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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Cambridge Advisors
Omaha,
Nebraska
| US$ 430 mi | +US$ 6,29 mi | +1% | 1,33% | 58,6% | 169 | 2,37% | 6,1 |
|
| 3377 |
3377
Perkins Coie Trust Company
Seattle,
Washington
| US$ 430 mi | +US$ 3,38 mi | +0,8% | 2,5% | 83,2% | 297 | 16,84% | 5,6 |
|
| 3378 |
3378
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$ 430 mi | +US$ 21,6 mi | +5% | 2,68% | 67,5% | 136 | 5,88% | 4,4 |
|
| 3379 |
TAA
3379
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$ 429 mi | +US$ 30 mi | +8% | 7,2% | 312% | 48 | 39,58% | 1,4 |
|
| 3380 |
3380
Harfst & Associates
Sheridan,
Wyoming
| US$ 429 mi | +US$ 7,87 mi | +2% | 1,06% | 88,1% | 106 | 2,83% | 4,7 |
|
| 3381 |
3381
Counterpoint Mutual Funds
San Diego,
California
| US$ 429 mi | +US$ 20,9 mi | +5% | 1,7% | 74,3% | 305 | 71,48% | 0,2 |
|
| 3382 |
3382
Sherborne Investors Management
New York
| US$ 429 mi | -US$ 83,6 mi | -16% | 16,3% | 54,2% | 1 | 0% | 1,5 |
|
| 3383 |
CPRC
3383
Consolidated Portfolio Review Corp
Woodbury,
New York
| US$ 429 mi | +US$ 47,4 mi | +12% | 2,96% | 65,4% | 316 | 19,62% | 0,9 |
|
| 3384 |
3384
Callodine Capital Management
Boston,
Massachusetts
| US$ 429 mi | +US$ 15,4 mi | +4% | 1,1% | 53,8% | 47 | 27,66% | 1,4 |
|
| 3385 |
3385
EPG Wealth Management
Atlanta,
Georgia
| US$ 429 mi | +US$ 20,3 mi | +5% | 3,95% | 96% | 463 | 96,11% | 0 |
|
| 3386 |
3386
SkyOak Wealth
Southfield,
Michigan
| US$ 428 mi | +US$ 10,5 mi | +3% | 3,33% | 73,4% | 268 | 15,3% | 2,9 |
|
| 3387 |
3387
AXQ Capital
Jersey City,
New Jersey
| US$ 428 mi | +US$ 11,3 mi | +3% | 4,53% | 35,5% | 777 | 68,85% | 0,3 |
|
| 3388 |
3388
Investors Research Corp
Atlanta,
Georgia
| US$ 428 mi | +US$ 363 mil | +0,1% | 0,64% | 62,1% | 1.105 | 11,31% | 3,8 |
|
| 3389 |
3389
Caligan Partners
New York
| US$ 428 mi | +US$ 49,7 mi | +13% | 3,59% | 2.628% | 13 | 7,69% | 0,9 |
|
| 3390 |
3390
Correct Capital Wealth Management
Clayton,
Missouri
| US$ 428 mi | -US$ 5,24 mi | -1% | 6,12% | – | 140 | 17,86% | 0,5 |
|
| 3391 |
3391
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$ 428 mi | +US$ 31,2 mi | +8% | 2,53% | 81% | 825 | 5,94% | 3,8 |
|
| 3392 |
3392
Kingfisher Capital
Charlotte,
North Carolina
| US$ 428 mi | +US$ 12,4 mi | +3% | 3,17% | 58,5% | 172 | 6,98% | 4,2 |
|
| 3393 |
3393
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 427 mi | +US$ 300 mil | +0,1% | 3,82% | 104% | 197 | 6,6% | 5,7 |
|
| 3394 |
3394
Root Financial Partners
Encinitas,
California
| US$ 427 mi | +US$ 90 mi | +27% | 1,32% | 62,5% | 119 | 24,37% | 0,7 |
|
| 3395 |
3395
Warwick Investment Management
Bryan,
Texas
| US$ 427 mi | +US$ 9,8 mi | +2% | 1,66% | 69,9% | 112 | 16,07% | 1,1 |
|
| 3396 |
3396
Searle & Co
Greenwich,
Connecticut
| US$ 427 mi | +US$ 34,6 mi | +9% | 1,4% | 93,8% | 188 | 15,43% | 4,2 |
|
| 3397 |
3397
Austin Wealth Management
Austin,
Texas
| US$ 427 mi | +US$ 22,7 mi | +6% | 1,21% | 48,2% | 119 | 5,04% | 0,7 |
|
| 3398 |
3398
Towneley Capital Management
Laguna Hills,
California
| US$ 426 mi | +US$ 19,7 mi | +5% | 1,38% | 50,2% | 49 | 24,49% | 0,5 |
|
| 3399 |
3399
Allied Investment Advisors
Billings,
Montana
| US$ 426 mi | +US$ 12 mi | +3% | 0,02% | 68,4% | 77 | 12,99% | 3,8 |
|
| 3400 |
3400
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$ 426 mi | +US$ 16,9 mi | +4% | 1,45% | – | 103 | 8,74% | 2,7 |
|