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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Cooper/Haims Advisors
Victor,
New York
| US$ 135 mi | +US$ 21,7 mi | +19% | 0,42% | 53,1% | 61 | 26,23% | 0,4 |
|
| 3977 |
3977
Marlowe Partners
New York
| US$ 135 mi | +US$ 39,2 mi | +41% | 0,88% | 16,3% | 7 | 28,57% | 0,8 |
|
| 3978 |
3978
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 135 mi | -US$ 8,93 mi | -6% | 2,3% | 92,4% | 406 | 14,04% | 2,8 |
|
| 3979 |
3979
Richmond Hill Investments
New York
| US$ 135 mi | -US$ 2,15 mi | -2% | 10,5% | 55,2% | 8 | 12,5% | 3,1 |
|
| 3980 |
3980
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$ 135 mi | +US$ 9,17 mi | +7% | 4,51% | 91,9% | 62 | 1,61% | 1,1 |
|
| 3981 |
SWMG
3981
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 135 mi | +US$ 5,48 mi | +4% | 4,06% | – | 359 | 10,58% | 0,5 |
|
| 3982 |
3982
Bandera Partners
New York
| US$ 135 mi | +US$ 1,35 mi | +1% | 7,35% | 55,4% | 27 | 55,56% | 2,1 |
|
| 3983 |
3983
RB Capital Management
Reno,
Nevada
| US$ 135 mi | +US$ 7,8 mi | +6% | 2,98% | 79,4% | 144 | 7,64% | 1,2 |
|
| 3984 |
3984
Day & Ennis
Macon,
Georgia
| US$ 135 mi | +US$ 12,7 mi | +10% | 1,04% | 15,2% | 83 | 10,84% | 1,9 |
|
| 3985 |
3985
Corrigan Financial
Middletown,
Rhode Island
| US$ 135 mi | +US$ 4,94 mi | +4% | 2,98% | 9,54% | 59 | 3,39% | 1,7 |
|
| 3986 |
3986
Epstein & White Financial
San Diego,
California
| US$ 135 mi | -US$ 21,2 mi | -14% | 2,28% | 51% | 117 | 22,22% | 0,4 |
|
| 3987 |
IP
3987
Investment Partners
New Philadelphia,
Ohio
| US$ 135 mi | +US$ 391 mil | +0,3% | 2,15% | 74,1% | 158 | 8,86% | 2,1 |
|
| 3988 |
3988
Milestone Advisory Partners
Southern Pines,
North Carolina
| US$ 134 mi | +US$ 755 mil | +0,6% | 1,85% | 19,7% | 50 | 14% | 0,5 |
|
| 3989 |
3989
Central Asset Investments & Management Holdings
Hong Kong
| US$ 134 mi | +US$ 17,4 mi | +15% | 8,23% | 3.210% | 41 | 63,41% | 0,4 |
|
| 3990 |
PCR
3990
Potrero Capital Research
San Francisco,
California
| US$ 134 mi | +US$ 895 mil | +0,7% | 14,3% | 226% | 60 | 41,67% | 0,8 |
|
| 3991 |
3991
Shoker Investment Counsel
Oxford,
Ohio
| US$ 134 mi | +US$ 2,69 mi | +2% | 2,33% | 83,8% | 107 | 6,54% | 3,3 |
|
| 3992 |
3992
Wela Strategies
Atlanta,
Georgia
| US$ 134 mi | +US$ 9,36 mi | +7% | 1,15% | 51,3% | 33 | 12,12% | 1 |
|
| 3993 |
3993
Bison Wealth
Atlanta,
Georgia
| US$ 134 mi | +US$ 3,06 mi | +2% | 3,29% | 37,4% | 222 | 15,32% | 2,1 |
|
| 3994 |
3994
White Square Capital
London,
United Kingdom
| US$ 134 mi | -US$ 59,3 mi | -31% | 0,74% | 542% | 6 | 83,33% | 0,5 |
|
| 3995 |
3995
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$ 134 mi | -US$ 11,2 mi | -8% | 2,25% | 56,7% | 192 | 54,17% | 0,8 |
|
| 3996 |
3996
GS Investments
Minneapolis,
Minnesota
| US$ 134 mi | -US$ 2,54 mi | -2% | 2,83% | 94,1% | 130 | 19,23% | 0,8 |
|
| 3997 |
3997
Reliant Investment Management
Memphis,
Tennessee
| US$ 134 mi | -US$ 413 mil | -0,3% | 1,77% | 129% | 53 | 7,55% | 2,6 |
|
| 3998 |
3998
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$ 134 mi | -US$ 1,57 mi | -1% | 1,5% | – | 478 | 31,8% | 0,8 |
|
| 3999 |
3999
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 134 mi | +US$ 5,1 mi | +4% | 1,53% | 66,8% | 125 | 6,4% | 0,5 |
|
| 4000 |
4000
Courage Capital Management
Nashville,
Tennessee
| US$ 134 mi | +US$ 2,74 mi | +2% | 4,48% | 86,5% | 31 | 22,58% | 1,5 |
|