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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Morgenthaler Management Partners IX
Portola Valley,
California
| US$ 125 mi | – | – | 1,08% | – | 3 | – | 0 |
|
| 4102 |
4102
Broadleaf Partners
Hudson,
Ohio
| US$ 125 mi | -US$ 24 mi | -16% | 14,1% | 180% | 56 | 12,5% | 0,9 |
|
| 4103 |
VAM
4103
Velanne Asset Management
London,
United Kingdom
| US$ 125 mi | – | – | 15,4% | 29,6% | 22 | – | 0 |
|
| 4104 |
4104
Claro Advisors
Boston,
Massachusetts
| US$ 125 mi | – | – | 13,9% | 85,5% | 1.142 | – | 0 |
|
| 4105 |
4105
Nations Financial Group
Cedar Rapids,
Iowa
| US$ 125 mi | -US$ 14,7 mi | -11% | 11,8% | 105% | 176 | 10,8% | 2,1 |
|
| 4106 |
4106
Towerpoint Wealth
Sacramento,
California
| US$ 125 mi | +US$ 4,3 mi | +4% | 8,38% | 67,7% | 43 | 23,26% | 0,7 |
|
| 4107 |
4107
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 125 mi | -US$ 17,8 mi | -12% | 11,9% | 161% | 72 | 9,72% | 2,5 |
|
| 4108 |
4108
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 125 mi | -US$ 26,6 mi | -18% | 10,8% | 84,9% | 151 | 17,22% | 4 |
|
| 4109 |
4109
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 125 mi | -US$ 23,9 mi | -16% | 11,6% | 90,7% | 185 | 14,05% | 3,4 |
|
| 4110 |
KC
4110
KCL Capital
New York
| US$ 125 mi | – | – | 21,4% | 106% | 22 | – | 0 |
|
| 4111 |
4111
Blue Pool Management
Causeway Bay,
Hong Kong
| US$ 124 mi | -US$ 83 mi | -40% | 14,3% | 72,8% | 33 | 45,45% | 0,9 |
|
| 4112 |
4112
Corrigan Financial
Middletown,
Rhode Island
| US$ 124 mi | -US$ 14,8 mi | -11% | 11,8% | 9,54% | 58 | 12,07% | 2,3 |
|
| 4113 |
4113
Sequent Asset Management
Houston,
Texas
| US$ 124 mi | -US$ 21,6 mi | -15% | 8,91% | 51,3% | 64 | 29,69% | 3,2 |
|
| 4114 |
4114
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| US$ 124 mi | -US$ 27,9 mi | -18% | 17,7% | 47,7% | 4 | 0% | 3,1 |
|
| 4115 |
4115
First Financial Corp
Terre Haute,
Indiana
| US$ 124 mi | -US$ 28,5 mi | -19% | 12,2% | 95,3% | 333 | 6,01% | 4,5 |
|
| 4116 |
4116
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 124 mi | -US$ 989 mil | -0,8% | 13,9% | 99,6% | 106 | 26,42% | 1,1 |
|
| 4117 |
4117
Elm Advisors
Burlingame,
California
| US$ 124 mi | -US$ 25,5 mi | -17% | 12,9% | 50,5% | 298 | 74,16% | 4,2 |
|
| 4118 |
4118
Private Wealth Advisors (California)
Fresno,
California
| US$ 124 mi | – | – | 14,1% | 63,6% | 56 | – | 0 |
|
| 4119 |
4119
Ally Invest Advisors
Charlotte,
North Carolina
| US$ 124 mi | – | – | 9,08% | 41,1% | 9 | – | 0 |
|
| 4120 |
AA
4120
Alta Advisers
London,
United Kingdom
| US$ 124 mi | – | – | 5,75% | 114% | 6 | – | 3,8 |
|
| 4121 |
4121
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 123 mi | -US$ 23 mi | -16% | 10% | 83,4% | 146 | 13,01% | 3,4 |
|
| 4122 |
CCM
4122
Consolidated Capital Management
Burbank,
California
| US$ 123 mi | -US$ 29,7 mi | -19% | 13,4% | 166% | 47 | 23,4% | 1,6 |
|
| 4123 |
FA
4123
Financial Advisors
Andover,
Massachusetts
| US$ 123 mi | – | – | 11,8% | 71,5% | 58 | – | 0 |
|
| 4124 |
4124
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 123 mi | -US$ 19,5 mi | -14% | 11,7% | 86,2% | 75 | 18,67% | 0,8 |
|
| 4125 |
HIM
4125
Hotaling Investment Management
Wayne,
Pennsylvania
| US$ 123 mi | – | – | 12,4% | 52,6% | 112 | – | 0 |
|