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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
SJ
2976
Stilwell Joseph
| US$ 166 mi | +US$ 4,95 mi | +3% | 10% | – | 54 | 20,37% | 0,9 |
|
| 2977 |
2977
Proffitt & Goodson
Knoxville,
Tennessee
| US$ 166 mi | +US$ 10 mi | +6% | 4,69% | 48,5% | 39 | 0% | 0,9 |
|
| 2978 |
WPIC
2978
White Pine Investment Company
Livonia,
Michigan
| US$ 166 mi | +US$ 9,7 mi | +6% | 4,08% | 73,3% | 54 | 7,41% | 0,9 |
|
| 2979 |
2979
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$ 166 mi | +US$ 17,9 mi | +12% | 4,28% | 62,5% | 435 | 17,01% | 0,5 |
|
| 2980 |
2980
Montecito Bank & Trust
Santa Barbara,
California
| US$ 166 mi | +US$ 6,74 mi | +4% | 4,99% | – | 153 | 15,03% | 0,8 |
|
| 2981 |
2981
Formidable Asset Management
Cincinnati,
Ohio
| US$ 166 mi | +US$ 22,3 mi | +16% | 4,28% | 52,2% | 559 | 15,21% | 0,6 |
|
| 2982 |
SCM
2982
SkyTop Capital Management
Rutherford,
New Jersey
| US$ 165 mi | -US$ 36,9 mi | -18% | 19,4% | 50,2% | 21 | 38,1% | 0,6 |
|
| 2983 |
FPA
2983
Fieldpoint Private Advisors
New York
| US$ 165 mi | -US$ 3,2 mi | -2% | 4,83% | 34% | 73 | 15,07% | 0,8 |
|
| 2984 |
HFM
2984
Hartford Financial Management
Hartford,
Connecticut
| US$ 165 mi | +US$ 12,1 mi | +8% | 4,65% | 79,6% | 309 | 20,39% | 0,8 |
|
| 2985 |
2985
Smith, Moore & Co
Clayton,
Missouri
| US$ 165 mi | -US$ 1,98 mi | -1% | 4,58% | 67% | 159 | 15,72% | 0,4 |
|
| 2986 |
SFS
2986
Shaker Financial Services
Arlington,
Virginia
| US$ 164 mi | +US$ 12,2 mi | +8% | 2,65% | 12,9% | 182 | 41,76% | 0,5 |
|
| 2987 |
2987
Oakworth Capital
Birmingham,
Alabama
| US$ 164 mi | +US$ 11,7 mi | +8% | 5,57% | 64,3% | 556 | 3,24% | 0,5 |
|
| 2988 |
FNBOH
2988
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 164 mi | +US$ 4,14 mi | +3% | 4,42% | 121% | 83 | 8,43% | 0,9 |
|
| 2989 |
2989
Gladius Capital Management
Chicago,
Illinois
| US$ 164 mi | +US$ 7,2 mi | +5% | 4,58% | 78% | 2 | 0% | 0,5 |
|
| 2990 |
AIM
2990
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 164 mi | +US$ 6,95 mi | +4% | 3,92% | 84,9% | 141 | 18,44% | 0,8 |
|
| 2991 |
2991
Managed Asset Portfolios
Rochester,
Michigan
| US$ 164 mi | +US$ 16,5 mi | +11% | 6,87% | 99,2% | 50 | 24% | 0,4 |
|
| 2992 |
VIA
2992
Vantage Investment Advisors
State College,
Pennsylvania
| US$ 163 mi | +US$ 11,8 mi | +8% | 3,72% | 56,3% | 764 | 13,87% | 0,4 |
|
| 2993 |
AF
2993
Aristotle Fund
Portland,
Maine
| US$ 163 mi | +US$ 22,9 mi | +16% | 0,43% | 3,11% | 7 | 0% | 0,6 |
|
| 2994 |
WCM
2994
Weik Capital Management
Wyomissing,
Pennsylvania
| US$ 163 mi | +US$ 4,47 mi | +3% | 2,66% | 66,9% | 110 | 9,09% | 0,9 |
|
| 2995 |
2995
Avalon Global Asset Management
San Francisco,
California
| US$ 163 mi | +US$ 12,8 mi | +9% | 3,61% | 278% | 73 | 49,32% | 0,3 |
|
| 2996 |
CP
2996
Clover Partners
Dallas,
Texas
| US$ 163 mi | +US$ 2,12 mi | +1% | 0,22% | 32,2% | 31 | 22,58% | 0,9 |
|
| 2997 |
KWMG
2997
King Wealth Management Group
Naples,
Florida
| US$ 162 mi | +US$ 17,2 mi | +12% | 4,63% | 86% | 108 | 13,89% | 0,7 |
|
| 2998 |
TSS
2998
Thomas Story & Son
Culver,
Indiana
| US$ 162 mi | -US$ 21,3 mi | -12% | 4,27% | 101% | 63 | 12,7% | 0,9 |
|
| 2999 |
NRCM
2999
Northern Right Capital Management
Darien,
Connecticut
| US$ 162 mi | +US$ 3,05 mi | +2% | 6,68% | 187% | 28 | 50% | 0,4 |
|
| 3000 |
QA
3000
Quintium Advisors
Knoxville,
Tennessee
| US$ 162 mi | +US$ 9,7 mi | +6% | 4,01% | – | 16 | 12,5% | 0,4 |
|