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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Progressive Investment Management
Lake Oswego,
Oregon
| US$ 155 mi | +US$ 5,78 mi | +4% | 6,41% | 126% | 37 | 2,7% | 3,1 |
|
| 3752 |
3752
ETF Portfolio Partners
Leawood,
Kansas
| US$ 155 mi | +US$ 3,77 mi | +2% | 1,02% | 44,3% | 24 | 4,17% | 2,5 |
|
| 3753 |
CAN
3753
Claraphi Advisory Network
Aliso Viejo,
United States
| US$ 155 mi | +US$ 13,9 mi | +10% | 4,12% | 88,3% | 295 | 22,71% | 0,4 |
|
| 3754 |
3754
Rossmore Private Capital
Glastonbury,
Connecticut
| US$ 155 mi | +US$ 56,1 mi | +57% | 3,56% | 75,4% | 119 | 24,37% | 0,4 |
|
| 3755 |
BCH
3755
Berkshire Capital Holdings
San Jose,
California
| US$ 155 mi | +US$ 42,9 mi | +38% | 21% | 2.748% | 33 | 33,33% | 0,2 |
|
| 3756 |
3756
Punch Card Management
Winter Park,
Florida
| US$ 155 mi | -US$ 897 mil | -0,6% | 0,65% | 41% | 5 | 20% | 2 |
|
| 3757 |
LB
3757
Landmark Bank
Columbia,
Missouri
| US$ 154 mi | – | – | 1,86% | – | 88 | – | 0 |
|
| 3758 |
3758
KHP Capital
Tulsa,
Oklahoma
| US$ 154 mi | +US$ 9,8 mi | +7% | 0,75% | – | 187 | 15,51% | 0,3 |
|
| 3759 |
3759
Darwin Wealth Management
Tampa,
Florida
| US$ 154 mi | +US$ 15,7 mi | +11% | 2,71% | 56,8% | 134 | 17,16% | 1,1 |
|
| 3760 |
3760
Stableford Capital II
Scottsdale,
Arizona
| US$ 154 mi | +US$ 11,6 mi | +8% | 3,46% | 66,9% | 102 | 13,73% | 1,1 |
|
| 3761 |
3761
Clearline Capital
New York
| US$ 154 mi | +US$ 45,6 mi | +42% | 5,38% | 57,4% | 68 | 70,59% | 0,2 |
|
| 3762 |
3762
FC Advisory
West Chester,
Pennsylvania
| US$ 154 mi | +US$ 964 mil | +0,6% | 1,34% | 46,6% | 50 | 16% | 2,3 |
|
| 3763 |
3763
Delta Capital Management
Red Bank,
New Jersey
| US$ 154 mi | +US$ 1,03 mi | +0,7% | 1,42% | 129% | 74 | 14,86% | 3,3 |
|
| 3764 |
3764
Timber Creek Capital Management
Boston,
Massachusetts
| US$ 154 mi | -US$ 4,78 mi | -3% | 2,02% | 139% | 125 | 0,8% | 3,5 |
|
| 3765 |
3765
Raine Capital
New York
| US$ 154 mi | +US$ 30,2 mi | +24% | 0,92% | 119% | 16 | 12,5% | 1,7 |
|
| 3766 |
3766
Boltwood Capital Management
Walnut Creek,
California
| US$ 154 mi | +US$ 7,48 mi | +5% | 2,17% | 63% | 128 | 9,38% | 3,3 |
|
| 3767 |
3767
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$ 154 mi | +US$ 2,43 mi | +2% | 1,5% | 28,2% | 107 | 17,76% | 1,8 |
|
| 3768 |
HA
3768
Havens Advisors
New York
| US$ 153 mi | +US$ 22,7 mi | +17% | 6,01% | 460% | 46 | 63,04% | 0,2 |
|
| 3769 |
PCC
3769
Park Circle Company
Baltimore,
Maryland
| US$ 153 mi | -US$ 8,58 mi | -5% | 3,45% | 70,5% | 90 | 18,89% | 1,9 |
|
| 3770 |
SC
3770
Sawyer & Company
Boston,
Massachusetts
| US$ 153 mi | +US$ 4,95 mi | +3% | 3,73% | 111% | 201 | 2,49% | 0,5 |
|
| 3771 |
MAS
3771
Managed Account Services
Coconut Grove,
Florida
| US$ 153 mi | +US$ 347 mil | +0,2% | 1,19% | 32,4% | 74 | 16,22% | 1,2 |
|
| 3772 |
3772
Stokes Capital Advisors
Greenwood,
South Carolina
| US$ 153 mi | +US$ 126 mil | +0,1% | 3,25% | 61,3% | 91 | 4,4% | 0,5 |
|
| 3773 |
3773
Clear Investment Research
Alpharetta,
Georgia
| US$ 153 mi | US$ 0 | 0% | 0,43% | 48,5% | 60 | 0% | 1,8 |
|
| 3774 |
3774
Smart Portfolios LLC
Seattle,
Washington
| US$ 153 mi | -US$ 106 mil | -0,1% | 0,92% | 41,3% | 124 | 12,1% | 0,4 |
|
| 3775 |
3775
Winthrop Advisory Group
Boston,
Massachusetts
| US$ 153 mi | +US$ 10,5 mi | +7% | 2,92% | 70,4% | 85 | 12,94% | 0,5 |
|