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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 151 mi | +US$ 6,57 mi | +5% | 4,98% | 84,9% | 153 | 7,19% | 3,6 |
|
| 3852 |
3852
CenterStar Asset Management
Chicago,
Illinois
| US$ 151 mi | +US$ 5,98 mi | +4% | 5,75% | 104% | 1.061 | 0% | 0,4 |
|
| 3853 |
3853
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 151 mi | +US$ 17,6 mi | +13% | 12,7% | 158% | 75 | 9,33% | 0,6 |
|
| 3854 |
WAM
3854
WIM Asset Management
Hong Kong
| US$ 151 mi | -US$ 64,1 mi | -30% | 8,38% | – | 17 | 52,94% | 0,5 |
|
| 3855 |
3855
REDW Wealth
Albuquerque,
New Mexico
| US$ 151 mi | +US$ 11,4 mi | +8% | 3,37% | 54,1% | 85 | 4,71% | 1,4 |
|
| 3856 |
3856
Chubb Ltd
Zurich,
Switzerland
| US$ 151 mi | -US$ 87,1 mi | -37% | 7% | 64,2% | 21 | 33,33% | 2,2 |
|
| 3857 |
3857
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$ 151 mi | +US$ 53,6 mi | +55% | 7,81% | 72,9% | 163 | 36,2% | 2,1 |
|
| 3858 |
3858
Bernicke Wealth Management
Altoona,
Wisconsin
| US$ 151 mi | +US$ 7,74 mi | +5% | 2,39% | – | 48 | 0% | 2,1 |
|
| 3859 |
3859
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$ 151 mi | +US$ 9,5 mi | +7% | 8,12% | 53,8% | 70 | 2,86% | 3,3 |
|
| 3860 |
3860
First City Capital Management
Savannah,
Georgia
| US$ 150 mi | +US$ 10,6 mi | +8% | 7,57% | 76,5% | 150 | 10,67% | 3,6 |
|
| 3861 |
3861
Continuum Advisory
Eagle,
Idaho
| US$ 150 mi | +US$ 13,9 mi | +10% | 3,91% | 77% | 168 | 14,88% | 0,9 |
|
| 3862 |
3862
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 150 mi | +US$ 5,76 mi | +4% | 4,8% | 62,2% | 59 | 8,47% | 1,1 |
|
| 3863 |
3863
Vienna Insurance Group
Warsaw,
Poland
| US$ 150 mi | +US$ 5,98 mi | +4% | 4,95% | 188% | 69 | 4,35% | 0,9 |
|
| 3864 |
PCM
3864
Proxima Capital Management
New York
| US$ 150 mi | -US$ 18,5 mi | -11% | 4,4% | 20,7% | 37 | 21,62% | 1,8 |
|
| 3865 |
3865
Fluent Financial
Dallas,
Texas
| US$ 150 mi | -US$ 1,23 mi | -0,8% | 3,9% | 46,9% | 80 | 16,25% | 0,5 |
|
| 3866 |
BOCM
3866
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 150 mi | +US$ 22,6 mi | +18% | 5% | 49,6% | 33 | 12,12% | 2,3 |
|
| 3867 |
WWMSC
3867
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$ 150 mi | +US$ 11,5 mi | +8% | 4% | 36,4% | 759 | 12,52% | 0,6 |
|
| 3868 |
3868
Rench Wealth Management
Denton,
Texas
| US$ 150 mi | +US$ 11,5 mi | +8% | 8,92% | 106% | 51 | 5,88% | 3,4 |
|
| 3869 |
MCA
3869
Mercer Capital Advisers
Little Silver,
New Jersey
| US$ 150 mi | +US$ 11,3 mi | +8% | 8,74% | 59,6% | 248 | 6,45% | 3,2 |
|
| 3870 |
FSA
3870
Financial Services Advisory
Rockville,
Maryland
| US$ 150 mi | +US$ 34,1 mi | +29% | 6,54% | 75,8% | 22 | 40,91% | 0,4 |
|
| 3871 |
3871
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 150 mi | +US$ 13,9 mi | +10% | 12,1% | 104% | 747 | 8,7% | 0,5 |
|
| 3872 |
3872
JRM Investment Counsel
Omaha,
Nebraska
| US$ 150 mi | +US$ 22,3 mi | +17% | 6,9% | 65,5% | 35 | 8,57% | 2,4 |
|
| 3873 |
3873
Parkside Advisors
Berkeley,
California
| US$ 150 mi | +US$ 8,44 mi | +6% | 2,59% | 36,7% | 45 | 8,89% | 2,9 |
|
| 3874 |
CAGAS
3874
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 150 mi | +US$ 11,5 mi | +8% | 5,1% | 54,8% | 392 | 7,65% | 0,4 |
|
| 3875 |
3875
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$ 150 mi | +US$ 10,2 mi | +7% | 9,5% | 79,4% | 27 | 11,11% | 3,6 |
|