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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
PWMAG
3451
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 162 mi | +US$ 17 mi | +12% | 2,62% | 80,5% | 142 | 14,08% | 1,7 |
|
| 3452 |
3452
ASA Gold & Precious Metals
Portland,
Maine
| US$ 161 mi | -US$ 7,24 mi | -4% | 1,42% | 7,34% | 18 | 5,56% | 3,4 |
|
| 3453 |
OA
3453
Opes Advisors
Cupertino,
California
| US$ 161 mi | +US$ 19,6 mi | +14% | 2,72% | – | 68 | 23,53% | 0,3 |
|
| 3454 |
3454
Marlowe Partners
New York
| US$ 161 mi | -US$ 75,5 mi | -32% | 6,52% | 16,3% | 14 | 57,14% | 0,7 |
|
| 3455 |
3455
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$ 161 mi | +US$ 7,51 mi | +5% | 4,01% | 21,9% | 94 | 3,19% | 2,9 |
|
| 3456 |
3456
Augustine Asset Management
Jacksonville,
Florida
| US$ 161 mi | +US$ 498 mil | +0,3% | 1,6% | 316% | 75 | 16% | 1,9 |
|
| 3457 |
3457
Parkside Investments
Deerfield,
Illinois
| US$ 161 mi | +US$ 18,9 mi | +13% | 2,63% | 70,4% | 62 | 20,97% | 0,2 |
|
| 3458 |
3458
Rational Advisors
Huntington,
New York
| US$ 161 mi | +US$ 8,3 mi | +5% | 1,53% | 37,7% | 391 | 60,36% | 0,3 |
|
| 3459 |
RHFI
3459
Reilly Herbert Faulkner III
| US$ 160 mi | +US$ 4,52 mi | +3% | 1,56% | 80,6% | 45 | 4,44% | 2,8 |
|
| 3460 |
3460
Omega Fund Management
Boston,
Massachusetts
| US$ 160 mi | +US$ 6,4 mi | +4% | 20,5% | 106% | 11 | 0% | 1,8 |
|
| 3461 |
3461
Mosaic Financial Partners
San Francisco,
California
| US$ 160 mi | +US$ 1,68 mi | +1% | 0,42% | 6,05% | 44 | 4,55% | 3,3 |
|
| 3462 |
3462
Plante Moran Financial Advisors
Southfield,
Michigan
| US$ 160 mi | -US$ 5,99 mi | -4% | 2,65% | 62,8% | 947 | 15,84% | 2,4 |
|
| 3463 |
SAM
3463
Shamrock Asset Management
Dallas,
Texas
| US$ 160 mi | -US$ 1,01 mi | -0,6% | 3,18% | 31% | 311 | 18,65% | 1,8 |
|
| 3464 |
NGA
3464
New Generation Advisors
Manchester,
Massachusetts
| US$ 160 mi | +US$ 21,4 mi | +15% | 12,4% | 45,1% | 40 | 37,5% | 1,4 |
|
| 3465 |
3465
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$ 160 mi | +US$ 4,4 mi | +3% | 1,05% | 24,5% | 28 | 14,29% | 2,3 |
|
| 3466 |
3466
Norman Fields Gottscho Capital Management
New York
| US$ 160 mi | +US$ 1,58 mi | +1% | 2,38% | 96,9% | 79 | 10,13% | 2,1 |
|
| 3467 |
3467
Bourgeon Capital Management
Darien,
Connecticut
| US$ 160 mi | -US$ 465 mil | -0,3% | 4,63% | 121% | 100 | 30% | 2,1 |
|
| 3468 |
3468
New Silk Road Investment
Singapore
| US$ 160 mi | +US$ 26,7 mi | +20% | 26,3% | 21,2% | 7 | 14,29% | 0,4 |
|
| 3469 |
3469
Cider Mill Investments
Greenwich,
Connecticut
| US$ 159 mi | +US$ 2,58 mi | +2% | 0,83% | – | 26 | 38,46% | 0,3 |
|
| 3470 |
3470
Holloway Wealth Management
Gainesville,
Florida
| US$ 159 mi | +US$ 1,34 mi | +0,8% | 0,73% | 50,7% | 228 | 0% | 0,5 |
|
| 3471 |
3471
Lincoln Capital
Lincoln,
Nebraska
| US$ 159 mi | +US$ 11,3 mi | +8% | 3,69% | 67,1% | 71 | 7,04% | 1,9 |
|
| 3472 |
3472
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$ 159 mi | -US$ 158 mi | -50% | 2,22% | 36,3% | 8 | 37,5% | 1,5 |
|
| 3473 |
3473
S.R. Schill & Associates
Mercer Island,
Washington
| US$ 159 mi | +US$ 2,38 mi | +2% | 2,09% | 42,7% | 74 | 9,46% | 1,8 |
|
| 3474 |
3474
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$ 159 mi | +US$ 1,84 mi | +1% | 5,1% | 41,8% | 28 | 17,86% | 0,4 |
|
| 3475 |
3475
Winch Advisory Services
Appleton,
Wisconsin
| US$ 159 mi | +US$ 1,33 mi | +0,8% | 1,7% | 80,8% | 346 | 17,63% | 1,3 |
|