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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 |
4026
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 233 mi | +US$ 18,2 mi | +9% | 9,42% | 107% | 204 | 22,06% | 1,2 |
|
| 4027 |
4027
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$ 232 mi | -US$ 36,7 mi | -14% | 12,8% | 115% | 38 | 0% | 6,2 |
|
| 4028 |
4028
Resource Consulting Group
Orlando,
Florida
| US$ 232 mi | -US$ 56,4 mi | -20% | 14,5% | – | 82 | 26,83% | 0,5 |
|
| 4029 |
CWAG
4029
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 232 mi | -US$ 27,1 mi | -10% | 13,1% | 76,1% | 116 | 18,1% | 2 |
|
| 4030 |
H2CM
4030
H/2 Credit Manager
Stamford,
Connecticut
| US$ 232 mi | -US$ 19,7 mi | -8% | 23,6% | 97,4% | 13 | 23,08% | 0,9 |
|
| 4031 |
4031
Fernwood Investment Management
Quincy,
Massachusetts
| US$ 232 mi | -US$ 52,9 mi | -19% | 13,8% | 83,4% | 202 | 10,4% | 4,2 |
|
| 4032 |
TM
4032
Tikvah Management
Charlotte,
North Carolina
| US$ 232 mi | -US$ 80,7 mi | -26% | 25,1% | 169% | 24 | 4,17% | 2,5 |
|
| 4033 |
4033
Hoey Investments
Coatesville,
Pennsylvania
| US$ 232 mi | -US$ 137 mi | -37% | 26,1% | 200% | 320 | 27,5% | 1,2 |
|
| 4034 |
4034
ETF Portfolio Partners
Leawood,
Kansas
| US$ 232 mi | -US$ 33,9 mi | -13% | 11,6% | 50,2% | 58 | 25,86% | 3,6 |
|
| 4035 |
4035
Guidance Point Advisors
Wellesley,
Massachusetts
| US$ 232 mi | -US$ 32,3 mi | -12% | 13,3% | 71,8% | 92 | 8,7% | 2,6 |
|
| 4036 |
PI
4036
Pennant Investors
Summit,
New Jersey
| US$ 232 mi | -US$ 33,7 mi | -13% | 24,3% | 372% | 19 | 10,53% | 2 |
|
| 4037 |
4037
DCM Advisors
New York
| US$ 231 mi | -US$ 51,2 mi | -18% | 13,8% | 99,3% | 249 | 52,61% | 0,6 |
|
| 4038 |
4038
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$ 231 mi | +US$ 37 mi | +19% | 15,7% | 68,3% | 20 | 30% | 3,1 |
|
| 4039 |
4039
Seafarer Capital Partners
Larkspur,
California
| US$ 231 mi | +US$ 3,75 mi | +2% | 18,7% | 43% | 6 | 16,67% | 0,9 |
|
| 4040 |
4040
Whitcomb & Hess
Ashland,
Ohio
| US$ 231 mi | -US$ 21,9 mi | -9% | 11,5% | 54% | 37 | 16,22% | 0,8 |
|
| 4041 |
4041
Boltwood Capital Management
Walnut Creek,
California
| US$ 231 mi | -US$ 27,8 mi | -11% | 11,8% | 63% | 163 | 14,11% | 5,2 |
|
| 4042 |
4042
Collective Family Office
York,
Pennsylvania
| US$ 231 mi | -US$ 30,9 mi | -12% | 11,2% | 52,5% | 205 | 20% | 1,1 |
|
| 4043 |
4043
Platte River Wealth Advisors
Louisville,
Colorado
| US$ 231 mi | -US$ 43 mi | -16% | 15,2% | 28,6% | 88 | 10,23% | 2,1 |
|
| 4044 |
4044
Sovereign Investment Advisors
Phoenix,
Arizona
| US$ 231 mi | -US$ 23,1 mi | -9% | 7,6% | 43,7% | 32 | 9,38% | 1,9 |
|
| 4045 |
4045
Stephens Group
Little Rock,
Arkansas
| US$ 231 mi | -US$ 168 mi | -42% | 38,3% | 45% | 3 | 0% | 0,5 |
|
| 4046 |
4046
Northwest Wealth Management
Spencer,
Iowa
| US$ 231 mi | +US$ 26,5 mi | +13% | 12,8% | 63,4% | 156 | 21,79% | 2,7 |
|
| 4047 |
HIM
4047
Hotaling Investment Management
Wayne,
Pennsylvania
| US$ 230 mi | -US$ 30 mi | -12% | 13,3% | 52,6% | 134 | 14,93% | 2,2 |
|
| 4048 |
WA
4048
WP Advisors
San Francisco,
California
| US$ 230 mi | -US$ 12,8 mi | -5% | 17,9% | 113% | 117 | 12,82% | 2,5 |
|
| 4049 |
4049
NovaPoint Capital
Atlanta,
Georgia
| US$ 230 mi | -US$ 44,9 mi | -16% | 12% | 94% | 142 | 16,2% | 1,8 |
|
| 4050 |
4050
Clare Market Investments
Dallas,
Texas
| US$ 230 mi | -US$ 84,2 mi | -27% | 20,4% | – | 179 | 43,02% | 1,7 |
|