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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
AIS
3701
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$ 109 mi | – | – | 4,69% | 6,74% | 339 | – | 0 |
|
| 3702 |
3702
Willingdon Wealth Management
Huntersville,
North Carolina
| US$ 109 mi | +US$ 25,2 mi | +30% | 7,02% | 15,3% | 97 | 41,24% | 1 |
|
| 3703 |
SL
3703
SIB LLC
New York,
New York
| US$ 109 mi | -US$ 13,5 mi | -11% | 0,12% | 29,2% | 27 | 3,7% | 2,4 |
|
| 3704 |
3704
TMD & Associates
Scottsdale,
Arizona
| US$ 109 mi | – | – | 3,67% | 20,5% | 54 | – | 0 |
|
| 3705 |
3705
Kathryn A. Hall
| US$ 109 mi | +US$ 7,7 mi | +8% | 3,46% | 95,2% | 7 | 28,57% | 1,4 |
|
| 3706 |
3706
Boltwood Capital Management
Walnut Creek,
California
| US$ 109 mi | +US$ 15,3 mi | +16% | 6,03% | 63% | 97 | 16,49% | 1,8 |
|
| 3707 |
3707
Capital Wealth Planning
Naples,
Florida
| US$ 109 mi | -US$ 16,5 mi | -13% | 6,12% | 73,9% | 119 | 28,57% | 1,2 |
|
| 3708 |
PP
3708
Pension Partners
New York
| US$ 109 mi | -US$ 18,8 mi | -15% | 1,81% | – | 22 | 86,36% | 0,3 |
|
| 3709 |
3709
GSI Capital Advisors
Newport Beach,
California
| US$ 109 mi | +US$ 14,5 mi | +15% | 8,74% | 39,7% | 40 | 60% | 0,5 |
|
| 3710 |
3710
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 109 mi | – | – | 4,87% | 117% | 194 | – | 0 |
|
| 3711 |
3711
Ruggie Capital Group
Tavares,
Florida
| US$ 109 mi | +US$ 3,42 mi | +3% | 0% | 22% | 233 | 99,57% | 0 |
|
| 3712 |
3712
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$ 109 mi | +US$ 3,16 mi | +3% | 7,14% | – | 52 | 0% | 2,2 |
|
| 3713 |
3713
Private Capital Management (Minnesota)
Eagan,
Minnesota
| US$ 109 mi | – | – | 3,25% | – | 188 | – | 0 |
|
| 3714 |
3714
Physicians Financial Services
Raleigh,
North Carolina
| US$ 108 mi | – | – | 6,81% | 100% | 311 | – | 0 |
|
| 3715 |
3715
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 108 mi | – | – | 1,98% | 7,8% | 94 | – | 0,3 |
|
| 3716 |
3716
BW Gestao de Investimentos
Sao Paulo,
Brazil
| US$ 108 mi | -US$ 34,8 mi | -24% | 5,42% | 95,1% | 82 | 15,85% | 1,2 |
|
| 3717 |
3717
Aldebaran Financial
| US$ 108 mi | +US$ 2,14 mi | +2% | 4,94% | 89,7% | 106 | 10,38% | 1,6 |
|
| 3718 |
3718
MML Investors Services
Springfield,
Massachusetts
| US$ 108 mi | +US$ 9,29 mi | +9% | 3,31% | 74,5% | 46 | 8,7% | 0,5 |
|
| 3719 |
3719
Headlands Capital Management
San Francisco,
California
| US$ 108 mi | – | – | 20,8% | – | 9 | – | 0 |
|
| 3720 |
3720
HCSF Management
San Francisco,
California
| US$ 108 mi | +US$ 13,1 mi | +14% | 20,8% | 58,8% | 12 | 33,33% | 0,7 |
|
| 3721 |
HCM
3721
Highlander Capital Management
Short Hills,
New Jersey
| US$ 108 mi | +US$ 2,14 mi | +2% | 2,99% | 34,4% | 886 | 5,53% | 1,9 |
|
| 3722 |
3722
Krilogy Financial
St. Louis,
Missouri
| US$ 108 mi | -US$ 102 mi | -49% | 1,9% | 79% | 666 | 41,74% | 0,2 |
|
| 3723 |
3723
University of Notre Dame du Lac
South Bend,
Indiana
| US$ 108 mi | +US$ 53 mi | +97% | 4,56% | – | 45 | 91,11% | 0,1 |
|
| 3724 |
3724
Excalibur Management
Waltham,
Massachusetts
| US$ 108 mi | +US$ 7,54 mi | +8% | 7,25% | 81,7% | 73 | 19,18% | 1,7 |
|
| 3725 |
3725
Water Oak Advisors
Winter Park,
Florida
| US$ 107 mi | +US$ 16,9 mi | +19% | 1,7% | 12,9% | 20 | 55% | 0,8 |
|