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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
Round Hill Asset Management
Pasadena,
California
| US$ 176 mi | +US$ 624 mil | +0,4% | 3,67% | 43,2% | 63 | 3,17% | 0,9 |
|
| 3527 |
3527
Virtue Capital Management
Brentwood,
Tennessee
| US$ 176 mi | – | – | 3,02% | 91% | 550 | – | 0 |
|
| 3528 |
3528
Gryphon Financial Partners
Columbus,
Ohio
| US$ 176 mi | – | – | 7,55% | 93,7% | 1.039 | – | 0 |
|
| 3529 |
3529
Old West Investment Management
Los Angeles,
California
| US$ 176 mi | -US$ 14,8 mi | -8% | 4,69% | 242% | 77 | 19,48% | 1,8 |
|
| 3530 |
3530
Delphi Management
Brookline,
Massachusetts
| US$ 176 mi | -US$ 3,34 mi | -2% | 4,96% | 111% | 96 | 23,96% | 2 |
|
| 3531 |
LJHT
3531
Laurie J. Hall Trustee
| US$ 176 mi | +US$ 14,9 mi | +9% | 4,89% | 105% | 367 | 21,53% | 1,9 |
|
| 3532 |
3532
WESPAC Advisors SoCal
Pasadena,
California
| US$ 175 mi | +US$ 7,3 mi | +4% | 6,71% | 135% | 301 | 18,94% | 1,5 |
|
| 3533 |
3533
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$ 175 mi | +US$ 7,03 mi | +4% | 6,36% | 83,6% | 140 | 7,14% | 3 |
|
| 3534 |
3534
Thomas Story & Son
Culver,
Indiana
| US$ 175 mi | -US$ 10,4 mi | -6% | 10,1% | 101% | 55 | 3,64% | 3,2 |
|
| 3535 |
3535
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 175 mi | -US$ 8,31 mi | -5% | 2,73% | 71,7% | 103 | 3,88% | 1,7 |
|
| 3536 |
3536
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$ 174 mi | – | – | 4,15% | 62% | 119 | – | 0 |
|
| 3537 |
3537
Mosaic Financial Partners
San Francisco,
California
| US$ 174 mi | +US$ 11,7 mi | +7% | 1,49% | 6,05% | 52 | 11,54% | 3,1 |
|
| 3538 |
3538
Lisanti Capital Growth
New York
| US$ 174 mi | +US$ 14,4 mi | +9% | 15% | 1.490% | 136 | 37,5% | 0,5 |
|
| 3539 |
NME
3539
Notis-McConarty Edward
| US$ 174 mi | +US$ 14,5 mi | +9% | 5,52% | 91,2% | 90 | 2,22% | 3,4 |
|
| 3540 |
3540
Concourse Capital Management
Atlanta,
Georgia
| US$ 174 mi | -US$ 31,7 mi | -15% | 9,65% | 107% | 70 | 62,86% | 0,8 |
|
| 3541 |
3541
Eversept Partners
New York
| US$ 174 mi | – | – | 0,2% | 321% | 46 | – | 0 |
|
| 3542 |
LCM
3542
Lucha Capital Management
San Francisco,
California
| US$ 174 mi | -US$ 18,7 mi | -10% | 3,15% | 84,3% | 36 | 50% | 0,4 |
|
| 3543 |
3543
BCM Advisors
Lafayette,
Louisiana
| US$ 173 mi | +US$ 10,9 mi | +7% | 3,99% | 59,3% | 38 | 21,05% | 0,8 |
|
| 3544 |
NFG
3544
Noven Financial Group
Denver,
Colorado
| US$ 173 mi | +US$ 6,89 mi | +4% | 7,02% | 45,1% | 36 | 22,22% | 2,1 |
|
| 3545 |
3545
Gladstone Capital Management
London,
United Kingdom
| US$ 173 mi | +US$ 28,4 mi | +20% | 13,6% | 304% | 16 | 43,75% | 1 |
|
| 3546 |
3546
Pathway Financial Advisors
South Burlington,
Vermont
| US$ 173 mi | – | – | 5,72% | 52,7% | 470 | – | 0 |
|
| 3547 |
3547
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$ 173 mi | +US$ 17,8 mi | +12% | 14,6% | 55% | 46 | 10,87% | 1,3 |
|
| 3548 |
GA
3548
GRS Advisors
Chicago,
Illinois
| US$ 173 mi | -US$ 37 mi | -18% | 9,29% | 54,3% | 30 | 50% | 1 |
|
| 3549 |
3549
Daily Journal Corp
Los Angeles,
California
| US$ 173 mi | +US$ 18,5 mi | +12% | 12,1% | 108% | 4 | 0% | 4 |
|
| 3550 |
3550
Farmers National Bank
Danville,
Kentucky
| US$ 173 mi | +US$ 7,68 mi | +5% | 4,19% | – | 271 | 47,23% | 1,2 |
|