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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4951 |
CWAG
4951
Compton Wealth Advisory Group
Virginia Beach,
Virginia
| US$ 93,9 mi | +US$ 16,8 mi | +22% | 21,5% | 76,1% | 63 | 19,05% | 1,2 |
|
| 4952 |
CWM
4952
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 93,9 mi | +US$ 14,1 mi | +18% | 17,3% | 46,7% | 33 | 9,09% | 1,6 |
|
| 4953 |
4953
Mangham Associates
Charlottesville,
Virginia
| US$ 93,8 mi | +US$ 7,1 mi | +8% | 18,9% | 24,4% | 5 | 0% | 1,4 |
|
| 4954 |
DIS
4954
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 93,7 mi | +US$ 19,1 mi | +26% | 27,6% | 86% | 40 | 12,5% | 3 |
|
| 4955 |
4955
VERITY Wealth Advisors
Sausalito,
United States
| US$ 93,6 mi | +US$ 20 mi | +27% | 16% | 59,9% | 49 | 12,24% | 1,3 |
|
| 4956 |
4956
Atlas Venture Associates IX
Boston,
Massachusetts
| US$ 93,5 mi | +US$ 46,2 mi | +98% | 126% | 89,8% | 6 | 0% | 2,7 |
|
| 4957 |
4957
Capital Square
Chattanooga,
Tennessee
| US$ 93,5 mi | +US$ 7,74 mi | +9% | 21% | 62,5% | 313 | 57,83% | 0,4 |
|
| 4958 |
AWM
4958
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$ 93,3 mi | +US$ 11,1 mi | +13% | 19,7% | 73,1% | 143 | 27,27% | 0,4 |
|
| 4959 |
4959
Horizon Bancorp
Michigan City,
Indiana
| US$ 93,1 mi | +US$ 28,4 mi | +44% | 10,6% | 33,4% | 279 | 15,05% | 0,4 |
|
| 4960 |
4960
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 93 mi | +US$ 15,7 mi | +20% | 19,6% | 61% | 86 | 9,3% | 4 |
|
| 4961 |
4961
First National Bank of South Miami
South Miami,
Florida
| US$ 92,6 mi | +US$ 13,3 mi | +17% | 16,2% | 35,2% | 304 | 8,55% | 1,2 |
|
| 4962 |
VCA
4962
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| US$ 92,4 mi | +US$ 9,14 mi | +11% | 13,1% | 30,6% | 17 | 70,59% | 0,6 |
|
| 4963 |
TMC
4963
Trellus Management Company
Delray Beach,
Florida
| US$ 92,4 mi | +US$ 36,6 mi | +66% | 72,7% | 268% | 86 | 61,63% | 1,6 |
|
| 4964 |
TCM
4964
Taal Capital Management
Boston,
Massachusetts
| US$ 92,3 mi | +US$ 14,7 mi | +19% | 15,4% | – | 21 | 42,86% | 0,2 |
|
| 4965 |
4965
Jess S. Morgan & Co
Los Angeles,
California
| US$ 92,1 mi | +US$ 15,2 mi | +20% | 26,1% | 69,3% | 41 | 9,76% | 0,4 |
|
| 4966 |
4966
Beacon Financial Advisory
Cleveland,
Ohio
| US$ 91,9 mi | +US$ 13,3 mi | +17% | 17% | 76,8% | 155 | 19,35% | 0,4 |
|
| 4967 |
4967
Gemsstock Ltd
London,
United Kingdom
| US$ 91,8 mi | -US$ 59,7 mi | -39% | 23,6% | 149% | 17 | 64,71% | 0,3 |
|
| 4968 |
4968
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$ 91,8 mi | +US$ 6,89 mi | +8% | 19,8% | 82,6% | 62 | 14,52% | 4 |
|
| 4969 |
4969
Cruiser Capital Advisors
Stamford,
Connecticut
| US$ 91,7 mi | +US$ 12,7 mi | +16% | 34,1% | 192% | 32 | 46,88% | 1,1 |
|
| 4970 |
RICHC
4970
Renaissance Investment Consultants Holding Company
Wayne,
Pennsylvania
| US$ 91,6 mi | +US$ 19,8 mi | +28% | 22,1% | – | 97 | 30,93% | 0,4 |
|
| 4971 |
4971
Hilltop Wealth Advisors
Chapel Hill,
North Carolina
| US$ 91,3 mi | +US$ 9,43 mi | +12% | 18,4% | 58,3% | 30 | 20% | 0,4 |
|
| 4972 |
4972
White Square Capital
London,
United Kingdom
| US$ 91,3 mi | -US$ 142 mi | -61% | 48,4% | 542% | 28 | 85,71% | 0,1 |
|
| 4973 |
4973
Ellsworth Advisors
Hudson,
Ohio
| US$ 91,3 mi | – | – | 14,2% | 131% | 76 | – | 0 |
|
| 4974 |
FP
4974
Factorial Partners
Mt. Kisco,
New York
| US$ 91,3 mi | +US$ 16,3 mi | +22% | 24,1% | 88,7% | 111 | 21,62% | 1,4 |
|
| 4975 |
4975
Copernicus Capital Management
San Francisco,
California
| US$ 91,2 mi | +US$ 8,59 mi | +10% | 39,9% | 126% | 27 | 81,48% | 0,3 |
|