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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
EIA
4026
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$ 130 mi | – | – | 5,29% | 50,9% | 54 | – | 0 |
|
| 4027 |
4027
Prime Capital Investment Advisors
Overland Park,
Kansas
| US$ 130 mi | – | – | 6,05% | 78,7% | 248 | – | 0 |
|
| 4028 |
PGF
4028
Pelham Global Financials
London,
United Kingdom
| US$ 130 mi | – | – | 12,6% | 24,5% | 8 | – | 0 |
|
| 4029 |
LCM
4029
Lucerne Capital Management
Greenwich,
Connecticut
| US$ 130 mi | – | – | 22,3% | – | 1 | – | 0 |
|
| 4030 |
JPC
4030
Jabodon PT Co
Reno,
Nevada
| US$ 130 mi | – | – | 6,44% | 61,9% | 16 | – | 0,3 |
|
| 4031 |
4031
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 130 mi | – | – | 4,2% | 47,4% | 312 | – | 0 |
|
| 4032 |
CCA
4032
Cruiser Capital Advisors
Stamford,
Connecticut
| US$ 129 mi | – | – | 9,97% | 192% | 32 | – | 0 |
|
| 4033 |
MAG
4033
Mokosak Advisory Group
Urbandale,
Iowa
| US$ 129 mi | – | – | 3,46% | 59,2% | 10 | – | 0 |
|
| 4034 |
CAN
4034
Claraphi Advisory Network
Aliso Viejo,
United States
| US$ 129 mi | – | – | 4,14% | 88,3% | 221 | – | 0 |
|
| 4035 |
SHCM
4035
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 129 mi | -US$ 14,1 mi | -10% | 2,33% | 39,8% | 7 | 14,29% | 1 |
|
| 4036 |
SV
4036
Stilwell Value
New York
| US$ 129 mi | -US$ 1,01 mi | -0,8% | 3,45% | 87,9% | 39 | 15,38% | 1,9 |
|
| 4037 |
RW
4037
REDW Wealth
Albuquerque,
New Mexico
| US$ 129 mi | +US$ 8,01 mi | +7% | 3,53% | 54,1% | 89 | 13,48% | 0,8 |
|
| 4038 |
4038
TLWM Financial
San Antonio,
Texas
| US$ 129 mi | – | – | 4,94% | 53,9% | 49 | – | 0 |
|
| 4039 |
LA
4039
Lau Associates
Greenville,
Delaware
| US$ 129 mi | -US$ 264 mil | -0,2% | 6,78% | 44,5% | 81 | 12,35% | 3 |
|
| 4040 |
HW
4040
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 128 mi | +US$ 14,8 mi | +13% | 8,1% | 141% | 70 | 1,43% | 1,7 |
|
| 4041 |
TWA
4041
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 128 mi | -US$ 3,18 mi | -2% | 6,14% | 27,4% | 47 | 14,89% | 1,8 |
|
| 4042 |
1CM
4042
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 128 mi | +US$ 15,1 mi | +13% | 12,4% | 332% | 114 | 37,72% | 1,3 |
|
| 4043 |
BOCM
4043
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 128 mi | -US$ 825 mil | -0,6% | 4,64% | 49,6% | 34 | 26,47% | 1,8 |
|
| 4044 |
CAM
4044
Caprin Asset Management
Henrico,
Virginia
| US$ 128 mi | -US$ 1,73 mi | -1% | 0,42% | 7,87% | 18 | 5,56% | 1,5 |
|
| 4045 |
BCA
4045
Benchmark Capital Advisors
New York
| US$ 128 mi | -US$ 605 mil | -0,5% | 4,28% | 29,5% | 151 | 15,23% | 2,6 |
|
| 4046 |
4046
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$ 128 mi | +US$ 7,45 mi | +6% | 3,3% | 130% | 557 | 9,69% | 1,5 |
|
| 4047 |
CIP
4047
Capital Insight Partners
Scottsdale,
Arizona
| US$ 128 mi | +US$ 9,4 mi | +8% | 5,36% | 51,7% | 84 | 11,9% | 1,5 |
|
| 4048 |
ATIA
4048
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 128 mi | +US$ 15,6 mi | +14% | 6,96% | 91% | 81 | 11,11% | 1,6 |
|
| 4049 |
VDFA
4049
Vickerman & Driscoll Financial Advisors
Spokane,
Washington
| US$ 127 mi | – | – | 5,65% | – | 112 | – | 0 |
|
| 4050 |
4050
CFO4Life Group
Coppell,
Texas
| US$ 127 mi | +US$ 3,2 mi | +3% | 4,32% | 56,7% | 106 | 10,38% | 0,6 |
|