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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
Sycale Advisors
New York
| US$ 331 mi | -US$ 40,8 mi | -11% | 7,17% | 31,5% | 23 | 30,43% | 1,1 |
|
| 3802 |
3802
Corrigan Financial
Middletown,
Rhode Island
| US$ 330 mi | +US$ 36 mi | +12% | 8,31% | 9,54% | 38 | 2,63% | 5 |
|
| 3803 |
3803
Noble Family Wealth
Clearwater,
Florida
| US$ 330 mi | +US$ 33,6 mi | +11% | 10,1% | 60% | 60 | 0% | 0,7 |
|
| 3804 |
3804
Monarch Capital Management
Fort Wayne,
Indiana
| US$ 330 mi | +US$ 18,9 mi | +6% | 9,68% | 77% | 113 | 4,42% | 7,6 |
|
| 3805 |
3805
Castle Rock Wealth Management
Walnut Creek,
California
| US$ 330 mi | +US$ 32 mi | +11% | 8,04% | 115% | 242 | 18,18% | 2,2 |
|
| 3806 |
3806
Rock Point Advisors
Burlington,
Vermont
| US$ 330 mi | +US$ 40,8 mi | +14% | 15,8% | 82,8% | 105 | 10,48% | 4,5 |
|
| 3807 |
3807
tru Independence
Portland,
Oregon
| US$ 329 mi | +US$ 40,4 mi | +14% | 12,6% | 67,4% | 123 | 17,07% | 2,3 |
|
| 3808 |
3808
Spinnaker Investment Group
Newport Beach,
California
| US$ 329 mi | +US$ 31,9 mi | +11% | 9,15% | 56,9% | 94 | 22,34% | 1,5 |
|
| 3809 |
3809
Raffa Wealth Management
Washington,
District of Columbia
| US$ 329 mi | +US$ 35,2 mi | +12% | 8,1% | 35,8% | 1.078 | 2,97% | 3,5 |
|
| 3810 |
3810
Valicenti Advisory Services
Elmira,
New York
| US$ 329 mi | +US$ 36,1 mi | +12% | 12,6% | 134% | 89 | 21,35% | 4,5 |
|
| 3811 |
3811
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$ 329 mi | +US$ 155 mi | +89% | 10% | 13,1% | 109 | 24,77% | 2,9 |
|
| 3812 |
CSC
3812
Cook Street Consulting
Greenwood Village,
Colorado
| US$ 329 mi | +US$ 29,8 mi | +10% | 8,43% | – | 2 | 0% | 2 |
|
| 3813 |
3813
Dorsey Wright & Associates
Pasadena,
California
| US$ 329 mi | +US$ 7,33 mi | +2% | 13,8% | 311% | 311 | 65,92% | 0,7 |
|
| 3814 |
3814
Aspen Grove Capital
Avon,
Colorado
| US$ 328 mi | +US$ 59 mi | +22% | 13% | 90% | 201 | 19,9% | 0,7 |
|
| 3815 |
3815
Peddock Capital Advisors
Braintree,
Massachusetts
| US$ 328 mi | +US$ 28,3 mi | +9% | 8,43% | 113% | 152 | 7,89% | 5,5 |
|
| 3816 |
3816
Sovereign Financial Group
Stamford,
Connecticut
| US$ 328 mi | +US$ 47 mi | +17% | 9,24% | 90,7% | 256 | 16,02% | 2 |
|
| 3817 |
3817
Whitegate Investment Counselors
Concord,
New Hampshire
| US$ 328 mi | +US$ 29,2 mi | +10% | 9,29% | 51% | 62 | 4,84% | 6,3 |
|
| 3818 |
3818
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| US$ 328 mi | +US$ 10,1 mi | +3% | 13% | – | 27 | 14,81% | 1,4 |
|
| 3819 |
3819
MSD Capital
New York
| US$ 328 mi | -US$ 12,5 mi | -4% | 13,6% | 11,5% | 5 | 40% | 4 |
|
| 3820 |
3820
Takeda Pharmaceutical Company
Tokyo,
Japan
| US$ 327 mi | – | – | 19,9% | – | 14 | – | 0 |
|
| 3821 |
3821
First Pacific Financial
Vancouver,
Washington
| US$ 327 mi | +US$ 103 mi | +46% | 10,1% | 53,6% | 389 | 38,3% | 0,9 |
|
| 3822 |
3822
Denali Advisors
San Diego,
California
| US$ 327 mi | +US$ 42,5 mi | +15% | 21,5% | 106% | 530 | 26,6% | 1,4 |
|
| 3823 |
OCM
3823
Ogborne Capital Management
San Francisco,
California
| US$ 327 mi | +US$ 134 mi | +70% | 14,8% | 251% | 18 | 55,56% | 0,5 |
|
| 3824 |
3824
Cove Street Capital
El Segundo,
California
| US$ 327 mi | +US$ 31,3 mi | +11% | 11,9% | 84,2% | 85 | 22,35% | 3,7 |
|
| 3825 |
3825
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 327 mi | +US$ 5,53 mi | +2% | 6,55% | 52,1% | 127 | 11,02% | 3 |
|