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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
Rain Capital Management
Lake Oswego,
Oregon
| US$ 101 mi | – | – | 3,09% | 18,2% | 21 | – | 0 |
|
| 3802 |
3802
Elm Advisors
Burlingame,
California
| US$ 101 mi | +US$ 4,9 mi | +5% | 5,18% | 50,5% | 76 | 13,16% | 1,7 |
|
| 3803 |
3803
RWC Asset Advisors
Miami,
Florida
| US$ 101 mi | +US$ 27,9 mi | +38% | 17,5% | 267% | 18 | 22,22% | 0,6 |
|
| 3804 |
RWG
3804
Regal Wealth Group
Seal Beach,
California
| US$ 101 mi | – | – | 4,42% | 17% | 197 | – | 0 |
|
| 3805 |
3805
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$ 101 mi | +US$ 7,65 mi | +8% | 6,03% | 81% | 212 | 12,26% | 0,6 |
|
| 3806 |
3806
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 101 mi | +US$ 902 mil | +0,9% | 1,76% | 47,1% | 23 | 21,74% | 1 |
|
| 3807 |
3807
Western Asset Management Company
Pasadena,
California
| US$ 101 mi | -US$ 12,7 mi | -11% | 151% | 2,29% | 33 | 63,64% | 1,6 |
|
| 3808 |
3808
New Century Advisors
Chevy Chase,
Maryland
| US$ 101 mi | -US$ 844 mil | -0,8% | 0,19% | – | 43 | 6,98% | 1,6 |
|
| 3809 |
3809
Shine Investment Advisory Services
Lone Tree,
Colorado
| US$ 101 mi | +US$ 14,1 mi | +16% | 2,15% | 29% | 32 | 15,63% | 0,8 |
|
| 3810 |
3810
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 101 mi | +US$ 15,9 mi | +19% | 5,93% | 61% | 77 | 7,79% | 2 |
|
| 3811 |
3811
Holderness Investments Company
Greensboro,
North Carolina
| US$ 101 mi | +US$ 5,79 mi | +6% | 7,01% | 144% | 123 | 8,13% | 0,9 |
|
| 3812 |
3812
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 101 mi | +US$ 1,44 mi | +1% | 2,05% | 27,4% | 46 | 23,91% | 1,1 |
|
| 3813 |
3813
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 101 mi | -US$ 10,3 mi | -9% | 3,35% | 47,9% | 401 | 82,79% | 0,8 |
|
| 3814 |
LSCM
3814
LaSalle Street Capital Management
Chicago,
Illinois
| US$ 101 mi | +US$ 6,72 mi | +7% | 8,84% | 30,5% | 91 | 26,37% | 0,7 |
|
| 3815 |
3815
Nicolet Bankshares
Green Bay,
Wisconsin
| US$ 101 mi | – | – | 4,66% | 75,5% | 133 | – | 0 |
|
| 3816 |
3816
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 101 mi | +US$ 3,71 mi | +4% | 5,29% | 90,7% | 157 | 7,01% | 0,9 |
|
| 3817 |
3817
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 101 mi | -US$ 1,89 mi | -2% | 3,94% | 84,9% | 120 | 5% | 2,1 |
|
| 3818 |
MI
3818
M3F Inc
Salt Lake City,
Utah
| US$ 100 mi | – | – | 10,6% | 139% | 37 | – | 0,7 |
|
| 3819 |
3819
Crestone Asset Management
Boulder,
Colorado
| US$ 100 mi | – | – | 0,3% | 6,65% | 22 | – | 0 |
|
| 3820 |
3820
Girard Securities
San Diego,
California
| US$ 100 mi | – | – | 3,85% | – | 154 | – | 0 |
|
| 3821 |
3821
Eachwin Capital
New York
| US$ 100 mi | – | – | 7,09% | – | 99 | – | 0 |
|
| 3822 |
3822
Shoker Investment Counsel
Oxford,
Ohio
| US$ 100 mi | +US$ 5,29 mi | +6% | 4,21% | 83,8% | 105 | 14,29% | 1,6 |
|
| 3823 |
3823
Seven Bridges Advisors
New York
| US$ 100 mi | – | – | 4,25% | – | 143 | – | 0 |
|
| 3824 |
3824
Madrona Financial Services
Everett,
Washington
| US$ 100 mi | +US$ 7,02 mi | +8% | 2,44% | 75,4% | 34 | 17,65% | 0,8 |
|
| 3825 |
3825
Robertson Opportunity Capital
Dallas,
Texas
| US$ 100 mi | +US$ 4,36 mi | +5% | 0,67% | 93,4% | 28 | 10,71% | 1,7 |
|