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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
CO
3326
Caldwell & Orkin
Norcross,
Georgia
| US$ 146 mi | -US$ 85,3 mi | -37% | 6,73% | 137% | 89 | 57,3% | 0,6 |
|
| 3327 |
SFPM
3327
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 145 mi | +US$ 2,59 mi | +2% | 1,08% | 24,5% | 88 | 11,36% | 1,3 |
|
| 3328 |
RA
3328
Raffles Associates
New York
| US$ 145 mi | +US$ 46,9 mi | +48% | 8,99% | 50% | 73 | 45,21% | 1,3 |
|
| 3329 |
JAM
3329
JW Asset Management
Miami Beach,
Florida
| US$ 145 mi | +US$ 19,4 mi | +15% | 32,2% | 251% | 47 | 34,04% | 1 |
|
| 3330 |
EHWM
3330
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$ 145 mi | -US$ 360 mil | -0,2% | 2,06% | 84,4% | 135 | 5,93% | 2,7 |
|
| 3331 |
WOC
3331
West Oak Capital
Westlake Village,
California
| US$ 145 mi | +US$ 6,63 mi | +5% | 3,39% | 110% | 398 | 18,09% | 2,1 |
|
| 3332 |
GPC
3332
Guardian Point Capital
Charlottesville,
Virginia
| US$ 145 mi | +US$ 21,9 mi | +18% | 7,06% | 142% | 18 | 38,89% | 0,5 |
|
| 3333 |
3333
Orgel Wealth Management
Altoona,
Wisconsin
| US$ 145 mi | -US$ 85,5 mi | -37% | 6,34% | 39,6% | 23 | 30,43% | 0,5 |
|
| 3334 |
KCM
3334
Kempner Capital Management
Galveston,
Texas
| US$ 145 mi | -US$ 10,8 mi | -7% | 5,2% | 60,9% | 72 | 6,94% | 2,3 |
|
| 3335 |
3335
Sio Capital Management
New York
| US$ 145 mi | -US$ 50,8 mi | -26% | 9,7% | 564% | 54 | 61,11% | 0,5 |
|
| 3336 |
3336
Dock Street Asset Management
Palm Beach,
Florida
| US$ 145 mi | +US$ 31,8 mi | +28% | 7,88% | 175% | 40 | 15% | 2 |
|
| 3337 |
KAS
3337
Kemnay Advisory Services
New York
| US$ 145 mi | +US$ 15,9 mi | +12% | 12,1% | 167% | 42 | 2,38% | 2,3 |
|
| 3338 |
KSA
3338
Ken Stern & Associates
San Diego,
California
| US$ 145 mi | +US$ 17,5 mi | +14% | 2,95% | 39,4% | 98 | 25,51% | 0,8 |
|
| 3339 |
MKC
3339
M. Kraus & Co
Shelburne,
Vermont
| US$ 145 mi | +US$ 4,72 mi | +3% | 3,52% | 65,9% | 52 | 7,69% | 2,3 |
|
| 3340 |
CMP
3340
Courage Miller Partners
Norfolk,
Virginia
| US$ 145 mi | +US$ 4,71 mi | +3% | 3,18% | 40,3% | 69 | 5,8% | 2,4 |
|
| 3341 |
TSWM
3341
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 145 mi | +US$ 10,6 mi | +8% | 3,25% | 83,6% | 129 | 10,85% | 2,2 |
|
| 3342 |
FVCM
3342
F&V Capital Management
Boca Raton,
Florida
| US$ 145 mi | +US$ 10,4 mi | +8% | 4,93% | 123% | 59 | 11,86% | 2,2 |
|
| 3343 |
CCM
3343
CWH Capital Management
Spokane,
Washington
| US$ 144 mi | +US$ 6,28 mi | +5% | 5,57% | 29,9% | 49 | 12,24% | 1,6 |
|
| 3344 |
3344
Twin Focus Capital Partners
Boston,
Massachusetts
| US$ 144 mi | +US$ 17,9 mi | +14% | 4,25% | 92,5% | 101 | 27,72% | 1,6 |
|
| 3345 |
3345
Heritage Wealth Advisors
Richmond,
Virginia
| US$ 144 mi | -US$ 3,7 mi | -3% | 2,55% | 65% | 100 | 22% | 1,9 |
|
| 3346 |
PCC
3346
Park Circle Company
Baltimore,
Maryland
| US$ 144 mi | +US$ 5,84 mi | +4% | 2,55% | 70,5% | 100 | 17% | 1,4 |
|
| 3347 |
PC
3347
Palo Capital
Newport Beach,
California
| US$ 144 mi | -US$ 147 mi | -51% | 2,85% | 34,6% | 237 | 54,01% | 0,8 |
|
| 3348 |
OCM
3348
Orleans Capital Management
Mandeville,
Louisiana
| US$ 144 mi | +US$ 628 mil | +0,4% | 1,14% | 94,6% | 89 | 2,25% | 2,5 |
|
| 3349 |
AW
3349
Alpha Windward
Westwood,
Massachusetts
| US$ 144 mi | +US$ 5,4 mi | +4% | 5,73% | 33,6% | 457 | 21,01% | 1,8 |
|
| 3350 |
DCM
3350
Destrier Capital Management
New York
| US$ 144 mi | -US$ 5,61 mi | -4% | 5,54% | 5,28% | 26 | 38,46% | 0,6 |
|