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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 |
3701
Piershale Financial Group
Barrington,
Illinois
| US$ 177 mi | +US$ 1,49 mi | +0,8% | 1,9% | 82% | 21 | 38,1% | 1,4 |
|
| 3702 |
BOC
3702
Barbara Oil Co
Chicago,
Illinois
| US$ 177 mi | +US$ 1,9 mi | +1% | 2,11% | 76,9% | 93 | 7,53% | 4 |
|
| 3703 |
3703
CMH Wealth Management
Portsmouth,
New Hampshire
| US$ 177 mi | +US$ 6,15 mi | +4% | 0,59% | 88% | 52 | 7,69% | 1,7 |
|
| 3704 |
3704
TRV GP III
Boston,
Massachusetts
| US$ 176 mi | -US$ 58,7 mi | -25% | 42,2% | 170% | 4 | 25% | 1,2 |
|
| 3705 |
3705
Context Capital Management
Lajolla,
California
| US$ 176 mi | +US$ 4,03 mi | +2% | 0,66% | 3,38% | 102 | 24,51% | 0,6 |
|
| 3706 |
3706
Stratos Investment Management
Beachwood,
Ohio
| US$ 176 mi | +US$ 18 mi | +11% | 1,53% | 58,2% | 84 | 15,48% | 0,4 |
|
| 3707 |
3707
Copperwynd Financial
Scottsdale,
Arizona
| US$ 176 mi | +US$ 2,08 mi | +1% | 3,66% | 90% | 115 | 20% | 1,2 |
|
| 3708 |
3708
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 176 mi | +US$ 4,44 mi | +3% | 1,94% | 54,3% | 228 | 4,82% | 2,7 |
|
| 3709 |
3709
Polaris Venture Management Co V
Boston,
Massachusetts
| US$ 176 mi | +US$ 48,7 mi | +38% | 3,14% | 281% | 13 | 23,08% | 3,1 |
|
| 3710 |
3710
Total Wealth Planning
Cincinnati,
Ohio
| US$ 176 mi | +US$ 6,71 mi | +4% | 0,76% | 37,2% | 34 | 0% | 0,7 |
|
| 3711 |
3711
HHM Wealth Advisors
Chattanooga,
Tennessee
| US$ 176 mi | +US$ 6,1 mi | +4% | 1,04% | 62,3% | 79 | 6,33% | 0,6 |
|
| 3712 |
3712
Fiducient Advisors
Chicago,
Illinois
| US$ 176 mi | +US$ 8,62 mi | +5% | 1,73% | 52,3% | 20 | 5% | 1,4 |
|
| 3713 |
LCM
3713
Lafitte Capital Management
Austin,
Texas
| US$ 175 mi | -US$ 32 mi | -15% | 12% | 55,2% | 8 | 25% | 2,6 |
|
| 3714 |
3714
Princeton Global Asset Management
Princeton,
New Jersey
| US$ 175 mi | +US$ 8,86 mi | +5% | 1,86% | 110% | 395 | 18,23% | 0,6 |
|
| 3715 |
3715
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 175 mi | -US$ 5,24 mi | -3% | 0,79% | 105% | 129 | 47,29% | 0,6 |
|
| 3716 |
3716
Brookmont Capital Management
Dallas,
Texas
| US$ 175 mi | +US$ 8,96 mi | +5% | 4,04% | 32,2% | 71 | 5,63% | 4,1 |
|
| 3717 |
3717
Arlington Financial Advisors
Santa Barbara,
California
| US$ 175 mi | +US$ 574 mil | +0,3% | 0,15% | 67,6% | 55 | 1,82% | 1,6 |
|
| 3718 |
3718
Pinnacle Bancorp
Beatrice,
Nebraska
| US$ 175 mi | -US$ 2,74 mi | -2% | 0,55% | 72,9% | 731 | 8,07% | 1,8 |
|
| 3719 |
3719
Physicians Financial Services
Raleigh,
North Carolina
| US$ 175 mi | +US$ 4,92 mi | +3% | 2,74% | 100% | 124 | 8,06% | 2,8 |
|
| 3720 |
3720
Autonomy Capital (Jersey)
St. Helier,
Jersey
| US$ 175 mi | -US$ 278 mi | -61% | 43% | 33,4% | 11 | 27,27% | 1,3 |
|
| 3721 |
3721
Weybosset Research & Management
Province,
Rhode Island
| US$ 175 mi | +US$ 2,66 mi | +2% | 2,74% | 74,8% | 56 | 25% | 4,1 |
|
| 3722 |
3722
Salem Capital Management
Woburn,
Massachusetts
| US$ 175 mi | -US$ 5,59 mi | -3% | 0,69% | 32,3% | 72 | 4,17% | 4,7 |
|
| 3723 |
3723
Semper Augustus Investments Group
Highlands Ranch,
Colorado
| US$ 175 mi | +US$ 5,8 mi | +3% | 0,15% | 95,4% | 28 | 3,57% | 4,5 |
|
| 3724 |
3724
Schoolcraft Capital
Boulder,
Colorado
| US$ 175 mi | +US$ 6,66 mi | +4% | 0,65% | 58,7% | 60 | 15% | 0,4 |
|
| 3725 |
3725
ETF Portfolio Partners
Leawood,
Kansas
| US$ 174 mi | -US$ 13,4 mi | -7% | 0,89% | 50,2% | 34 | 5,88% | 3 |
|