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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Harbor Investment Advisory
Lutherville,
Maryland
| US$ 607 mi | -US$ 16,9 mi | -3% | 4,12% | 97,5% | 1.432 | 7,61% | 2,1 |
|
| 2252 |
2252
CloudAlpha Capital Management
Hong Kong
| US$ 607 mi | -US$ 167 mi | -22% | 4,97% | 2.704% | 29 | 72,41% | 0,4 |
|
| 2253 |
2253
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$ 607 mi | -US$ 167 mi | -22% | 4,49% | 75,4% | 482 | 18,05% | 1,3 |
|
| 2254 |
2254
Sentinel Trust
Houston,
Texas
| US$ 607 mi | -US$ 42,3 mi | -7% | 5,03% | 79,2% | 128 | 18,75% | 2,1 |
|
| 2255 |
2255
Circle Wealth Management
Summit,
New Jersey
| US$ 606 mi | -US$ 22,4 mi | -4% | 4,46% | 71,8% | 166 | 4,82% | 2,9 |
|
| 2256 |
2256
Ally Financial
Detroit,
Michigan
| US$ 606 mi | -US$ 127 mi | -17% | 8,17% | 9,35% | 117 | 5,98% | 1,9 |
|
| 2257 |
2257
Endurance Wealth Management
Providence,
Rhode Island
| US$ 605 mi | -US$ 52,9 mi | -8% | 4,93% | 59% | 656 | 6,86% | 5 |
|
| 2258 |
2258
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$ 605 mi | -US$ 71,3 mi | -11% | 6,66% | 52,3% | 31 | 45,16% | 1,4 |
|
| 2259 |
2259
Makaira Partners
La Jolla,
California
| US$ 604 mi | +US$ 161 mi | +36% | 8,85% | 22% | 10 | 10% | 3,3 |
|
| 2260 |
2260
Curi Wealth Management
Raleigh,
North Carolina
| US$ 604 mi | +US$ 84,1 mi | +16% | 5,54% | 16,2% | 755 | 78,54% | 1 |
|
| 2261 |
2261
Quantitative Investment Management
Charlottesville,
Virginia
| US$ 602 mi | -US$ 54,3 mi | -8% | 7,13% | 24,6% | 340 | 61,18% | 0,2 |
|
| 2262 |
2262
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$ 602 mi | -US$ 163 mi | -21% | 15,7% | 88,7% | 327 | 9,48% | 1,1 |
|
| 2263 |
2263
Griffin Asset Management
New York
| US$ 602 mi | -US$ 24,8 mi | -4% | 2,99% | 88,9% | 217 | 8,29% | 4,6 |
|
| 2264 |
2264
Cutler Investment Counsel
Jacksonville,
Oregon
| US$ 602 mi | -US$ 33,4 mi | -5% | 4,83% | 56,2% | 129 | 6,2% | 4,2 |
|
| 2265 |
PWMAG
2265
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 602 mi | -US$ 18,6 mi | -3% | 5,3% | 90,7% | 309 | 16,5% | 3,1 |
|
| 2266 |
2266
Gemmer Asset Management
Walnut Creek,
California
| US$ 600 mi | -US$ 39,3 mi | -6% | 3,19% | 96,8% | 121 | 16,53% | 5,6 |
|
| 2267 |
2267
Strategic Global Advisors
Newport Beach,
California
| US$ 600 mi | -US$ 55,9 mi | -9% | 5,02% | 137% | 154 | 14,29% | 1,8 |
|
| 2268 |
WCM
2268
Wallace Capital Management
Dallas,
Texas
| US$ 600 mi | -US$ 63,8 mi | -10% | 6,39% | 62,3% | 73 | 10,96% | 5 |
|
| 2269 |
2269
Makena Capital Management
Menlo Park,
California
| US$ 600 mi | -US$ 12,9 mi | -2% | 1,3% | 78,7% | 50 | 22% | 1,3 |
|
| 2270 |
2270
Cypress Capital Group
Palm Beach,
Florida
| US$ 600 mi | -US$ 56,5 mi | -9% | 4,95% | 97,8% | 291 | 9,62% | 4,6 |
|
| 2271 |
2271
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$ 600 mi | -US$ 55,3 mi | -8% | 5,57% | 47,7% | 642 | 73,36% | 3,1 |
|
| 2272 |
2272
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$ 600 mi | -US$ 95,4 mi | -14% | 8,47% | 140% | 28 | 3,57% | 4,4 |
|
| 2273 |
2273
Fort Point Capital Partners
San Francisco,
California
| US$ 599 mi | -US$ 13,1 mi | -2% | 4,7% | 62,2% | 285 | 10,18% | 2,4 |
|
| 2274 |
2274
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$ 599 mi | -US$ 8,64 mi | -1% | 4,39% | 83,4% | 315 | 8,57% | 4,6 |
|
| 2275 |
2275
Progeny 3 Inc
Kirkland,
Washington
| US$ 599 mi | +US$ 103 mi | +21% | 4,42% | 96,8% | 31 | 41,94% | 1,2 |
|