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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
Rothschild Capital Partners
New York
| US$ 199 mi | -US$ 5,91 mi | -3% | 2,6% | 90,8% | 37 | 5,41% | 3,1 |
|
| 3502 |
3502
YorkBridge Wealth Partners
New York
| US$ 198 mi | -US$ 26,6 mi | -12% | 2,03% | 36,5% | 775 | 78,45% | 2,5 |
|
| 3503 |
SGH
3503
Sivik Global Healthcare
Greenwich,
Connecticut
| US$ 198 mi | -US$ 215 mi | -52% | 0,67% | 83,8% | 63 | 34,92% | 1,6 |
|
| 3504 |
3504
First Command Bank
Fort Worth,
Texas
| US$ 198 mi | +US$ 14 mil | +0% | 2,37% | 34,1% | 430 | 15,12% | 2,1 |
|
| 3505 |
3505
First Command Financial Services
Fort Worth,
Texas
| US$ 198 mi | +US$ 14 mil | +0% | 2,37% | 34,4% | 430 | 15,12% | 2,1 |
|
| 3506 |
SHA
3506
Shelter Harbor Advisors
Weatogue,
Connecticut
| US$ 198 mi | -US$ 1,34 mi | -0,7% | 9,49% | – | 26 | 53,85% | 0,3 |
|
| 3507 |
3507
Aquamarine Capital Management
New York
| US$ 198 mi | +US$ 4,77 mi | +2% | 1,71% | 23% | 12 | 8,33% | 3,8 |
|
| 3508 |
3508
Mountain Lake Investment Management
Boca Raton,
Florida
| US$ 198 mi | -US$ 15,2 mi | -7% | 12,7% | 64% | 22 | 18,18% | 1,5 |
|
| 3509 |
EWA
3509
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 198 mi | +US$ 16,5 mi | +9% | 0,96% | 39,3% | 91 | 18,68% | 0,7 |
|
| 3510 |
3510
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 198 mi | +US$ 15,7 mi | +9% | 0,78% | 38,2% | 58 | 10,34% | 3 |
|
| 3511 |
PCA
3511
Prospect Capital Advisors
Sausalito,
California
| US$ 198 mi | -US$ 37,5 mi | -16% | 3,2% | 202% | 31 | 25,81% | 1,6 |
|
| 3512 |
3512
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 198 mi | -US$ 5,41 mi | -3% | 3,45% | 39,8% | 6 | 0% | 2,8 |
|
| 3513 |
3513
Robertson Stephens Wealth Management
San Francisco,
California
| US$ 198 mi | +US$ 94,7 mi | +92% | 0,95% | 109% | 124 | 47,58% | 0,4 |
|
| 3514 |
QCMC
3514
Quantum Capital Management (California)
San Francisco,
California
| US$ 197 mi | +US$ 14,7 mi | +8% | 3,62% | 53,7% | 334 | 54,19% | 1,3 |
|
| 3515 |
3515
Fulcrum Equity Management
Plano,
Texas
| US$ 197 mi | -US$ 12,5 mi | -6% | 0,84% | 116% | 246 | 70,33% | 0,2 |
|
| 3516 |
3516
Investors Research Corp
Atlanta,
Georgia
| US$ 197 mi | +US$ 5,68 mi | +3% | 0,29% | 62,1% | 1.158 | 9,24% | 0,8 |
|
| 3517 |
3517
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| US$ 197 mi | +US$ 5,14 mi | +3% | 2,54% | 47,5% | 201 | 7,46% | 1,7 |
|
| 3518 |
3518
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 197 mi | +US$ 3,36 mi | +2% | 1,33% | 64,1% | 181 | 4,42% | 2,2 |
|
| 3519 |
3519
Summit Financial Group
Moorefield,
West Virginia
| US$ 197 mi | -US$ 24,5 mi | -11% | 0,95% | 26,1% | 167 | 12,57% | 1,4 |
|
| 3520 |
3520
Bard Associates
Chicago,
Illinois
| US$ 197 mi | -US$ 3,84 mi | -2% | 0,67% | 241% | 173 | 9,25% | 3,9 |
|
| 3521 |
PWAP
3521
Private Wealth Advisors (Pennsylvania)
Greensburg,
Pennsylvania
| US$ 196 mi | -US$ 85,9 mi | -30% | 1,6% | 58,5% | 144 | 13,19% | 4,4 |
|
| 3522 |
3522
Shaker Financial Services
Arlington,
Virginia
| US$ 196 mi | +US$ 3,82 mi | +2% | 0,2% | 12,9% | 150 | 31,33% | 1 |
|
| 3523 |
LJHT
3523
Laurie J. Hall Trustee
| US$ 196 mi | +US$ 3,5 mi | +2% | 2,08% | 105% | 341 | 5,57% | 3,4 |
|
| 3524 |
3524
First Reserve GP XIII
Stamford,
Connecticut
| US$ 196 mi | +US$ 6,8 mi | +4% | 13,4% | 5,56% | 2 | 0% | 1,4 |
|
| 3525 |
3525
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$ 196 mi | -US$ 2,82 mi | -1% | 2,12% | 60,5% | 47 | 97,87% | 0,3 |
|