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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 |
PK
3826
Pflug Koory
Omaha,
Nebraska
| US$ 122 mi | +US$ 3,95 mi | +3% | 4,23% | – | 411 | 4,87% | 0,7 |
|
| 3827 |
PFS
3827
Physicians Financial Services
Raleigh,
North Carolina
| US$ 122 mi | +US$ 4,21 mi | +4% | 5,15% | 100% | 114 | 6,14% | 1,6 |
|
| 3828 |
PC
3828
Pecaut & Co
Sioux City,
Iowa
| US$ 122 mi | +US$ 1,4 mi | +1% | 4,84% | 67,6% | 53 | 3,77% | 2,3 |
|
| 3829 |
3829
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$ 122 mi | +US$ 7,45 mi | +6% | 5,03% | 117% | 321 | 23,36% | 0,9 |
|
| 3830 |
HWA
3830
Heritage Way Advisors
Rockford,
Illinois
| US$ 122 mi | +US$ 4,94 mi | +4% | 4,06% | 79,4% | 65 | 20% | 0,6 |
|
| 3831 |
AIA
3831
AIMZ Investment Advisors
Los Altos,
California
| US$ 122 mi | +US$ 3,07 mi | +3% | 6,16% | 81,3% | 99 | 4,04% | 2,4 |
|
| 3832 |
AWM
3832
AllSquare Wealth Management
Albany,
New York
| US$ 122 mi | +US$ 23,6 mi | +24% | 3,23% | 62,4% | 391 | 56,52% | 0,9 |
|
| 3833 |
MIM
3833
Midwest Investment Management
Cleveland,
Ohio
| US$ 121 mi | +US$ 2,88 mi | +2% | 4,72% | 26% | 55 | 5,45% | 2,6 |
|
| 3834 |
IC
3834
Investment Counsel
Petoskey,
Michigan
| US$ 121 mi | +US$ 1,64 mi | +1% | 2,19% | 50,1% | 60 | 3,33% | 1,6 |
|
| 3835 |
BIMC
3835
Benson Investment Management Company
Roanoke,
Virginia
| US$ 121 mi | +US$ 10,6 mi | +10% | 5,48% | 99,8% | 100 | 22% | 0,6 |
|
| 3836 |
IOOF
3836
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$ 121 mi | +US$ 592 mil | +0,5% | 2,22% | 66,3% | 114 | 7,02% | 3,3 |
|
| 3837 |
TCM
3837
TCS Capital Management
New York
| US$ 121 mi | -US$ 71,8 mi | -37% | 0,89% | 271% | 7 | 71,43% | 4,3 |
|
| 3838 |
RW
3838
REDW Wealth
Albuquerque,
New Mexico
| US$ 121 mi | +US$ 18,6 mi | +18% | 2,95% | 54,1% | 82 | 13,41% | 0,6 |
|
| 3839 |
SKK
3839
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$ 121 mi | -US$ 50,9 mi | -30% | 5,38% | 38,5% | 263 | 25,48% | 2 |
|
| 3840 |
FCMT
3840
Founders Capital Management (Texas)
Houston,
Texas
| US$ 121 mi | +US$ 7,81 mi | +7% | 4,78% | 131% | 372 | 6,72% | 0,5 |
|
| 3841 |
3841
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 121 mi | +US$ 5,34 mi | +5% | 3,09% | 130% | 551 | 11,8% | 1,3 |
|
| 3842 |
CAM
3842
Capco Asset Management
Tampa,
Florida
| US$ 121 mi | +US$ 6,39 mi | +6% | 5,9% | 46,1% | 19 | 10,53% | 0,7 |
|
| 3843 |
CC
3843
Caldera Capital
Dallas,
Texas
| US$ 121 mi | +US$ 13,2 mi | +12% | 8,15% | 84,5% | 27 | 51,85% | 0,4 |
|
| 3844 |
LFPWM
3844
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 120 mi | +US$ 4,16 mi | +4% | 1,73% | 46,3% | 25 | 8% | 0,7 |
|
| 3845 |
SFG
3845
Summit Financial Group
Moorefield,
West Virginia
| US$ 120 mi | +US$ 4,71 mi | +4% | 4,06% | 26,1% | 120 | 10,83% | 0,2 |
|
| 3846 |
3846
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 120 mi | +US$ 1,34 mi | +1% | 3,33% | 58,7% | 77 | 16,88% | 0,6 |
|
| 3847 |
AC
3847
Axon Capital
New York
| US$ 120 mi | +US$ 31,3 mi | +35% | 5,73% | – | 14 | 35,71% | 0,7 |
|
| 3848 |
AFM
3848
Abbot Financial Management
Andover,
Massachusetts
| US$ 120 mi | +US$ 8,5 mi | +8% | 4,54% | 102% | 98 | 3,06% | 0,2 |
|
| 3849 |
CIA
3849
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 120 mi | +US$ 2,39 mi | +2% | 4,58% | 71,4% | 190 | 13,68% | 0,9 |
|
| 3850 |
PHIMC
3850
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$ 120 mi | -US$ 2,26 mi | -2% | 3,77% | 82,6% | 86 | 6,98% | 3,1 |
|