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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Needham Investment Management
New York
| US$ 468 mi | +US$ 115 mi | +32% | 33,8% | 424% | 119 | 21,85% | 3,3 |
|
| 2302 |
2302
Brewin Dolphin Wealth Management
Conskleagh, Dublin,
Ireland
| US$ 468 mi | +US$ 283 mi | +152% | 21,4% | 47,5% | 295 | 33,56% | 1,5 |
|
| 2303 |
BPM
2303
Bowling Portfolio Management
Cincinnati,
Ohio
| US$ 468 mi | +US$ 62,1 mi | +15% | 23% | 45,7% | 325 | 4,92% | 2,2 |
|
| 2304 |
2304
Strategic Global Advisors
Newport Beach,
California
| US$ 468 mi | +US$ 78,7 mi | +20% | 23,1% | 137% | 156 | 23,72% | 1,9 |
|
| 2305 |
2305
HighPoint Advisor Group
Downers Grove,
Illinois
| US$ 468 mi | +US$ 47,8 mi | +11% | 25% | – | 385 | 16,62% | 2,6 |
|
| 2306 |
2306
Ellevest Inc
New York
| US$ 468 mi | +US$ 106 mi | +29% | 17% | 73,8% | 1.470 | 32,52% | 0,6 |
|
| 2307 |
2307
Great Mountain Partners
New Haven,
Connecticut
| US$ 467 mi | – | – | 32,4% | 95,3% | 1 | – | 0 |
|
| 2308 |
2308
Osborne Partners Capital Management
San Francisco,
California
| US$ 467 mi | +US$ 83,2 mi | +22% | 25% | 60,8% | 156 | 10,9% | 4,9 |
|
| 2309 |
2309
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 467 mi | +US$ 77,3 mi | +20% | 21,1% | 97,9% | 25 | 8% | 4,2 |
|
| 2310 |
2310
Chiron Investment Management
New York
| US$ 467 mi | +US$ 40,9 mi | +10% | 32,2% | 104% | 91 | 61,54% | 0,4 |
|
| 2311 |
2311
Emery Howard Portfolio Management
Burlingame,
California
| US$ 467 mi | +US$ 57,4 mi | +14% | 19,4% | 66,5% | 34 | 17,65% | 5,7 |
|
| 2312 |
2312
JNBA Financial Advisors
Bloomington,
Minnesota
| US$ 466 mi | +US$ 50 mi | +12% | 16,9% | 61,8% | 598 | 6,69% | 2,8 |
|
| 2313 |
FVP
2313
Firefly Value Partners
Newtown,
Pennsylvania
| US$ 466 mi | -US$ 63,9 mi | -12% | 46,3% | 25,7% | 19 | 26,32% | 2,8 |
|
| 2314 |
2314
Capital Asset Advisory Services
Williamston,
Michigan
| US$ 466 mi | +US$ 89 mi | +24% | 18,7% | 51% | 592 | 16,72% | 0,7 |
|
| 2315 |
2315
Archon Capital Management
Seattle,
Washington
| US$ 465 mi | +US$ 194 mi | +71% | 65,4% | 222% | 44 | 45,45% | 0,9 |
|
| 2316 |
2316
Highland Private Wealth Management
Bellevue,
Washington
| US$ 465 mi | +US$ 99,2 mi | +27% | 20,5% | 19% | 140 | 22,14% | 1,7 |
|
| 2317 |
2317
Verus Financial Partners
Richmond,
Virginia
| US$ 464 mi | +US$ 136 mi | +42% | 15,9% | 41,6% | 76 | 13,16% | 3,4 |
|
| 2318 |
2318
Salomon & Ludwin
Richmond,
Virginia
| US$ 464 mi | +US$ 75,6 mi | +19% | 20,4% | 52,6% | 238 | 74,79% | 1,2 |
|
| 2319 |
2319
Naples Global Advisors
Naples,
Florida
| US$ 464 mi | +US$ 82,5 mi | +22% | 18,5% | 103% | 347 | 11,53% | 3,5 |
|
| 2320 |
2320
BFSG LLC
Irvine,
California
| US$ 464 mi | +US$ 74,4 mi | +19% | 16% | 81,9% | 186 | 32,8% | 1,4 |
|
| 2321 |
2321
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$ 464 mi | +US$ 67,2 mi | +17% | 17,1% | 100% | 1.412 | 15,51% | 3,6 |
|
| 2322 |
2322
KWMG LLC
Overland Park,
Kansas
| US$ 462 mi | +US$ 88,3 mi | +24% | 14,6% | 76,2% | 126 | 5,56% | 3,3 |
|
| 2323 |
2323
Granite Investment Advisors
Concord,
New Hampshire
| US$ 462 mi | +US$ 60,6 mi | +15% | 16,9% | 55,6% | 164 | 17,68% | 3,5 |
|
| 2324 |
2324
Private Capital Group
West Hartford,
Connecticut
| US$ 462 mi | +US$ 75,4 mi | +20% | 19,4% | 30,1% | 2.334 | 13,71% | 1,8 |
|
| 2325 |
2325
Toth Financial Advisory
Leesburg,
Virginia
| US$ 462 mi | +US$ 115 mi | +33% | 23,3% | 90,4% | 632 | 38,13% | 1,9 |
|