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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
True Link Financial Advisors
San Francisco,
California
| US$ 690 mi | +US$ 28,6 mi | +4% | 4,5% | 26,8% | 135 | 15,56% | 1,3 |
|
| 2077 |
2077
Webster Bank
Waterbury,
Connecticut
| US$ 690 mi | -US$ 42,8 mi | -6% | 4,45% | 77,5% | 544 | 3,31% | 5 |
|
| 2078 |
2078
Mesirow Institutional Investment Management
Chicago,
Illinois
| US$ 690 mi | – | – | 0,56% | – | 110 | – | 0 |
|
| 2079 |
2079
Simplicity Solutions
Minneapolis,
Minnesota
| US$ 690 mi | -US$ 81,5 mi | -11% | 5,08% | 37,1% | 727 | 24,21% | 1,9 |
|
| 2080 |
2080
Harvey Investment Company
Louisville,
Kentucky
| US$ 690 mi | -US$ 21,5 mi | -3% | 1,32% | 56,4% | 90 | 2,22% | 7 |
|
| 2081 |
2081
Matthews International Capital Management
San Francisco,
California
| US$ 688 mi | -US$ 8,24 mi | -1% | 7,71% | 227% | 43 | 13,95% | 2,1 |
|
| 2082 |
2082
First Command Bank
Fort Worth,
Texas
| US$ 688 mi | +US$ 1,61 mi | +0,2% | 7,38% | 34,1% | 481 | 27,03% | 3,6 |
|
| 2083 |
2083
First Command Financial Services
Fort Worth,
Texas
| US$ 688 mi | +US$ 1,61 mi | +0,2% | 7,38% | 34,4% | 481 | 27,03% | 3,6 |
|
| 2084 |
2084
Sound Income Strategies
Ft Lauderdale,
Florida
| US$ 688 mi | -US$ 62,2 mi | -8% | 7,21% | 31,4% | 1.016 | 11,32% | 2,7 |
|
| 2085 |
2085
Willis Johnson & Associates
Houston,
Texas
| US$ 687 mi | -US$ 30,5 mi | -4% | 5,82% | 50,9% | 108 | 13,89% | 1,2 |
|
| 2086 |
2086
Grassi Investment Management
Santa Clara,
California
| US$ 686 mi | -US$ 70,9 mi | -9% | 7,39% | 170% | 126 | 4,76% | 5,4 |
|
| 2087 |
2087
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$ 686 mi | +US$ 14 mi | +2% | 5,35% | 78,2% | 147 | 10,2% | 2,3 |
|
| 2088 |
2088
Arrow Financial
Glens Falls,
New York
| US$ 686 mi | -US$ 47,7 mi | -6% | 5,06% | 66,5% | 355 | 5,35% | 6,1 |
|
| 2089 |
2089
Yakira Capital Management
Westport,
Connecticut
| US$ 685 mi | +US$ 47,9 mi | +8% | 3,85% | 74,1% | 518 | 30,12% | 0,7 |
|
| 2090 |
2090
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 685 mi | +US$ 63,4 mi | +10% | 3,6% | 48,3% | 156 | 17,95% | 2,8 |
|
| 2091 |
2091
First Trust Direct Indexing
Boston,
Massachusetts
| US$ 685 mi | -US$ 33,3 mi | -5% | 5,16% | 69% | 685 | 11,82% | 1,3 |
|
| 2092 |
2092
Graticule Asia Macro Advisors
New York
| US$ 684 mi | +US$ 466 mi | +214% | 3,28% | – | 62 | 77,42% | 0,4 |
|
| 2093 |
2093
Perpetual Investment Management
Sydney,
Australia
| US$ 684 mi | +US$ 759 mil | +0,1% | 6,5% | – | 224 | 14,73% | 1,3 |
|
| 2094 |
2094
Bouchey Financial Group
Troy,
New York
| US$ 684 mi | +US$ 60,3 mi | +10% | 3,86% | 66,7% | 94 | 17,02% | 3,3 |
|
| 2095 |
RIM
2095
Redpoint Investment Management
Sydney, NSW,
Australia
| US$ 684 mi | -US$ 162 mi | -19% | 5,31% | 35,9% | 620 | 7,74% | 3,3 |
|
| 2096 |
2096
Harvey Partners
Tarrytown,
New York
| US$ 683 mi | +US$ 228 mi | +50% | 1,68% | 174% | 40 | 32,5% | 1,9 |
|
| 2097 |
2097
Berger Financial Group
Plymouth,
Minnesota
| US$ 681 mi | -US$ 3,52 mi | -0,5% | 5,26% | 59,9% | 266 | 21,43% | 1,2 |
|
| 2098 |
2098
Kovack Advisors
Ft. Lauderdale,
Florida
| US$ 681 mi | -US$ 76,9 mi | -10% | 3,98% | 118% | 664 | 21,23% | 2,9 |
|
| 2099 |
BPIM
2099
Brant Point Investment Management
New York
| US$ 680 mi | +US$ 5,93 mi | +0,9% | 2,24% | 169% | 113 | 38,94% | 2,4 |
|
| 2100 |
2100
Hills Bank & Trust
North Liberty,
Iowa
| US$ 679 mi | +US$ 64 mi | +10% | 5,61% | 52,8% | 258 | 10,47% | 4,5 |
|