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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Pacific Sun Financial
Los Angeles,
California
| US$ 183 mi | – | – | 4,4% | 70,3% | 141 | – | 0 |
|
| 3477 |
3477
Sequent Asset Management
Houston,
Texas
| US$ 182 mi | +US$ 11,1 mi | +6% | 1,8% | 51,3% | 67 | 17,91% | 2,8 |
|
| 3478 |
3478
Westover Capital Advisors
Wilmington,
Delaware
| US$ 182 mi | +US$ 12,1 mi | +7% | 5,51% | 133% | 131 | 24,43% | 1,4 |
|
| 3479 |
3479
Norman Fields Gottscho Capital Management
New York
| US$ 182 mi | +US$ 15,8 mi | +9% | 8,8% | 96,9% | 76 | 11,84% | 2,5 |
|
| 3480 |
3480
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$ 182 mi | +US$ 5,87 mi | +3% | 5,75% | 66,8% | 109 | 3,67% | 3,1 |
|
| 3481 |
3481
CAS Investment Partners
Westport,
Connecticut
| US$ 182 mi | – | – | 13,1% | 527% | 7 | – | 0 |
|
| 3482 |
3482
Prism Advisors
Studio City,
California
| US$ 181 mi | – | – | 4,35% | 54,6% | 53 | – | 0 |
|
| 3483 |
3483
Bridges Investment Counsel
Omaha,
Nebraska
| US$ 181 mi | +US$ 1,4 mi | +0,8% | 7,14% | 33,7% | 131 | 3,82% | 3,5 |
|
| 3484 |
3484
Canal Capital Management
Richmond,
Virginia
| US$ 181 mi | +US$ 11,6 mi | +7% | 5,78% | 67,8% | 126 | 14,29% | 1,5 |
|
| 3485 |
3485
ELCO Management
New York
| US$ 181 mi | +US$ 3,51 mi | +2% | 5% | 98,4% | 153 | 15,69% | 0,9 |
|
| 3486 |
CFMC
3486
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 181 mi | -US$ 164 mi | -48% | 4,7% | 69,6% | 170 | 8,24% | 2,8 |
|
| 3487 |
3487
Davis Rea
Toronto,
Ontario, Canada
| US$ 181 mi | +US$ 11 mi | +7% | 5,32% | 66,9% | 46 | 10,87% | 3 |
|
| 3488 |
3488
Cumberland Advisors
Sarasota,
Florida
| US$ 181 mi | +US$ 17,7 mi | +11% | 4,47% | 73,5% | 47 | 19,15% | 1,3 |
|
| 3489 |
PWMAG
3489
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 181 mi | +US$ 9,01 mi | +5% | 5,41% | 80,5% | 153 | 10,46% | 2 |
|
| 3490 |
3490
Adelphi Capital
London,
United Kingdom
| US$ 181 mi | +US$ 21,2 mi | +13% | 1,85% | – | 2 | 0% | 3 |
|
| 3491 |
3491
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$ 181 mi | +US$ 6,28 mi | +4% | 6,7% | 81,7% | 706 | 19,69% | 1,3 |
|
| 3492 |
3492
GSI Capital Advisors
Newport Beach,
California
| US$ 181 mi | +US$ 15,4 mi | +9% | 2,69% | 39,7% | 42 | 42,86% | 0,4 |
|
| 3493 |
3493
Pathstone Family Office
Englewood,
New Jersey
| US$ 181 mi | +US$ 69,7 mi | +63% | 6,5% | 38,9% | 225 | 50,67% | 1 |
|
| 3494 |
PCC
3494
Park Circle Company
Baltimore,
Maryland
| US$ 181 mi | +US$ 6,25 mi | +4% | 6,66% | 70,5% | 94 | 21,28% | 1,7 |
|
| 3495 |
3495
Holloway Wealth Management
Gainesville,
Florida
| US$ 181 mi | +US$ 20,1 mi | +13% | 4,17% | 50,7% | 253 | 0% | 0,8 |
|
| 3496 |
3496
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 181 mi | +US$ 12,3 mi | +7% | 6,55% | 62,8% | 939 | 18,42% | 2,5 |
|
| 3497 |
3497
Bender Robert & Associates
Pasadena,
California
| US$ 180 mi | +US$ 6,46 mi | +4% | 7,49% | 146% | 51 | 5,88% | 3,9 |
|
| 3498 |
3498
James Hambro & Partners
London,
United Kingdom
| US$ 180 mi | – | – | 4,02% | 97% | 25 | – | 0 |
|
| 3499 |
3499
Strategic Wealth Partners
Independence,
Ohio
| US$ 180 mi | – | – | 3,76% | – | 747 | – | 0 |
|
| 3500 |
CCM
3500
CrestPoint Capital Management
Four Seasons,
Missouri
| US$ 180 mi | -US$ 44,1 mi | -20% | 6,89% | 42,6% | 232 | 27,16% | 1,9 |
|