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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4201 |
4201
Curran Financial Partners
Daniel Island,
South Carolina
| US$ 299 mi | +US$ 11,5 mi | +4% | 0,93% | 49,4% | 88 | 12,5% | 2,1 |
|
| 4202 |
4202
SRH Advisors
Salina,
Kansas
| US$ 299 mi | -US$ 16,7 mi | -5% | 3,33% | 55,7% | 313 | 9,27% | 6,3 |
|
| 4203 |
4203
Mandatum Life Insurance Company
Helsinki,
Finland
| US$ 299 mi | -US$ 426 mil | -0,1% | 2,06% | 95,9% | 92 | 19,57% | 4,5 |
|
| 4204 |
4204
Sands Capital Ventures
Arlington,
Virginia
| US$ 299 mi | -US$ 116 mi | -28% | 5,98% | 167% | 20 | 0% | 2,2 |
|
| 4205 |
4205
Financial Security Advisor
Virginia Beach,
Virginia
| US$ 298 mi | +US$ 12,4 mi | +4% | 2,94% | 76,3% | 121 | 14,05% | 0,6 |
|
| 4206 |
4206
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$ 298 mi | – | – | 1,95% | – | 220 | – | 0 |
|
| 4207 |
4207
FSM Wealth Advisors
Cleveland,
Ohio
| US$ 298 mi | +US$ 16,7 mi | +6% | 2,01% | 68,4% | 170 | 10% | 1,5 |
|
| 4208 |
4208
US Financial Advisors
Braintree,
Massachusetts
| US$ 298 mi | +US$ 9,47 mi | +3% | 0,76% | 12,6% | 90 | 16,67% | 2,7 |
|
| 4209 |
4209
DecisionPoint Financial
Mesa,
Arizona
| US$ 298 mi | +US$ 47 mi | +19% | 0,21% | 48% | 280 | 16,07% | 1,1 |
|
| 4210 |
4210
Steadview Capital Management
London,
United Kingdom
| US$ 298 mi | -US$ 40,4 mi | -12% | 11,1% | 930% | 8 | 12,5% | 2,5 |
|
| 4211 |
4211
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 298 mi | +US$ 105 mi | +55% | 4,5% | 38,8% | 445 | 68,31% | 0,3 |
|
| 4212 |
HCM
4212
Hudson Capital Management
Ramsey,
New Jersey
| US$ 298 mi | +US$ 7,69 mi | +3% | 0,3% | 66,8% | 68 | 11,76% | 3,5 |
|
| 4213 |
AWA
4213
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 298 mi | +US$ 11,6 mi | +4% | 1,75% | 60,2% | 47 | 10,64% | 2,1 |
|
| 4214 |
4214
KEB Asset Management
Springfield,
Illinois
| US$ 298 mi | +US$ 4,78 mi | +2% | 0,59% | 68,9% | 73 | 9,59% | 1,7 |
|
| 4215 |
4215
Bridge City Capital
Lake Oswego,
Oregon
| US$ 298 mi | +US$ 23 mi | +8% | 0,07% | 120% | 113 | 5,31% | 3,9 |
|
| 4216 |
4216
Asset Allocation Strategies
Farmington,
Michigan
| US$ 297 mi | +US$ 14,3 mi | +5% | 1,7% | 58,1% | 98 | 26,53% | 0,8 |
|
| 4217 |
4217
Shilanski & Associates
Anchorage,
Alaska
| US$ 297 mi | +US$ 6,95 mi | +2% | 2,08% | 84,2% | 116 | 16,38% | 1,5 |
|
| 4218 |
4218
Barry Investment Advisors
New Bedford,
Massachusetts
| US$ 297 mi | -US$ 3,01 mi | -1% | 0,82% | 66,7% | 122 | 7,38% | 3,4 |
|
| 4219 |
4219
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$ 297 mi | +US$ 9,8 mi | +3% | 5,74% | – | 705 | 12,62% | 0,3 |
|
| 4220 |
4220
Riverview Capital Advisers
Boston,
Massachusetts
| US$ 297 mi | +US$ 6,27 mi | +2% | 2,14% | 84,8% | 86 | 10,47% | 1,7 |
|
| 4221 |
4221
Hemington Wealth Management
Falls Church,
Virginia
| US$ 297 mi | +US$ 20,7 mi | +7% | 3,59% | 76,1% | 116 | 5,17% | 2,4 |
|
| 4222 |
4222
JRM Investment Counsel
Omaha,
Nebraska
| US$ 296 mi | -US$ 6,31 mi | -2% | 1,43% | 65,5% | 21 | 4,76% | 4,5 |
|
| 4223 |
4223
Fosun International
Hong Kong,
China
| US$ 296 mi | -US$ 24,7 mi | -8% | 10,6% | 41,3% | 51 | 21,57% | 2,3 |
|
| 4224 |
4224
Cloverfields Capital Group
Minneapolis,
Minnesota
| US$ 296 mi | -US$ 568 mil | -0,2% | 2,49% | 101% | 102 | 12,75% | 1,6 |
|
| 4225 |
4225
Biechele Royce Advisors
Fishers,
Indiana
| US$ 296 mi | -US$ 5,43 mi | -2% | 1,29% | 39,2% | 63 | 14,29% | 3,7 |
|