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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
St. Johns Investment Management
Jacksonville,
Florida
| US$ 111 mi | +US$ 4,7 mi | +4% | 5,64% | 80,9% | 173 | 13,29% | 1,4 |
|
| 3677 |
3677
Willow Creek Wealth Management
Sebastopol,
California
| US$ 111 mi | +US$ 2,65 mi | +2% | 0,54% | 36,5% | 19 | 15,79% | 0,8 |
|
| 3678 |
3678
Avalon Capital Management
Port Of Redwood City,
California
| US$ 111 mi | +US$ 2,3 mi | +2% | 2,94% | 151% | 89 | 64,04% | 0,7 |
|
| 3679 |
3679
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 111 mi | -US$ 27,5 mi | -20% | 6,88% | 241% | 19 | 31,58% | 1,4 |
|
| 3680 |
3680
Old West Investment Management
Los Angeles,
California
| US$ 111 mi | -US$ 20,8 mi | -16% | 0,45% | 242% | 75 | 14,67% | 1,8 |
|
| 3681 |
3681
Canal Capital Management
Richmond,
Virginia
| US$ 111 mi | +US$ 11,3 mi | +11% | 3,41% | 67,8% | 74 | 13,51% | 0,8 |
|
| 3682 |
3682
First United Bank & Trust
Oakland,
Maryland
| US$ 111 mi | +US$ 8,14 mi | +8% | 7,45% | 78% | 96 | 8,33% | 2,1 |
|
| 3683 |
MG
3683
Magnolia Group
Omaha,
Nebraska
| US$ 111 mi | – | – | 8,57% | 9,52% | 12 | – | 0 |
|
| 3684 |
PCR
3684
Potrero Capital Research
San Francisco,
California
| US$ 111 mi | – | – | 2,09% | 226% | 37 | – | 0 |
|
| 3685 |
MBA
3685
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$ 111 mi | – | – | 4,9% | 53,6% | 92 | – | 0 |
|
| 3686 |
3686
Glassman Wealth Services
Vienna,
Virginia
| US$ 111 mi | -US$ 658 mil | -0,6% | 2,76% | 62,6% | 457 | 12,25% | 0,9 |
|
| 3687 |
3687
Forester Capital Management
Lake Forest,
Illinois
| US$ 111 mi | +US$ 2,13 mi | +2% | 7,8% | 33,2% | 62 | 14,52% | 1,9 |
|
| 3688 |
3688
Friedenthal Financial
Marlton,
New Jersey
| US$ 111 mi | -US$ 724 mil | -0,7% | 1,71% | 111% | 47 | 31,91% | 1,2 |
|
| 3689 |
CWM
3689
Catamount Wealth Management
Westport,
Connecticut
| US$ 110 mi | +US$ 10,5 mi | +11% | 11,7% | 70,7% | 153 | 23,53% | 0,8 |
|
| 3690 |
PC
3690
Palo Capital
Newport Beach,
California
| US$ 110 mi | -US$ 4,3 mi | -4% | 3,56% | 34,6% | 159 | 40,25% | 0,6 |
|
| 3691 |
WAM
3691
Westport Asset Management
Southport,
Connecticut
| US$ 110 mi | -US$ 4,71 mi | -4% | 0,35% | 64,2% | 38 | 7,89% | 2,1 |
|
| 3692 |
3692
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$ 110 mi | +US$ 8,89 mi | +9% | 7,84% | 70,3% | 41 | 19,51% | 0,8 |
|
| 3693 |
3693
Hillswick Asset Management
Stamford,
Connecticut
| US$ 110 mi | +US$ 6,92 mi | +7% | 6,76% | 40,2% | 13 | 0% | 1 |
|
| 3694 |
3694
First Houston Capital
Houston,
Texas
| US$ 110 mi | +US$ 3,95 mi | +4% | 5,31% | 39,2% | 68 | 10,29% | 1,7 |
|
| 3695 |
WCM
3695
Weyland Capital Management
Portsmouth,
New Hampshire
| US$ 110 mi | +US$ 3,87 mi | +4% | 4,97% | 25,7% | 9 | 11,11% | 2,3 |
|
| 3696 |
3696
Tiger Pacific Capital
New York
| US$ 110 mi | – | – | 10,5% | 84,5% | 6 | – | 0 |
|
| 3697 |
3697
Nixon Peabody Trust
Boston,
Massachusetts
| US$ 110 mi | – | – | 5,7% | 101% | 84 | – | 0 |
|
| 3698 |
AIA
3698
AIMZ Investment Advisors
Los Altos,
California
| US$ 110 mi | +US$ 820 mil | +0,8% | 5,7% | 81,3% | 98 | 9,18% | 0,9 |
|
| 3699 |
3699
Leisure Capital Management
Costa Mesa,
California
| US$ 110 mi | +US$ 17,7 mi | +19% | 5,54% | 98% | 113 | 19,47% | 0,8 |
|
| 3700 |
PWMAG
3700
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$ 110 mi | +US$ 5,92 mi | +6% | 5,38% | 90,7% | 113 | 18,58% | 0,8 |
|