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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 |
3551
Old Port Advisors
Portland,
Maine
| US$ 195 mi | +US$ 4,25 mi | +2% | 2,39% | 114% | 183 | 6,01% | 0,9 |
|
| 3552 |
3552
Peninsula Wealth
San Francisco,
California
| US$ 195 mi | +US$ 13,9 mi | +8% | 3,14% | 30% | 33 | 15,15% | 1,1 |
|
| 3553 |
3553
INVST
Indianapolis,
Indiana
| US$ 195 mi | -US$ 4,67 mi | -2% | 3,04% | 78,5% | 87 | 34,48% | 1 |
|
| 3554 |
3554
Thomas Story & Son
Culver,
Indiana
| US$ 195 mi | +US$ 4,19 mi | +2% | 1,76% | 101% | 59 | 10,17% | 3,8 |
|
| 3555 |
3555
Foresters Asset Management
Toronto,
Ontario, Canada
| US$ 195 mi | +US$ 1,78 mi | +0,9% | 3,69% | 55,6% | 51 | 3,92% | 2,5 |
|
| 3556 |
3556
Finepoint Capital
Boston,
Massachusetts
| US$ 195 mi | -US$ 22,9 mi | -11% | 5,67% | 27,4% | 3 | 0% | 0,4 |
|
| 3557 |
3557
Principle Wealth Partners
Madison,
Connecticut
| US$ 194 mi | +US$ 19,5 mi | +11% | 3,71% | 79,9% | 144 | 14,58% | 0,4 |
|
| 3558 |
3558
Greenspring Associates
Owings Mills,
Maryland
| US$ 194 mi | -US$ 62,3 mi | -24% | 0,74% | – | 15 | 73,33% | 0,2 |
|
| 3559 |
PSG
3559
Planning Solutions Group
Fulton,
Maryland
| US$ 194 mi | +US$ 7,56 mi | +4% | 2,61% | – | 144 | 9,03% | 0,4 |
|
| 3560 |
3560
Blue Fin Capital
Warren,
Rhode Island
| US$ 194 mi | +US$ 3,6 mi | +2% | 4,13% | 125% | 128 | 3,91% | 4,1 |
|
| 3561 |
3561
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$ 194 mi | -US$ 49,4 mi | -20% | 3,54% | 65,9% | 111 | 27,03% | 0,2 |
|
| 3562 |
3562
Somerset Trust
Somerset,
Pennsylvania
| US$ 194 mi | +US$ 3,84 mi | +2% | 5% | 80,5% | 188 | 46,28% | 4,5 |
|
| 3563 |
SC
3563
Schulhoff & Co
Cincinnati,
Ohio
| US$ 194 mi | +US$ 6,82 mi | +4% | 4,65% | 51,8% | 106 | 4,72% | 4,8 |
|
| 3564 |
ACM
3564
Ailanthus Capital Management
New York
| US$ 194 mi | +US$ 32,2 mi | +20% | 6,17% | – | 29 | 86,21% | 0,3 |
|
| 3565 |
3565
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$ 194 mi | -US$ 15,1 mi | -7% | 7,56% | 151% | 228 | 52,63% | 0,8 |
|
| 3566 |
3566
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$ 194 mi | -US$ 8,03 mi | -4% | 2,42% | 46,7% | 473 | 16,7% | 1 |
|
| 3567 |
3567
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 194 mi | +US$ 9,41 mi | +5% | 2,31% | 64,1% | 183 | 8,74% | 1,9 |
|
| 3568 |
3568
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$ 193 mi | -US$ 4,99 mi | -3% | 3,9% | 108% | 46 | 4,35% | 2,9 |
|
| 3569 |
3569
Aquamarine Capital Management
New York
| US$ 193 mi | +US$ 12 mi | +7% | 7,17% | 23% | 11 | 0% | 3,9 |
|
| 3570 |
WA
3570
Winfield Associates
Cleveland,
Ohio
| US$ 193 mi | +US$ 5,46 mi | +3% | 3,07% | 77,8% | 134 | 10,45% | 3,8 |
|
| 3571 |
3571
Covenant Asset Management
Chester,
New Jersey
| US$ 193 mi | +US$ 2,5 mi | +1% | 3,99% | 177% | 149 | 15,44% | 1,7 |
|
| 3572 |
3572
Zebra Capital Management
Stamford,
Connecticut
| US$ 193 mi | +US$ 4,37 mi | +2% | 2,83% | 142% | 550 | 39,82% | 1,1 |
|
| 3573 |
LJHT
3573
Laurie J. Hall Trustee
| US$ 193 mi | +US$ 2,77 mi | +1% | 3,38% | 105% | 340 | 3,24% | 3,3 |
|
| 3574 |
3574
Peregrine Asset Advisers
Portland,
Oregon
| US$ 193 mi | +US$ 19,2 mi | +11% | 4,72% | 182% | 136 | 41,91% | 1,7 |
|
| 3575 |
3575
Surevest
Los Angeles,
California
| US$ 193 mi | +US$ 30,1 mi | +19% | 2,33% | 24,6% | 140 | 17,14% | 0,4 |
|