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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
3151
Bison Wealth
Atlanta,
Georgia
| US$ 165 mi | +US$ 32,6 mi | +25% | 0,97% | 37,4% | 257 | 35,41% | 0,2 |
|
| 3152 |
3152
Fieldpoint Private Advisors
New York
| US$ 164 mi | +US$ 9,8 mi | +6% | 4,13% | 34% | 70 | 18,57% | 1,4 |
|
| 3153 |
3153
Water Asset Management
New York
| US$ 164 mi | -US$ 47,8 mi | -23% | 5,02% | 48,9% | 25 | 20% | 1,2 |
|
| 3154 |
CCA
3154
Covey Capital Advisors
Atlanta,
Georgia
| US$ 164 mi | -US$ 4,42 mi | -3% | 0,41% | 118% | 48 | 18,75% | 0,6 |
|
| 3155 |
3155
Teewinot Capital Advisers
New York
| US$ 164 mi | -US$ 23,3 mi | -12% | 0,94% | 149% | 86 | 38,37% | 0,9 |
|
| 3156 |
LBC
3156
Lawrence B. Cohen
| US$ 164 mi | -US$ 2,27 mi | -1% | 0,88% | 41,8% | 70 | 4,29% | 1,6 |
|
| 3157 |
SIG
3157
Schaller Investment Group
Winston Salem,
North Carolina
| US$ 164 mi | -US$ 2,11 mi | -1% | 3,82% | 21,9% | 45 | 17,78% | 1,4 |
|
| 3158 |
CCM
3158
CWH Capital Management
Spokane,
Washington
| US$ 164 mi | +US$ 10,9 mi | +7% | 0,95% | 29,9% | 62 | 24,19% | 0,9 |
|
| 3159 |
3159
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 164 mi | – | – | 1,76% | 99,6% | 177 | – | 0 |
|
| 3160 |
3160
Sigma Investment Management
Portland,
Oregon
| US$ 163 mi | +US$ 2,3 mi | +1% | 2,69% | 8,4% | 31 | 12,9% | 1,3 |
|
| 3161 |
3161
Van Hulzen Asset Management
El Dorado Hills,
California
| US$ 163 mi | +US$ 19,1 mi | +13% | 1,46% | 86,3% | 161 | 41,61% | 0,4 |
|
| 3162 |
3162
Michael & Susan Dell Foundation
New York
| US$ 163 mi | +US$ 29,7 mi | +22% | 15,9% | 238% | 8 | 12,5% | 0,9 |
|
| 3163 |
3163
Bourgeon Capital Management
Darien,
Connecticut
| US$ 163 mi | -US$ 543 mil | -0,3% | 1,09% | 121% | 117 | 26,5% | 1 |
|
| 3164 |
BSWMG
3164
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$ 163 mi | +US$ 7,02 mi | +4% | 1,69% | 17,9% | 102 | 6,86% | 1,5 |
|
| 3165 |
3165
WealthTrust-Arizona
Scottsdale,
Arizona
| US$ 163 mi | +US$ 44,2 mi | +37% | 3,19% | 20,2% | 705 | 15,74% | 1,3 |
|
| 3166 |
3166
Focused Wealth Management
Newburgh,
New York
| US$ 163 mi | +US$ 21,6 mi | +15% | 0,8% | 73,9% | 762 | 11,15% | 1,2 |
|
| 3167 |
3167
Hartford Financial Management
Hartford,
Connecticut
| US$ 163 mi | +US$ 431 mil | +0,3% | 1,29% | 87,9% | 259 | 59,46% | 1,7 |
|
| 3168 |
3168
Weatherstone Capital Management
Denver,
Colorado
| US$ 163 mi | -US$ 8,79 mi | -5% | 1,98% | 32% | 90 | 34,44% | 0,8 |
|
| 3169 |
3169
Altavista Wealth Management
Asheville,
North Carolina
| US$ 162 mi | +US$ 30 mil | +0% | 0,06% | 80,6% | 114 | 9,65% | 1,6 |
|
| 3170 |
TBAM
3170
True Bearing Asset Management
San Francisco,
California
| US$ 162 mi | -US$ 39,5 mi | -20% | 3,98% | 66,3% | 97 | 30,93% | 1,2 |
|
| 3171 |
3171
Solaris Asset Management
New York
| US$ 162 mi | +US$ 7,17 mi | +5% | 2,89% | 74% | 238 | 19,75% | 1,2 |
|
| 3172 |
NIC
3172
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$ 162 mi | +US$ 5,14 mi | +3% | 2,49% | 32,4% | 115 | 7,83% | 1,5 |
|
| 3173 |
3173
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$ 162 mi | – | – | 1,01% | 80,3% | 141 | – | 0 |
|
| 3174 |
PCM
3174
Price Capital Management
Lafayette,
Louisiana
| US$ 161 mi | +US$ 48 mi | +42% | 14,4% | 124% | 322 | 86,02% | 0 |
|
| 3175 |
3175
Genesee Valley Trust
Pittsford,
New York
| US$ 161 mi | +US$ 5,03 mi | +3% | 1,98% | 30,2% | 316 | 22,15% | 1,1 |
|