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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
3926
Wela Strategies
Atlanta,
Georgia
| US$ 158 mi | +US$ 7,56 mi | +5% | 2,52% | 51,3% | 33 | 3,03% | 1,6 |
|
| 3927 |
3927
Pettee Investors
Rowayton,
Connecticut
| US$ 157 mi | -US$ 1,02 mi | -0,6% | 2,7% | 96,1% | 119 | 7,56% | 3 |
|
| 3928 |
3928
SWS Partners
Columbus,
Ohio
| US$ 157 mi | – | – | 2,65% | 112% | 120 | – | 0,9 |
|
| 3929 |
VAM
3929
Velanne Asset Management
London,
United Kingdom
| US$ 157 mi | +US$ 12,7 mi | +9% | 3,84% | 29,6% | 24 | 8,33% | 0,4 |
|
| 3930 |
3930
Archer Investment Corporation
Carmel,
Indiana
| US$ 157 mi | +US$ 8,97 mi | +6% | 2,93% | 68,2% | 558 | 15,77% | 0,4 |
|
| 3931 |
3931
Boltwood Capital Management
Walnut Creek,
California
| US$ 157 mi | +US$ 3,52 mi | +2% | 3,25% | 63% | 129 | 3,1% | 3,9 |
|
| 3932 |
3932
Denver PWM
Denver,
Colorado
| US$ 157 mi | +US$ 3,78 mi | +2% | 2,23% | 48,6% | 79 | 24,05% | 1,1 |
|
| 3933 |
3933
X-Square Capital
Guaynabo,
Puerto Rico
| US$ 157 mi | +US$ 11 mi | +8% | 3,12% | 158% | 77 | 22,08% | 1,2 |
|
| 3934 |
3934
GSI Capital Advisors
Newport Beach,
California
| US$ 157 mi | -US$ 23,8 mi | -13% | 0,24% | 39,7% | 28 | 10,71% | 1,2 |
|
| 3935 |
RCIM
3935
Russell Clark Investment Management
London,
United Kingdom
| US$ 157 mi | -US$ 134 mi | -46% | 1,55% | 174% | 55 | 41,82% | 1 |
|
| 3936 |
3936
Heritage Way Advisors
Rockford,
Illinois
| US$ 157 mi | +US$ 7,4 mi | +5% | 4,03% | 79,4% | 63 | 11,11% | 1,9 |
|
| 3937 |
3937
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$ 156 mi | +US$ 5,66 mi | +4% | 2,57% | 80% | 75 | 10,67% | 1,6 |
|
| 3938 |
3938
Broadleaf Partners
Hudson,
Ohio
| US$ 156 mi | +US$ 13 mi | +9% | 6,31% | 180% | 59 | 18,64% | 1,1 |
|
| 3939 |
SAM
3939
Security Asset Management
New York
| US$ 156 mi | +US$ 4,53 mi | +3% | 7,52% | 67,4% | 86 | 6,98% | 3,3 |
|
| 3940 |
3940
Rench Wealth Management
Denton,
Texas
| US$ 156 mi | +US$ 3,26 mi | +2% | 2,96% | 106% | 54 | 3,7% | 3,7 |
|
| 3941 |
3941
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 156 mi | +US$ 5,06 mi | +3% | 2,86% | 88,9% | 39 | 2,56% | 2,6 |
|
| 3942 |
3942
Sage Rhino Capital
Menlo Park,
California
| US$ 156 mi | +US$ 4,5 mi | +3% | 1,91% | 86,8% | 139 | 11,51% | 0,2 |
|
| 3943 |
FA
3943
Financial Advisors
Andover,
Massachusetts
| US$ 156 mi | +US$ 9,39 mi | +6% | 2,88% | 71,5% | 61 | 4,92% | 0,5 |
|
| 3944 |
AW
3944
Alpha Windward
Westwood,
Massachusetts
| US$ 156 mi | +US$ 5,87 mi | +4% | 4,34% | 33,6% | 482 | 34,65% | 2,8 |
|
| 3945 |
3945
Jolley Asset Management
Rocky Mount,
North Carolina
| US$ 156 mi | +US$ 17,6 mi | +13% | 5,73% | 3,47% | 63 | 20,63% | 3,4 |
|
| 3946 |
3946
Clear Perspective Advisors
Aurora,
Illinois
| US$ 156 mi | +US$ 14,8 mi | +11% | 3,53% | 88,5% | 192 | 31,25% | 1,4 |
|
| 3947 |
HIM
3947
Hotaling Investment Management
Wayne,
Pennsylvania
| US$ 156 mi | +US$ 7,81 mi | +5% | 6,68% | 52,6% | 124 | 8,87% | 0,5 |
|
| 3948 |
3948
SYM Financial Corp
Winona Lake,
Indiana
| US$ 156 mi | -US$ 2,41 mi | -2% | 5,05% | 56% | 74 | 14,86% | 1 |
|
| 3949 |
3949
Bay Colony Advisors
Concord,
Massachusetts
| US$ 156 mi | +US$ 4,06 mi | +3% | 4,05% | 91,8% | 246 | 27,24% | 0,6 |
|
| 3950 |
3950
StoneX Group
New York
| US$ 156 mi | +US$ 24,3 mi | +18% | 2,81% | 85,2% | 254 | 16,93% | 1,4 |
|