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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 |
NFM
3526
North Forty Management
Seattle,
Washington
| US$ 124 mi | +US$ 5,83 mi | +5% | 2,8% | 9,62% | 19 | 73,68% | 0,7 |
|
| 3527 |
3527
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$ 124 mi | – | – | 0,14% | 65,6% | 62 | – | 0 |
|
| 3528 |
3528
Stockman Wealth Management
Billings,
Montana
| US$ 124 mi | +US$ 7,65 mi | +7% | 7,5% | 73,5% | 81 | 3,7% | 0,9 |
|
| 3529 |
3529
Lipe & Dalton
Syracuse,
New York
| US$ 124 mi | +US$ 2,85 mi | +2% | 6,73% | 101% | 79 | 27,85% | 1,4 |
|
| 3530 |
AWW
3530
Alan W. Weber
| US$ 123 mi | +US$ 12,2 mi | +11% | 7,88% | 191% | 54 | 7,41% | 0,9 |
|
| 3531 |
3531
Baker Street Capital Management
Los Angeles,
California
| US$ 123 mi | -US$ 69,9 mi | -36% | 12,5% | 78,6% | 2 | 50% | 1,8 |
|
| 3532 |
3532
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 123 mi | +US$ 9,33 mi | +8% | 7,28% | 92,4% | 453 | 24,28% | 1,2 |
|
| 3533 |
3533
Quadrant Capital Management
Fairfield,
New Jersey
| US$ 123 mi | +US$ 5,45 mi | +5% | 5,9% | 50,3% | 68 | 7,35% | 1,3 |
|
| 3534 |
3534
Tarbox Family Office
Newport Beach,
California
| US$ 123 mi | +US$ 13,7 mi | +13% | 4,91% | 60,5% | 620 | 9,68% | 1,7 |
|
| 3535 |
3535
Berkeley Capital Partners
Milton,
Georgia
| US$ 123 mi | – | – | 4,23% | 62,8% | 113 | – | 0 |
|
| 3536 |
3536
Alta Park Capital
San Francisco,
California
| US$ 123 mi | – | – | 12% | 1.071% | 31 | – | 0 |
|
| 3537 |
3537
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$ 123 mi | -US$ 5,28 mi | -4% | 5,6% | 73,3% | 120 | 14,17% | 1,8 |
|
| 3538 |
3538
Lannebo Fonder
Stockholm,
Sweden
| US$ 123 mi | – | – | 10,4% | 49,8% | 19 | – | 0 |
|
| 3539 |
3539
ValueWorks
New York
| US$ 122 mi | -US$ 19,8 mi | -14% | 1,62% | 190% | 35 | 8,57% | 2,1 |
|
| 3540 |
3540
Cahill Financial Advisors
Edina,
Minnesota
| US$ 122 mi | -US$ 586 mil | -0,5% | 3,94% | 55,9% | 116 | 19,83% | 1,5 |
|
| 3541 |
3541
Water Asset Management
New York
| US$ 122 mi | -US$ 52,3 mi | -30% | 4,44% | 48,9% | 24 | 37,5% | 1,4 |
|
| 3542 |
3542
First Dallas Securities
Dallas,
Texas
| US$ 122 mi | +US$ 446 mil | +0,4% | 3,34% | 163% | 110 | 13,64% | 1,7 |
|
| 3543 |
3543
Advisors Management Group
La Crosse,
Wisconsin
| US$ 122 mi | – | – | 3,49% | 125% | 62 | – | 0 |
|
| 3544 |
3544
VHCP Management II
New York
| US$ 122 mi | – | – | 0,23% | 2.334% | 15 | – | 0 |
|
| 3545 |
3545
Cribstone Capital Management
Augusta,
Maine
| US$ 122 mi | – | – | 4,11% | 22,4% | 106 | – | 0 |
|
| 3546 |
3546
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 122 mi | +US$ 4,38 mi | +4% | 5,63% | 53,8% | 71 | 5,63% | 0,9 |
|
| 3547 |
3547
Silver Rock Financial
Los Angeles,
California
| US$ 121 mi | -US$ 40,6 mi | -25% | 4,3% | 2,58% | 38 | 26,32% | 1,2 |
|
| 3548 |
3548
NewEdge Advisors
New Orleans,
Louisiana
| US$ 121 mi | +US$ 28,4 mi | +30% | 5% | 88% | 65 | 32,31% | 0,7 |
|
| 3549 |
KAM
3549
Kavi Asset Management
New York
| US$ 121 mi | – | – | 12,9% | 144% | 25 | – | 0 |
|
| 3550 |
PAM
3550
Pope Asset Management
Memphis,
Tennessee
| US$ 121 mi | -US$ 39,4 mi | -25% | 1,32% | – | 31 | 3,23% | 1,7 |
|