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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
SA
3551
Springowl Associates
New York
| US$ 151 mi | +US$ 28,9 mi | +24% | 13,2% | 101% | 29 | 24,14% | 0,9 |
|
| 3552 |
3552
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 151 mi | +US$ 1,03 mi | +0,7% | 2,97% | 97,5% | 393 | 14,76% | 0,6 |
|
| 3553 |
DCM
3553
Delta Capital Management
Red Bank,
New Jersey
| US$ 151 mi | +US$ 2,38 mi | +2% | 2,32% | 129% | 79 | 18,99% | 2,6 |
|
| 3554 |
SXL
3554
Summit X LLC
Chesterfield,
Missouri
| US$ 151 mi | +US$ 10,7 mi | +8% | 2,75% | 62,9% | 197 | 16,75% | 0,2 |
|
| 3555 |
AP
3555
Agilis Partners
Waltham,
Massachusetts
| US$ 151 mi | -US$ 163 mi | -52% | 3,77% | 8,47% | 19 | 15,79% | 1,9 |
|
| 3556 |
WRM
3556
Weybosset Research & Management
Province,
Rhode Island
| US$ 150 mi | -US$ 4,79 mi | -3% | 4,59% | 74,8% | 61 | 11,48% | 2,9 |
|
| 3557 |
3557
American Money Management
Rancho Santa Fe,
California
| US$ 150 mi | +US$ 9,9 mi | +7% | 5,16% | 65% | 76 | 9,21% | 2,7 |
|
| 3558 |
PCM
3558
Peak Capital Management
Greenwood Village,
Colorado
| US$ 150 mi | -US$ 28,6 mi | -16% | 2,42% | 9,52% | 107 | 44,86% | 0,2 |
|
| 3559 |
3559
RGT Wealth Advisors
Dallas,
Texas
| US$ 150 mi | +US$ 4,08 mi | +3% | 3,5% | 9,35% | 101 | 17,82% | 0,7 |
|
| 3560 |
3560
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$ 150 mi | +US$ 2,29 mi | +2% | 1,73% | 70,3% | 47 | 6,38% | 1,5 |
|
| 3561 |
CRCM
3561
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 150 mi | -US$ 4,74 mi | -3% | 4,02% | 172% | 34 | 20,59% | 1,9 |
|
| 3562 |
SCP
3562
Steamboat Capital Partners
Rye,
New York
| US$ 150 mi | +US$ 33,2 mi | +28% | 7,59% | 280% | 25 | 20% | 0,8 |
|
| 3563 |
MWM
3563
Mascoma Wealth Management
Hanover,
New Hampshire
| US$ 150 mi | +US$ 1,51 mi | +1% | 8,92% | 40% | 440 | 10,68% | 0,6 |
|
| 3564 |
IAM
3564
Integre Asset Management
New York
| US$ 150 mi | -US$ 15,2 mi | -9% | 7,89% | 74,1% | 122 | 36,07% | 1,7 |
|
| 3565 |
BCP
3565
Berkeley Capital Partners
Milton,
Georgia
| US$ 150 mi | +US$ 2,79 mi | +2% | 3,06% | 62,8% | 124 | 16,94% | 1,2 |
|
| 3566 |
3566
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 150 mi | +US$ 5,88 mi | +4% | 3,24% | 47,1% | 21 | 0% | 2,5 |
|
| 3567 |
CMO
3567
Covenant Multifamily Offices
San Antonio,
Texas
| US$ 150 mi | -US$ 8,1 mi | -5% | 4,24% | 38,3% | 38 | 2,63% | 1,1 |
|
| 3568 |
MCA
3568
Morris Capital Advisors
Malvern,
Pennsylvania
| US$ 150 mi | +US$ 7,8 mi | +6% | 7,69% | 72,9% | 78 | 8,97% | 1,4 |
|
| 3569 |
3569
SigFig Wealth Management
San Francisco,
California
| US$ 150 mi | +US$ 13,8 mi | +10% | 3,88% | 49,3% | 28 | 28,57% | 0,5 |
|
| 3570 |
CCM
3570
Courage Capital Management
Nashville,
Tennessee
| US$ 149 mi | -US$ 45 mi | -23% | 15,2% | 86,5% | 24 | 33,33% | 1,4 |
|
| 3571 |
3571
Context Capital Management
Lajolla,
California
| US$ 149 mi | +US$ 8,83 mi | +6% | 0,07% | 3,38% | 47 | 17,02% | 0,6 |
|
| 3572 |
FUBT
3572
First United Bank & Trust
Oakland,
Maryland
| US$ 149 mi | +US$ 1,81 mi | +1% | 4,42% | 69,2% | 112 | 7,14% | 2,8 |
|
| 3573 |
3573
Mengis Capital Management
Portland,
Oregon
| US$ 149 mi | +US$ 8,08 mi | +6% | 4,08% | 104% | 121 | 4,13% | 2,1 |
|
| 3574 |
EECFV
3574
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$ 149 mi | -US$ 21,5 mi | -13% | 12,6% | 6,16% | 1 | 0% | 0,8 |
|
| 3575 |
MSFP
3575
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 149 mi | +US$ 3,35 mi | +2% | 4,63% | 92,4% | 404 | 13,86% | 2,3 |
|