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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Falcon Wealth Planning
Ontario,
California
| US$ 349 mi | +US$ 46,9 mi | +16% | 7,26% | 56,4% | 102 | 19,61% | 1,3 |
|
| 3252 |
3252
Wright Investors Service
Shelton,
Connecticut
| US$ 349 mi | +US$ 30,7 mi | +10% | 12,3% | 161% | 145 | 11,03% | 3,8 |
|
| 3253 |
3253
Shelter Mutual Insurance
Columbia,
Missouri
| US$ 348 mi | +US$ 39,6 mi | +13% | 13,7% | 51,2% | 54 | 1,85% | 5,6 |
|
| 3254 |
3254
PSquared Asset Management
Zurich,
Switzerland
| US$ 348 mi | -US$ 85 mi | -20% | 54% | 178% | 17 | 88,24% | 0,3 |
|
| 3255 |
3255
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$ 348 mi | +US$ 37,9 mi | +12% | 7,71% | 81,5% | 22 | 31,82% | 1,8 |
|
| 3256 |
TCPWM
3256
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| US$ 348 mi | +US$ 21,5 mi | +7% | 6,45% | 16,4% | 111 | 3,6% | 3,3 |
|
| 3257 |
3257
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 347 mi | +US$ 75,3 mi | +28% | 8,89% | 96,5% | 518 | 35,52% | 1,5 |
|
| 3258 |
3258
Asio Capital
Lexington,
Kentucky
| US$ 347 mi | +US$ 32,5 mi | +10% | 9,29% | 98% | 123 | 17,07% | 1,6 |
|
| 3259 |
3259
SONA Asset Management (US)
New York
| US$ 347 mi | +US$ 179 mi | +106% | 4,18% | 41% | 358 | 27,09% | 0,7 |
|
| 3260 |
RC
3260
Reik & Co
New York
| US$ 347 mi | +US$ 35 mi | +11% | 12,2% | 47,2% | 52 | 5,77% | 7 |
|
| 3261 |
3261
Hein Park Capital Management
New York
| US$ 347 mi | -US$ 8,44 mi | -2% | 2,27% | 122% | 11 | 27,27% | 1,3 |
|
| 3262 |
3262
Chandler Asset Management
San Diego,
California
| US$ 347 mi | -US$ 315 mil | -0,1% | 6,33% | 35,6% | 28 | 21,43% | 3,7 |
|
| 3263 |
3263
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$ 347 mi | +US$ 34 mi | +11% | 8,81% | 85,4% | 2.078 | 11,79% | 3,8 |
|
| 3264 |
3264
Lincoln Capital
Lincoln,
Nebraska
| US$ 347 mi | +US$ 25,6 mi | +8% | 10,6% | 67,1% | 103 | 6,8% | 4,8 |
|
| 3265 |
PS
3265
Presima Securities
Montreal,
Quebec, Canada
| US$ 347 mi | +US$ 9,8 mi | +3% | 3,01% | 10,3% | 48 | 4,17% | 3,5 |
|
| 3266 |
3266
TFC Financial Management
Boston,
Massachusetts
| US$ 347 mi | +US$ 31,2 mi | +10% | 9,28% | 66,9% | 571 | 11,03% | 1,9 |
|
| 3267 |
3267
Harfst & Associates
Sheridan,
Wyoming
| US$ 347 mi | +US$ 14,2 mi | +4% | 9,14% | 88,1% | 100 | 2% | 4,3 |
|
| 3268 |
NIC
3268
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$ 346 mi | +US$ 41,2 mi | +13% | 11,8% | 32,4% | 555 | 10,45% | 2,5 |
|
| 3269 |
3269
Fulcrum Capital
Seattle,
Washington
| US$ 346 mi | +US$ 9,37 mi | +3% | 7,97% | 102% | 104 | 26,92% | 2,1 |
|
| 3270 |
SXL
3270
Summit X LLC
Chesterfield,
Missouri
| US$ 346 mi | +US$ 6,84 mi | +2% | 7,43% | 62,9% | 266 | 16,92% | 3,2 |
|
| 3271 |
3271
Cohanzick Management
Pleasantville,
New York
| US$ 346 mi | -US$ 66,5 mi | -16% | 1,59% | 1,18% | 318 | 44,97% | 0,7 |
|
| 3272 |
3272
Summit Asset Management
Memphis,
Tennessee
| US$ 346 mi | +US$ 36,2 mi | +12% | 9,05% | 53,4% | 156 | 7,69% | 5,2 |
|
| 3273 |
DVF
3273
Discovery Value Fund
Singapore
| US$ 345 mi | -US$ 53,3 mi | -13% | 10,7% | 210% | 7 | 0% | 1,9 |
|
| 3274 |
3274
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$ 345 mi | +US$ 29,8 mi | +9% | 6,57% | 44% | 100 | 19% | 1,8 |
|
| 3275 |
3275
Waller Financial Planning Group
Columbus,
Ohio
| US$ 345 mi | +US$ 17,7 mi | +5% | 8,04% | 47,5% | 60 | 16,67% | 2,9 |
|