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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Meristem Family Wealth
Minnetonka,
Minnesota
| US$ 273 mi | -US$ 18,8 mi | -6% | 13,6% | 67,7% | 161 | 32,92% | 2,7 |
|
| 2777 |
2777
Westside Investment Management
Santa Monica,
California
| US$ 273 mi | -US$ 39,7 mi | -13% | 18% | 114% | 854 | 33,72% | 1,4 |
|
| 2778 |
2778
IQ EQ Fund Management
Dublin 2,
Ireland
| US$ 273 mi | -US$ 91,4 mi | -25% | 10,3% | 109% | 111 | 11,71% | 2,5 |
|
| 2779 |
PWW
2779
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$ 273 mi | -US$ 34,4 mi | -11% | 10% | 70,9% | 149 | 7,38% | 3,9 |
|
| 2780 |
2780
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 273 mi | -US$ 23 mi | -8% | 11,8% | 104% | 449 | 63,25% | 0,8 |
|
| 2781 |
2781
Fulcrum Equity Management
Plano,
Texas
| US$ 273 mi | – | – | 0,06% | 116% | 79 | – | 0 |
|
| 2782 |
2782
Csenge Advisory Group
Clearwater,
Florida
| US$ 273 mi | +US$ 14,8 mi | +6% | 11,2% | 66,3% | 1.896 | 90,24% | 0,8 |
|
| 2783 |
2783
Harvest Capital Management
Concord,
New Hampshire
| US$ 273 mi | -US$ 46 mi | -14% | 12,5% | 19,5% | 103 | 9,71% | 3,4 |
|
| 2784 |
2784
Bayview Asset Management
Coral Gables,
Florida
| US$ 272 mi | – | – | 18,9% | 55,4% | 11 | – | 0 |
|
| 2785 |
2785
Abundance Wealth Counselors
State College,
Pennsylvania
| US$ 272 mi | – | – | 12,7% | 107% | 27 | – | 0 |
|
| 2786 |
2786
Calton & Associates
Tampa,
Florida
| US$ 272 mi | -US$ 67,9 mi | -20% | 11,3% | 73,9% | 314 | 37,26% | 0,8 |
|
| 2787 |
LA
2787
Leonetti & Associates
Buffalo Grove,
Illinois
| US$ 272 mi | -US$ 119 mi | -30% | 12,6% | 49,5% | 39 | 23,08% | 2,7 |
|
| 2788 |
TRIM
2788
Thompson Rubinstein Investment Management
Portland,
Oregon
| US$ 272 mi | -US$ 54,3 mi | -17% | 13,5% | 42,8% | 78 | 3,85% | 4,9 |
|
| 2789 |
2789
Heck Capital Advisors
Rhinelander,
Wisconsin
| US$ 272 mi | -US$ 31,3 mi | -10% | 10,9% | 67% | 102 | 8,82% | 1,5 |
|
| 2790 |
2790
Univest Financial
Souderton,
Pennsylvania
| US$ 271 mi | -US$ 56,5 mi | -17% | 13,3% | 82,6% | 123 | 21,14% | 3,1 |
|
| 2791 |
HJA
2791
Hugh Johnson Advisors
Albany,
New York
| US$ 271 mi | -US$ 90,2 mi | -25% | 11,9% | 41,5% | 98 | 18,37% | 4 |
|
| 2792 |
PT
2792
Plimoth Trust
Plymouth,
Massachusetts
| US$ 271 mi | -US$ 37,4 mi | -12% | 10,1% | 110% | 187 | 3,74% | 1 |
|
| 2793 |
2793
Telos Capital Management
San Diego,
California
| US$ 270 mi | -US$ 42,5 mi | -14% | 11% | 71,1% | 162 | 12,96% | 3,6 |
|
| 2794 |
2794
Canal Insurance Company
Greenville,
South Carolina
| US$ 270 mi | -US$ 51,9 mi | -16% | 11,4% | 114% | 81 | 25,93% | 3,4 |
|
| 2795 |
2795
Dixon Hubard Feinour & Brown
Roanoke,
Virginia
| US$ 270 mi | -US$ 91,5 mi | -25% | 12% | 63,5% | 186 | 15,59% | 3,7 |
|
| 2796 |
2796
Menta Capital
San Francisco,
California
| US$ 270 mi | -US$ 16,7 mi | -6% | 14% | 61,2% | 764 | 58,9% | 0,7 |
|
| 2797 |
2797
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| US$ 270 mi | +US$ 124 mi | +85% | 15,9% | 40% | 14 | 21,43% | 2,5 |
|
| 2798 |
2798
Oakview Capital Management
Dallas,
Texas
| US$ 270 mi | -US$ 10 mi | -4% | 17,8% | 21,2% | 15 | 6,67% | 1 |
|
| 2799 |
2799
Divergent Wealth Advisors
South Jordan,
Utah
| US$ 270 mi | -US$ 20,2 mi | -7% | 11% | 14,7% | 147 | 75,51% | 0,7 |
|
| 2800 |
2800
Probity Advisors
Dallas,
Texas
| US$ 269 mi | -US$ 38,5 mi | -12% | 9,47% | 61,7% | 166 | 12,05% | 1,9 |
|