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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
Great Point Wealth Advisors
Boston,
Massachusetts
| US$ 532 mi | – | – | 5,14% | – | 64 | – | 3,5 |
|
| 3427 |
3427
Spinnaker Investment Group
Newport Beach,
California
| US$ 532 mi | +US$ 106 mi | +25% | 6,1% | 56,9% | 159 | 38,36% | 1,4 |
|
| 3428 |
3428
Kahn Brothers Group
New York
| US$ 532 mi | +US$ 33,9 mi | +7% | 10,1% | 53,4% | 55 | 12,73% | 4,7 |
|
| 3429 |
3429
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$ 532 mi | -US$ 20 mi | -4% | 2,89% | 109% | 222 | 13,06% | 2,8 |
|
| 3430 |
3430
Perkins Coie Trust Company
Seattle,
Washington
| US$ 532 mi | -US$ 55,6 mi | -9% | 8,08% | 83,2% | 326 | 26,69% | 5,6 |
|
| 3431 |
3431
Nalanda India Equity Fund
Mauritius
| US$ 531 mi | -US$ 155 mi | -23% | 4,82% | 13,6% | 2 | 50% | 6,8 |
|
| 3432 |
3432
Liberty Capital Management
Birmingham,
Michigan
| US$ 531 mi | +US$ 35,7 mi | +7% | 6,59% | – | 180 | 5% | 5,9 |
|
| 3433 |
3433
Marotta Asset Management
Charlottesville,
Virginia
| US$ 531 mi | +US$ 32,5 mi | +7% | 5,02% | 51% | 110 | 5,45% | 4,1 |
|
| 3434 |
3434
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 531 mi | +US$ 30,4 mi | +6% | 5,78% | 60,4% | 119 | 6,72% | 3,5 |
|
| 3435 |
3435
Hazelview Securities
Toronto,
Ontario, Canada
| US$ 531 mi | -US$ 33,2 mi | -6% | 2,83% | – | 40 | 45% | 1,3 |
|
| 3436 |
3436
Founders Financial Alliance
Raleigh,
North Carolina
| US$ 531 mi | +US$ 91,1 mi | +21% | 8,32% | 84,9% | 725 | 26,62% | 2,5 |
|
| 3437 |
3437
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 530 mi | +US$ 18,1 mi | +4% | 7,89% | 117% | 47 | 27,66% | 3,7 |
|
| 3438 |
3438
Stamos Capital Partners
Menlo Park,
California
| US$ 530 mi | -US$ 27,4 mi | -5% | 6,68% | 36,7% | 142 | 2,82% | 2,7 |
|
| 3439 |
3439
Studio Investment Management
Chicago,
Illinois
| US$ 530 mi | +US$ 31,7 mi | +6% | 6,32% | 51,3% | 182 | 9,34% | 2,8 |
|
| 3440 |
3440
Olstein Capital Management
Purchase,
New York
| US$ 530 mi | -US$ 3,81 mi | -0,7% | 3,55% | 16,6% | 105 | 5,71% | 5,8 |
|
| 3441 |
3441
SkyOak Wealth
Southfield,
Michigan
| US$ 529 mi | +US$ 31,8 mi | +6% | 7,41% | 80,7% | 266 | 13,53% | 3,3 |
|
| 3442 |
MAM
3442
Milestone Asset Management
Pittsburgh,
Pennsylvania
| US$ 529 mi | +US$ 55,3 mi | +12% | 5,64% | 64,4% | 257 | 34,24% | 1,1 |
|
| 3443 |
3443
SMI Advisory Services
Columbus,
Indiana
| US$ 529 mi | +US$ 11,1 mi | +2% | 6,8% | 80,7% | 62 | 27,42% | 1,2 |
|
| 3444 |
3444
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 528 mi | +US$ 20,8 mi | +4% | 8,61% | 155% | 103 | 8,74% | 2,7 |
|
| 3445 |
3445
111 Capital
Paris,
France
| US$ 528 mi | -US$ 54 mi | -9% | 7,81% | – | 728 | 71,57% | 0,2 |
|
| 3446 |
3446
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 528 mi | +US$ 28,1 mi | +6% | 7,58% | 55,7% | 139 | 4,32% | 8,8 |
|
| 3447 |
3447
First National Corp
Rockland,
Massachusetts
| US$ 527 mi | +US$ 31,4 mi | +6% | 6,5% | 56,3% | 184 | 16,85% | 3,8 |
|
| 3448 |
3448
Systelligence LLC
Bloomington,
Minnesota
| US$ 527 mi | -US$ 13,5 mi | -2% | 6,06% | 57,3% | 64 | 31,25% | 0,9 |
|
| 3449 |
3449
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$ 527 mi | +US$ 10,6 mi | +2% | 21,3% | 312% | 209 | 24,88% | 1,4 |
|
| 3450 |
3450
Varenne Capital Partners
Paris,
France
| US$ 527 mi | -US$ 49,8 mi | -9% | 17,7% | 212% | 36 | 72,22% | 0,3 |
|