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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
APSP
3601
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$ 115 mi | +US$ 5,12 mi | +5% | 2,24% | 62,1% | 302 | 11,92% | 0,8 |
|
| 3602 |
3602
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 115 mi | +US$ 2,74 mi | +2% | 2,66% | 85,3% | 87 | 5,75% | 0,5 |
|
| 3603 |
SR
3603
Sloane Robinson
London,
United Kingdom
| US$ 115 mi | +US$ 32,5 mi | +39% | 28,2% | 175% | 20 | 45% | 0,6 |
|
| 3604 |
3604
RFG Advisory
Birmingham,
Alabama
| US$ 115 mi | -US$ 13 mi | -10% | 2,55% | 52,3% | 96 | 20,83% | 0,5 |
|
| 3605 |
CW
3605
Cabot-Wellington
Boston,
Massachusetts
| US$ 115 mi | -US$ 20,7 mi | -15% | 3,73% | 65% | 23 | 26,09% | 2,5 |
|
| 3606 |
3606
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 115 mi | +US$ 5,82 mi | +5% | 2,07% | 47,1% | 24 | 0% | 1,2 |
|
| 3607 |
WA
3607
Wilshire Advisors
Santa Monica,
California
| US$ 114 mi | -US$ 82,3 mi | -42% | 2,29% | 118% | 25 | 44% | 0,3 |
|
| 3608 |
NVIM
3608
New Vernon Investment Management
Highland Park,
Illinois
| US$ 114 mi | -US$ 2,55 mi | -2% | 0,59% | 83,1% | 51 | 3,92% | 1,5 |
|
| 3609 |
HW
3609
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 114 mi | +US$ 7,78 mi | +7% | 1,95% | 141% | 131 | 68,7% | 0,5 |
|
| 3610 |
3610
Occidental Asset Management
Burlingame,
California
| US$ 114 mi | +US$ 31,4 mi | +38% | 2,85% | 82,5% | 102 | 31,37% | 1,3 |
|
| 3611 |
LSC
3611
Lesa Sroufe & Co
Seattle,
Washington
| US$ 114 mi | +US$ 11,6 mi | +11% | 6,69% | – | 44 | 9,09% | 1,9 |
|
| 3612 |
CV
3612
Clarus Ventures
Cambridge,
Massachusetts
| US$ 114 mi | -US$ 18,9 mi | -14% | 6,21% | 70,3% | 6 | 0% | 1,6 |
|
| 3613 |
PFS
3613
Physicians Financial Services
Raleigh,
North Carolina
| US$ 114 mi | +US$ 3,74 mi | +3% | 3,2% | 100% | 312 | 6,41% | 0,5 |
|
| 3614 |
PVMCV
3614
Polaris Venture Management Co VI
Boston,
Massachusetts
| US$ 114 mi | -US$ 52,5 mi | -31% | 29,2% | – | 2 | 0% | 0,3 |
|
| 3615 |
EPP
3615
ETF Portfolio Partners
Leawood,
Kansas
| US$ 114 mi | -US$ 2,69 mi | -2% | 1,57% | 44,3% | 27 | 18,52% | 1,1 |
|
| 3616 |
HAM
3616
Hillswick Asset Management
Stamford,
Connecticut
| US$ 114 mi | +US$ 2,46 mi | +2% | 2,57% | 40,2% | 14 | 7,14% | 1,4 |
|
| 3617 |
JGIA
3617
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 113 mi | +US$ 4 mi | +4% | 3,38% | 54,3% | 171 | 12,28% | 0,4 |
|
| 3618 |
3618
Mengis Capital Management
Portland,
Oregon
| US$ 113 mi | +US$ 5,18 mi | +5% | 1,85% | 104% | 109 | 10,09% | 1,3 |
|
| 3619 |
3619
Dock Street Asset Management
Palm Beach,
Florida
| US$ 113 mi | +US$ 6,04 mi | +6% | 0,44% | 175% | 35 | 11,43% | 2 |
|
| 3620 |
TA
3620
TMD & Associates
Scottsdale,
Arizona
| US$ 113 mi | +US$ 12 mi | +12% | 0,83% | 20,5% | 32 | 21,88% | 0,4 |
|
| 3621 |
DSN
3621
D. Scott Neal
Lexington,
Kentucky
| US$ 113 mi | +US$ 6,22 mi | +6% | 2,61% | 105% | 187 | 9,09% | 0,7 |
|
| 3622 |
3622
Boxer Capital
San Diego,
California
| US$ 113 mi | +US$ 10,6 mi | +10% | 10,8% | 262% | 28 | 39,29% | 0,3 |
|
| 3623 |
PCA
3623
Prospect Capital Advisors
Sausalito,
California
| US$ 113 mi | +US$ 28,3 mi | +34% | 10% | 202% | 26 | 26,92% | 0,4 |
|
| 3624 |
3624
Plancorp LLC
Saint Louis,
Missouri
| US$ 113 mi | +US$ 29,3 mi | +35% | 9,77% | 67,3% | 62 | 61,29% | 1,1 |
|
| 3625 |
ACM
3625
Axel Capital Management
New York
| US$ 113 mi | -US$ 75,8 mi | -40% | 3,28% | 194% | 19 | 10,53% | 2,3 |
|