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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
Covenant Asset Management
Chester,
New Jersey
| US$ 595 mi | -US$ 69,6 mi | -10% | 23,2% | 177% | 184 | 9,78% | 4,2 |
|
| 3527 |
3527
Edge Wealth Management
New York
| US$ 594 mi | +US$ 9,08 mi | +2% | 7,13% | 75,3% | 91 | 10,99% | 5,8 |
|
| 3528 |
RI
3528
RPTC Inc
Jackson,
Wyoming
| US$ 594 mi | +US$ 23 mi | +4% | 4,9% | 66,4% | 7 | 0% | 6,5 |
|
| 3529 |
3529
Kirr Marbach & Co
Columbus,
Indiana
| US$ 594 mi | +US$ 45 mi | +8% | 15,2% | 121% | 59 | 6,78% | 4,5 |
|
| 3530 |
3530
Drake & Associates
Waukesha,
Wisconsin
| US$ 594 mi | +US$ 68,9 mi | +13% | 9,04% | 47,9% | 118 | 26,27% | 1,8 |
|
| 3531 |
3531
ALM First Financial Advisors
Dallas,
Texas
| US$ 594 mi | +US$ 36,2 mi | +6% | 7,28% | 50,5% | 25 | 12% | 2,9 |
|
| 3532 |
3532
JMAC Enterprises
Newtown,
Pennsylvania
| US$ 593 mi | +US$ 71,4 mi | +14% | 13,8% | 68,5% | 126 | 10,32% | 2,9 |
|
| 3533 |
3533
Science & Technology Partners
New York
| US$ 593 mi | +US$ 211 mi | +55% | 64,8% | – | 104 | 77,88% | 0,2 |
|
| 3534 |
3534
Astoria Portfolio Advisors
New York
| US$ 593 mi | +US$ 123 mi | +26% | 16,4% | 75,4% | 369 | 22,76% | 1,6 |
|
| 3535 |
3535
Matthew Goff Investment Advisor
Houston,
Texas
| US$ 593 mi | -US$ 7,24 mi | -1% | 18,2% | 89,6% | 117 | 30,77% | 4,5 |
|
| 3536 |
FFA
3536
Florida Financial Advisors
Tampa,
Florida
| US$ 592 mi | +US$ 174 mi | +42% | 37,2% | – | 396 | 28,54% | 1,1 |
|
| 3537 |
3537
Studio Investment Management
Chicago,
Illinois
| US$ 592 mi | +US$ 37,1 mi | +7% | 8,06% | 51,3% | 192 | 9,9% | 3,2 |
|
| 3538 |
3538
Duncker Streett & Co
St. Louis,
Missouri
| US$ 591 mi | +US$ 64,7 mi | +12% | 16,6% | 102% | 548 | 7,3% | 7 |
|
| 3539 |
3539
Anatole Investment Management
Central,
Hong Kong
| US$ 590 mi | -US$ 126 mi | -18% | 145% | 3.486% | 21 | 66,67% | 0,3 |
|
| 3540 |
3540
Dorsey Wright & Associates
Pasadena,
California
| US$ 590 mi | -US$ 217 mi | -27% | 31,2% | 311% | 195 | 51,79% | 0,8 |
|
| 3541 |
3541
Estuary Capital Management
Wayzata,
Minnesota
| US$ 589 mi | -US$ 8,35 mi | -1% | 10,9% | – | 33 | 69,7% | 0,4 |
|
| 3542 |
3542
CenterStar Asset Management
Chicago,
Illinois
| US$ 589 mi | -US$ 209 mi | -26% | 18,4% | 104% | 566 | 76,86% | 0,4 |
|
| 3543 |
3543
Helen Stephens Group
Fort Worth,
Texas
| US$ 589 mi | +US$ 87,5 mi | +17% | 9,86% | 53,4% | 136 | 11,76% | 2,3 |
|
| 3544 |
SP
3544
Solel Partners
Boston,
Massachusetts
| US$ 588 mi | +US$ 121 mi | +26% | 22,2% | 25,9% | 25 | 28% | 1,5 |
|
| 3545 |
3545
New World Advisors
Hingham,
Massachusetts
| US$ 588 mi | +US$ 19,6 mi | +3% | 1,63% | 84,1% | 127 | 36,22% | 1,5 |
|
| 3546 |
3546
Triata Capital
Hong Kong
| US$ 588 mi | +US$ 36,5 mi | +7% | 10,9% | – | 14 | 14,29% | 1,3 |
|
| 3547 |
3547
Nuance Investments
Kansas City,
Missouri
| US$ 588 mi | -US$ 129 mi | -18% | 4,55% | 3,13% | 56 | 30,36% | 2,4 |
|
| 3548 |
3548
WestHill Financial Advisors
San Rafael,
California
| US$ 587 mi | +US$ 64,4 mi | +12% | 12,4% | 62,9% | 85 | 14,12% | 3,7 |
|
| 3549 |
CFMC
3549
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$ 587 mi | +US$ 64,3 mi | +12% | 14% | 69,6% | 221 | 11,31% | 6,5 |
|
| 3550 |
3550
Whalerock Point Partners
Providence,
Rhode Island
| US$ 587 mi | +US$ 68,7 mi | +13% | 15,5% | 103% | 213 | 10,33% | 5,5 |
|