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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Tiptree Advisors
New York
| US$ 203 mi | -US$ 3,7 mi | -2% | 10,3% | – | 43 | 41,86% | 0,9 |
|
| 3302 |
3302
Engle Capital Management
Greenwich,
Connecticut
| US$ 203 mi | +US$ 8,08 mi | +4% | 12,6% | 398% | 27 | 33,33% | 0,8 |
|
| 3303 |
3303
Rock Point Advisors
Burlington,
Vermont
| US$ 203 mi | -US$ 11,7 mi | -5% | 1,39% | 82,8% | 78 | 10,26% | 3 |
|
| 3304 |
3304
Holderness Investments Company
Greensboro,
North Carolina
| US$ 202 mi | -US$ 1,15 mi | -0,6% | 0,17% | 144% | 201 | 6,47% | 2 |
|
| 3305 |
3305
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 202 mi | +US$ 2,93 mi | +1% | 0,62% | 88% | 169 | 9,47% | 0,2 |
|
| 3306 |
3306
Dean Capital Management
Overland Park,
Kansas
| US$ 202 mi | -US$ 9,6 mi | -5% | 1,46% | 89,7% | 87 | 41,38% | 0,7 |
|
| 3307 |
3307
Argus Investors Counsel
New York
| US$ 202 mi | -US$ 14,5 mi | -7% | 1,59% | 132% | 51 | 0% | 4,5 |
|
| 3308 |
3308
Ashmore Group
London,
United Kingdom
| US$ 202 mi | -US$ 59,7 mi | -23% | 5,72% | 103% | 31 | 25,81% | 1,1 |
|
| 3309 |
3309
Asset Dedication LLC
San Francisco,
California
| US$ 202 mi | -US$ 46,7 mi | -19% | 0,24% | 67,8% | 582 | 23,71% | 1,2 |
|
| 3310 |
HM
3310
Harvest Management
New York
| US$ 201 mi | +US$ 50,1 mi | +33% | 16,6% | 610% | 140 | 72,14% | 0,4 |
|
| 3311 |
3311
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$ 201 mi | -US$ 5,76 mi | -3% | 1,38% | 101% | 167 | 22,16% | 3,2 |
|
| 3312 |
3312
American National Registered Investment Advisor
Galveston,
Texas
| US$ 201 mi | -US$ 8,3 mi | -4% | 0,78% | 95,8% | 246 | 4,07% | 3,6 |
|
| 3313 |
3313
Perkins Coie Trust Company
Seattle,
Washington
| US$ 201 mi | +US$ 1,15 mi | +0,6% | 1,03% | 83,2% | 312 | 5,13% | 3 |
|
| 3314 |
3314
CreativeOne Wealth
Overland Park,
Kansas
| US$ 201 mi | – | – | 1,02% | 67,6% | 54 | – | 0 |
|
| 3315 |
3315
Twin Focus Capital Partners
Boston,
Massachusetts
| US$ 201 mi | +US$ 4 mi | +2% | 0,16% | 92,5% | 111 | 19,82% | 2,3 |
|
| 3316 |
3316
Deer VIII & Co
Larchmont,
New York
| US$ 201 mi | +US$ 29,8 mi | +17% | 17,4% | – | 1 | 0% | 0,3 |
|
| 3317 |
3317
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$ 201 mi | +US$ 6,08 mi | +3% | 1,05% | 39,1% | 49 | 8,16% | 1,7 |
|
| 3318 |
3318
Bard Associates
Chicago,
Illinois
| US$ 201 mi | -US$ 7,89 mi | -4% | 0,96% | 241% | 182 | 6,04% | 3,2 |
|
| 3319 |
3319
Meridian Wealth Management
Lexington,
Kentucky
| US$ 200 mi | +US$ 38,2 mi | +24% | 3,7% | 117% | 206 | 33,5% | 0,8 |
|
| 3320 |
GA
3320
Greytown Advisors
Miami,
Florida
| US$ 200 mi | +US$ 5,36 mi | +3% | 2,05% | 14,1% | 74 | 9,46% | 1,1 |
|
| 3321 |
3321
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 200 mi | -US$ 29,7 mi | -13% | 19,7% | 34,2% | 3 | 0% | 1 |
|
| 3322 |
SM
3322
Sciencast Management
Princeton,
New Jersey
| US$ 200 mi | +US$ 13,1 mi | +7% | 3,39% | 72,5% | 497 | 77,26% | 0,1 |
|
| 3323 |
3323
Formidable Asset Management
Cincinnati,
Ohio
| US$ 200 mi | -US$ 17,7 mi | -8% | 1,95% | 52,2% | 145 | 42,76% | 2,1 |
|
| 3324 |
LCP
3324
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$ 199 mi | -US$ 2,78 mi | -1% | 1,44% | 85,6% | 122 | 9,02% | 3 |
|
| 3325 |
3325
Alpha Omega Wealth Management
Richmond,
Virginia
| US$ 199 mi | -US$ 4,77 mi | -2% | 2,09% | 65,9% | 529 | 13,99% | 1,4 |
|