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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Spirit of America Management Corp
Syosset,
New York
| US$ 445 mi | +US$ 23,7 mi | +6% | 10,8% | 113% | 238 | 6,72% | 5,6 |
|
| 2802 |
2802
Capital Advantage
Walnut Creek,
California
| US$ 445 mi | +US$ 8,46 mi | +2% | 7,64% | 49,2% | 42 | 11,9% | 4,8 |
|
| 2803 |
2803
EFG Asset Management
Portland,
Oregon
| US$ 445 mi | +US$ 12,5 mi | +3% | 8,47% | 211% | 180 | 8,33% | 0,8 |
|
| 2804 |
GA
2804
GFS Advisors
Houston,
Texas
| US$ 445 mi | +US$ 28 mi | +7% | 8,67% | 97,9% | 144 | 10,42% | 4,8 |
|
| 2805 |
2805
Beck Bode LLC
Dedham,
Massachusetts
| US$ 445 mi | -US$ 16,9 mi | -4% | 11,9% | 155% | 282 | 48,94% | 0,5 |
|
| 2806 |
2806
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$ 444 mi | +US$ 40,9 mi | +10% | 10,1% | 81,8% | 85 | 10,59% | 5,3 |
|
| 2807 |
2807
Dudley & Shanley
Palm Beach,
Florida
| US$ 444 mi | +US$ 86,5 mi | +24% | 14,2% | 67,9% | 36 | 33,33% | 2,9 |
|
| 2808 |
2808
Hunter Perkins Capital Management
Lombard,
Illinois
| US$ 444 mi | +US$ 35,3 mi | +9% | 9,07% | 58% | 100 | 18% | 1,4 |
|
| 2809 |
2809
Nekton Capital
London,
United Kingdom
| US$ 443 mi | +US$ 76,2 mi | +21% | 14,1% | 30,1% | 24 | 54,17% | 0,3 |
|
| 2810 |
VHMC
2810
Value Holdings Management Company
Hampton Bays,
New York
| US$ 443 mi | +US$ 40,9 mi | +10% | 11% | 125% | 44 | 0% | 4,9 |
|
| 2811 |
2811
Formidable Asset Management
Cincinnati,
Ohio
| US$ 443 mi | +US$ 11,5 mi | +3% | 9,83% | 52,2% | 338 | 13,31% | 2 |
|
| 2812 |
2812
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$ 443 mi | +US$ 57,9 mi | +15% | 10,4% | 221% | 187 | 28,34% | 1,7 |
|
| 2813 |
LWANC
2813
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 442 mi | +US$ 40,7 mi | +10% | 9,18% | 71,1% | 591 | 12,52% | 3 |
|
| 2814 |
2814
Marietta Wealth Management
Marietta,
Georgia
| US$ 442 mi | +US$ 41,5 mi | +10% | 10,3% | 93% | 115 | 16,52% | 3,5 |
|
| 2815 |
2815
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 442 mi | +US$ 29,9 mi | +7% | 8,34% | 55,7% | 125 | 4% | 7,6 |
|
| 2816 |
2816
Carolinas Wealth Consulting
Charlotte,
North Carolina
| US$ 442 mi | +US$ 46,6 mi | +12% | 6,75% | 24,6% | 1.117 | 21,84% | 1,8 |
|
| 2817 |
2817
Probity Advisors
Dallas,
Texas
| US$ 441 mi | +US$ 38,6 mi | +10% | 8,23% | 61,7% | 184 | 8,15% | 4,5 |
|
| 2818 |
2818
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$ 441 mi | +US$ 26 mi | +6% | 8,63% | 65,9% | 180 | 11,11% | 4,7 |
|
| 2819 |
2819
Longfellow Investment Management
Boston,
Massachusetts
| US$ 441 mi | -US$ 47,8 mi | -10% | 7,32% | 45,9% | 380 | 34,21% | 1,5 |
|
| 2820 |
2820
RMR Wealth Builders
Montclair,
New Jersey
| US$ 441 mi | +US$ 32,3 mi | +8% | 7,57% | 91,7% | 202 | 8,42% | 1,5 |
|
| 2821 |
2821
CFS Investment Advisory Services
Totowa,
New Jersey
| US$ 441 mi | +US$ 52,5 mi | +14% | 6,11% | 59,7% | 138 | 28,26% | 0,8 |
|
| 2822 |
2822
Siemens Pension Trust
Munich Germany,
Germany
| US$ 441 mi | – | – | 18,4% | 25,4% | 2 | – | 0 |
|
| 2823 |
2823
RiverFront Investment Group
Richmond,
Virginia
| US$ 441 mi | -US$ 2,23 bi | -83% | 6,43% | 57,2% | 109 | 23,85% | 2,3 |
|
| 2824 |
2824
Wellington Shields & Co
New York
| US$ 440 mi | +US$ 211 mi | +92% | 13,3% | 109% | 297 | 7,74% | 2,3 |
|
| 2825 |
2825
North Growth Management
Vancouver,
British Columbia, Canada
| US$ 440 mi | +US$ 39,4 mi | +10% | 18,6% | 243% | 47 | 6,38% | 2,7 |
|