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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
FSA
3601
Financial Services Advisory
Rockville,
Maryland
| US$ 426 mi | +US$ 12,7 mi | +3% | 1,37% | 82,5% | 64 | 31,25% | 1,3 |
|
| 3602 |
3602
Greenstone Partners & Co
Larkspur,
California
| US$ 426 mi | +US$ 140 mi | +49% | 83,9% | 527% | 9 | 0% | 3,4 |
|
| 3603 |
3603
White Mountains Insurance Group
Hanover,
New Hampshire
| US$ 426 mi | -US$ 117 mi | -22% | 16,7% | 105% | 2 | 0% | 3,1 |
|
| 3604 |
3604
Stamos Capital Partners
Menlo Park,
California
| US$ 426 mi | +US$ 1,18 mi | +0,3% | 3,91% | 36,7% | 134 | 11,19% | 2,3 |
|
| 3605 |
3605
Kore Advisors
Boynton Beach,
Florida
| US$ 426 mi | +US$ 77,5 mi | +22% | 9,93% | – | 25 | 40% | 0,6 |
|
| 3606 |
3606
Rather & Kittrell
Knoxville,
Tennessee
| US$ 425 mi | +US$ 17,2 mi | +4% | 3,4% | 41,1% | 86 | 8,14% | 2,1 |
|
| 3607 |
3607
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 425 mi | -US$ 82,4 mi | -16% | 2,51% | 42,6% | 90 | 26,67% | 5 |
|
| 3608 |
3608
Element Pointe Advisors
Miami,
Florida
| US$ 425 mi | +US$ 14 mi | +3% | 2,08% | 75,1% | 73 | 10,96% | 3,1 |
|
| 3609 |
3609
Mason & Associates (California)
Los Angeles,
California
| US$ 425 mi | +US$ 24,2 mi | +6% | 1,07% | 68,5% | 120 | 21,67% | 1,8 |
|
| 3610 |
3610
Harvey Capital Management
Palm Beach,
Florida
| US$ 425 mi | +US$ 24,9 mi | +6% | 6,79% | 147% | 87 | 20,69% | 4,2 |
|
| 3611 |
3611
Virtus Wealth Solutions
Cranford,
New Jersey
| US$ 424 mi | – | – | 15,9% | – | 46 | – | 0 |
|
| 3612 |
3612
Parkside Advisors
Berkeley,
California
| US$ 424 mi | +US$ 3,2 mi | +0,8% | 1,05% | 36,7% | 84 | 7,14% | 4,4 |
|
| 3613 |
3613
True North Advisors
Dallas,
Texas
| US$ 424 mi | +US$ 42 mi | +11% | 0,95% | 82,9% | 235 | 42,55% | 2 |
|
| 3614 |
3614
KPP Advisory Services
Louisville,
Kentucky
| US$ 424 mi | +US$ 7,39 mi | +2% | 2,38% | 87,9% | 273 | 10,26% | 0,9 |
|
| 3615 |
3615
Glynn Capital Management
Menlo Park,
California
| US$ 424 mi | -US$ 12,7 mi | -3% | 11,6% | 252% | 53 | 16,98% | 5,5 |
|
| 3616 |
3616
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$ 424 mi | +US$ 6,33 mi | +2% | 1,09% | 72,9% | 230 | 16,52% | 4 |
|
| 3617 |
3617
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 424 mi | -US$ 2,39 mi | -0,6% | 0,17% | 67% | 213 | 17,84% | 1,2 |
|
| 3618 |
3618
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 424 mi | +US$ 10,9 mi | +3% | 0,71% | 75,5% | 205 | 6,34% | 5,9 |
|
| 3619 |
3619
Advantage Alpha Capital Partners
San Francisco,
California
| US$ 423 mi | -US$ 15,9 mi | -4% | 3,54% | 79,2% | 184 | 26,63% | 1,5 |
|
| 3620 |
3620
Talos Asset Management
New York
| US$ 423 mi | – | – | 7,75% | – | 21 | – | 0 |
|
| 3621 |
3621
ALM First Financial Advisors
Dallas,
Texas
| US$ 423 mi | +US$ 19,5 mi | +5% | 2,24% | 50,5% | 27 | 14,81% | 1,4 |
|
| 3622 |
3622
Stordahl Capital Management
Greenwood Village,
Colorado
| US$ 423 mi | +US$ 2,37 mi | +0,6% | 0,91% | 54% | 62 | 19,35% | 4,3 |
|
| 3623 |
3623
Advisors Management Group
La Crosse,
Wisconsin
| US$ 423 mi | -US$ 621 mil | -0,1% | 0,8% | 125% | 158 | 6,33% | 4,3 |
|
| 3624 |
3624
TBH Global Asset Management
Brentwood,
Tennessee
| US$ 422 mi | -US$ 36,2 mi | -8% | 1,74% | 83,3% | 237 | 8,44% | 2,7 |
|
| 3625 |
3625
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 422 mi | -US$ 8,3 mi | -2% | 0,8% | 81,5% | 234 | 5,56% | 4,6 |
|