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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
John G. Ullman & Associates
Corning,
New York
| US$ 623 mi | -US$ 98,6 mi | -14% | 9,73% | 156% | 177 | 16,38% | 3,5 |
|
| 2302 |
2302
Tompkins Financial
Ithaca,
New York
| US$ 622 mi | -US$ 87,2 mi | -12% | 10,9% | 84,4% | 627 | 9,57% | 3,3 |
|
| 2303 |
2303
CCM Investment Advisers
Columbia,
South Carolina
| US$ 622 mi | -US$ 111 mi | -15% | 14,3% | 170% | 68 | 7,35% | 4,3 |
|
| 2304 |
2304
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$ 622 mi | +US$ 46,8 mi | +8% | 9,11% | 48,3% | 211 | 35,07% | 2,7 |
|
| 2305 |
HVM
2305
Harvest Volatility Management
Norwalk,
Connecticut
| US$ 621 mi | -US$ 264 mi | -30% | 19,8% | 24,3% | 141 | 1,42% | 1,1 |
|
| 2306 |
PWMAG
2306
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 620 mi | -US$ 73,8 mi | -11% | 13,2% | 90,7% | 311 | 18,65% | 3 |
|
| 2307 |
2307
Essex Investment Management
Boston,
Massachusetts
| US$ 619 mi | -US$ 183 mi | -23% | 17,2% | 370% | 451 | 19,51% | 2,6 |
|
| 2308 |
2308
Resources Management Corp
West Hartford,
Connecticut
| US$ 619 mi | -US$ 96,9 mi | -14% | 12,2% | 78,5% | 535 | 7,29% | 2,8 |
|
| 2309 |
2309
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$ 618 mi | -US$ 31,8 mi | -5% | 13,5% | 58% | 204 | 29,9% | 0,4 |
|
| 2310 |
LP
2310
LGL Partners
Philadelphia,
Pennsylvania
| US$ 618 mi | -US$ 129 mi | -17% | 14,8% | 68,9% | 106 | 10,38% | 3 |
|
| 2311 |
2311
Arosa Capital Management
Miami Beach,
Florida
| US$ 617 mi | +US$ 32,6 mi | +6% | 15,4% | 536% | 91 | 61,54% | 0,3 |
|
| 2312 |
2312
Aozora Bank
Tokyo,
Japan
| US$ 616 mi | +US$ 287 mi | +87% | 10% | 5,45% | 4 | 50% | 2,2 |
|
| 2313 |
PAM
2313
Private Asset Management
San Diego,
California
| US$ 616 mi | -US$ 122 mi | -17% | 14,1% | 38,2% | 148 | 5,41% | 5,2 |
|
| 2314 |
2314
Hills Bank & Trust
North Liberty,
Iowa
| US$ 615 mi | -US$ 86,6 mi | -12% | 14,6% | 52,8% | 267 | 11,61% | 4,2 |
|
| 2315 |
2315
Vista Capital Partners
Portland,
Oregon
| US$ 614 mi | -US$ 158 mi | -20% | 16,1% | 61,2% | 98 | 22,45% | 4,4 |
|
| 2316 |
2316
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$ 614 mi | -US$ 126 mi | -17% | 13,4% | 127% | 501 | 5,19% | 5,6 |
|
| 2317 |
2317
Financial Synergies Wealth Advisors
Houston,
Texas
| US$ 614 mi | -US$ 21,2 mi | -3% | 14,8% | 79% | 495 | 88,28% | 0,3 |
|
| 2318 |
2318
Lyell Wealth Management
Menlo Park,
California
| US$ 613 mi | -US$ 164 mi | -21% | 19,6% | 128% | 203 | 8,37% | 2,8 |
|
| 2319 |
2319
Makena Capital Management
Menlo Park,
California
| US$ 613 mi | -US$ 211 mi | -26% | 21,6% | 78,7% | 48 | 16,67% | 1,3 |
|
| 2320 |
2320
Permian Investment Partners
Dallas,
Texas
| US$ 613 mi | -US$ 222 mi | -27% | 17,7% | 78,6% | 21 | 47,62% | 1,2 |
|
| 2321 |
2321
Mane Global Capital Management
New York
| US$ 613 mi | +US$ 79 mi | +15% | 8,99% | 423% | 43 | 76,74% | 0,2 |
|
| 2322 |
2322
Fort Point Capital Partners
San Francisco,
California
| US$ 612 mi | -US$ 105 mi | -15% | 14,4% | 62,2% | 308 | 17,21% | 2,2 |
|
| 2323 |
2323
St. James Investment Company
Southlake,
Texas
| US$ 612 mi | -US$ 43,5 mi | -7% | 10,9% | 43,8% | 29 | 0% | 3 |
|
| 2324 |
2324
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$ 611 mi | -US$ 106 mi | -15% | 13,4% | 81,4% | 96 | 14,58% | 1,5 |
|
| 2325 |
2325
Heritage Trust
Oklahoma City,
Oklahoma
| US$ 611 mi | -US$ 96,8 mi | -14% | 13,3% | – | 261 | 13,41% | 3,4 |
|