi | +27% | 11,2% | 57,7% | 207 | 16,91% | 2,2 |
|
| 3290 |
3290
Montecito Bank & Trust
Santa Barbara,
California
| US$ 668 mi | +US$ 61,1 mi | +10% | 14,5% | – | 280 | 8,21% | 6,5 |
|
| 3291 |
3291
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$ 668 mi | +US$ 13,9 mi | +2% | 8,76% | 116% | 16 | 6,25% | 7,7 |
|
| 3292 |
3292
ORG Wealth Partners
Dallas,
Texas
| US$ 667 mi | +US$ 159 mi | +31% | 39,1% | – | 745 | 13,15% | 1,2 |
|
| 3293 |
3293
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$ 666 mi | +US$ 37 mi | +6% | 12% | – | 107 | 26,17% | 2,3 |
|
| 3294 |
3294
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$ 666 mi | +US$ 41,8 mi | +7% | 15,6% | 85% | 1.347 | 75,35% | 2,1 |
|
| 3295 |
3295
Steginsky Capital
Port Washington,
New York
| US$ 666 mi | +US$ 61,2 mi | +10% | 8,21% | 99,4% | 8 | 0% | 8,3 |
|
| 3296 |
CM
3296
Capital Management
Glen Allen,
Virginia
| US$ 666 mi | +US$ 81,1 mi | +14% | 12,4% | 63,6% | 75 | 9,33% | 4,9 |
|
| 3297 |
3297
Cynosure Group
Salt Lake City,
Utah
| US$ 666 mi | -US$ 135 mi | -17% | 12,2% | 63% | 269 | 59,48% | 1,3 |
|
| 3298 |
3298
Advocate Group
Minnetonka,
Minnesota
| US$ 665 mi | +US$ 25,8 mi | +4% | 8,29% | 56,3% | 134 | 14,93% | 3,1 |
|
| 3299 |
3299
Cantillon Capital Management
New York
| US$ 665 mi | -US$ 14,4 bi | -96% | 19% | 105% | 38 | 28,95% | 6,8 |
|
| 3300 |
ARG
3300
Advisory Resource Group
Tulsa,
Oklahoma
| US$ 665 mi | +US$ 83,8 mi | +14% | 13,7% | 72% | 192 | 15,1% | 3 |
|