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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
MI
4226
Moneywise Inc
Forest,
Virginia
| US$ 118 mi | +US$ 1,31 mi | +1% | 3,1% | 58% | 39 | 0% | 1,6 |
|
| 4227 |
4227
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 118 mi | +US$ 6,13 mi | +5% | 3,66% | 71,4% | 205 | 10,24% | 1,5 |
|
| 4228 |
4228
Crewe Advisors
Salt Lake City,
Utah
| US$ 118 mi | +US$ 10,5 mi | +10% | 3,99% | 96,1% | 281 | 23,49% | 0,7 |
|
| 4229 |
AMAL
4229
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 118 mi | US$ 0 | 0% | 2,47% | 124% | 26 | 0% | 3,1 |
|
| 4230 |
SWM
4230
Strategic Wealth Management
Kirkland,
Washington
| US$ 118 mi | +US$ 5,8 mi | +5% | 2,35% | 52,8% | 24 | 16,67% | 1,4 |
|
| 4231 |
4231
RiverGlades Family Offices
Naples,
Florida
| US$ 118 mi | +US$ 2,88 mi | +3% | 2,38% | – | 74 | 16,22% | 0,6 |
|
| 4232 |
4232
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$ 118 mi | +US$ 6,52 mi | +6% | 7,92% | 67,8% | 135 | 2,96% | 3,9 |
|
| 4233 |
4233
Kathryn A. Hall
| US$ 118 mi | -US$ 11,1 mi | -9% | 8,24% | 95,2% | 6 | 0% | 2,6 |
|
| 4234 |
4234
Kendall Capital Management
Rockville,
Maryland
| US$ 117 mi | +US$ 4,26 mi | +4% | 3,56% | 120% | 119 | 17,65% | 0,6 |
|
| 4235 |
KLC
4235
Knowledge Leaders Capital
Denver,
Colorado
| US$ 117 mi | -US$ 16,1 mi | -12% | 2,42% | 51,6% | 42 | 61,9% | 1 |
|
| 4236 |
4236
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$ 117 mi | -US$ 50,2 mi | -30% | 13,1% | 134% | 64 | 50% | 0,4 |
|
| 4237 |
CAM
4237
Crown Advisors Management
Larkspur,
California
| US$ 117 mi | -US$ 861 mil | -0,7% | 7,2% | 284% | 51 | 31,37% | 0,6 |
|
| 4238 |
4238
Brandywine Trust
Hockessin,
Delaware
| US$ 117 mi | +US$ 2,22 mi | +2% | 2,68% | 32,7% | 37 | 2,7% | 3,2 |
|
| 4239 |
4239
Excalibur Management
Waltham,
Massachusetts
| US$ 117 mi | -US$ 8,54 mi | -7% | 9,67% | 81,7% | 77 | 12,99% | 3,7 |
|
| 4240 |
4240
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$ 117 mi | +US$ 4,57 mi | +4% | 9,34% | 109% | 207 | 7,25% | 1,4 |
|
| 4241 |
4241
PDS Planning
Dublin,
Ohio
| US$ 117 mi | +US$ 15,4 mi | +15% | 4,76% | 62,7% | 85 | 22,35% | 0,6 |
|
| 4242 |
4242
River Oaks Capital
Wayzata,
Minnesota
| US$ 117 mi | -US$ 9,46 mi | -7% | 4,38% | – | 55 | 3,64% | 1,5 |
|
| 4243 |
SCM
4243
Stormborn Capital Management
Greenwich,
Connecticut
| US$ 117 mi | -US$ 41,1 mi | -26% | 9,05% | 256% | 54 | 79,63% | 0,2 |
|
| 4244 |
4244
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 117 mi | +US$ 8,79 mi | +8% | 6,65% | 74,3% | 51 | 7,84% | 0,2 |
|
| 4245 |
4245
Technology Crossover Management IX
Menlo Park,
California
| US$ 116 mi | -US$ 243 mi | -68% | 8,33% | 13% | 3 | 66,67% | 0,8 |
|
| 4246 |
4246
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$ 116 mi | +US$ 22,2 mi | +24% | 4,56% | – | 60 | 11,67% | 0,6 |
|
| 4247 |
FP
4247
Factorial Partners
Mt. Kisco,
New York
| US$ 116 mi | +US$ 4,54 mi | +4% | 3,76% | 88,7% | 109 | 18,35% | 0,6 |
|
| 4248 |
ASA
4248
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 116 mi | +US$ 6,06 mi | +5% | 7,28% | 51,2% | 43 | 2,33% | 3,3 |
|
| 4249 |
OH
4249
Oikos Holdings
New York
| US$ 116 mi | -US$ 48,1 mi | -29% | 18,8% | 5,54% | 10 | 20% | 0,7 |
|
| 4250 |
VCA
4250
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| US$ 116 mi | -US$ 3,56 mi | -3% | 16,3% | 30,6% | 30 | 56,67% | 0,4 |
|