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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
Berkshire Bank
Pittsfield,
Massachusetts
| US$ 426 mi | +US$ 28,5 mi | +7% | 6,27% | 76,2% | 158 | 13,29% | 2,8 |
|
| 3527 |
3527
Werba Rubin Papier Wealth Management
San Jose,
California
| US$ 426 mi | +US$ 64 mi | +18% | 6,28% | 67% | 197 | 16,75% | 1 |
|
| 3528 |
3528
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$ 426 mi | +US$ 29,3 mi | +7% | 8,13% | 61,5% | 158 | 5,7% | 4,2 |
|
| 3529 |
3529
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 426 mi | +US$ 28,9 mi | +7% | 5,28% | 50,9% | 153 | 11,76% | 3,6 |
|
| 3530 |
3530
Creekmur Asset Management
Morton,
Illinois
| US$ 426 mi | +US$ 38,2 mi | +10% | 4,94% | – | 1.139 | 18,79% | 0,5 |
|
| 3531 |
3531
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 425 mi | +US$ 18,8 mi | +5% | 4,33% | 88% | 53 | 7,55% | 3,8 |
|
| 3532 |
3532
Stamos Capital Partners
Menlo Park,
California
| US$ 425 mi | -US$ 46,4 mi | -10% | 3,38% | 36,7% | 138 | 8,7% | 2,1 |
|
| 3533 |
3533
Martin & Co
Knoxville,
Tennessee
| US$ 425 mi | +US$ 27,4 mi | +7% | 8,29% | 67,8% | 108 | 4,63% | 8,6 |
|
| 3534 |
CWM
3534
Compass Wealth Management
Guilford,
Connecticut
| US$ 425 mi | +US$ 19,7 mi | +5% | 7,83% | 103% | 406 | 4,19% | 1,5 |
|
| 3535 |
3535
Long Run Wealth Advisors
Lake Placid,
New York
| US$ 425 mi | +US$ 29,8 mi | +8% | 5,35% | 50,5% | 110 | 13,64% | 1,9 |
|
| 3536 |
3536
Safeguard Financial
Minocqua,
Wisconsin
| US$ 424 mi | +US$ 64,7 mi | +18% | 5,86% | 21,9% | 131 | 28,24% | 1,1 |
|
| 3537 |
3537
Paradiem
Covington,
Louisiana
| US$ 424 mi | +US$ 25 mi | +6% | 5,39% | 107% | 91 | 38,46% | 2,5 |
|
| 3538 |
3538
Carderock Capital Management
Chevy Chase,
Maryland
| US$ 424 mi | +US$ 41,4 mi | +11% | 9,05% | 97,6% | 75 | 10,67% | 5,1 |
|
| 3539 |
3539
Advisors Management Group
La Crosse,
Wisconsin
| US$ 423 mi | +US$ 23,1 mi | +6% | 8,14% | 125% | 167 | 13,77% | 4,1 |
|
| 3540 |
3540
DAFNA Capital Management
Los Angeles,
California
| US$ 423 mi | +US$ 4,74 mi | +1% | 9,27% | 313% | 89 | 12,36% | 2,7 |
|
| 3541 |
3541
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 423 mi | +US$ 29,1 mi | +7% | 8,74% | 72,4% | 129 | 4,65% | 6 |
|
| 3542 |
3542
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 423 mi | +US$ 18 mi | +4% | 3,7% | 111% | 416 | 12,5% | 2,2 |
|
| 3543 |
3543
Dorsey Wright & Associates
Pasadena,
California
| US$ 423 mi | +US$ 37,4 mi | +10% | 11,7% | 311% | 152 | 35,53% | 1 |
|
| 3544 |
3544
Broadleaf Partners
Hudson,
Ohio
| US$ 423 mi | +US$ 9,38 mi | +2% | 5,13% | 180% | 81 | 9,88% | 3,7 |
|
| 3545 |
3545
Light Street Capital Management
Palo Alto,
California
| US$ 423 mi | -US$ 12,7 mi | -3% | 0,44% | 377% | 28 | 28,57% | 0,9 |
|
| 3546 |
3546
Corsair Capital Management
New York
| US$ 422 mi | -US$ 194 mi | -32% | 9,98% | 435% | 134 | 35,82% | 1,9 |
|
| 3547 |
3547
Pettinga Financial Advisors
Evansville,
Indiana
| US$ 422 mi | +US$ 23,2 mi | +6% | 5,63% | 78,1% | 127 | 14,96% | 3,1 |
|
| 3548 |
3548
Chemistry Wealth Management
New York
| US$ 422 mi | +US$ 35,1 mi | +9% | 7,62% | 77,1% | 183 | 8,74% | 1,9 |
|
| 3549 |
3549
Decheng Capital
Menlo Park,
California
| US$ 422 mi | +US$ 95,9 mi | +29% | 11,9% | – | 26 | 7,69% | 0,5 |
|
| 3550 |
3550
Susquehanna International Securities
Dublin,
Ireland
| US$ 422 mi | +US$ 7,28 mi | +2% | 15% | 2,8% | 72 | 54,17% | 0,8 |
|