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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
Strategic Wealth Partners
Independence,
Ohio
| US$ 341 mi | +US$ 34 mi | +11% | 0,03% | – | 292 | 36,3% | 1,4 |
|
| 3502 |
3502
Patten Group
Chattanooga,
Tennessee
| US$ 340 mi | -US$ 176 mil | -0,1% | 0,43% | 99% | 264 | 5,68% | 3,9 |
|
| 3503 |
3503
Southern Wealth Management
Dallas,
Texas
| US$ 340 mi | -US$ 6,6 mi | -2% | 1,27% | 50% | 55 | 0% | 1,6 |
|
| 3504 |
3504
Ally Bridge Group
New York
| US$ 340 mi | -US$ 62,4 mi | -16% | 0,68% | 844% | 37 | 37,84% | 0,4 |
|
| 3505 |
3505
Delphi Financial Group
Wilmington,
Delaware
| US$ 340 mi | -US$ 24,8 mi | -7% | 2,96% | 66,3% | 33 | 12,12% | 2,5 |
|
| 3506 |
3506
Black Swift Group
Boulder,
Colorado
| US$ 340 mi | +US$ 134 mi | +65% | 1,36% | 139% | 112 | 54,46% | 0,7 |
|
| 3507 |
3507
Perennial Advisors
New York
| US$ 340 mi | -US$ 4,97 mi | -1% | 0,66% | – | 300 | 73,67% | 3,7 |
|
| 3508 |
3508
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 339 mi | -US$ 6,26 mi | -2% | 0,27% | 85,4% | 1.910 | 9,11% | 3,3 |
|
| 3509 |
3509
Liberty Capital Management
Birmingham,
Michigan
| US$ 339 mi | +US$ 10,5 mi | +3% | 1,57% | – | 126 | 0% | 5,1 |
|
| 3510 |
3510
Unified Trust Company
Lexington,
Kentucky
| US$ 339 mi | +US$ 1,86 mi | +0,6% | 0,13% | 69,7% | 85 | 7,06% | 1,7 |
|
| 3511 |
3511
Kize Capital
New York
| US$ 339 mi | -US$ 56 mi | -14% | 11,1% | 34,7% | 8 | 25% | 0,6 |
|
| 3512 |
FCA
3512
FLC Capital Advisors
Palm Desert,
California
| US$ 339 mi | -US$ 654 mil | -0,2% | 0,57% | 59,3% | 176 | 7,39% | 1,7 |
|
| 3513 |
3513
Rip Road Capital Partners
Boston,
Massachusetts
| US$ 339 mi | -US$ 30,6 mi | -8% | 3,1% | 121% | 18 | 22,22% | 1,2 |
|
| 3514 |
3514
Alera Investment Advisors
Deerfield,
Illinois
| US$ 339 mi | +US$ 6,21 mi | +2% | 0,81% | 28,9% | 96 | 4,17% | 1,8 |
|
| 3515 |
3515
LexAurum Advisors
Overland Park,
Kansas
| US$ 339 mi | +US$ 1,01 mi | +0,3% | 0,81% | – | 291 | 8,93% | 1,9 |
|
| 3516 |
3516
Engrave Wealth Partners
The Woodlands,
Texas
| US$ 339 mi | +US$ 7,11 mi | +2% | 1,23% | 39,9% | 81 | 18,52% | 1 |
|
| 3517 |
3517
CloudAlpha Capital Management
Hong Kong
| US$ 338 mi | -US$ 495 mi | -59% | 11,2% | 2.704% | 34 | 76,47% | 0,3 |
|
| 3518 |
3518
Court Place Advisors
Ellicott City,
Maryland
| US$ 338 mi | -US$ 5,23 mi | -2% | 0,02% | 92% | 182 | 4,4% | 5,3 |
|
| 3519 |
3519
Northern Right Capital Management
Darien,
Connecticut
| US$ 338 mi | -US$ 3,69 mi | -1% | 3,27% | 187% | 110 | 49,09% | 0,4 |
|
| 3520 |
3520
Brown Advisory Securities
Baltimore,
Maryland
| US$ 338 mi | -US$ 301 mi | -47% | 0,55% | 51% | 287 | 27,53% | 4,4 |
|
| 3521 |
3521
Bell Investment Advisors
Oakland,
California
| US$ 338 mi | – | – | 0,63% | 45% | 1.868 | – | 0 |
|
| 3522 |
3522
Claar Advisors
New York
| US$ 337 mi | +US$ 1,88 mi | +0,6% | 1,41% | 65,5% | 39 | 5,13% | 1,5 |
|
| 3523 |
3523
Nalanda India Fund
Moka,
Mauritius
| US$ 337 mi | +US$ 7,96 mi | +2% | 2,42% | 15,3% | 1 | 0% | 2,8 |
|
| 3524 |
3524
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 337 mi | +US$ 16,4 mi | +5% | 3,2% | 139% | 55 | 21,82% | 3,1 |
|
| 3525 |
3525
Covenant Asset Management
Chester,
New Jersey
| US$ 337 mi | +US$ 753 mil | +0,2% | 0,89% | 177% | 140 | 11,43% | 3 |
|