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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Penn Capital Management
Philadelphia,
Pennsylvania
| US$ 976 mi | -US$ 52,6 mi | -5% | 3,95% | 181% | 164 | 20,73% | 1,9 |
|
| 1802 |
1802
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$ 976 mi | -US$ 27,1 mi | -3% | 1,26% | 78,9% | 277 | 2,89% | 4,4 |
|
| 1803 |
1803
Procyon Advisors
Shelton,
Connecticut
| US$ 976 mi | +US$ 180 mi | +23% | 2,71% | 92,3% | 501 | 15,17% | 1,8 |
|
| 1804 |
1804
Willis Johnson & Associates
Houston,
Texas
| US$ 975 mi | +US$ 37,2 mi | +4% | 3,51% | 50,9% | 143 | 19,58% | 1,6 |
|
| 1805 |
CG
1805
Cutler Group
San Francisco,
California
| US$ 975 mi | +US$ 255 mi | +35% | 3,51% | 57,7% | 4.549 | 34,4% | 2 |
|
| 1806 |
1806
Washington Trust Advisors
Wellesley,
Massachusetts
| US$ 975 mi | -US$ 56,8 mi | -6% | 3,51% | 106% | 694 | 7,93% | 1,6 |
|
| 1807 |
1807
Himension Capital (Singapore)
Singapore
| US$ 974 mi | -US$ 123 mi | -11% | 1,35% | 492% | 94 | 89,36% | 0,2 |
|
| 1808 |
1808
Philadelphia Trust Company
Philadelphia,
Pennsylvania
| US$ 973 mi | -US$ 83 mi | -8% | 1,23% | 162% | 238 | 11,34% | 4,6 |
|
| 1809 |
1809
SFMG Wealth Advisors
Plano,
Texas
| US$ 973 mi | +US$ 1,1 mi | +0,1% | 3,4% | 76,1% | 278 | 15,47% | 3,5 |
|
| 1810 |
1810
Summit Securities Group
New York
| US$ 972 mi | +US$ 205 mi | +27% | 0,29% | 136% | 1.121 | 70,03% | 0,8 |
|
| 1811 |
1811
Sandler Capital Management
New York
| US$ 971 mi | -US$ 244 mi | -20% | 1,65% | 325% | 134 | 47,76% | 0,7 |
|
| 1812 |
1812
Main Street Research
Lakeville,
Connecticut
| US$ 971 mi | +US$ 343 mi | +55% | 1,67% | 232% | 101 | 17,82% | 4,8 |
|
| 1813 |
1813
Litman Gregory Wealth Management
Larkspur,
California
| US$ 969 mi | +US$ 168 mi | +21% | 3,37% | 55,5% | 127 | 39,37% | 0,5 |
|
| 1814 |
1814
Concentric Capital Strategies
Stamford,
Connecticut
| US$ 968 mi | +US$ 471 mi | +95% | 1,77% | 165% | 275 | 73,09% | 0,2 |
|
| 1815 |
1815
Ensemble Capital Management
San Francisco,
California
| US$ 968 mi | -US$ 67,5 mi | -7% | 4,52% | 36,2% | 25 | 0% | 5,5 |
|
| 1816 |
1816
Ion Asset Management
Herzliya,
Israel
| US$ 968 mi | +US$ 111 mi | +13% | 19,1% | 125% | 44 | 34,09% | 1,2 |
|
| 1817 |
1817
Elm Partners Management
Philadelphia,
Pennsylvania
| US$ 967 mi | -US$ 25,8 mi | -3% | 3,31% | 46,9% | 47 | 12,77% | 3 |
|
| 1818 |
1818
Executive Wealth Management
Brighton,
Michigan
| US$ 966 mi | -US$ 425 mil | -0% | 4,03% | 18,4% | 213 | 13,15% | 2,7 |
|
| 1819 |
1819
Belpointe Asset Management
Reno,
Nevada
| US$ 966 mi | +US$ 20,2 mi | +2% | 2,9% | 80,1% | 726 | 26,17% | 3 |
|
| 1820 |
1820
Clear Harbor Asset Management
Stamford,
Connecticut
| US$ 965 mi | -US$ 55,7 mi | -5% | 2,83% | 98,6% | 384 | 15,63% | 3,7 |
|
| 1821 |
1821
Zazove Associates
Incline Village,
Nevada
| US$ 964 mi | -US$ 133 mi | -12% | 0,29% | 11% | 157 | 14,01% | 1,5 |
|
| 1822 |
1822
QV Investors
Calgary,
Alberta, Canada
| US$ 964 mi | -US$ 145 mi | -13% | 2,45% | 68,3% | 70 | 8,57% | 3,6 |
|
| 1823 |
1823
Adell Harriman & Carpenter
Houston,
Texas
| US$ 964 mi | -US$ 20,3 mi | -2% | 0,83% | 176% | 165 | 3,03% | 5,5 |
|
| 1824 |
1824
Parcion Private Wealth
Bellevue,
Washington
| US$ 964 mi | -US$ 27 mi | -3% | 3,73% | 103% | 194 | 12,37% | 2,5 |
|
| 1825 |
1825
Kensington Asset Management
Austin,
Texas
| US$ 961 mi | -US$ 556 mi | -37% | 3,27% | 38,1% | 16 | 75% | 0,3 |
|