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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
Rollins Financial
Atlanta,
Georgia
| US$ 274 mi | +US$ 41,2 mi | +18% | 10,9% | – | 112 | 27,68% | 0,4 |
|
| 3977 |
3977
Perennial Investment Advisors
Los Angeles,
California
| US$ 274 mi | +US$ 20,9 mi | +8% | 9,75% | 84,3% | 235 | 22,98% | 0,9 |
|
| 3978 |
3978
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$ 274 mi | +US$ 12 mi | +5% | 5,29% | 26,4% | 614 | 11,56% | 3,3 |
|
| 3979 |
SWMG
3979
Strategic Wealth Management Group
Fulton,
Maryland
| US$ 274 mi | +US$ 12,4 mi | +5% | 5,99% | – | 138 | 15,22% | 1,6 |
|
| 3980 |
3980
Sutton Wealth Advisors
Tampa,
Florida
| US$ 274 mi | +US$ 19,5 mi | +8% | 6,68% | 40,9% | 1.303 | 5,37% | 3,5 |
|
| 3981 |
FGIM
3981
First Growth Investment Manager
San Francisco,
California
| US$ 274 mi | -US$ 18,9 mi | -6% | 13,7% | – | 49 | 51,02% | 0,4 |
|
| 3982 |
3982
Riversedge Advisors
Wilmington,
Delaware
| US$ 274 mi | +US$ 39,7 mi | +17% | 5,23% | 71,3% | 54 | 16,67% | 1,1 |
|
| 3983 |
3983
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$ 273 mi | +US$ 17,1 mi | +7% | 6,78% | 75% | 164 | 10,37% | 4,3 |
|
| 3984 |
3984
Blume Capital Management
Berkeley,
California
| US$ 273 mi | +US$ 19,4 mi | +8% | 7,1% | 102% | 296 | 11,82% | 3,5 |
|
| 3985 |
3985
Ninety One
Cape Town,
South Africa
| US$ 273 mi | +US$ 9,9 mi | +4% | 10,4% | 232% | 115 | 4,35% | 1,9 |
|
| 3986 |
3986
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$ 273 mi | +US$ 33,5 mi | +14% | 7,91% | 137% | 607 | 79,08% | 0,5 |
|
| 3987 |
BCM
3987
Birmingham Capital Management
Birmingham,
Alabama
| US$ 273 mi | +US$ 5,38 mi | +2% | 2,85% | 103% | 106 | 4,72% | 5,8 |
|
| 3988 |
3988
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$ 273 mi | +US$ 15,4 mi | +6% | 4,93% | 56,8% | 183 | 21,31% | 0,7 |
|
| 3989 |
3989
AH Equity Partners III (Parallel)
Menlo Park,
California
| US$ 273 mi | -US$ 117 mi | -30% | 31,9% | 33,1% | 3 | 66,67% | 0,3 |
|
| 3990 |
3990
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 273 mi | +US$ 24,5 mi | +10% | 8,38% | 115% | 280 | 24,64% | 0,8 |
|
| 3991 |
3991
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$ 273 mi | +US$ 2,26 mi | +0,8% | 8,76% | 107% | 34 | 5,88% | 3,1 |
|
| 3992 |
FVCM
3992
F&V Capital Management
Boca Raton,
Florida
| US$ 272 mi | +US$ 4,65 mi | +2% | 6,26% | 123% | 64 | 15,63% | 4,2 |
|
| 3993 |
3993
Trinity Legacy Partners
Houston,
Texas
| US$ 272 mi | +US$ 21,1 mi | +8% | 6,29% | 63,3% | 128 | 21,88% | 0,9 |
|
| 3994 |
3994
West Paces Advisors
Atlanta,
Georgia
| US$ 272 mi | +US$ 23,2 mi | +9% | 4,89% | 57,7% | 628 | 32,8% | 2,6 |
|
| 3995 |
3995
ACK Asset Management
Greenwich,
Connecticut
| US$ 272 mi | +US$ 20,3 mi | +8% | 7,48% | 132% | 28 | 32,14% | 0,8 |
|
| 3996 |
3996
AH Equity Partners IV (Parallel)
Menlo Park,
California
| US$ 271 mi | +US$ 30,5 mi | +13% | 13,7% | – | 2 | 0% | 0,5 |
|
| 3997 |
WA
3997
Winfield Associates
Cleveland,
Ohio
| US$ 271 mi | +US$ 26,9 mi | +11% | 9,27% | 77,8% | 151 | 9,27% | 3,5 |
|
| 3998 |
3998
Income Research & Management
Boston,
Massachusetts
| US$ 271 mi | +US$ 23,4 mi | +9% | 0% | 1,19% | 19 | 36,84% | 1,6 |
|
| 3999 |
3999
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 271 mi | +US$ 16 mi | +6% | 6,19% | 64,1% | 188 | 3,19% | 3,4 |
|
| 4000 |
4000
UBP Investment Advisors
Geneva,
Switzerland
| US$ 271 mi | +US$ 25,8 mi | +11% | 4,51% | 11,2% | 136 | 42,65% | 1,3 |
|