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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4351 |
4351
SCHF (GPE)
Wilson,
Wyoming
| US$ 106 mi | – | – | 6,88% | – | 7 | – | 0 |
|
| 4352 |
TA
4352
Trellis Advisors
Ellensburg,
Washington
| US$ 106 mi | – | – | 5,33% | 23,3% | 42 | – | 0 |
|
| 4353 |
AWM
4353
Aevitas Wealth Management
Wellesley Hills,
Massachusetts
| US$ 105 mi | – | – | 5,39% | 36,4% | 462 | – | 0 |
|
| 4354 |
CP
4354
Clover Partners
Dallas,
Texas
| US$ 105 mi | -US$ 144 mi | -58% | 0,15% | 32,2% | 28 | 32,14% | 1,6 |
|
| 4355 |
EPIM
4355
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 105 mi | +US$ 7,2 mi | +7% | 9,87% | 241% | 14 | 85,71% | 0,3 |
|
| 4356 |
PIA
4356
Phoenix Investment Adviser
New York
| US$ 105 mi | -US$ 23,6 mi | -18% | 2,2% | 25% | 74 | 51,35% | 0,8 |
|
| 4357 |
NPP
4357
New Potomac Partners
Bethesda,
Maryland
| US$ 105 mi | – | – | 4,96% | 37,2% | 148 | – | 0 |
|
| 4358 |
4358
DUMAC Inc
Durham,
North Carolina
| US$ 105 mi | +US$ 10,2 mi | +11% | 8,73% | – | 51 | 31,37% | 0,7 |
|
| 4359 |
CAM
4359
Crown Advisors Management
Larkspur,
California
| US$ 105 mi | – | – | 17% | 284% | 40 | – | 0 |
|
| 4360 |
HAC
4360
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$ 105 mi | – | – | 3,91% | 63,2% | 41 | – | 0 |
|
| 4361 |
MRCM
4361
Mill Road Capital Management
Greenwich,
Connecticut
| US$ 105 mi | – | – | 5,56% | 85,1% | 11 | – | 2,1 |
|
| 4362 |
HA
4362
Harborview Advisors
Portland,
Maine
| US$ 105 mi | – | – | 3,09% | 27,1% | 66 | – | 0 |
|
| 4363 |
THWM
4363
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 105 mi | – | – | 5,05% | 47,8% | 451 | – | 0 |
|
| 4364 |
NEGWA
4364
New England Guild Wealth Advisors
Avon,
Connecticut
| US$ 104 mi | – | – | 2,85% | 6,04% | 53 | – | 0 |
|
| 4365 |
CWA
4365
Cypress Wealth Advisors
San Francisco,
California
| US$ 104 mi | +US$ 42,4 mi | +69% | 2,43% | 29,3% | 89 | 35,96% | 1,5 |
|
| 4366 |
FMB
4366
Field & Main Bank
Henderson,
Kentucky
| US$ 104 mi | – | – | 7,72% | 107% | 222 | – | 2,4 |
|
| 4367 |
MMM
4367
Mendel Money Management
Northbrook,
Illinois
| US$ 104 mi | – | – | 6,79% | 75,4% | 50 | – | 2,4 |
|
| 4368 |
GCM
4368
Gator Capital Management
Tampa,
Florida
| US$ 104 mi | – | – | 9,15% | 245% | 95 | – | 0,8 |
|
| 4369 |
MAG
4369
Millrace Asset Group
Berwyn,
Pennsylvania
| US$ 104 mi | -US$ 2,36 mi | -2% | 7,74% | 113% | 72 | 30,56% | 0,8 |
|
| 4370 |
SL
4370
SWF LLC
Omaha,
Nebraska
| US$ 104 mi | – | – | 6,19% | 87,4% | 2 | – | 0 |
|
| 4371 |
NCM
4371
Northstar Capital Management
New York
| US$ 104 mi | – | – | 9,74% | – | 95 | – | 0 |
|
| 4372 |
LA
4372
LFL Advisers
Evanston,
Illinois
| US$ 104 mi | -US$ 7,22 mi | -6% | 1,8% | 83% | 11 | 9,09% | 1 |
|
| 4373 |
PCM
4373
Perkins Capital Management
Wayzata,
Minnesota
| US$ 104 mi | +US$ 8,55 mi | +9% | 10,5% | 303% | 124 | 27,42% | 2 |
|
| 4374 |
NIS
4374
National Investment Services
Milwaukee,
Wisconsin
| US$ 104 mi | +US$ 6,65 mi | +7% | 8,31% | 47,2% | 76 | 28,95% | 1,3 |
|
| 4375 |
CWA
4375
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 104 mi | – | – | 5,85% | 89,7% | 124 | – | 0 |
|