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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
NEIRG
3026
New England Investment & Retirement Group
North Andover,
Massachusetts
| US$ 182 mi | +US$ 13,2 mi | +8% | 2,9% | 72,5% | 56 | 8,93% | 1,6 |
|
| 3027 |
SCM
3027
Salem Capital Management
Woburn,
Massachusetts
| US$ 182 mi | +US$ 8,9 mi | +5% | 4,38% | 32,3% | 70 | 12,86% | 2,9 |
|
| 3028 |
CRCM
3028
Cat Rock Capital Management
Greenwich,
Connecticut
| US$ 182 mi | -US$ 14,7 mi | -7% | 5,63% | 66,7% | 11 | 45,45% | 0,6 |
|
| 3029 |
3029
Vantagepoint Investment Advisers
Washington,
District of Columbia
| US$ 182 mi | -US$ 8,66 mi | -5% | 6,81% | 32,7% | 1 | 0% | 2,8 |
|
| 3030 |
MI
3030
Montage Investments
Leawood,
Kansas
| US$ 182 mi | +US$ 39,1 mi | +27% | 4,75% | – | 195 | 31,28% | 0,4 |
|
| 3031 |
3031
Zhang Financial
Portage,
Michigan
| US$ 182 mi | +US$ 102 mil | +0,1% | 2,97% | 67,9% | 78 | 8,97% | 2,5 |
|
| 3032 |
3032
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 182 mi | +US$ 11,4 mi | +7% | 2,66% | 12,6% | 112 | 9,82% | 0,5 |
|
| 3033 |
TCOO
3033
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$ 182 mi | +US$ 1,9 mi | +1% | 1,75% | 101% | 110 | 10% | 2,3 |
|
| 3034 |
3034
Edgestream Partners
Princeton,
New Jersey
| US$ 182 mi | +US$ 107 mi | +144% | 3,11% | 41,7% | 139 | 78,42% | 0,2 |
|
| 3035 |
WKWM
3035
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 181 mi | +US$ 1,73 mi | +1% | 2,58% | 92% | 146 | 9,59% | 1,9 |
|
| 3036 |
HP
3036
Harbourvest Partners
Boston,
Massachusetts
| US$ 181 mi | -US$ 26,2 mi | -13% | 2,47% | 8,96% | 23 | 69,57% | 1,1 |
|
| 3037 |
FG
3037
FSI Group
Cincinnati,
Ohio
| US$ 181 mi | +US$ 17,4 mi | +11% | 11,9% | 44,1% | 65 | 38,46% | 0,9 |
|
| 3038 |
3038
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 181 mi | +US$ 6,71 mi | +4% | 3,56% | 80,3% | 155 | 7,1% | 1,3 |
|
| 3039 |
3039
Gladius Capital Management
Chicago,
Illinois
| US$ 181 mi | +US$ 5,85 mi | +3% | 3,3% | 78% | 2 | 0% | 2,8 |
|
| 3040 |
UIM
3040
Underhill Investment Management
Greenbrae,
California
| US$ 181 mi | -US$ 4,62 mi | -2% | 2,77% | 59,8% | 22 | 13,64% | 1,7 |
|
| 3041 |
3041
CWA Asset Management Group
Naples,
Florida
| US$ 180 mi | +US$ 16,5 mi | +10% | 6,55% | – | 150 | 16% | 0,5 |
|
| 3042 |
3042
Shah Capital Management
Raleigh,
North Carolina
| US$ 180 mi | +US$ 37,5 mi | +26% | 24,8% | 287% | 19 | 15,79% | 1,4 |
|
| 3043 |
CPA
3043
Court Place Advisors
Ellicott City,
Maryland
| US$ 180 mi | +US$ 7,3 mi | +4% | 2,81% | 92% | 144 | 4,17% | 2,2 |
|
| 3044 |
CA
3044
Cumberland Advisors
Sarasota,
Florida
| US$ 180 mi | +US$ 17,2 mi | +11% | 6,16% | 73,5% | 61 | 24,59% | 1,1 |
|
| 3045 |
KFBMI
3045
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$ 179 mi | -US$ 3,51 mi | -2% | 2,82% | 83,3% | 87 | 9,2% | 0,5 |
|
| 3046 |
MFS
3046
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 179 mi | +US$ 8,49 mi | +5% | 3,8% | 42,6% | 33 | 3,03% | 0,6 |
|
| 3047 |
PSC
3047
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 179 mi | +US$ 1,34 mi | +0,8% | 3,02% | 63,9% | 279 | 10,04% | 2,2 |
|
| 3048 |
IP
3048
InvenTrust Properties
Downers Grove,
Illinois
| US$ 179 mi | -US$ 10,5 mi | -6% | 5,29% | 7,56% | 21 | 0% | 1,4 |
|
| 3049 |
3049
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$ 179 mi | +US$ 1,09 mi | +0,6% | 1,49% | 88,9% | 56 | 1,79% | 2,2 |
|
| 3050 |
3050
Kora Management
Brooklyn,
New York
| US$ 179 mi | +US$ 51 mi | +40% | 17,3% | 307% | 11 | 45,45% | 0,4 |
|