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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
Montgomery Investment Management
Rockville,
Maryland
| US$ 184 mi | +US$ 30,7 mi | +20% | 32,8% | 105% | 90 | 15,56% | 5,1 |
|
| 3802 |
3802
Affiance Financial
St. Louis Park,
Minnesota
| US$ 184 mi | +US$ 38,9 mi | +27% | 20,7% | 57,8% | 148 | 20,95% | 2,5 |
|
| 3803 |
3803
Broadmark Asset Management
San Francisco,
California
| US$ 184 mi | +US$ 142 mi | +341% | 26,4% | 39,6% | 4 | 75% | 0,4 |
|
| 3804 |
3804
Enstar Group
Hamilton,
Bermuda
| US$ 184 mi | +US$ 32,4 mi | +21% | 23,4% | 29,5% | 10 | 0% | 0,5 |
|
| 3805 |
3805
Clear Perspective Advisors
Aurora,
Illinois
| US$ 183 mi | +US$ 33,5 mi | +22% | 20% | 88,5% | 133 | 27,82% | 2,3 |
|
| 3806 |
3806
ETF Portfolio Partners
Leawood,
Kansas
| US$ 183 mi | +US$ 26,7 mi | +17% | 15,3% | 50,2% | 41 | 21,95% | 2,9 |
|
| 3807 |
DMK
3807
David M. Knott
| US$ 183 mi | +US$ 24,7 mi | +16% | 37,2% | 81% | 128 | 32,03% | 3,1 |
|
| 3808 |
3808
Rutabaga Capital Management
Boston,
Massachusetts
| US$ 183 mi | +US$ 16 mi | +10% | 17,8% | 57% | 50 | 12% | 2,7 |
|
| 3809 |
3809
LexAurum Advisors
Overland Park,
Kansas
| US$ 183 mi | +US$ 38,7 mi | +27% | 14,3% | – | 226 | 22,57% | 1,4 |
|
| 3810 |
3810
Knuff & Co
Foster City,
California
| US$ 183 mi | +US$ 44,8 mi | +33% | 27,5% | 85,8% | 176 | 22,16% | 1 |
|
| 3811 |
3811
Ecofin Advisors
London,
United Kingdom
| US$ 183 mi | +US$ 36,1 mi | +25% | 12,4% | 77% | 29 | 10,34% | 2,5 |
|
| 3812 |
PWP
3812
Personal Wealth Partners
Bloomington,
Minnesota
| US$ 182 mi | +US$ 16,1 mi | +10% | 14,7% | 37,2% | 69 | 20,29% | 1 |
|
| 3813 |
3813
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$ 182 mi | +US$ 23,2 mi | +15% | 15,6% | 87,3% | 70 | 11,43% | 5,5 |
|
| 3814 |
3814
Corbenic Partners
Bethlehem,
Pennsylvania
| US$ 182 mi | +US$ 52,8 mi | +41% | 17,3% | – | 208 | 30,29% | 2,6 |
|
| 3815 |
3815
TIFF Advisory Services
Radnor,
Pennsylvania
| US$ 182 mi | +US$ 31,1 mi | +21% | 34,4% | 86,3% | 15 | 60% | 0,6 |
|
| 3816 |
3816
Uncommon Cents Investing
Janesville,
Wisconsin
| US$ 182 mi | +US$ 21,7 mi | +14% | 19,3% | 91,4% | 115 | 13,04% | 1,7 |
|
| 3817 |
3817
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 182 mi | +US$ 35,2 mi | +24% | 21,6% | 115% | 40 | 20% | 4,3 |
|
| 3818 |
3818
SimplyRich
Carlsbad,
California
| US$ 182 mi | +US$ 31,8 mi | +21% | 20% | 98,3% | 141 | 15,6% | 1,5 |
|
| 3819 |
CWM
3819
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$ 182 mi | +US$ 42,9 mi | +31% | 25,1% | 108% | 125 | 36% | 0,8 |
|
| 3820 |
3820
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$ 182 mi | +US$ 28,3 mi | +18% | 16,8% | 51,1% | 345 | 27,25% | 2,2 |
|
| 3821 |
3821
Keating Investment Counselors
Delray Beach,
Florida
| US$ 182 mi | +US$ 17,9 mi | +11% | 17,4% | 50% | 64 | 12,5% | 5 |
|
| 3822 |
3822
Fifth Third Securities
Cincinnati,
Ohio
| US$ 181 mi | +US$ 71,2 mi | +65% | 13,8% | 62,7% | 70 | 17,14% | 1,8 |
|
| 3823 |
3823
CAMG Solamere Management
Charlotte,
North Carolina
| US$ 181 mi | -US$ 8,82 mi | -5% | 21% | 51,7% | 120 | 10% | 1,7 |
|
| 3824 |
3824
Deep Field Asset Management
Beverly Hills,
California
| US$ 181 mi | +US$ 17,2 mi | +10% | 28,6% | 20,1% | 30 | 43,33% | 0,8 |
|
| 3825 |
3825
Norman Fields Gottscho Capital Management
New York
| US$ 181 mi | +US$ 23,8 mi | +15% | 17,8% | 96,9% | 66 | 15,15% | 3,8 |
|