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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
McNamara Financial Services
Marshfield,
Massachusetts
| US$ 504 mi | +US$ 39,6 mi | +9% | 7,46% | 42,6% | 94 | 7,45% | 4,1 |
|
| 3377 |
3377
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$ 504 mi | +US$ 38,2 mi | +8% | 9,88% | 48,1% | 75 | 14,67% | 4,7 |
|
| 3378 |
3378
TCP Asset Management
Columbus,
Ohio
| US$ 504 mi | +US$ 56,9 mi | +13% | 9,24% | 65% | 98 | 14,29% | 1,7 |
|
| 3379 |
3379
Scarborough Advisors
Annapolis,
Maryland
| US$ 504 mi | -US$ 198 mi | -28% | 8,08% | 63,3% | 509 | 84,48% | 0,3 |
|
| 3380 |
3380
Twele Capital Management
Minnetonka,
Minnesota
| US$ 504 mi | +US$ 32,4 mi | +7% | 5,69% | 37,1% | 39 | 0% | 9,1 |
|
| 3381 |
3381
Pacific Sage Partners
Edmonds,
Washington
| US$ 503 mi | +US$ 59,2 mi | +13% | 11,4% | 58,9% | 117 | 10,26% | 1,8 |
|
| 3382 |
3382
Aristides Capital
Louisville,
Kentucky
| US$ 503 mi | +US$ 164 mi | +48% | 13,7% | 126% | 292 | 50% | 1,3 |
|
| 3383 |
CFSG
3383
Community Financial Services Group
Newport,
Vermont
| US$ 503 mi | +US$ 41,5 mi | +9% | 12,4% | – | 102 | 11,76% | 4,5 |
|
| 3384 |
3384
Iowa State Bank
Urbandale,
Iowa
| US$ 502 mi | +US$ 31,1 mi | +7% | 9,84% | 85,7% | 124 | 5,65% | 5,7 |
|
| 3385 |
3385
Avidity Partners Management
Dallas,
Texas
| US$ 502 mi | -US$ 22,7 mi | -4% | 7,61% | 492% | 84 | 53,57% | 1,1 |
|
| 3386 |
3386
Sentry LLC
Memphis,
Tennessee
| US$ 502 mi | -US$ 11,8 mi | -2% | 1,03% | 61,3% | 135 | 5,93% | 1,9 |
|
| 3387 |
CNBTD
3387
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$ 501 mi | +US$ 33,3 mi | +7% | 10,2% | 114% | 403 | 7,44% | 3,3 |
|
| 3388 |
3388
America First Investment Advisors
Omaha,
Nebraska
| US$ 501 mi | +US$ 27,3 mi | +6% | 2,19% | 78,2% | 43 | 2,33% | 8,7 |
|
| 3389 |
3389
Land & Buildings Investment Management
Stamford,
Connecticut
| US$ 501 mi | +US$ 28,5 mi | +6% | 0,62% | 53,9% | 25 | 36% | 1,1 |
|
| 3390 |
3390
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 501 mi | +US$ 36,9 mi | +8% | 7,02% | 55,9% | 116 | 10,34% | 3,4 |
|
| 3391 |
3391
Westover Capital Advisors
Wilmington,
Delaware
| US$ 500 mi | +US$ 50,1 mi | +11% | 16,7% | 133% | 244 | 13,11% | 2,9 |
|
| 3392 |
3392
Compass Rose Asset Management
New York
| US$ 500 mi | +US$ 180 mi | +56% | 3,58% | 41% | 31 | 64,52% | 0,3 |
|
| 3393 |
3393
Truvestments Capital
Sarasota,
Florida
| US$ 500 mi | +US$ 39,5 mi | +9% | 13,4% | 131% | 1.111 | 16,83% | 1,3 |
|
| 3394 |
3394
Raffa Wealth Management
Washington,
District of Columbia
| US$ 500 mi | +US$ 60,5 mi | +14% | 6,23% | 35,8% | 1.146 | 9,42% | 4,5 |
|
| 3395 |
3395
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$ 499 mi | +US$ 23,8 mi | +5% | 5,88% | 55,7% | 137 | 4,38% | 8,8 |
|
| 3396 |
3396
Balboa Wealth Partners
Scottsdale,
Arizona
| US$ 499 mi | +US$ 84,5 mi | +20% | 19,9% | 214% | 413 | 29,54% | 1,3 |
|
| 3397 |
3397
Marotta Asset Management
Charlottesville,
Virginia
| US$ 499 mi | -US$ 10,7 mi | -2% | 7,12% | 51% | 119 | 18,49% | 4 |
|
| 3398 |
3398
VeraBank
Henderson,
Texas
| US$ 499 mi | +US$ 140 mi | +39% | 7,7% | 60,6% | 190 | 25,79% | 3,6 |
|
| 3399 |
3399
Studio Investment Management
Chicago,
Illinois
| US$ 498 mi | +US$ 14,3 mi | +3% | 4,9% | 51,3% | 326 | 48,77% | 2,7 |
|
| 3400 |
3400
Kahn Brothers Group
New York
| US$ 498 mi | +US$ 3,5 mi | +0,7% | 1,94% | 53,4% | 61 | 27,87% | 4,7 |
|