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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Marshall & Sullivan
Seattle,
Washington
| US$ 136 mi | +US$ 20,9 mi | +18% | 15,5% | 82% | 44 | 15,91% | 3,7 |
|
| 4152 |
4152
Lipe & Dalton
Syracuse,
New York
| US$ 136 mi | +US$ 13,2 mi | +11% | 12,6% | 101% | 81 | 18,52% | 2,8 |
|
| 4153 |
4153
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 136 mi | +US$ 19,1 mi | +16% | 12,4% | 53,7% | 24 | 8,33% | 2,1 |
|
| 4154 |
4154
Truvvo Partners
New York
| US$ 136 mi | -US$ 3,83 mi | -3% | 7,45% | 21,1% | 46 | 67,39% | 1,9 |
|
| 4155 |
4155
HM Capital Management
Clayton,
Missouri
| US$ 136 mi | +US$ 18,9 mi | +16% | 12,7% | 29,6% | 37 | 16,22% | 3,9 |
|
| 4156 |
4156
Omega Financial Group
Santa Barbara,
California
| US$ 136 mi | +US$ 22,3 mi | +20% | 10,5% | 47% | 63 | 9,52% | 0,2 |
|
| 4157 |
4157
Squar Milner Financial Services
Irvine,
California
| US$ 136 mi | +US$ 31,5 mi | +30% | 11,7% | – | 873 | 17,53% | 0,7 |
|
| 4158 |
4158
Shoker Investment Counsel
Oxford,
Ohio
| US$ 135 mi | +US$ 16,2 mi | +14% | 11,7% | 88,9% | 108 | 13,89% | 3,7 |
|
| 4159 |
4159
Harbour Investment Management
Edmonds,
Washington
| US$ 135 mi | +US$ 13,7 mi | +11% | 13,6% | 58,8% | 67 | 7,46% | 4,5 |
|
| 4160 |
4160
Investment Security Group
Denver,
Colorado
| US$ 135 mi | – | – | – | – | 12 | – | 0 |
|
| 4161 |
JC
4161
JCSD Capital
Walnut Creek,
California
| US$ 135 mi | -US$ 2,26 mi | -2% | 4,35% | – | 59 | 13,56% | 1,4 |
|
| 4162 |
4162
American Financial Network Advisory Services
Calabasas,
California
| US$ 135 mi | -US$ 6 mi | -4% | 11,8% | – | 176 | 24,43% | 1,2 |
|
| 4163 |
4163
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 135 mi | +US$ 23,8 mi | +21% | 18,9% | 164% | 33 | 15,15% | 2,1 |
|
| 4164 |
4164
Unison Advisors
Washington,
District of Columbia
| US$ 135 mi | +US$ 8,91 mi | +7% | 10,3% | 57,8% | 164 | 6,71% | 1 |
|
| 4165 |
SL
4165
SIB LLC
New York,
New York
| US$ 135 mi | +US$ 16,6 mi | +14% | 15,6% | 29,2% | 24 | 0% | 5,3 |
|
| 4166 |
SIG
4166
Schaller Investment Group
Winston Salem,
North Carolina
| US$ 135 mi | -US$ 118 mil | -0,1% | 2,53% | 21,9% | 36 | 8,33% | 4,2 |
|
| 4167 |
4167
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 135 mi | +US$ 23,3 mi | +21% | 13,2% | 47,8% | 435 | 8,51% | 1,1 |
|
| 4168 |
4168
Global Trust Asset Management
West Palm Beach,
Florida
| US$ 135 mi | +US$ 22,7 mi | +20% | 12,6% | 178% | 481 | 22,25% | 1 |
|
| 4169 |
4169
Private Capital Management (Colorado)
Denver,
Colorado
| US$ 135 mi | +US$ 18,5 mi | +16% | 13,4% | 20% | 99 | 22,22% | 0,2 |
|
| 4170 |
4170
Elm Ridge Management
Briarcliff Manor,
New York
| US$ 134 mi | -US$ 34,5 mi | -20% | 22,3% | 93,6% | 35 | 22,86% | 2,2 |
|
| 4171 |
4171
Ferox Capital Management
London,
United Kingdom
| US$ 134 mi | -US$ 7,54 mi | -5% | 2,15% | 2,07% | 31 | 9,68% | 1 |
|
| 4172 |
4172
Sonata Capital Group
Seattle,
Washington
| US$ 134 mi | +US$ 11,6 mi | +9% | 11,9% | 66,5% | 101 | 8,91% | 3,5 |
|
| 4173 |
VCP
4173
Vernier Capital Partners
New York
| US$ 134 mi | -US$ 18,5 mi | -12% | 22,6% | 75,7% | 26 | 61,54% | 0,3 |
|
| 4174 |
VST
4174
Van Strum & Towne
San Francisco,
California
| US$ 134 mi | +US$ 15,7 mi | +13% | 12,8% | 72,3% | 66 | 6,06% | 4,4 |
|
| 4175 |
TWS
4175
Thomas W. Smith
| US$ 134 mi | +US$ 15,4 mi | +13% | 22,3% | – | 10 | 0% | 5 |
|