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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Addison Capital
Conshohocken,
Pennsylvania
| US$ 123 mi | +US$ 4,27 mi | +4% | 1% | 59,7% | 105 | 26,67% | 0,9 |
|
| 3527 |
SF
3527
Schooner Foundation
Boston,
Massachusetts
| US$ 123 mi | -US$ 7,35 mi | -6% | 5,64% | 13,8% | 1 | 0% | 0,5 |
|
| 3528 |
3528
Quality Growth Management
Rancho Santa Fe,
California
| US$ 123 mi | -US$ 3,62 mi | -3% | 0,85% | – | 27 | 7,41% | 1 |
|
| 3529 |
3529
Legg Mason Asset Management
Tokyo,
Japan
| US$ 123 mi | -US$ 9,5 mi | -7% | 5,57% | – | 149 | 26,85% | 0,9 |
|
| 3530 |
PC
3530
Palo Capital
Newport Beach,
California
| US$ 123 mi | +US$ 3,62 mi | +3% | 3,4% | 34,6% | 133 | 24,81% | 0,2 |
|
| 3531 |
3531
Palladiem
Bryn Mawr,
Pennsylvania
| US$ 123 mi | +US$ 465 mil | +0,4% | 1% | – | 219 | 17,81% | 0,2 |
|
| 3532 |
3532
Seven Post Investment Office
San Francisco,
California
| US$ 122 mi | +US$ 9,6 mi | +9% | 4,47% | 52,6% | 8 | 0% | 1,4 |
|
| 3533 |
BOC
3533
Barbara Oil Co
Chicago,
Illinois
| US$ 122 mi | -US$ 1,18 mi | -1% | 0,85% | 76,9% | 82 | 4,88% | 1,2 |
|
| 3534 |
3534
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$ 122 mi | -US$ 86,7 mi | -42% | 2,42% | 76,5% | 83 | 31,33% | 0,2 |
|
| 3535 |
3535
Orbis Investment Management (US)
San Francisco,
California
| US$ 122 mi | +US$ 1,06 mi | +0,9% | 1,19% | 48,8% | 29 | 24,14% | 0,9 |
|
| 3536 |
3536
Punch Card Management
Winter Park,
Florida
| US$ 122 mi | -US$ 6,8 mi | -5% | 5,13% | 41% | 4 | 25% | 0,2 |
|
| 3537 |
3537
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$ 122 mi | +US$ 5,41 mi | +5% | 2,22% | 79,3% | 67 | 5,97% | 1,1 |
|
| 3538 |
3538
Fernwood Investment Management
Quincy,
Massachusetts
| US$ 122 mi | +US$ 4,05 mi | +3% | 6,33% | 83,4% | 117 | 11,97% | 1 |
|
| 3539 |
3539
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 122 mi | +US$ 5,94 mi | +5% | 6% | 118% | 142 | 4,23% | 0,2 |
|
| 3540 |
CWM
3540
Catamount Wealth Management
Westport,
Connecticut
| US$ 121 mi | +US$ 16,6 mi | +16% | 3,65% | 70,7% | 188 | 35,11% | 0,2 |
|
| 3541 |
3541
Trutina Financial
Bellevue,
Washington
| US$ 121 mi | -US$ 3,61 mi | -3% | 1,79% | 20,5% | 70 | 22,86% | 1,2 |
|
| 3542 |
EFEM
3542
Eos Focused Equity Management
New York
| US$ 121 mi | – | – | 5,12% | 55,7% | 35 | – | 0 |
|
| 3543 |
3543
Wills Financial Group
Richmond,
Virginia
| US$ 121 mi | -US$ 1,94 mi | -2% | 2,5% | 57,5% | 87 | 22,99% | 1 |
|
| 3544 |
3544
FNY Managed Accounts
New York
| US$ 121 mi | +US$ 36,2 mi | +43% | 13,9% | 14,7% | 507 | 83,23% | 0,1 |
|
| 3545 |
3545
Heritage Wealth Advisors
Richmond,
Virginia
| US$ 121 mi | +US$ 9,25 mi | +8% | 3,14% | 65% | 98 | 13,27% | 0,9 |
|
| 3546 |
3546
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$ 121 mi | -US$ 1,09 mi | -0,9% | 0,63% | – | 53 | 5,66% | 1,6 |
|
| 3547 |
3547
Osmium Partners
Greenbrae,
California
| US$ 121 mi | -US$ 15,6 mi | -11% | 0,67% | 28,4% | 27 | 29,63% | 1 |
|
| 3548 |
3548
Peddock Capital Advisors
Braintree,
Massachusetts
| US$ 121 mi | -US$ 2,45 mi | -2% | 1,45% | 113% | 103 | 7,77% | 1 |
|
| 3549 |
GCMG
3549
Gyroscope Capital Management Group
Naples,
Florida
| US$ 121 mi | -US$ 803 mil | -0,7% | 0,95% | 24,8% | 87 | 37,93% | 0,2 |
|
| 3550 |
AP
3550
Agilis Partners
Waltham,
Massachusetts
| US$ 121 mi | +US$ 10,5 mi | +10% | 3,31% | 8,47% | 15 | 26,67% | 0,2 |
|