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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 |
LP
3301
LGL Partners
Philadelphia,
Pennsylvania
| US$ 212 mi | +US$ 3,02 mi | +1% | 0,97% | 68,9% | 60 | 6,67% | 1,9 |
|
| 3302 |
UIM
3302
Underhill Investment Management
Greenbrae,
California
| US$ 212 mi | +US$ 5,53 mi | +3% | 0,01% | 59,8% | 20 | 5% | 2,3 |
|
| 3303 |
3303
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 212 mi | +US$ 22,5 mi | +12% | 3,25% | 57,3% | 212 | 15,57% | 0,3 |
|
| 3304 |
PCM
3304
Pennant Capital Management
Summit,
New Jersey
| US$ 212 mi | -US$ 6,23 mi | -3% | 6,3% | 35,2% | 26 | 38,46% | 1,3 |
|
| 3305 |
DCM
3305
DeGreen Capital Management
Scottsdale,
Arizona
| US$ 212 mi | -US$ 292 mil | -0,1% | 0,02% | 28,5% | 16 | 0% | 1,7 |
|
| 3306 |
3306
Buckley Wealth Management
Las Vegas,
Nevada
| US$ 212 mi | +US$ 9,21 mi | +5% | 3,77% | 88% | 168 | 12,5% | 0,5 |
|
| 3307 |
3307
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 211 mi | +US$ 2 mi | +1% | 2,13% | 47,6% | 115 | 13,04% | 3,3 |
|
| 3308 |
MA
3308
Marshwinds Advisory
St Simons Island,
Georgia
| US$ 211 mi | +US$ 1,08 mi | +0,5% | 2,65% | 32,9% | 136 | 5,88% | 4,2 |
|
| 3309 |
3309
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 211 mi | +US$ 1,2 mi | +0,6% | 0,4% | 24,5% | 31 | 3,23% | 2,7 |
|
| 3310 |
3310
Keating Investment Counselors
Delray Beach,
Florida
| US$ 211 mi | -US$ 5,96 mi | -3% | 1,22% | 50% | 69 | 14,49% | 3,9 |
|
| 3311 |
3311
Bach Option
Wanchai,
Hong Kong
| US$ 211 mi | +US$ 32 mi | +18% | 1,64% | 30,6% | 122 | 67,21% | 0,5 |
|
| 3312 |
3312
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$ 210 mi | -US$ 66,5 mi | -24% | 0,5% | – | 6 | 0% | 0,5 |
|
| 3313 |
MM
3313
Midas Management
New York
| US$ 210 mi | -US$ 2,85 mi | -1% | 0,61% | 43,3% | 127 | 14,96% | 2 |
|
| 3314 |
3314
Advisors Management Group
La Crosse,
Wisconsin
| US$ 210 mi | +US$ 15,4 mi | +8% | 2,69% | 125% | 83 | 4,82% | 1,9 |
|
| 3315 |
3315
TrueWealth LLC
Atlanta,
Georgia
| US$ 210 mi | +US$ 11,8 mi | +6% | 1,56% | – | 897 | 12,04% | 0,5 |
|
| 3316 |
ITIM
3316
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$ 210 mi | -US$ 5,32 mi | -2% | 1,31% | 114% | 138 | 7,97% | 3,8 |
|
| 3317 |
3317
SignalPoint Asset Management
Springfield,
Missouri
| US$ 210 mi | +US$ 1,75 mi | +0,8% | 2,93% | 36% | 217 | 11,52% | 2,4 |
|
| 3318 |
3318
Mathes Company
New York
| US$ 210 mi | -US$ 4,5 mi | -2% | 3,08% | 121% | 140 | 8,57% | 3,1 |
|
| 3319 |
3319
Fulcrum Capital
Seattle,
Washington
| US$ 209 mi | -US$ 97,7 mi | -32% | 0,14% | 102% | 71 | 28,17% | 0,5 |
|
| 3320 |
3320
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$ 209 mi | +US$ 6,38 mi | +3% | 2,28% | 75% | 170 | 10% | 2,8 |
|
| 3321 |
3321
Summit Asset Management
Memphis,
Tennessee
| US$ 209 mi | +US$ 60 mil | +0% | 1,64% | 48,9% | 114 | 7,89% | 3,4 |
|
| 3322 |
3322
Iowa State Bank
Urbandale,
Iowa
| US$ 209 mi | +US$ 3,71 mi | +2% | 1,38% | 85,7% | 103 | 5,83% | 3,2 |
|
| 3323 |
3323
Connecticut Wealth Management
Farmington,
Connecticut
| US$ 209 mi | +US$ 32,6 mi | +18% | 3,04% | 70,2% | 68 | 10,29% | 1,4 |
|
| 3324 |
3324
American National Registered Investment Advisor
Galveston,
Texas
| US$ 209 mi | +US$ 7,32 mi | +4% | 4,54% | 95,8% | 245 | 2,86% | 3,8 |
|
| 3325 |
3325
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 209 mi | +US$ 12,2 mi | +6% | 0,53% | 57,3% | 409 | 10,27% | 2,5 |
|