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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1526 |
1526
Baker Avenue Asset Management
San Francisco,
California
| US$ 658 mi | -US$ 38,3 mi | -6% | 0,27% | 95,6% | 209 | 31,1% | 1,2 |
|
| 1527 |
SMA
1527
Simply Money Advisors
Cincinnati,
Ohio
| US$ 656 mi | -US$ 8,96 mi | -1% | 1,04% | 11,5% | 26 | 11,54% | 1,6 |
|
| 1528 |
SG
1528
Swarthmore Group
Philadelphia,
Pennsylvania
| US$ 655 mi | -US$ 278 mi | -30% | 1,9% | 44,2% | 58 | 25,86% | 1,4 |
|
| 1529 |
1529
Geneos Wealth Management
Englewood,
Colorado
| US$ 654 mi | – | – | 3,54% | 66,7% | 1.783 | – | 0 |
|
| 1530 |
1530
Crestline Management
Fort Worth,
Texas
| US$ 654 mi | -US$ 479 mi | -42% | 13,4% | 80,2% | 1 | 0% | 1,3 |
|
| 1531 |
1531
First National Trust
Hermitage,
Pennsylvania
| US$ 653 mi | +US$ 21,2 mi | +3% | 1,62% | 82,9% | 317 | 14,51% | 2 |
|
| 1532 |
1532
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$ 653 mi | +US$ 76,6 mi | +13% | 1,76% | 112% | 305 | 7,54% | 1,9 |
|
| 1533 |
1533
Foundation Capital
Palo Alto,
California
| US$ 653 mi | -US$ 168 mi | -20% | 15,7% | – | 9 | 0% | 1,4 |
|
| 1534 |
1534
EP Wealth Advisors
Torrance,
California
| US$ 652 mi | +US$ 57,2 mi | +10% | 2,27% | – | 171 | 35,09% | 1,6 |
|
| 1535 |
1535
Tiedemann Trust
Wilmington,
Delaware
| US$ 651 mi | -US$ 37,3 mi | -5% | 1,83% | 18,9% | 82 | 23,17% | 1,4 |
|
| 1536 |
1536
P2 Capital Partners
New York
| US$ 649 mi | +US$ 56,1 mi | +9% | 4,96% | 7,96% | 15 | 13,33% | 1,8 |
|
| 1537 |
1537
Makaira Partners
La Jolla,
California
| US$ 647 mi | +US$ 41,2 mi | +7% | 9,57% | 22% | 13 | 23,08% | 2,1 |
|
| 1538 |
1538
Glazer Capital LLC
New York
| US$ 647 mi | -US$ 28,2 mi | -4% | 7,55% | 323% | 121 | 59,5% | 0,4 |
|
| 1539 |
1539
Ardsley Advisory Partners
Stamford,
Connecticut
| US$ 647 mi | -US$ 121 mi | -16% | 2,14% | 555% | 218 | 72,02% | 0,4 |
|
| 1540 |
1540
SouthState Corp
Winter Haven,
Florida
| US$ 643 mi | +US$ 5,56 mi | +0,9% | 1,89% | 78,9% | 222 | 13,51% | 2,2 |
|
| 1541 |
1541
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$ 643 mi | +US$ 38,4 mi | +6% | 1,58% | 70,4% | 171 | 18,13% | 2 |
|
| 1542 |
1542
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$ 642 mi | -US$ 24,5 mi | -4% | 1,86% | 109% | 141 | 17,73% | 2,1 |
|
| 1543 |
TM
1543
Thrax Management
New York
| US$ 641 mi | +US$ 156 mi | +32% | 1,17% | – | 156 | 73,72% | 0,1 |
|
| 1544 |
1544
Martin Investment Management
Palm Beach Gardens,
Florida
| US$ 641 mi | +US$ 10,9 mi | +2% | 2,35% | 44% | 49 | 30,61% | 1,9 |
|
| 1545 |
1545
Webster Bank
Waterbury,
Connecticut
| US$ 641 mi | +US$ 17,4 mi | +3% | 2,21% | 77,5% | 221 | 10,41% | 2 |
|
| 1546 |
1546
Polaris Wealth Advisory Group
San Rafael,
California
| US$ 640 mi | +US$ 20,1 mi | +3% | 4% | 64% | 163 | 49,69% | 0,6 |
|
| 1547 |
WA
1547
Westport Advisers
Westport,
Connecticut
| US$ 640 mi | -US$ 51,6 mi | -7% | 3,02% | 39,2% | 44 | 6,82% | 2,5 |
|
| 1548 |
1548
EAM Investors
Solana Beach,
California
| US$ 639 mi | -US$ 125 mi | -16% | 11,6% | 6.012% | 408 | 53,68% | 0,4 |
|
| 1549 |
1549
Portfolio Solutions
Royal Oak,
Michigan
| US$ 639 mi | +US$ 12,3 mi | +2% | 1,09% | 11,6% | 27 | 51,85% | 0,7 |
|
| 1550 |
1550
Murphy Capital Management
Bedminster,
New Jersey
| US$ 638 mi | -US$ 17,6 mi | -3% | 2,16% | 41,6% | 336 | 19,64% | 2 |
|