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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 |
2976
Montgomery Investment Management
Rockville,
Maryland
| US$ 169 mi | -US$ 26,1 mi | -13% | 11,6% | 98,4% | 85 | 12,94% | 1,8 |
|
| 2977 |
2977
Cambridge Advisors
Omaha,
Nebraska
| US$ 169 mi | -US$ 8,17 mi | -5% | 6,17% | 58,6% | 133 | 12,03% | 0,7 |
|
| 2978 |
2978
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 169 mi | +US$ 22,6 mi | +15% | 8% | 70,6% | 203 | 15,27% | 1,7 |
|
| 2979 |
2979
HealthInvest Partners
Stockholm,
Sweden
| US$ 169 mi | -US$ 26,7 mi | -14% | 16,1% | – | 18 | 44,44% | 1 |
|
| 2980 |
PA
2980
Paracle Advisors
Mercer Island,
Washington
| US$ 169 mi | +US$ 14,4 mi | +9% | 5,82% | 30,9% | 39 | 20,51% | 0,8 |
|
| 2981 |
SV
2981
Stilwell Value
New York
| US$ 169 mi | -US$ 3,26 mi | -2% | 0,78% | 87,9% | 53 | 3,77% | 0,5 |
|
| 2982 |
QCI
2982
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$ 169 mi | +US$ 10,3 mi | +6% | 7,55% | 107% | 38 | 26,32% | 0,6 |
|
| 2983 |
2983
Ibbotson Associates
Chicago,
Illinois
| US$ 168 mi | +US$ 19,7 mi | +13% | 6,04% | – | 21 | 0% | 2,2 |
|
| 2984 |
2984
Bocage Capital
San Francisco,
California
| US$ 168 mi | -US$ 17,1 mi | -9% | 25,1% | 25,3% | 19 | 36,84% | 0,9 |
|
| 2985 |
2985
Nepsis Inc
Minneapolis,
Minnesota
| US$ 168 mi | +US$ 19,4 mi | +13% | 7,43% | 131% | 34 | 35,29% | 1 |
|
| 2986 |
2986
BSW Wealth Partners
Boulder,
Colorado
| US$ 168 mi | +US$ 10,2 mi | +7% | 7,75% | 75,4% | 68 | 25% | 1,6 |
|
| 2987 |
2987
Tiger Veda Management
New York
| US$ 168 mi | -US$ 111 mi | -40% | 10,6% | – | 21 | 47,62% | 1 |
|
| 2988 |
2988
Raffa Wealth Management
Washington,
District of Columbia
| US$ 168 mi | -US$ 205 mil | -0,1% | 4% | 35,8% | 854 | 4,68% | 1,1 |
|
| 2989 |
2989
Ascent Wealth Partners
New Hartford,
New York
| US$ 168 mi | -US$ 14,3 mi | -8% | 7,01% | 105% | 120 | 16,67% | 1,4 |
|
| 2990 |
2990
NGP MR Management
Dallas,
Texas
| US$ 167 mi | +US$ 63,6 mi | +61% | 24,1% | 21,9% | 2 | 0% | 1,4 |
|
| 2991 |
2991
Cambridge Financial Group
Columbus,
Ohio
| US$ 167 mi | -US$ 20,5 mi | -11% | 5,5% | – | 33 | 18,18% | 1,2 |
|
| 2992 |
2992
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$ 167 mi | +US$ 576 mil | +0,3% | 6,32% | 52% | 656 | 8,54% | 1,8 |
|
| 2993 |
2993
Pacifica Capital Investments
Leander,
Texas
| US$ 167 mi | +US$ 4,33 mi | +3% | 6,99% | 70,4% | 16 | 6,25% | 1,7 |
|
| 2994 |
2994
Vista Equity Partners Management
San Francisco,
California
| US$ 167 mi | -US$ 11,2 mi | -6% | 11,3% | 3,45% | 37 | 48,65% | 0,5 |
|
| 2995 |
2995
Napier Park Global Capital (US)
New York
| US$ 167 mi | -US$ 117 mi | -41% | 8% | 237% | 65 | 63,08% | 0,5 |
|
| 2996 |
2996
Evermay Wealth Management
Arlington,
Virginia
| US$ 167 mi | -US$ 1,28 mi | -0,8% | 7,19% | 56,2% | 87 | 10,34% | 1,4 |
|
| 2997 |
2997
Punch Card Management
Winter Park,
Florida
| US$ 167 mi | +US$ 50,9 mi | +44% | 15,5% | 41% | 7 | 28,57% | 0,4 |
|
| 2998 |
FPFS
2998
First Personal Financial Services
Charlotte,
North Carolina
| US$ 166 mi | -US$ 563 mil | -0,3% | 3,75% | 31,5% | 504 | 13,69% | 0,7 |
|
| 2999 |
2999
Cabot-Wellington
Boston,
Massachusetts
| US$ 166 mi | -US$ 36,7 mi | -18% | 14,8% | 65% | 32 | 6,25% | 1,9 |
|
| 3000 |
3000
TCI Wealth Advisors
Tucson,
Arizona
| US$ 166 mi | -US$ 8,74 mi | -5% | 8% | 65% | 1.079 | 13,35% | 1,5 |
|