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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 |
PCFFS
3576
Pacific Center for Financial Services
San Ramon,
California
| US$ 149 mi | +US$ 6,35 mi | +4% | 2,1% | 60,1% | 326 | 6,13% | 0,5 |
|
| 3577 |
TCM
3577
Texan Capital Management
Houston,
Texas
| US$ 149 mi | -US$ 70,8 mi | -32% | 1,85% | 19,3% | 134 | 24,63% | 2,8 |
|
| 3578 |
3578
Willow Creek Wealth Management
Sebastopol,
California
| US$ 149 mi | +US$ 3,69 mi | +3% | 0,58% | 36,5% | 20 | 0% | 1,9 |
|
| 3579 |
3579
GenWealth Group
Maplewood,
New Jersey
| US$ 149 mi | – | – | 2,5% | 73,9% | 51 | – | 0 |
|
| 3580 |
DCM
3580
Delta Capital Management
Red Bank,
New Jersey
| US$ 149 mi | +US$ 3,83 mi | +3% | 3,56% | 129% | 74 | 10,81% | 2,7 |
|
| 3581 |
VCM
3581
Venor Capital Management
New York
| US$ 148 mi | -US$ 38,5 mi | -21% | 2,85% | – | 12 | 58,33% | 1 |
|
| 3582 |
3582
Silicon Valley Capital Partners
San Jose,
California
| US$ 148 mi | -US$ 12 mi | -8% | 3% | 103% | 27 | 18,52% | 0,8 |
|
| 3583 |
MWM
3583
Mascoma Wealth Management
Hanover,
New Hampshire
| US$ 148 mi | +US$ 8,58 mi | +6% | 1,38% | 40% | 463 | 28,94% | 0,4 |
|
| 3584 |
HKIM
3584
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 148 mi | +US$ 3,69 mi | +3% | 2,81% | 71,9% | 72 | 15,28% | 2,8 |
|
| 3585 |
CGI
3585
Cougar Global Investments
Toronto,
Ontario, Canada
| US$ 148 mi | -US$ 1,1 mi | -0,7% | 2,95% | 17,4% | 15 | 53,33% | 0,6 |
|
| 3586 |
3586
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$ 148 mi | +US$ 4,2 mi | +3% | 4,03% | 70,3% | 47 | 4,26% | 1,4 |
|
| 3587 |
RCG
3587
Ruggie Capital Group
Tavares,
Florida
| US$ 148 mi | +US$ 13,7 mi | +10% | 2,57% | 22% | 329 | 27,66% | 0,7 |
|
| 3588 |
BCM
3588
Boltwood Capital Management
Walnut Creek,
California
| US$ 148 mi | +US$ 4,87 mi | +3% | 1,68% | 63% | 118 | 5,93% | 2,7 |
|
| 3589 |
AIM
3589
Act II Management
New York
| US$ 148 mi | +US$ 10,2 mi | +7% | 5,88% | 43,6% | 23 | 21,74% | 1,4 |
|
| 3590 |
KC
3590
Kingfisher Capital
Charlotte,
North Carolina
| US$ 148 mi | +US$ 9,07 mi | +7% | 2,55% | 58,5% | 115 | 7,83% | 1,9 |
|
| 3591 |
WCG
3591
Wall Capital Group
Phoenix,
Arizona
| US$ 148 mi | +US$ 21,3 mi | +17% | 2,51% | – | 51 | 21,57% | 0,2 |
|
| 3592 |
CSA
3592
Cottage Street Advisors
Marion,
Massachusetts
| US$ 148 mi | +US$ 7,22 mi | +5% | 2,85% | 95,8% | 88 | 9,09% | 1,3 |
|
| 3593 |
FUBT
3593
First United Bank & Trust
Oakland,
Maryland
| US$ 148 mi | +US$ 4,88 mi | +3% | 2,38% | 69,2% | 113 | 7,08% | 2,7 |
|
| 3594 |
SCM
3594
Sitrin Capital Management
Century City,
California
| US$ 148 mi | +US$ 8,44 mi | +6% | 5,59% | 139% | 39 | 12,82% | 1,2 |
|
| 3595 |
LPIC
3595
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$ 147 mi | +US$ 8,28 mi | +6% | 3% | 64,1% | 147 | 4,08% | 0,5 |
|
| 3596 |
PIA
3596
Phoenix Investment Adviser
New York
| US$ 147 mi | +US$ 15,1 mi | +11% | 0,85% | 25% | 68 | 38,24% | 0,8 |
|
| 3597 |
CHJWM
3597
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 147 mi | +US$ 3,86 mi | +3% | 1,2% | 58,2% | 89 | 8,99% | 2,1 |
|
| 3598 |
HCA
3598
Horan Capital Advisors
Cincinnati,
Ohio
| US$ 147 mi | +US$ 6,69 mi | +5% | 2,48% | 26,6% | 79 | 22,78% | 2 |
|
| 3599 |
BCP
3599
Berkeley Capital Partners
Milton,
Georgia
| US$ 147 mi | -US$ 309 mil | -0,2% | 1,79% | 62,8% | 127 | 21,26% | 1,1 |
|
| 3600 |
3600
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 147 mi | +US$ 4,97 mi | +4% | 2,37% | 51,1% | 63 | 3,17% | 1,4 |
|