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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$ 101 mi | -US$ 7,32 mi | -7% | 3,98% | 70,3% | 36 | 2,78% | 0,7 |
|
| 3577 |
3577
L.J. Altfest & Co
New York
| US$ 101 mi | -US$ 7,81 mi | -7% | 6,38% | 90,3% | 126 | 23,81% | 0,8 |
|
| 3578 |
3578
Aquiline Capital Partners
New York
| US$ 101 mi | +US$ 3,15 mi | +3% | 3,78% | 14,7% | 2 | 0% | 2,3 |
|
| 3579 |
3579
DAFNA Capital Management
Los Angeles,
California
| US$ 101 mi | -US$ 17,5 mi | -15% | 11,5% | 313% | 99 | 34,34% | 0,8 |
|
| 3580 |
3580
Lee Equity Partners
New York
| US$ 101 mi | -US$ 43,9 mi | -30% | 30,3% | – | 2 | 0% | 0,8 |
|
| 3581 |
IMS
3581
Index Management Solutions
Philadelphia,
Pennsylvania
| US$ 101 mi | -US$ 6,07 mi | -6% | 19,8% | – | 846 | 25,65% | 1,4 |
|
| 3582 |
BCM
3582
Bodri Capital Management
San Francisco,
California
| US$ 101 mi | -US$ 80 mi | -44% | 14,6% | – | 47 | 76,6% | 0,5 |
|
| 3583 |
3583
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 100 mi | -US$ 6,54 mi | -6% | 6,31% | 47,1% | 26 | 11,54% | 0,7 |
|
| 3584 |
3584
Yorkville Capital Management
New York
| US$ 100 mi | -US$ 43,6 mi | -30% | 27,4% | – | 51 | 15,69% | 1,6 |
|
| 3585 |
SPC
3585
Standard Pacific Capital
San Francisco,
California
| US$ 100 mi | -US$ 2,49 mi | -2% | 8,01% | – | 30 | 40% | 0,7 |
|
| 3586 |
3586
Excalibur Management
Waltham,
Massachusetts
| US$ 100 mi | -US$ 6,89 mi | -6% | 7,8% | 81,7% | 73 | 21,92% | 1,8 |
|
| 3587 |
CWM
3587
Catamount Wealth Management
Westport,
Connecticut
| US$ 100 mi | -US$ 29,2 mi | -23% | 1,04% | 70,7% | 224 | 43,75% | 0,6 |
|
| 3588 |
3588
Verity Asset Management
Durham,
North Carolina
| US$ 100 mi | -US$ 10,4 mi | -9% | 7,98% | 79,7% | 130 | 57,69% | 0,5 |
|
| 3589 |
3589
Affinity Wealth Management
Wilmington,
Delaware
| US$ 100 mi | -US$ 54,4 mi | -35% | 5,2% | 116% | 55 | 36,36% | 1,3 |
|
| 3590 |
3590
Westbourne Investment Advisors
Annapolis,
Maryland
| US$ 100 mi | -US$ 10,3 mi | -9% | 10,1% | 107% | 110 | 8,18% | 0,2 |
|
| 3591 |
3591
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 100 mi | -US$ 10,9 mi | -10% | 7,26% | 27,4% | 44 | 25% | 1 |
|
| 3592 |
3592
Canal Capital Management
Richmond,
Virginia
| US$ 99,5 mi | -US$ 7,48 mi | -7% | 6,7% | 67,8% | 74 | 18,92% | 0,6 |
|
| 3593 |
3593
Phoenix Investment Adviser
New York
| US$ 99,4 mi | -US$ 3,34 mi | -3% | 13,4% | 25% | 47 | 42,55% | 0,8 |
|
| 3594 |
APSP
3594
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$ 99,1 mi | -US$ 4,6 mi | -4% | 7,6% | 62,1% | 268 | 15,67% | 0,2 |
|
| 3595 |
CCPM
3595
Cooper Creek Partners Management
New York
| US$ 99,1 mi | +US$ 6,64 mi | +7% | 11,2% | 86,4% | 42 | 54,76% | 0,7 |
|
| 3596 |
BOCM
3596
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 99,1 mi | -US$ 4,14 mi | -4% | 6,13% | 49,6% | 28 | 3,57% | 0,7 |
|
| 3597 |
3597
Legg Mason Asset Management
Tokyo,
Japan
| US$ 99 mi | -US$ 11,3 mi | -10% | 5,77% | – | 135 | 20% | 1,2 |
|
| 3598 |
3598
Jolley Asset Management
Rocky Mount,
North Carolina
| US$ 98,7 mi | -US$ 11,3 mi | -10% | 9,37% | 3,47% | 123 | 11,38% | 2 |
|
| 3599 |
3599
Athena Global Investors
Reston,
Virginia
| US$ 98,5 mi | -US$ 12,4 mi | -11% | 10,6% | 13,4% | 35 | 8,57% | 1,3 |
|
| 3600 |
3600
MML Investors Services
Springfield,
Massachusetts
| US$ 98,5 mi | +US$ 1,02 mi | +1% | 8,23% | 74,5% | 46 | 6,52% | 0,2 |
|