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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
HCM
4001
Horrell Capital Management
Little Rock,
Arkansas
| US$ 271 mi | +US$ 16,9 mi | +7% | 7,92% | 55,6% | 210 | 12,38% | 4,5 |
|
| 4002 |
4002
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 270 mi | +US$ 1,22 mi | +0,5% | 5,47% | 67,6% | 103 | 28,16% | 1,6 |
|
| 4003 |
4003
Opes Wealth Management
Menlo Park,
California
| US$ 270 mi | +US$ 13,9 mi | +5% | 7,24% | 54,1% | 90 | 12,22% | 1,3 |
|
| 4004 |
NME
4004
Notis-McConarty Edward
| US$ 270 mi | +US$ 13,2 mi | +5% | 6,54% | 91,2% | 98 | 3,06% | 5,6 |
|
| 4005 |
4005
Versant Capital Management
Phoenix,
Arizona
| US$ 270 mi | -US$ 4,2 mi | -2% | 5,8% | 97,3% | 1.685 | 10,39% | 3,9 |
|
| 4006 |
4006
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$ 270 mi | +US$ 6,39 mi | +2% | 4,49% | 76,5% | 105 | 6,67% | 3,9 |
|
| 4007 |
4007
Capital Advisors Wealth Management
Yakima,
Washington
| US$ 270 mi | +US$ 38,2 mi | +17% | 5,62% | 70,5% | 99 | 14,14% | 0,2 |
|
| 4008 |
4008
Shaker Financial Services
Arlington,
Virginia
| US$ 270 mi | +US$ 18,6 mi | +7% | 5,83% | 12,9% | 190 | 31,58% | 1,3 |
|
| 4009 |
4009
Montgomery Investment Management
Rockville,
Maryland
| US$ 270 mi | +US$ 8,46 mi | +3% | 5,26% | 98,4% | 84 | 3,57% | 5,5 |
|
| 4010 |
4010
Corbyn Investment Management
Lutherville,
Maryland
| US$ 269 mi | +US$ 22,8 mi | +9% | 7,69% | 71,9% | 84 | 34,52% | 2,3 |
|
| 4011 |
FA
4011
FMA Advisory
Harrisburg,
Pennsylvania
| US$ 269 mi | -US$ 54,6 mi | -17% | 5,69% | 46,7% | 172 | 29,65% | 3,1 |
|
| 4012 |
4012
Knuff & Co
Foster City,
California
| US$ 269 mi | +US$ 35,4 mi | +15% | 10,9% | 85,8% | 173 | 15,61% | 1,6 |
|
| 4013 |
4013
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 269 mi | -US$ 19,3 mi | -7% | 8,97% | 239% | 378 | 37,57% | 0,4 |
|
| 4014 |
4014
BHZ Capital Management
San Jose,
California
| US$ 269 mi | -US$ 46,2 mi | -15% | 6,2% | 3,24% | 141 | 14,89% | 2,9 |
|
| 4015 |
4015
Ibex Investors
Denver,
Colorado
| US$ 269 mi | -US$ 22,5 mi | -8% | 11,5% | 16,6% | 107 | 72,9% | 0,4 |
|
| 4016 |
MPEM
4016
Marathon Partners Equity Management
New York
| US$ 269 mi | +US$ 29,2 mi | +12% | 3,87% | – | 17 | 41,18% | 2,1 |
|
| 4017 |
4017
Worth Venture Partners
Fort Lee,
New Jersey
| US$ 269 mi | +US$ 62,5 mi | +30% | 10,2% | 105% | 139 | 34,53% | 0,6 |
|
| 4018 |
PCA
4018
Prospect Capital Advisors
Sausalito,
California
| US$ 269 mi | +US$ 41,4 mi | +18% | 13,2% | 202% | 36 | 22,22% | 1,7 |
|
| 4019 |
4019
Entrust Global Partners
New York
| US$ 269 mi | -US$ 29,6 mi | -10% | 3,93% | 82,3% | 4 | 25% | 0,5 |
|
| 4020 |
4020
Ford Financial Group
Fresno,
California
| US$ 268 mi | +US$ 35,8 mi | +15% | 5,84% | 47,7% | 620 | 83,87% | 0,3 |
|
| 4021 |
4021
First Washington Corp
Seattle,
Washington
| US$ 268 mi | +US$ 15,3 mi | +6% | 8,19% | 142% | 88 | 18,18% | 3,3 |
|
| 4022 |
4022
Thomas Story & Son
Culver,
Indiana
| US$ 268 mi | +US$ 3,18 mi | +1% | 5,58% | 101% | 68 | 5,88% | 4,5 |
|
| 4023 |
4023
Red Wave Investments
Dillsburg,
Pennsylvania
| US$ 268 mi | +US$ 25,1 mi | +10% | 5,18% | 58% | 96 | 10,42% | 0,4 |
|
| 4024 |
4024
59 North Capital Management
Houston,
Texas
| US$ 268 mi | +US$ 29,5 mi | +12% | 15,1% | 81,4% | 17 | 52,94% | 0,3 |
|
| 4025 |
4025
Fulcrum Equity Management
Plano,
Texas
| US$ 268 mi | +US$ 14,9 mi | +6% | 7,87% | 116% | 246 | 57,32% | 0,5 |
|