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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
PK
4726
Pflug Koory
Omaha,
Nebraska
| US$ 180 mi | +US$ 15,6 mi | +9% | 12,2% | – | 467 | 9,42% | 4,3 |
|
| 4727 |
4727
Valley Financial Management
New York
| US$ 180 mi | +US$ 12,9 mi | +8% | 9,14% | – | 44 | 20,45% | 0,2 |
|
| 4728 |
4728
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 180 mi | -US$ 172 mi | -49% | 6,88% | 70,9% | 40 | 52,5% | 6,8 |
|
| 4729 |
4729
Wills Financial Group
Richmond,
Virginia
| US$ 180 mi | -US$ 505 mil | -0,3% | 7,72% | 57,5% | 63 | 17,46% | 4,7 |
|
| 4730 |
4730
Teramo Advisors
Naples,
Florida
| US$ 179 mi | +US$ 24 mi | +15% | 3,05% | 72,1% | 25 | 48% | 0,6 |
|
| 4731 |
WCM
4731
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$ 179 mi | +US$ 23,2 mi | +15% | 9,29% | 33,6% | 88 | 20,45% | 4,7 |
|
| 4732 |
4732
Columbia Trust
Portland,
Oregon
| US$ 179 mi | +US$ 2,28 mi | +1% | 9,66% | 36% | 144 | 14,58% | 2,3 |
|
| 4733 |
4733
SkyKnight Capital
San Francisco,
California
| US$ 179 mi | +US$ 5,21 mi | +3% | 3,1% | 11% | 3 | 0% | 1 |
|
| 4734 |
4734
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 179 mi | +US$ 16,4 mi | +10% | 7,72% | 73,4% | 79 | 35,44% | 2,3 |
|
| 4735 |
4735
Essex Woodlands Management
The Woodlands,
Texas
| US$ 179 mi | -US$ 62,6 mi | -26% | 10,6% | 55% | 7 | 0% | 4,7 |
|
| 4736 |
4736
EdgeRock Capital
Denver,
Colorado
| US$ 179 mi | +US$ 3,63 mi | +2% | 5,81% | 71,3% | 432 | 87,04% | 0,4 |
|
| 4737 |
4737
Cambridge Financial Group
Columbus,
Ohio
| US$ 179 mi | +US$ 13 mi | +8% | 13,2% | – | 32 | 3,13% | 4,1 |
|
| 4738 |
4738
Northcape Wealth Management
Williamsville,
New York
| US$ 179 mi | -US$ 102 mi | -36% | 10,3% | 66% | 136 | 46,32% | 0,9 |
|
| 4739 |
4739
FirstPurpose Wealth
Orem,
Utah
| US$ 179 mi | +US$ 27,3 mi | +18% | 6,15% | – | 195 | 26,67% | 0,6 |
|
| 4740 |
4740
Impala Asset Management
Palm Beach,
Florida
| US$ 179 mi | +US$ 31,6 mi | +21% | 13,3% | 62,6% | 37 | 59,46% | 1,1 |
|
| 4741 |
4741
Centennial Wealth Advisory
Traverse City,
Michigan
| US$ 179 mi | +US$ 8,86 mi | +5% | 5,49% | 63% | 129 | 19,38% | 0,9 |
|
| 4742 |
CNBT
4742
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$ 179 mi | -US$ 3,38 mi | -2% | 6,47% | 38,5% | 62 | 6,45% | 2,5 |
|
| 4743 |
ZCM
4743
Zenyatta Capital Management
Dover,
Delaware
| US$ 179 mi | +US$ 6,7 mi | +4% | 12,4% | – | 58 | 74,14% | 0,3 |
|
| 4744 |
4744
Lumature Wealth Partners
Alpharetta,
Georgia
| US$ 179 mi | -US$ 7,74 mi | -4% | 8,66% | – | 407 | 6,88% | 1,6 |
|
| 4745 |
4745
Horizon Bancorp
Michigan City,
Indiana
| US$ 179 mi | – | – | 2,31% | 33,4% | 213 | – | 2,4 |
|
| 4746 |
4746
Global Financial Private Client
Sarasota,
Florida
| US$ 179 mi | +US$ 5,04 mi | +3% | 9,61% | 100% | 694 | 7,93% | 2,1 |
|
| 4747 |
4747
SG Capital Management
Chicago,
Illinois
| US$ 179 mi | -US$ 35,7 mi | -17% | 23,2% | 250% | 80 | 72,5% | 0,3 |
|
| 4748 |
IAMH
4748
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 179 mi | +US$ 49,9 mi | +39% | 6,94% | 76% | 17 | 35,29% | 0,6 |
|
| 4749 |
4749
Northern Right Capital Management
Darien,
Connecticut
| US$ 179 mi | -US$ 10 mi | -5% | 4,29% | 187% | 26 | 30,77% | 1,9 |
|
| 4750 |
4750
Topel & Distasi Wealth Management
Berkeley,
California
| US$ 179 mi | -US$ 2,56 mi | -1% | 6,54% | 40% | 74 | 12,16% | 0,8 |
|