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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 171 mi | -US$ 4,47 mi | -3% | 4,26% | 143% | 142 | 4,93% | 1,7 |
|
| 5052 |
5052
First Financial Corp
Terre Haute,
Indiana
| US$ 171 mi | +US$ 14,6 mi | +9% | 2,13% | 95,3% | 389 | 16,2% | 6,2 |
|
| 5053 |
5053
Theory Financial
Fort Collins,
Colorado
| US$ 171 mi | -US$ 3,18 mi | -2% | 3,16% | 54,5% | 74 | 28,38% | 1,1 |
|
| 5054 |
FFG
5054
Fortem Financial Group
Palm Desert,
California
| US$ 171 mi | +US$ 1,79 mi | +1% | 0,23% | 183% | 168 | 12,5% | 1,9 |
|
| 5055 |
JAIC
5055
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$ 170 mi | +US$ 67,6 mi | +66% | 6,23% | 272% | 37 | 45,95% | 0,6 |
|
| 5056 |
5056
Tradewinds LLC
Raleigh,
North Carolina
| US$ 170 mi | +US$ 596 mil | +0,4% | 3,32% | – | 125 | 25,6% | 0,4 |
|
| 5057 |
5057
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 170 mi | -US$ 1,6 mi | -0,9% | 2,95% | 60,1% | 112 | 10,71% | 1,6 |
|
| 5058 |
5058
Acuitas Investments
Seattle,
Washington
| US$ 170 mi | -US$ 1,63 mi | -0,9% | 4,56% | 145% | 122 | 18,85% | 0,5 |
|
| 5059 |
PCMK
5059
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$ 170 mi | -US$ 4,16 mi | -2% | 0,5% | 87,5% | 56 | 5,36% | 5,9 |
|
| 5060 |
AAG
5060
Avalon Advisory Group
Wexford,
Pennsylvania
| US$ 170 mi | -US$ 5,77 mi | -3% | 4,23% | 46% | 9 | 22,22% | 2,9 |
|
| 5061 |
5061
Institutional Venture Management XV
Menlo Park,
California
| US$ 170 mi | -US$ 84,3 mi | -33% | 27,3% | 116% | 5 | 20% | 1,7 |
|
| 5062 |
5062
CNB Bank
Clearfield,
Pennsylvania
| US$ 170 mi | -US$ 175 mil | -0,1% | 3,02% | 91,6% | 518 | 19,31% | 3,4 |
|
| 5063 |
5063
Barrett & Company
Providence,
Rhode Island
| US$ 170 mi | -US$ 2,64 mi | -2% | 2,94% | 83,6% | 643 | 6,53% | 0,9 |
|
| 5064 |
DS
5064
Dalal Street
West Lake Hills,
Texas
| US$ 170 mi | +US$ 96,2 mi | +131% | 56,7% | 92,7% | 3 | 33,33% | 0,2 |
|
| 5065 |
5065
WorthPointe
La Jolla,
California
| US$ 170 mi | +US$ 4,15 mi | +3% | 3,07% | 59,7% | 72 | 27,78% | 0,8 |
|
| 5066 |
WAM
5066
Westport Asset Management
Southport,
Connecticut
| US$ 170 mi | -US$ 8,72 mi | -5% | 3,66% | 64,2% | 73 | 1,37% | 6 |
|
| 5067 |
5067
3Chopt Investment Partners
Richmond,
Virginia
| US$ 169 mi | -US$ 30,4 mi | -15% | 2,61% | 116% | 141 | 63,83% | 0,6 |
|
| 5068 |
5068
Hanwha Asset Management
Seoul,
South Korea
| US$ 169 mi | +US$ 5,26 mi | +3% | 3,21% | – | 1 | 0% | 0,8 |
|
| 5069 |
5069
Blueshift Asset Management
Red Bank,
New Jersey
| US$ 169 mi | -US$ 92,5 mi | -35% | 9,11% | 38,8% | 458 | 71,62% | 0,3 |
|
| 5070 |
5070
Beach Point Capital Management
Santa Monica,
California
| US$ 169 mi | -US$ 71,1 mi | -30% | 8,94% | 84,1% | 15 | 20% | 1,5 |
|
| 5071 |
5071
Beta Wealth Group
San Diego,
California
| US$ 169 mi | -US$ 3,92 mi | -2% | 3,77% | 45,4% | 107 | 14,02% | 1,6 |
|
| 5072 |
5072
Catalyst Private Wealth
San Mateo,
California
| US$ 169 mi | +US$ 9,6 mi | +6% | 4,29% | 120% | 75 | 8% | 2,1 |
|
| 5073 |
5073
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 169 mi | -US$ 5,1 mi | -3% | 0,51% | 304% | 197 | 32,49% | 3,6 |
|
| 5074 |
5074
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 169 mi | -US$ 2,23 mi | -1% | 3,26% | 60,8% | 86 | 9,3% | 1,7 |
|
| 5075 |
5075
Aristotle Pacific Capital
Newport Beach,
California
| US$ 169 mi | +US$ 113 mi | +202% | 0,64% | 1,84% | 5 | 20% | 1,5 |
|