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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
Wealth Dimensions Group
Cincinnati,
Ohio
| US$ 276 mi | +US$ 964 mil | +0,4% | 3% | 57,1% | 138 | 5,8% | 2,3 |
|
| 3927 |
3927
Old Port Advisors
Portland,
Maine
| US$ 276 mi | – | – | 2,9% | 114% | 206 | – | 3,8 |
|
| 3928 |
3928
Wambolt & Associates
Littleton,
Colorado
| US$ 276 mi | -US$ 5,47 mi | -2% | 1,98% | 62,2% | 259 | 10,42% | 3,2 |
|
| 3929 |
3929
Covenant Partners
Nashville,
Tennessee
| US$ 275 mi | -US$ 1,4 mi | -0,5% | 3,52% | 70,3% | 200 | 19,5% | 2,6 |
|
| 3930 |
3930
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$ 275 mi | -US$ 2,73 mi | -1% | 3,92% | 81% | 96 | 5,21% | 5,4 |
|
| 3931 |
3931
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$ 275 mi | -US$ 40,6 mi | -13% | 3,47% | 70,2% | 280 | 19,64% | 3,5 |
|
| 3932 |
3932
Hamilton Capital Partners (Canada)
Toronto,
| US$ 275 mi | -US$ 128 mil | -0% | 3,58% | 143% | 78 | 7,69% | 0,6 |
|
| 3933 |
3933
ValueWorks
New York
| US$ 275 mi | -US$ 1,36 mi | -0,5% | 1,72% | 190% | 33 | 6,06% | 4,9 |
|
| 3934 |
3934
Peak Financial Management
Wellesley,
Massachusetts
| US$ 275 mi | -US$ 5,98 mi | -2% | 4,05% | 58,2% | 83 | 18,07% | 4 |
|
| 3935 |
MP
3935
Mediatel Partners
Fort Worth,
Texas
| US$ 275 mi | +US$ 15 mi | +6% | 5,89% | 11,6% | 3 | 0% | 7,3 |
|
| 3936 |
3936
Brahman Capital
New York
| US$ 275 mi | -US$ 93,6 mi | -25% | 8,2% | 16,6% | 24 | 25% | 1,9 |
|
| 3937 |
3937
L.M. Kohn & Company
Cincinnati,
Ohio
| US$ 274 mi | +US$ 9,08 mi | +3% | 3% | 97,9% | 253 | 12,65% | 1,2 |
|
| 3938 |
3938
SMI Advisory Services
Columbus,
Indiana
| US$ 274 mi | – | – | 0,5% | 80,7% | 43 | – | 1,1 |
|
| 3939 |
3939
Drive Wealth Management
Lehi,
Utah
| US$ 274 mi | +US$ 4,18 mi | +2% | 1,96% | 94,4% | 315 | 22,22% | 0,9 |
|
| 3940 |
HA
3940
Hamel Associates
Chatham,
New Jersey
| US$ 274 mi | -US$ 12 mi | -4% | 2,78% | 50,6% | 77 | 10,39% | 5,8 |
|
| 3941 |
3941
BCWM LLC
Overland Park,
Kansas
| US$ 274 mi | -US$ 30 mi | -10% | 6,35% | – | 61 | 0% | 4,1 |
|
| 3942 |
EGA
3942
E&G Advisors
Houston,
Texas
| US$ 273 mi | -US$ 12,4 mi | -4% | 2,1% | 97,7% | 202 | 6,44% | 1,8 |
|
| 3943 |
3943
O'Brien Greene & Co
Media,
Pennsylvania
| US$ 273 mi | -US$ 14,3 mi | -5% | 0,67% | 81,4% | 130 | 6,92% | 3,2 |
|
| 3944 |
3944
Platte River Wealth Advisors
Louisville,
Colorado
| US$ 273 mi | -US$ 12 mi | -4% | 2,93% | 28,6% | 102 | 11,76% | 2,6 |
|
| 3945 |
3945
Kozak & Associates
Highlands Ranch,
Colorado
| US$ 273 mi | +US$ 25,4 mi | +10% | 3,38% | 111% | 421 | 24,7% | 1,7 |
|
| 3946 |
CIM
3946
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$ 273 mi | -US$ 20,7 mi | -7% | 3,86% | 123% | 297 | 12,79% | 3 |
|
| 3947 |
3947
Argyle Capital Management
Center Valley,
Pennsylvania
| US$ 273 mi | -US$ 4,42 mi | -2% | 1,38% | 106% | 125 | 2,4% | 8,6 |
|
| 3948 |
3948
Winmill & Co
Walpole,
New Hampshire
| US$ 273 mi | -US$ 6,59 mi | -2% | 2,07% | 146% | 75 | 9,33% | 2,4 |
|
| 3949 |
3949
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$ 273 mi | -US$ 3,43 mi | -1% | 1,34% | 89,9% | 92 | 15,22% | 4,3 |
|
| 3950 |
3950
Bridger Management
New York
| US$ 273 mi | -US$ 28,6 mi | -9% | 0,82% | 103% | 36 | 27,78% | 1,8 |
|