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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Retirement Capital Strategies
San Jose,
California
| US$ 201 mi | +US$ 2,77 mi | +1% | 2,32% | 59% | 57 | 22,81% | 1,6 |
|
| 3502 |
3502
Bard Associates
Chicago,
Illinois
| US$ 200 mi | +US$ 2 mi | +1% | 6,46% | 241% | 175 | 17,71% | 3,9 |
|
| 3503 |
3503
Wall Capital Group
Phoenix,
Arizona
| US$ 200 mi | +US$ 13,1 mi | +7% | 3,23% | – | 24 | 12,5% | 1,9 |
|
| 3504 |
3504
Biltmore Wealth Management
Tempe,
Arizona
| US$ 200 mi | +US$ 12,1 mi | +6% | 2,62% | 59,8% | 58 | 34,48% | 1,1 |
|
| 3505 |
3505
Northwestern University
Evanston,
Illinois
| US$ 200 mi | +US$ 34,8 mi | +21% | 1,98% | 28,2% | 5 | 20% | 1,7 |
|
| 3506 |
3506
Goodman Financial
Houston,
Texas
| US$ 200 mi | +US$ 3,24 mi | +2% | 2,53% | 52,5% | 48 | 14,58% | 2,1 |
|
| 3507 |
3507
Norman Fields Gottscho Capital Management
New York
| US$ 199 mi | +US$ 9,09 mi | +5% | 5,5% | 96,9% | 72 | 2,78% | 3,3 |
|
| 3508 |
3508
USA Financial Formulas
Ada,
Michigan
| US$ 199 mi | +US$ 40,6 mi | +26% | 1,71% | 104% | 120 | 0% | 0,5 |
|
| 3509 |
SHA
3509
Shelter Harbor Advisors
Weatogue,
Connecticut
| US$ 199 mi | +US$ 2,02 mi | +1% | 4,72% | – | 33 | 66,67% | 0,3 |
|
| 3510 |
3510
Alight Capital Management
New York
| US$ 199 mi | +US$ 29,2 mi | +17% | 12,5% | 466% | 83 | 74,7% | 0,1 |
|
| 3511 |
3511
MayTech Global Investments
New York
| US$ 199 mi | +US$ 9,8 mi | +5% | 6,9% | 158% | 47 | 2,13% | 1,3 |
|
| 3512 |
3512
Financial Synergies Wealth Advisors
Houston,
Texas
| US$ 199 mi | +US$ 11,1 mi | +6% | 2,43% | 79% | 31 | 16,13% | 0,2 |
|
| 3513 |
SSI
3513
Scott & Selber Inc
Houston,
Texas
| US$ 199 mi | +US$ 7,79 mi | +4% | 7,46% | 202% | 84 | 27,38% | 2,4 |
|
| 3514 |
3514
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 199 mi | +US$ 4,79 mi | +2% | 2,95% | 60,5% | 44 | 0% | 4,5 |
|
| 3515 |
LFM
3515
Lumina Fund Management
New York
| US$ 199 mi | +US$ 26 mi | +15% | 3,41% | 28,1% | 47 | 40,43% | 1,3 |
|
| 3516 |
3516
Prosight Management
Dallas,
Texas
| US$ 198 mi | -US$ 30,2 mi | -13% | 4,88% | 39,5% | 46 | 32,61% | 0,6 |
|
| 3517 |
DCM
3517
DeGreen Capital Management
Scottsdale,
Arizona
| US$ 198 mi | +US$ 4,54 mi | +2% | 1,66% | 28,5% | 20 | 0% | 1,6 |
|
| 3518 |
3518
Omnia Family Wealth
Aventura,
Florida
| US$ 198 mi | -US$ 4,6 mi | -2% | 3,14% | 80,6% | 601 | 84,36% | 2,2 |
|
| 3519 |
3519
First Command Bank
Fort Worth,
Texas
| US$ 198 mi | -US$ 2,94 mi | -1% | 3,32% | 34,1% | 434 | 10,83% | 1,8 |
|
| 3520 |
3520
First Command Financial Services
Fort Worth,
Texas
| US$ 198 mi | -US$ 2,94 mi | -1% | 3,32% | 34,4% | 434 | 10,83% | 1,8 |
|
| 3521 |
3521
Broadmark Asset Management
San Francisco,
California
| US$ 198 mi | +US$ 36,3 mi | +22% | 4,56% | 39,6% | 3 | 33,33% | 2,1 |
|
| 3522 |
3522
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$ 198 mi | +US$ 13,8 mi | +8% | 2,65% | 56,8% | 60 | 18,33% | 0,4 |
|
| 3523 |
3523
Blume Capital Management
Berkeley,
California
| US$ 198 mi | +US$ 7,02 mi | +4% | 3,89% | 96,9% | 244 | 16,8% | 3,3 |
|
| 3524 |
DC
3524
Derby & Company
Newton,
Massachusetts
| US$ 197 mi | +US$ 12,7 mi | +7% | 3,81% | 33,7% | 27 | 14,81% | 1 |
|
| 3525 |
3525
Simon Quick Advisors
Morristown,
New Jersey
| US$ 197 mi | -US$ 42,5 mi | -18% | 3,07% | 69,5% | 619 | 60,9% | 0,8 |
|