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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4401 |
4401
JVL Associates
Wyoming,
Michigan
| US$ 118 mi | +US$ 10,5 mi | +10% | 4,65% | 81% | 43 | 9,3% | 1,2 |
|
| 4402 |
4402
Nikulski Financial
Bettendorf,
Iowa
| US$ 118 mi | +US$ 15,6 mi | +15% | 3,38% | 95,8% | 89 | 14,61% | 1,1 |
|
| 4403 |
4403
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$ 118 mi | +US$ 3,69 mi | +3% | 1,89% | 36,2% | 50 | 14% | 0,4 |
|
| 4404 |
4404
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 118 mi | +US$ 4,19 mi | +4% | 2,68% | 54,4% | 143 | 6,29% | 1,3 |
|
| 4405 |
4405
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$ 118 mi | -US$ 19,4 mi | -14% | 13,5% | 81,3% | 1 | 0% | 1,5 |
|
| 4406 |
4406
TRV GP IV
Boston,
Massachusetts
| US$ 118 mi | -US$ 13,8 mi | -10% | 10,4% | 1.102% | 1 | 0% | 0,5 |
|
| 4407 |
4407
Wambolt & Associates
Littleton,
Colorado
| US$ 118 mi | +US$ 8,04 mi | +7% | 2,45% | 62,2% | 161 | 7,45% | 0,4 |
|
| 4408 |
4408
Red Cedar Capital
Omaha,
Nebraska
| US$ 118 mi | +US$ 812 mil | +0,7% | 3,81% | 43% | 154 | 1,95% | 1,4 |
|
| 4409 |
4409
Freestate Advisors
Overland Park,
Kansas
| US$ 118 mi | +US$ 8,16 mi | +7% | 3,45% | – | 9 | 77,78% | 0,1 |
|
| 4410 |
4410
Monte Financial Group
Guilford,
Connecticut
| US$ 118 mi | +US$ 3,78 mi | +3% | 1,21% | 57,9% | 70 | 5,71% | 1,2 |
|
| 4411 |
4411
Somerset Group
Wayzata,
Minnesota
| US$ 118 mi | -US$ 1,29 mi | -1% | 2,11% | 84,6% | 75 | 18,67% | 3,3 |
|
| 4412 |
4412
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 118 mi | +US$ 3,87 mi | +3% | 2,44% | 61,6% | 86 | 13,95% | 3,8 |
|
| 4413 |
4413
Bryn Mawr Capital Management
Philadelphia,
Pennsylvania
| US$ 118 mi | +US$ 7 mi | +6% | 4,11% | 71,4% | 90 | 11,11% | 1,6 |
|
| 4414 |
4414
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 118 mi | +US$ 6,31 mi | +6% | 3,65% | 71,4% | 250 | 13,6% | 1,7 |
|
| 4415 |
4415
Osmium Partners
Greenbrae,
California
| US$ 118 mi | -US$ 558 mil | -0,5% | 1,12% | 28,4% | 20 | 25% | 3 |
|
| 4416 |
4416
MilWealth Group
Milwaukee,
Wisconsin
| US$ 118 mi | +US$ 6,34 mi | +6% | 2,79% | 36,8% | 67 | 7,46% | 0,5 |
|
| 4417 |
4417
Trellis Advisors
Ellensburg,
Washington
| US$ 118 mi | +US$ 6,64 mi | +6% | 3,49% | 23,3% | 51 | 13,73% | 1,1 |
|
| 4418 |
4418
Longfellow Investment Management
Boston,
Massachusetts
| US$ 118 mi | -US$ 49,6 mi | -30% | 1,55% | 45,9% | 145 | 43,45% | 0,6 |
|
| 4419 |
4419
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 118 mi | +US$ 6,09 mi | +5% | 4,82% | 53,1% | 19 | 52,63% | 0,5 |
|
| 4420 |
4420
Norway Savings Bank
Portland,
Maine
| US$ 118 mi | +US$ 3,96 mi | +3% | 2,6% | 117% | 251 | 6,37% | 2,2 |
|
| 4421 |
4421
SkyTop Capital Management
Rutherford,
New Jersey
| US$ 117 mi | +US$ 10,6 mi | +10% | 11,2% | 50,2% | 14 | 28,57% | 1 |
|
| 4422 |
4422
Black Diamond Financial
Towson,
Maryland
| US$ 117 mi | +US$ 5,56 mi | +5% | 2,76% | 61% | 58 | 10,34% | 0,4 |
|
| 4423 |
4423
Strategic Blueprint
Atlanta,
Georgia
| US$ 117 mi | +US$ 7,07 mi | +6% | 4,38% | 82,1% | 74 | 6,76% | 0,4 |
|
| 4424 |
4424
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 117 mi | +US$ 4,52 mi | +4% | 4,29% | 135% | 153 | 15,03% | 1,2 |
|
| 4425 |
4425
CNB Bank
Clearfield,
Pennsylvania
| US$ 117 mi | -US$ 77 mi | -40% | 2,93% | 91,6% | 528 | 31,63% | 0,8 |
|