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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
CWA
4001
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$ 477 mi | +US$ 42,9 mi | +10% | 9,77% | 46,1% | 57 | 17,54% | 3,5 |
|
| 4002 |
SAM
4002
Standpoint Asset Management
Scottsdale,
Arizona
| US$ 477 mi | +US$ 64,7 mi | +16% | 13% | 71,9% | 8 | 0% | 3,5 |
|
| 4003 |
RH
4003
RFG Holdings
Argyle,
Texas
| US$ 477 mi | +US$ 79,9 mi | +20% | 19,8% | 72,3% | 90 | 25,56% | 1,6 |
|
| 4004 |
GCM
4004
Gator Capital Management
Tampa,
Florida
| US$ 477 mi | -US$ 12,6 mi | -3% | 22,9% | 245% | 93 | 29,03% | 3,1 |
|
| 4005 |
ZCP
4005
Z3 Capital Partners
Richmond,
Virginia
| US$ 476 mi | +US$ 81,5 mi | +21% | 35,2% | – | 209 | 18,66% | 0,4 |
|
| 4006 |
ECP
4006
Elemental Capital Partners
San Francisco,
California
| US$ 476 mi | +US$ 241 mi | +103% | 115% | – | 13 | 15,38% | 1,8 |
|
| 4007 |
MG
4007
Magnolia Group
Omaha,
Nebraska
| US$ 476 mi | -US$ 61,2 mi | -11% | 0,6% | 9,52% | 18 | 44,44% | 2,5 |
|
| 4008 |
PA
4008
Paragon Advisors
College Station,
Texas
| US$ 476 mi | +US$ 105 mi | +28% | 31,2% | 109% | 83 | 15,66% | 2,5 |
|
| 4009 |
JGCM
4009
Joseph Group Capital Management
Columbus,
Ohio
| US$ 476 mi | +US$ 75,7 mi | +19% | 8,92% | 58,4% | 421 | 18,05% | 0,9 |
|
| 4010 |
LFS
4010
Lighthouse Financial Services
Brea,
California
| US$ 476 mi | +US$ 32,5 mi | +7% | 18% | – | 103 | 4,85% | 0,5 |
|
| 4011 |
DCM
4011
DG Capital Management
New York
| US$ 475 mi | +US$ 149 mi | +46% | 3,86% | 76,7% | 35 | 51,43% | 0,5 |
|
| 4012 |
PEA
4012
Park Edge Advisors
Cleveland,
Ohio
| US$ 475 mi | +US$ 41 mi | +9% | 8,34% | 53,7% | 164 | 20,12% | 2 |
|
| 4013 |
FTA
4013
Financial & Tax Architects
St Louis,
Missouri
| US$ 474 mi | +US$ 25,9 mi | +6% | 5,88% | 50,2% | 131 | 33,59% | 2,2 |
|
| 4014 |
CIC
4014
Chase Investment Counsel
Charlottesville,
Virginia
| US$ 474 mi | +US$ 92,9 mi | +24% | 42,1% | 350% | 173 | 34,1% | 1,7 |
|
| 4015 |
SSI
4015
Scott & Selber Inc
Houston,
Texas
| US$ 474 mi | +US$ 86,4 mi | +22% | 45,7% | 187% | 94 | 6,38% | 5,4 |
|
| 4016 |
IIM
4016
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 474 mi | +US$ 47,8 mi | +11% | 17,7% | 104% | 195 | 7,69% | 6,4 |
|
| 4017 |
GPA
4017
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 474 mi | +US$ 51,4 mi | +12% | 11,2% | 71,8% | 102 | 5,88% | 4 |
|
| 4018 |
AWM
4018
Austin Wealth Management
Austin,
Texas
| US$ 473 mi | +US$ 33 mi | +7% | 8,25% | 48,2% | 129 | 10,85% | 2,1 |
|
| 4019 |
AI
4019
ArchPoint Investors
Coral Gables,
Florida
| US$ 473 mi | +US$ 53,3 mi | +13% | 17,4% | 111% | 85 | 14,12% | 4 |
|
| 4020 |
VDBMI
4020
Van Den Berg Management I
Austin,
Texas
| US$ 473 mi | +US$ 37,2 mi | +9% | 24,5% | 187% | 139 | 17,99% | 3,4 |
|
| 4021 |
AIS
4021
American Investment Services
Great Barrington,
Massachusetts
| US$ 473 mi | +US$ 25 mi | +6% | 7,13% | 63,1% | 136 | 5,15% | 6,5 |
|
| 4022 |
LSC
4022
Logan Stone Capital
Chicago,
Illinois
| US$ 473 mi | +US$ 113 mi | +31% | 5,65% | 43,9% | 209 | 62,2% | 0,3 |
|
| 4023 |
BWM
4023
BCGM Wealth Management
Lafayette,
Indiana
| US$ 473 mi | +US$ 74,9 mi | +19% | 9,43% | 54,9% | 195 | 15,38% | 2,8 |
|
| 4024 |
SMI
4024
Shelter Mutual Insurance
Columbia,
Missouri
| US$ 473 mi | +US$ 23,1 mi | +5% | 6,51% | 51,2% | 58 | 0% | 7,6 |
|
| 4025 |
CHIA
4025
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| US$ 472 mi | – | – | 12,9% | – | 95 | – | 0 |
|