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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
Ironvine Capital Partners
Omaha,
Nebraska
| US$ 1 bi | +US$ 39,6 mi | +4% | 5,34% | 58,8% | 53 | 3,77% | 5 |
|
| 2302 |
2302
Infrastructure Capital Advisors
New York
| US$ 1 bi | -US$ 275 mi | -21% | 0,29% | 52% | 162 | 32,1% | 1,3 |
|
| 2303 |
GA
2303
GuoLine Advisory
Singapore
| US$ 1 bi | +US$ 60,6 mi | +6% | 8,17% | 112% | 22 | 4,55% | 1,7 |
|
| 2304 |
2304
KLCM Advisors
Milwaukee,
Wisconsin
| US$ 1 bi | +US$ 62,1 mi | +7% | 9,49% | 122% | 200 | 20,5% | 4,5 |
|
| 2305 |
2305
Suncoast Equity Management
Tampa,
Florida
| US$ 1 bi | +US$ 25,7 mi | +3% | 4,75% | 82,9% | 92 | 9,78% | 3,2 |
|
| 2306 |
2306
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$ 1 bi | +US$ 66,2 mi | +7% | 6,19% | 56,8% | 158 | 6,96% | 3,8 |
|
| 2307 |
2307
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 1 bi | +US$ 166 mi | +20% | 20,4% | 82,3% | 76 | 28,95% | 0,5 |
|
| 2308 |
2308
Tower Bridge Advisors
Conshohocken,
Pennsylvania
| US$ 1 bi | +US$ 71,1 mi | +8% | 9,84% | 78,9% | 199 | 6,53% | 6,8 |
|
| 2309 |
2309
Greenland Capital Management
New York
| US$ 1 bi | +US$ 27,8 mi | +3% | 20,1% | 210% | 454 | 57,05% | 0,4 |
|
| 2310 |
2310
Jackson Wealth Management
Lake Mary,
Florida
| US$ 1 bi | +US$ 81,1 mi | +9% | 8,86% | 72,1% | 184 | 23,91% | 1,5 |
|
| 2311 |
2311
Wellesley Asset Management
Portsmouth,
New Hampshire
| US$ 999 mi | -US$ 50,4 mi | -5% | 0% | 0% | 56 | 0% | 1,1 |
|
| 2312 |
2312
Graham Holdings Company
Arlington,
Virginia
| US$ 999 mi | +US$ 109 mi | +12% | 12% | 95,1% | 6 | 16,67% | 3 |
|
| 2313 |
2313
Everhart Financial Group
Dublin,
Ohio
| US$ 998 mi | +US$ 132 mi | +15% | 8,45% | 123% | 401 | 17,96% | 2 |
|
| 2314 |
2314
Mainstay Capital Management
Grand Blanc,
Michigan
| US$ 998 mi | -US$ 1,03 bi | -51% | 10,2% | 131% | 153 | 32,03% | 2,7 |
|
| 2315 |
TCOT
2315
Trust Company of Toledo
Holland,
Ohio
| US$ 998 mi | +US$ 90,9 mi | +10% | 8,74% | 109% | 805 | 5,71% | 2,3 |
|
| 2316 |
2316
Pekin Hardy Strauss
Chicago,
Illinois
| US$ 997 mi | +US$ 118 mi | +13% | 11,9% | 102% | 431 | 21,58% | 3,8 |
|
| 2317 |
2317
Shell Asset Management
The Hague,
Netherlands
| US$ 996 mi | -US$ 1,9 bi | -66% | 8,99% | – | 1.275 | 11,14% | 6,7 |
|
| 2318 |
2318
Gleason Group
Prospect,
Kentucky
| US$ 996 mi | +US$ 72,7 mi | +8% | 6,97% | 69,1% | 214 | 10,75% | 4,2 |
|
| 2319 |
2319
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$ 995 mi | +US$ 42,7 mi | +4% | 6,53% | 60,2% | 101 | 7,92% | 6,6 |
|
| 2320 |
2320
IMA Advisory Services
Denver,
Colorado
| US$ 992 mi | +US$ 59,5 mi | +6% | 6,64% | 74,5% | 581 | 8,78% | 0,9 |
|
| 2321 |
2321
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$ 991 mi | +US$ 40,8 mi | +4% | 12,6% | 97,9% | 32 | 3,13% | 5,9 |
|
| 2322 |
2322
Ikarian Capital
Dallas,
Texas
| US$ 990 mi | +US$ 470 mi | +90% | 132% | 5.184% | 202 | 50,5% | 0,6 |
|
| 2323 |
2323
Monograph Wealth Advisors
Manhattan Beach,
California
| US$ 988 mi | +US$ 177 mi | +22% | 8,54% | 68% | 144 | 16,67% | 2 |
|
| 2324 |
2324
Linden Thomas Advisory Services
Charlotte,
North Carolina
| US$ 988 mi | +US$ 80,1 mi | +9% | 10,8% | 149% | 493 | 5,07% | 2 |
|
| 2325 |
2325
Financial Synergies Wealth Advisors
Houston,
Texas
| US$ 988 mi | +US$ 69,6 mi | +8% | 6,93% | 79% | 95 | 7,37% | 3,3 |
|