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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Corbenic Partners
Bethlehem,
Pennsylvania
| US$ 138 mi | – | – | 7,63% | – | 181 | – | 2,6 |
|
| 4502 |
4502
Norway Savings Bank
Portland,
Maine
| US$ 138 mi | +US$ 15,1 mi | +12% | 6,56% | 117% | 274 | 9,12% | 2,4 |
|
| 4503 |
CIM
4503
Coastal Investment Management
Los Angeles,
California
| US$ 138 mi | – | – | 13,4% | – | 12 | – | 0 |
|
| 4504 |
4504
Madrona Financial Services
Everett,
Washington
| US$ 138 mi | +US$ 1,51 mi | +1% | 5,78% | 85,1% | 60 | 5% | 2,1 |
|
| 4505 |
4505
Birchview Capital
Burlington,
Vermont
| US$ 138 mi | -US$ 12,5 mi | -8% | 23,6% | 327% | 58 | 24,14% | 2,2 |
|
| 4506 |
4506
Newport Wealth Strategies
Irvine,
California
| US$ 138 mi | +US$ 27,8 mi | +25% | 8,3% | 51,5% | 98 | 18,37% | 1,3 |
|
| 4507 |
4507
Polaris Venture Management Co V
Boston,
Massachusetts
| US$ 137 mi | -US$ 38,5 mi | -22% | 12,4% | 281% | 11 | 0% | 3,4 |
|
| 4508 |
4508
First Financial Corp
Terre Haute,
Indiana
| US$ 137 mi | +US$ 9,2 mi | +7% | 7,67% | 95,3% | 388 | 7,47% | 4,2 |
|
| 4509 |
FBT
4509
First Bank & Trust
Brookings,
South Dakota
| US$ 137 mi | +US$ 4,74 mi | +4% | 5,75% | 85,6% | 419 | 8,83% | 1,8 |
|
| 4510 |
LWPC
4510
Legacy Wealth Partners (California)
Calabasas,
California
| US$ 137 mi | – | – | 8,09% | – | 87 | – | 0 |
|
| 4511 |
4511
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 137 mi | +US$ 7,02 mi | +5% | 9,83% | 91% | 78 | 8,97% | 2,5 |
|
| 4512 |
4512
Detalus Advisors
St. Louis,
Missouri
| US$ 137 mi | – | – | 4,69% | 75,7% | 102 | – | 0 |
|
| 4513 |
4513
CWS Financial Advisors
Kalamazoo,
Michigan
| US$ 137 mi | – | – | 2,9% | 55,7% | 124 | – | 0 |
|
| 4514 |
4514
Baugh & Associates
Atlanta,
Georgia
| US$ 137 mi | +US$ 7,95 mi | +6% | 8,94% | 98,8% | 41 | 2,44% | 1,9 |
|
| 4515 |
4515
Stone House Investment Management
Tunkhannock,
Pennsylvania
| US$ 137 mi | -US$ 63,7 mi | -32% | 3,98% | 57,9% | 50 | 62% | 1,1 |
|
| 4516 |
4516
Diametric Capital
Boston,
Massachusetts
| US$ 137 mi | +US$ 15,7 mi | +13% | 18,6% | 175% | 163 | 64,42% | 0,4 |
|
| 4517 |
4517
NKCFO LLC
Geneva,
Illinois
| US$ 137 mi | +US$ 1,27 mi | +0,9% | 8,61% | 211% | 113 | 32,74% | 0,6 |
|
| 4518 |
4518
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 137 mi | – | – | 5,31% | 44,8% | 135 | – | 1,1 |
|
| 4519 |
4519
EPG Wealth Management
Atlanta,
Georgia
| US$ 137 mi | – | – | 7,28% | 96% | 665 | – | 0 |
|
| 4520 |
4520
Clearstead Trust
Portland,
Maine
| US$ 136 mi | +US$ 8,21 mi | +6% | 6,85% | 111% | 211 | 15,64% | 1,9 |
|
| 4521 |
4521
Mittleman Investment Management
Melville,
New York
| US$ 136 mi | -US$ 3,46 mi | -2% | 5,34% | 11,6% | 7 | 0% | 3,8 |
|
| 4522 |
4522
Piper Sandler & Co
Minneapolis,
Minnesota
| US$ 136 mi | +US$ 21,2 mi | +18% | 0,21% | 0,04% | 28 | 32,14% | 0,2 |
|
| 4523 |
4523
University of Maryland Foundation
Adelphi,
Maryland
| US$ 136 mi | – | – | 4,61% | 51,2% | 8 | – | 0 |
|
| 4524 |
4524
Ballast Advisors
Woodbury,
Minnesota
| US$ 136 mi | – | – | 9,4% | 66,7% | 163 | – | 0 |
|
| 4525 |
SL
4525
SIB LLC
New York,
New York
| US$ 136 mi | -US$ 5,13 mi | -4% | 9,92% | 29,2% | 26 | 15,38% | 5,6 |
|