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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Oakmont Corp
Los Angeles,
California
| US$ 559 mi | -US$ 11,4 mi | -2% | 1,43% | 70,2% | 30 | 0% | 4,2 |
|
| 3327 |
3327
Shah Capital Management
Raleigh,
North Carolina
| US$ 559 mi | +US$ 45 mi | +9% | 25,7% | 287% | 15 | 20% | 4,7 |
|
| 3328 |
3328
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 558 mi | +US$ 22,7 mi | +4% | 7,01% | 81,8% | 81 | 3,7% | 7,5 |
|
| 3329 |
3329
Delta Investment Management
San Francisco,
California
| US$ 558 mi | +US$ 37,7 mi | +7% | 7,67% | 65,8% | 289 | 24,57% | 2,4 |
|
| 3330 |
AWAM
3330
Appian Way Asset Management
New York
| US$ 558 mi | +US$ 106 mi | +23% | 3,65% | 49,4% | 41 | 58,54% | 0,5 |
|
| 3331 |
3331
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| US$ 558 mi | +US$ 193 mi | +53% | 8,19% | 61,9% | 372 | 18,01% | 1,1 |
|
| 3332 |
3332
Fourthstone LLC
St Louis,
Missouri
| US$ 558 mi | +US$ 47,9 mi | +9% | 8,43% | 104% | 104 | 25,96% | 1,1 |
|
| 3333 |
ARG
3333
Advisory Resource Group
Tulsa,
Oklahoma
| US$ 557 mi | +US$ 37,1 mi | +7% | 5,59% | 72% | 180 | 11,67% | 2,9 |
|
| 3334 |
3334
Carrera Capital Advisors
Troy,
Michigan
| US$ 557 mi | +US$ 60,8 mi | +12% | 6,37% | – | 165 | 21,82% | 0,8 |
|
| 3335 |
3335
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$ 557 mi | +US$ 45,3 mi | +9% | 7,6% | 65% | 119 | 12,61% | 2,1 |
|
| 3336 |
3336
Raffa Wealth Management
Washington,
District of Columbia
| US$ 557 mi | +US$ 56,7 mi | +11% | 4,7% | 35,8% | 1.216 | 12,75% | 4,5 |
|
| 3337 |
3337
TLWM Financial
San Antonio,
Texas
| US$ 556 mi | +US$ 30 mi | +6% | 4,88% | 53,9% | 74 | 5,41% | 3,8 |
|
| 3338 |
3338
Patton Fund Management
Dallas,
Texas
| US$ 556 mi | +US$ 100 mi | +22% | 8,91% | 211% | 512 | 19,53% | 0,5 |
|
| 3339 |
WCM
3339
Woodson Capital Management
Greenwich,
Connecticut
| US$ 556 mi | -US$ 43,2 mi | -7% | 24,2% | 235% | 29 | 13,79% | 1,1 |
|
| 3340 |
3340
Privium Fund Management
Amsterdam,
Netherlands
| US$ 556 mi | +US$ 92,8 mi | +20% | 42,3% | 451% | 63 | 19,05% | 1,8 |
|
| 3341 |
3341
Overbrook Management Corp
New York
| US$ 556 mi | +US$ 19,5 mi | +4% | 7,4% | 157% | 49 | 16,33% | 3,7 |
|
| 3342 |
3342
Marino Stram & Associates
Braintree,
Massachusetts
| US$ 556 mi | +US$ 60,4 mi | +12% | 7,13% | 72,2% | 194 | 11,86% | 3,7 |
|
| 3343 |
3343
Strategy Asset Managers
Pasadena,
California
| US$ 556 mi | +US$ 20,3 mi | +4% | 7,9% | 115% | 282 | 26,24% | 3,2 |
|
| 3344 |
3344
Talaria Asset Management
Melbourne,
Australia
| US$ 556 mi | +US$ 133 mi | +31% | 10,6% | – | 14 | 21,43% | 0,4 |
|
| 3345 |
AT
3345
Arlington Trust
Birmingham,
Alabama
| US$ 556 mi | +US$ 43,3 mi | +8% | 7,74% | 65% | 719 | 21,28% | 1,5 |
|
| 3346 |
3346
PAX Financial Group
San Antonio,
Texas
| US$ 555 mi | +US$ 31,8 mi | +6% | 6,39% | 56% | 245 | 16,33% | 3 |
|
| 3347 |
3347
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 555 mi | +US$ 89,3 mi | +19% | 6,87% | 65% | 184 | 27,17% | 1,2 |
|
| 3348 |
3348
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 554 mi | +US$ 29,2 mi | +6% | 7,14% | 72,7% | 195 | 6,67% | 4,1 |
|
| 3349 |
3349
CDAM (UK)
London,
United Kingdom
| US$ 554 mi | -US$ 46,9 mi | -8% | 8,27% | 7,89% | 11 | 0% | 4 |
|
| 3350 |
3350
Summit Wealth Partners
Orlando,
Florida
| US$ 554 mi | +US$ 29,7 mi | +6% | 4,5% | 44,9% | 220 | 6,82% | 3,5 |
|