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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
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$ 629 mi | +US$ 83 mi | +15% | 13,4% | 59,5% | 113 | 9,73% | 5 |
|
| 2302 |
2302
Royal Fund Management
Lady Lake,
Florida
| US$ 629 mi | +US$ 78,5 mi | +14% | 8,36% | 103% | 283 | 31,45% | 2,4 |
|
| 2303 |
2303
Bridgeworth
Birmingham,
Alabama
| US$ 628 mi | +US$ 196 mi | +45% | 6,05% | 19,3% | 162 | 16,67% | 3 |
|
| 2304 |
2304
McGowan Group Asset Management
Dallas,
Texas
| US$ 628 mi | +US$ 51,4 mi | +9% | 6,35% | 69,8% | 140 | 18,57% | 3 |
|
| 2305 |
2305
JLB & Associates
Plymouth,
Michigan
| US$ 628 mi | +US$ 63,8 mi | +11% | 15,1% | 69,9% | 75 | 5,33% | 6,4 |
|
| 2306 |
2306
John G. Ullman & Associates
Corning,
New York
| US$ 627 mi | +US$ 55,7 mi | +10% | 15,9% | 156% | 174 | 12,64% | 3,6 |
|
| 2307 |
2307
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$ 626 mi | +US$ 67,1 mi | +12% | 8,16% | 58% | 199 | 38,69% | 0,7 |
|
| 2308 |
2308
Clean Energy Transition
London,
United Kingdom
| US$ 626 mi | -US$ 246 mi | -28% | 19,8% | 129% | 18 | 44,44% | 0,7 |
|
| 2309 |
2309
PDS Planning
Dublin,
Ohio
| US$ 626 mi | +US$ 76,4 mi | +14% | 8,43% | 62,7% | 236 | 18,64% | 2,5 |
|
| 2310 |
2310
DDD Partners
Bellevue,
Washington
| US$ 625 mi | +US$ 73,9 mi | +13% | 15,3% | 62,1% | 88 | 15,91% | 1,9 |
|
| 2311 |
2311
Strategic Global Advisors
Newport Beach,
California
| US$ 625 mi | +US$ 24,5 mi | +4% | 11,3% | 137% | 156 | 22,44% | 2 |
|
| 2312 |
2312
Rossmore Private Capital
Glastonbury,
Connecticut
| US$ 625 mi | +US$ 65,8 mi | +12% | 12,5% | 87,1% | 233 | 7,3% | 3,2 |
|
| 2313 |
2313
Oakmont Corp
Los Angeles,
California
| US$ 624 mi | -US$ 15,3 mi | -2% | 7,7% | 70,2% | 35 | 2,86% | 2,1 |
|
| 2314 |
2314
Goodnow Investment Group
Darien,
Connecticut
| US$ 624 mi | +US$ 29,1 mi | +5% | 13,4% | 131% | 18 | 11,11% | 4,4 |
|
| 2315 |
2315
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$ 623 mi | +US$ 17,8 mi | +3% | 9,1% | 52,3% | 19 | 21,05% | 1,5 |
|
| 2316 |
2316
Boenning & Scattergood
West Conshohocken,
Pennsylvania
| US$ 622 mi | +US$ 132 mi | +27% | 9,82% | 34,5% | 424 | 19,1% | 2,9 |
|
| 2317 |
2317
Atlas Merchant Capital
New York
| US$ 622 mi | – | – | 1,97% | 65,7% | 184 | – | 0 |
|
| 2318 |
2318
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$ 621 mi | +US$ 60,8 mi | +11% | 10,1% | 40,2% | 92 | 11,96% | 4,1 |
|
| 2319 |
2319
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 621 mi | -US$ 545 mi | -47% | 5,86% | 59,2% | 405 | 22,96% | 3 |
|
| 2320 |
2320
FORA Capital
Miami,
Florida
| US$ 620 mi | +US$ 98,5 mi | +19% | 10,6% | 162% | 676 | 76,48% | 0,2 |
|
| 2321 |
2321
Perella Weinberg Partners Capital Management
New York
| US$ 619 mi | -US$ 74,4 mi | -11% | 5,81% | 1,52% | 26 | 23,08% | 2,5 |
|
| 2322 |
2322
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$ 618 mi | +US$ 34,4 mi | +6% | 10,3% | 127% | 492 | 4,88% | 5,8 |
|
| 2323 |
2323
PDT Partners
New York
| US$ 618 mi | -US$ 43,1 mi | -7% | 8,44% | 211% | 973 | 54,27% | 0,7 |
|
| 2324 |
2324
Trinity Street Asset Management
London,
United Kingdom
| US$ 617 mi | +US$ 122 mi | +25% | 17,9% | 76,9% | 20 | 10% | 2,1 |
|
| 2325 |
2325
Trust Company
Manhattan,
Kansas
| US$ 617 mi | +US$ 160 mi | +35% | 6,99% | 40,6% | 352 | 17,61% | 4,4 |
|