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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
APA
3526
Astoria Portfolio Advisors
New York
| US$ 593 mi | +US$ 123 mi | +26% | 16,4% | 75,4% | 369 | 22,76% | 1,6 |
|
| 3527 |
3527
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 593 mi | -US$ 7,24 mi | -1% | 18,2% | 89,6% | 117 | 30,77% | 4,5 |
|
| 3528 |
FFA
3528
Florida Financial Advisors
Tampa,
Florida
| US$ 592 mi | +US$ 174 mi | +42% | 37,2% | – | 396 | 28,54% | 1,1 |
|
| 3529 |
SIM
3529
Studio Investment Management
Chicago,
Illinois
| US$ 592 mi | +US$ 37,1 mi | +7% | 8,06% | 47,2% | 192 | 9,9% | 3,2 |
|
| 3530 |
DSC
3530
Duncker Streett & Co
St. Louis,
Missouri
| US$ 591 mi | +US$ 64,7 mi | +12% | 16,6% | 90,9% | 548 | 7,3% | 7 |
|
| 3531 |
AIM
3531
Anatole Investment Management
Central,
Hong Kong
| US$ 590 mi | -US$ 126 mi | -18% | 145% | 3.486% | 21 | 66,67% | 0,3 |
|
| 3532 |
DWA
3532
Dorsey Wright & Associates
Pasadena,
California
| US$ 590 mi | -US$ 217 mi | -27% | 31,2% | 311% | 195 | 51,79% | 0,8 |
|
| 3533 |
ECM
3533
Estuary Capital Management
Wayzata,
Minnesota
| US$ 589 mi | -US$ 8,35 mi | -1% | 10,9% | – | 33 | 69,7% | 0,4 |
|
| 3534 |
CAM
3534
CenterStar Asset Management
Chicago,
Illinois
| US$ 589 mi | -US$ 209 mi | -26% | 18,4% | 104% | 566 | 76,86% | 0,4 |
|
| 3535 |
3535
Helen Stephens Group
Fort Worth,
Texas
| US$ 589 mi | +US$ 87,5 mi | +17% | 9,86% | 53,4% | 136 | 11,76% | 2,3 |
|
| 3536 |
SP
3536
Solel Partners
Boston,
Massachusetts
| US$ 588 mi | +US$ 121 mi | +26% | 22,2% | 25,9% | 25 | 28% | 1,5 |
|
| 3537 |
NWA
3537
New World Advisors
Hingham,
Massachusetts
| US$ 588 mi | +US$ 19,6 mi | +3% | 1,63% | 84,1% | 127 | 36,22% | 1,5 |
|
| 3538 |
TC
3538
Triata Capital
Hong Kong
| US$ 588 mi | +US$ 36,5 mi | +7% | 10,9% | – | 14 | 14,29% | 1,3 |
|
| 3539 |
NI
3539
Nuance Investments
Kansas City,
Missouri
| US$ 588 mi | -US$ 129 mi | -18% | 4,55% | 3,13% | 56 | 30,36% | 2,4 |
|
| 3540 |
3540
WestHill Financial Advisors
San Rafael,
California
| US$ 587 mi | +US$ 64,4 mi | +12% | 12,4% | 62,9% | 85 | 14,12% | 3,7 |
|
| 3541 |
CFMC
3541
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 587 mi | +US$ 64,3 mi | +12% | 14% | 63,3% | 221 | 11,31% | 6,5 |
|
| 3542 |
WPP
3542
Whalerock Point Partners
Providence,
Rhode Island
| US$ 587 mi | +US$ 68,7 mi | +13% | 15,5% | 103% | 213 | 10,33% | 5,5 |
|
| 3543 |
MWA
3543
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$ 587 mi | +US$ 78,5 mi | +15% | 14,1% | 68,6% | 106 | 23,58% | 2,4 |
|
| 3544 |
DCP
3544
Davern Capital Partners
Ny,
New York
| US$ 587 mi | +US$ 222 mi | +61% | 7,47% | – | 20 | 40% | 0,3 |
|
| 3545 |
ROC
3545
Running Oak Capital
Edina,
Minnesota
| US$ 587 mi | -US$ 154 mi | -21% | 3,21% | 32,7% | 63 | 19,05% | 3,5 |
|
| 3546 |
ETS
3546
ESL Trust Services
Rochester,
New York
| US$ 587 mi | +US$ 62,9 mi | +12% | 12,4% | 53,9% | 277 | 10,83% | 1,8 |
|
| 3547 |
HNW
3547
High Note Wealth
Deephaven,
Minnesota
| US$ 586 mi | +US$ 77,4 mi | +15% | 13,5% | 73% | 1.033 | 16,46% | 1,4 |
|
| 3548 |
RFG
3548
REAP Financial Group
Austin,
Texas
| US$ 586 mi | +US$ 78,9 mi | +16% | 12,1% | – | 587 | 16,87% | 1,8 |
|
| 3549 |
BWP
3549
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$ 585 mi | +US$ 74,5 mi | +15% | 11,9% | 50,7% | 145 | 15,17% | 3,5 |
|
| 3550 |
HCM
3550
Hutchinson Capital Management
San Rafael,
California
| US$ 584 mi | +US$ 39,6 mi | +7% | 7,84% | 52,6% | 112 | 16,96% | 4,8 |
|