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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Hefty Wealth Partners
Auburn,
Indiana
| US$ 137 mi | +US$ 18,1 mi | +15% | 3,48% | – | 275 | 23,64% | 0,9 |
|
| 3652 |
3652
Mirador Capital Partners
Pleasanton,
California
| US$ 137 mi | +US$ 12,7 mi | +10% | 5,95% | 120% | 151 | 29,8% | 0,6 |
|
| 3653 |
AF
3653
Aristotle Fund
Portland,
Maine
| US$ 137 mi | +US$ 8,74 mi | +7% | 0,37% | 3,11% | 11 | 9,09% | 0,8 |
|
| 3654 |
3654
Summit Financial Strategies
Columbus,
Ohio
| US$ 137 mi | -US$ 9,6 mi | -7% | 5,04% | 59,4% | 47 | 27,66% | 1,7 |
|
| 3655 |
3655
Mengis Capital Management
Portland,
Oregon
| US$ 137 mi | +US$ 10,8 mi | +9% | 5,14% | 104% | 128 | 14,06% | 1,7 |
|
| 3656 |
3656
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$ 136 mi | +US$ 21 mi | +18% | 4,54% | 69,3% | 155 | 27,1% | 0,2 |
|
| 3657 |
3657
Boyar Asset Management
New York
| US$ 136 mi | +US$ 36 mi | +36% | 4,35% | 75,5% | 69 | 5,8% | 3,1 |
|
| 3658 |
3658
First City Capital Management
Savannah,
Georgia
| US$ 136 mi | +US$ 2,6 mi | +2% | 3,87% | 76,5% | 144 | 7,64% | 3 |
|
| 3659 |
3659
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 136 mi | +US$ 5,64 mi | +4% | 5,22% | 53,8% | 70 | 1,43% | 2,1 |
|
| 3660 |
3660
PhiloSmith Capital
Stamford,
Connecticut
| US$ 136 mi | +US$ 8,1 mi | +6% | 3,66% | 54% | 45 | 31,11% | 0,2 |
|
| 3661 |
3661
Battery Partners IX
Boston,
Massachusetts
| US$ 136 mi | -US$ 27,4 mi | -17% | 5,66% | 322% | 4 | 0% | 1,6 |
|
| 3662 |
3662
American Money Management
Rancho Santa Fe,
California
| US$ 135 mi | +US$ 11,2 mi | +9% | 5,41% | 65% | 79 | 15,19% | 2,4 |
|
| 3663 |
3663
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$ 135 mi | -US$ 2,77 mi | -2% | 3,56% | 75,1% | 94 | 15,96% | 2,9 |
|
| 3664 |
MAS
3664
Managed Account Services
Coconut Grove,
Florida
| US$ 135 mi | +US$ 5,01 mi | +4% | 4,73% | 32,4% | 62 | 6,45% | 0,2 |
|
| 3665 |
3665
ETF Portfolio Partners
Leawood,
Kansas
| US$ 135 mi | +US$ 8,09 mi | +6% | 3,9% | 44,3% | 20 | 5% | 1,8 |
|
| 3666 |
3666
Harbour Investment Management
Edmonds,
Washington
| US$ 135 mi | +US$ 3,34 mi | +3% | 5,1% | 58,8% | 70 | 8,57% | 3,3 |
|
| 3667 |
3667
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 135 mi | +US$ 2,27 mi | +2% | 3,18% | 84,9% | 132 | 3,79% | 2,8 |
|
| 3668 |
3668
Lucas Capital Management
Red Bank,
New Jersey
| US$ 135 mi | -US$ 3,61 mi | -3% | 2,49% | 44,5% | 122 | 16,39% | 2,7 |
|
| 3669 |
BOC
3669
Barbara Oil Co
Chicago,
Illinois
| US$ 135 mi | +US$ 6,13 mi | +5% | 4,63% | 76,9% | 88 | 12,5% | 2,5 |
|
| 3670 |
3670
Rench Wealth Management
Denton,
Texas
| US$ 135 mi | +US$ 8,55 mi | +7% | 4,95% | 106% | 52 | 11,54% | 2 |
|
| 3671 |
3671
Opus Point Partners Management
New York
| US$ 135 mi | +US$ 9,21 mi | +7% | 17,7% | 85,2% | 69 | 20,29% | 0,9 |
|
| 3672 |
3672
JT Stratford LLC
Gainesville,
Georgia
| US$ 135 mi | +US$ 15,6 mi | +13% | 5,2% | 103% | 123 | 31,71% | 0,2 |
|
| 3673 |
3673
Bain Capital Venture Investors
Boston,
Massachusetts
| US$ 135 mi | +US$ 25,2 mi | +23% | 23,1% | 34,2% | 1 | 0% | 1,5 |
|
| 3674 |
3674
Groesbeck Investment Management
Paramus,
New Jersey
| US$ 134 mi | +US$ 6,45 mi | +5% | 5,32% | 147% | 89 | 7,87% | 1,9 |
|
| 3675 |
3675
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$ 134 mi | +US$ 9,41 mi | +8% | 3,74% | 11,8% | 55 | 7,27% | 1,8 |
|