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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 |
3526
Pettinga Financial Advisors
Evansville,
Indiana
| US$ 321 mi | +US$ 14 mi | +5% | 6,85% | 78,1% | 114 | 25,44% | 2,5 |
|
| 3527 |
3527
Lowell Blake & Associates
Boston,
Massachusetts
| US$ 321 mi | +US$ 21,2 mi | +7% | 13,3% | 44,2% | 59 | 6,78% | 2,4 |
|
| 3528 |
3528
ALM First Financial Advisors
Dallas,
Texas
| US$ 321 mi | +US$ 8,03 mi | +3% | 1,41% | 50,5% | 16 | 0% | 0,3 |
|
| 3529 |
3529
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 321 mi | +US$ 22,5 mi | +8% | 10,7% | 100% | 267 | 16,1% | 2,5 |
|
| 3530 |
3530
Adams Street Partners
Chicago,
Illinois
| US$ 321 mi | +US$ 20,8 mi | +7% | 0,68% | 399% | 20 | 55% | 3 |
|
| 3531 |
3531
AdvisorShares Investments
Bethesda,
Maryland
| US$ 321 mi | -US$ 34,5 mi | -10% | 1,35% | 110% | 356 | 35,67% | 1 |
|
| 3532 |
3532
Univest Financial
Souderton,
Pennsylvania
| US$ 320 mi | +US$ 2,89 mi | +0,9% | 6,98% | 96,9% | 115 | 17,39% | 4,4 |
|
| 3533 |
3533
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 320 mi | -US$ 42,4 mi | -12% | 2,25% | 57,9% | 68 | 45,59% | 5,7 |
|
| 3534 |
3534
Akaris Global Partners
New York
| US$ 320 mi | +US$ 30,4 mi | +10% | 20,5% | 35% | 20 | 35% | 0,9 |
|
| 3535 |
HCM
3535
Horrell Capital Management
Little Rock,
Arkansas
| US$ 320 mi | +US$ 17,9 mi | +6% | 6,25% | 55,6% | 213 | 5,16% | 5,4 |
|
| 3536 |
3536
Cypress Capital
Franklin,
Tennessee
| US$ 320 mi | +US$ 786 mil | +0,2% | 3,9% | 43,6% | 91 | 28,57% | 2,2 |
|
| 3537 |
3537
LWMG LLC
Lake Elmo,
Minnesota
| US$ 319 mi | +US$ 40,8 mi | +15% | 5,2% | – | 96 | 20,83% | 0,2 |
|
| 3538 |
3538
Punch Card Management
Winter Park,
Florida
| US$ 319 mi | +US$ 10,6 mi | +3% | 3,91% | 41% | 4 | 0% | 4 |
|
| 3539 |
HI
3539
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$ 319 mi | -US$ 83,9 mi | -21% | 20,8% | 74,8% | 1 | 0% | 1,3 |
|
| 3540 |
3540
Red Door Wealth Management
Memphis,
Tennessee
| US$ 319 mi | +US$ 14,4 mi | +5% | 7,75% | 100% | 153 | 15,69% | 2,4 |
|
| 3541 |
3541
Doliver Advisors
Houston,
Texas
| US$ 319 mi | +US$ 14,3 mi | +5% | 4,56% | 92,3% | 170 | 14,12% | 2,4 |
|
| 3542 |
3542
Perry Creek Capital
New York
| US$ 318 mi | -US$ 23,6 mi | -7% | 3% | 51,2% | 16 | 0% | 2,1 |
|
| 3543 |
3543
PenderFund Capital Management
Vancouver,
British Columbia, Canada
| US$ 318 mi | -US$ 17 mi | -5% | 8,67% | 129% | 181 | 52,49% | 1 |
|
| 3544 |
3544
Shulman DeMeo Asset Management
Lake Success,
New York
| US$ 318 mi | +US$ 17,7 mi | +6% | 6,95% | 79,3% | 137 | 3,65% | 1,3 |
|
| 3545 |
3545
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 318 mi | +US$ 22,1 mi | +7% | 9,6% | 70,2% | 290 | 17,24% | 2,8 |
|
| 3546 |
3546
Lead Edge Capital Management
New York
| US$ 318 mi | +US$ 29,2 mi | +10% | 22,4% | 20,2% | 9 | 0% | 1 |
|
| 3547 |
3547
Tradewinds Capital Management
Bellingham,
Washington
| US$ 318 mi | +US$ 103 mi | +48% | 4,82% | 96,9% | 579 | 24,18% | 4,2 |
|
| 3548 |
3548
Quantum Financial Advisors
El Segundo,
California
| US$ 318 mi | +US$ 95,5 mi | +43% | 5,66% | 68% | 102 | 20,59% | 0,6 |
|
| 3549 |
3549
Institutional Venture Management XVI
Menlo Park,
California
| US$ 317 mi | -US$ 17,9 mi | -5% | 21,2% | 523% | 8 | 25% | 2,1 |
|
| 3550 |
3550
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$ 317 mi | +US$ 65,4 mi | +26% | 7,05% | 56,7% | 63 | 20,63% | 2,6 |
|