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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Advisors Management Group
La Crosse,
Wisconsin
| US$ 150 mi | +US$ 6,51 mi | +5% | 0,58% | 125% | 62 | 1,61% | 0,7 |
|
| 3302 |
FPA
3302
Fieldpoint Private Advisors
New York
| US$ 150 mi | +US$ 3,1 mi | +2% | 5,04% | 34% | 66 | 6,06% | 2 |
|
| 3303 |
BOIA
3303
Bush ODonnell Investment Advisors
St Louis,
Missouri
| US$ 150 mi | -US$ 405 mil | -0,3% | 1,9% | 45,9% | 48 | 2,08% | 2,6 |
|
| 3304 |
LD
3304
Lipe & Dalton
Syracuse,
New York
| US$ 149 mi | +US$ 4,56 mi | +3% | 6,43% | 101% | 100 | 21% | 1,6 |
|
| 3305 |
DDC
3305
Daniel Devine & Co
Parkland,
Florida
| US$ 149 mi | +US$ 2,34 mi | +2% | 5,25% | 34,2% | 52 | 9,62% | 1,6 |
|
| 3306 |
MIC
3306
Meridian Investment Counsel
Lafayette,
California
| US$ 149 mi | +US$ 1,57 mi | +1% | 3,65% | 116% | 179 | 9,5% | 2,2 |
|
| 3307 |
CRCM
3307
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 148 mi | +US$ 13,3 mi | +10% | 8,52% | 172% | 35 | 20% | 1,4 |
|
| 3308 |
JWS
3308
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 148 mi | +US$ 8,01 mi | +6% | 2,02% | 76,5% | 84 | 20,24% | 1,1 |
|
| 3309 |
3309
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 148 mi | +US$ 10,2 mi | +7% | 2,62% | 62,8% | 1.052 | 21,77% | 1,7 |
|
| 3310 |
WAS
3310
WESPAC Advisors SoCal
Pasadena,
California
| US$ 148 mi | -US$ 5,48 mi | -4% | 1,54% | 135% | 312 | 20,83% | 0,6 |
|
| 3311 |
RCP
3311
Rho Capital Partners
New York
| US$ 148 mi | +US$ 23 mi | +18% | 40% | – | 8 | 25% | 1,9 |
|
| 3312 |
3312
Cevian Capital II
St. Helier,
Jersey
| US$ 148 mi | -US$ 14 mi | -9% | 8,67% | 105% | 1 | 0% | 0,8 |
|
| 3313 |
PC
3313
Permit Capital
West Conshohocken,
Pennsylvania
| US$ 148 mi | +US$ 7,45 mi | +5% | 7,89% | 121% | 33 | 6,06% | 2,3 |
|
| 3314 |
MC
3314
Miles Capital
West Des Moines,
Iowa
| US$ 148 mi | +US$ 1,02 mi | +0,7% | 3,59% | 15,4% | 234 | 59,83% | 0,8 |
|
| 3315 |
LWA
3315
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 148 mi | -US$ 1,12 mi | -0,8% | 1,63% | 63,3% | 264 | 6,06% | 1,4 |
|
| 3316 |
JRM
3316
John R. Muse
| US$ 147 mi | -US$ 17 mi | -10% | 7,21% | – | 1 | 0% | 1,8 |
|
| 3317 |
MBA
3317
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$ 147 mi | +US$ 5,85 mi | +4% | 5,34% | 53,6% | 110 | 9,09% | 0,7 |
|
| 3318 |
KC
3318
Kellner Capital
New York
| US$ 146 mi | +US$ 2,22 mi | +2% | 11,7% | 390% | 66 | 59,09% | 0,5 |
|
| 3319 |
NME
3319
Notis-McConarty Edward
| US$ 146 mi | +US$ 3,69 mi | +3% | 3,61% | 91,2% | 98 | 7,14% | 2,4 |
|
| 3320 |
IVMX
3320
Institutional Venture Management XIII
Menlo Park,
California
| US$ 146 mi | +US$ 13,6 mi | +10% | 12,7% | – | 6 | 0% | 2,1 |
|
| 3321 |
VWM
3321
Vector Wealth Management
Minneapolis,
Minnesota
| US$ 146 mi | -US$ 759 mil | -0,5% | 3,87% | 2,13% | 82 | 4,88% | 2,3 |
|
| 3322 |
CWM
3322
Cedar Wealth Management
Walnut Creek,
California
| US$ 146 mi | -US$ 10,9 mi | -7% | 2,01% | 68,1% | 141 | 19,86% | 0,5 |
|
| 3323 |
LFG
3323
LifePlan Financial Group
Dayton,
Ohio
| US$ 146 mi | +US$ 101 mil | +0,1% | 2,76% | 20,2% | 112 | 14,29% | 2 |
|
| 3324 |
LK
3324
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 146 mi | +US$ 9,6 mi | +7% | 5,07% | 137% | 86 | 9,3% | 1,8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| US$ 146 mi | -US$ 26,9 mi | -16% | 2,43% | 98% | 27 | 22,22% | 2 |
|