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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
IOOF
3826
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 120 mi | +US$ 3,48 mi | +3% | 1,82% | 66,3% | 113 | 3,54% | 3,1 |
|
| 3827 |
RCA
3827
Rex Capital Advisors
Providence,
Rhode Island
| US$ 120 mi | +US$ 4,33 mi | +4% | 3,28% | 7,31% | 37 | 18,92% | 1,6 |
|
| 3828 |
IC
3828
Investment Counsel
Petoskey,
Michigan
| US$ 120 mi | -US$ 1,04 mi | -0,9% | 2,42% | 50,1% | 60 | 1,67% | 1,4 |
|
| 3829 |
BCC
3829
Bridge City Capital
Lake Oswego,
Oregon
| US$ 120 mi | – | – | 5,11% | 120% | 91 | – | 0 |
|
| 3830 |
ADMI
3830
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 120 mi | +US$ 1,8 mi | +2% | 1,18% | 82% | 124 | 3,23% | 3 |
|
| 3831 |
BF
3831
Blankinship & Foster
Solana Beach,
California
| US$ 119 mi | +US$ 1,34 mi | +1% | 1,89% | 67,1% | 30 | 16,67% | 0,4 |
|
| 3832 |
HAFS
3832
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 119 mi | +US$ 6,53 mi | +6% | 1,55% | 58,5% | 25 | 40% | 0,4 |
|
| 3833 |
ODG
3833
O'Dell Group
Cincinnati,
Ohio
| US$ 119 mi | +US$ 6,38 mi | +6% | 2,49% | 72,2% | 35 | 11,43% | 0,4 |
|
| 3834 |
RAM
3834
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$ 119 mi | -US$ 2,67 mi | -2% | 0,06% | 47,6% | 20 | 15% | 1,9 |
|
| 3835 |
CPA
3835
Clear Perspective Advisors
Aurora,
Illinois
| US$ 119 mi | -US$ 32,3 mi | -21% | 3,1% | 88,5% | 508 | 23,43% | 0,4 |
|
| 3836 |
APSI
3836
Asset Planning Services Inc
Covington,
Louisiana
| US$ 119 mi | +US$ 1,25 mi | +1% | 0,81% | 138% | 35 | 5,71% | 0,5 |
|
| 3837 |
AIA
3837
AIMZ Investment Advisors
Los Altos,
California
| US$ 119 mi | +US$ 332 mil | +0,3% | 2,14% | 81,3% | 101 | 4,95% | 2,1 |
|
| 3838 |
DE
3838
DFT Energy
Locust Valley,
New York
| US$ 119 mi | -US$ 72,8 mi | -38% | 18,9% | – | 19 | 10,53% | 0,5 |
|
| 3839 |
3839
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 119 mi | +US$ 31 mi | +35% | 2,34% | 58,7% | 74 | 20,27% | 0,4 |
|
| 3840 |
3840
Alta Park Capital
San Francisco,
California
| US$ 119 mi | +US$ 20,7 mi | +21% | 9,66% | 1.071% | 34 | 50% | 0,5 |
|
| 3841 |
MIM
3841
Midwest Investment Management
Cleveland,
Ohio
| US$ 119 mi | +US$ 1,44 mi | +1% | 2,02% | 26% | 53 | 5,66% | 2,5 |
|
| 3842 |
PK
3842
Pflug Koory
Omaha,
Nebraska
| US$ 118 mi | +US$ 3,98 mi | +3% | 2,55% | – | 421 | 9,5% | 0,5 |
|
| 3843 |
PFS
3843
Physicians Financial Services
Raleigh,
North Carolina
| US$ 118 mi | +US$ 2,16 mi | +2% | 3,02% | 100% | 111 | 3,6% | 1,4 |
|
| 3844 |
FBT
3844
First Bank & Trust
Brookings,
South Dakota
| US$ 118 mi | +US$ 2,25 mi | +2% | 3,45% | 85,6% | 275 | 14,91% | 0,5 |
|
| 3845 |
FA
3845
Financial Advantage
Columbia,
Maryland
| US$ 118 mi | -US$ 726 mil | -0,6% | 0,5% | 24,3% | 32 | 21,88% | 2,3 |
|
| 3846 |
SFA
3846
Staton Financial Advisors
Charlotte,
North Carolina
| US$ 118 mi | +US$ 1,41 mi | +1% | 1,87% | – | 43 | 2,33% | 1,8 |
|
| 3847 |
CIA
3847
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 118 mi | +US$ 3,5 mi | +3% | 1,16% | 71,4% | 192 | 19,79% | 0,7 |
|
| 3848 |
MI
3848
Moneywise Inc
Forest,
Virginia
| US$ 117 mi | +US$ 7,02 mi | +6% | 2,35% | 58% | 39 | 12,82% | 0,6 |
|
| 3849 |
PWSG
3849
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 117 mi | +US$ 1,9 mi | +2% | 2,6% | 75,5% | 78 | 5,13% | 0,5 |
|
| 3850 |
HWA
3850
Heritage Way Advisors
Rockford,
Illinois
| US$ 117 mi | +US$ 8,67 mi | +8% | 2,67% | 79,4% | 60 | 10% | 0,5 |
|