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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3976 |
3976
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 150 mi | -US$ 2,21 mi | -1% | 0,8% | 84,9% | 136 | 3,68% | 4,6 |
|
| 3977 |
3977
Scholtz & Company
Stamford,
Connecticut
| US$ 150 mi | -US$ 4,69 mi | -3% | 3,26% | 89,2% | 64 | 26,56% | 1,4 |
|
| 3978 |
3978
SYM Financial Corp
Winona Lake,
Indiana
| US$ 150 mi | -US$ 6,15 mi | -4% | 1,71% | 64,3% | 76 | 21,05% | 1,3 |
|
| 3979 |
3979
1 North Wealth Services
Annapolis,
Maryland
| US$ 150 mi | – | – | 2,3% | – | 349 | – | 0,7 |
|
| 3980 |
3980
Unified Trust Company
Lexington,
Kentucky
| US$ 150 mi | +US$ 5,88 mi | +4% | 2,21% | 69,7% | 60 | 20% | 0,6 |
|
| 3981 |
3981
Brandywine Trust
Hockessin,
Delaware
| US$ 149 mi | +US$ 7,93 mi | +6% | 3,04% | 32,7% | 42 | 11,9% | 3,6 |
|
| 3982 |
3982
Continuum Advisory
Eagle,
Idaho
| US$ 149 mi | +US$ 3,78 mi | +3% | 0,99% | 77% | 137 | 8,76% | 1,5 |
|
| 3983 |
3983
Mizuho Securities
Tokyo,
Japan
| US$ 149 mi | +US$ 72,5 mi | +94% | 1,72% | 109% | 181 | 44,75% | 0,4 |
|
| 3984 |
CAM
3984
Crown Advisors Management
Larkspur,
California
| US$ 149 mi | +US$ 4,93 mi | +3% | 3,24% | 284% | 55 | 34,55% | 0,9 |
|
| 3985 |
AFA
3985
Alta Fundamental Advisers
New York
| US$ 149 mi | -US$ 4,17 mi | -3% | 2,6% | 340% | 21 | 28,57% | 1,5 |
|
| 3986 |
CWM
3986
Cedar Wealth Management
Walnut Creek,
California
| US$ 149 mi | -US$ 5,27 mi | -3% | 2,64% | 68,1% | 177 | 17,51% | 1,9 |
|
| 3987 |
3987
Cougar Global Investments
Toronto,
Ontario, Canada
| US$ 149 mi | +US$ 1,64 mi | +1% | 0,36% | 17,4% | 19 | 0% | 1,4 |
|
| 3988 |
3988
Peak Capital Management
Greenwood Village,
Colorado
| US$ 149 mi | +US$ 2,52 mi | +2% | 2,91% | 9,52% | 24 | 0% | 1,8 |
|
| 3989 |
3989
Prentiss Smith & Co
Brattleboro,
Vermont
| US$ 149 mi | -US$ 4,09 mi | -3% | 0,53% | 67,4% | 64 | 9,38% | 4 |
|
| 3990 |
3990
Next Capital Management
New York
| US$ 149 mi | -US$ 40 mil | -0% | 0,15% | 61,3% | 915 | 75,52% | 0,6 |
|
| 3991 |
3991
Delta Capital Management
Red Bank,
New Jersey
| US$ 149 mi | -US$ 9,6 mi | -6% | 0,87% | 129% | 65 | 1,54% | 4,2 |
|
| 3992 |
SCM
3992
Springhouse Capital Management
Westport,
Connecticut
| US$ 149 mi | -US$ 28,6 mi | -16% | 3,12% | 52% | 21 | 28,57% | 1,3 |
|
| 3993 |
3993
Hollow Brook Wealth Management
Katonah,
New York
| US$ 149 mi | +US$ 38,5 mi | +35% | 1,53% | 92,8% | 57 | 15,79% | 3,2 |
|
| 3994 |
3994
Martin Capital Partners
Eugene,
Oregon
| US$ 149 mi | +US$ 7,23 mi | +5% | 2,07% | 42,3% | 56 | 16,07% | 1,3 |
|
| 3995 |
3995
Augustine Asset Management
Jacksonville,
Florida
| US$ 149 mi | +US$ 3,31 mi | +2% | 3,36% | 316% | 76 | 22,37% | 2,5 |
|
| 3996 |
3996
Quantinno Capital Management
New York
| US$ 148 mi | -US$ 21,9 mi | -13% | 2,83% | 119% | 571 | 61,82% | 0,3 |
|
| 3997 |
3997
BigSur Wealth Management
Miami,
Florida
| US$ 148 mi | +US$ 5,07 mi | +4% | 0,68% | 94,8% | 105 | 7,62% | 2 |
|
| 3998 |
3998
Ayalon Insurance Company
Ramat Gan,
Israel
| US$ 148 mi | +US$ 403 mil | +0,3% | 1,49% | 99,6% | 121 | 14,05% | 1,5 |
|
| 3999 |
3999
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 148 mi | +US$ 1,83 mi | +1% | 2,55% | 92,4% | 408 | 22,3% | 3,3 |
|
| 4000 |
AIA
4000
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 148 mi | +US$ 995 mil | +0,7% | 0,46% | 56,4% | 76 | 14,47% | 1,4 |
|