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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Ruedi Wealth Management
Champaign,
Illinois
| US$ 175 mi | +US$ 4,4 mi | +3% | 3,02% | 44,9% | 235 | 10,21% | 0,7 |
|
| 5002 |
5002
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 175 mi | -US$ 10,8 mi | -6% | 4,02% | 85,8% | 110 | 28,18% | 1,9 |
|
| 5003 |
5003
Grey Street Capital
Chicago,
Illinois
| US$ 175 mi | -US$ 14,4 mi | -8% | 0,45% | – | 141 | 12,06% | 0,4 |
|
| 5004 |
5004
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$ 174 mi | +US$ 22 mi | +14% | 5,29% | 319% | 63 | 30,16% | 1 |
|
| 5005 |
XC
5005
XY Capital
Central,
Hong Kong
| US$ 174 mi | +US$ 35,5 mi | +26% | 2,96% | 52,8% | 184 | 77,72% | 0,1 |
|
| 5006 |
5006
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 174 mi | +US$ 71,6 mi | +70% | 3,18% | 200% | 114 | 55,26% | 1,3 |
|
| 5007 |
5007
MBE Wealth Management
Tomah,
Wisconsin
| US$ 174 mi | -US$ 11,8 mi | -6% | 3,97% | 66,5% | 92 | 14,13% | 2 |
|
| 5008 |
BIA
5008
Bigelow Investment Advisors
Portland,
Maine
| US$ 174 mi | -US$ 8,85 mi | -5% | 3,86% | 75,7% | 149 | 3,36% | 3,4 |
|
| 5009 |
5009
Samalin Investment Counsel
Chappaqua,
New York
| US$ 174 mi | -US$ 10,9 mi | -6% | 2,57% | 68,3% | 286 | 13,64% | 2,2 |
|
| 5010 |
5010
Compass Rose Asset Management
New York
| US$ 174 mi | -US$ 337 mi | -66% | 6,58% | 41% | 11 | 81,82% | 0,1 |
|
| 5011 |
5011
Leisure Capital Management
Costa Mesa,
California
| US$ 174 mi | -US$ 7,6 mi | -4% | 3,05% | 98% | 136 | 6,62% | 4,7 |
|
| 5012 |
5012
Vantage Financial Partners (Illinois)
Arlington Heights,
Illinois
| US$ 174 mi | -US$ 6,56 mi | -4% | 3,85% | 13,1% | 101 | 20,79% | 3,3 |
|
| 5013 |
5013
Ascension Capital Advisors
Houston,
Texas
| US$ 174 mi | +US$ 17,6 mi | +11% | 2,48% | 59,3% | 45 | 24,44% | 2 |
|
| 5014 |
5014
Sapphire Ventures
Austin,
Texas
| US$ 174 mi | -US$ 8,41 mi | -5% | 2,95% | 27,9% | 8 | 0% | 2,2 |
|
| 5015 |
5015
Sittner & Nelson
Eugene,
Oregon
| US$ 174 mi | -US$ 8,48 mi | -5% | 3,57% | 88,1% | 489 | 5,11% | 2,3 |
|
| 5016 |
5016
Jessup Wealth Management
Dayton,
Ohio
| US$ 174 mi | -US$ 13,3 mi | -7% | 1,41% | 181% | 77 | 46,75% | 0,5 |
|
| 5017 |
5017
Singapore Technologies Telemedia
Singapore
| US$ 173 mi | -US$ 633 mil | -0,4% | 0,36% | 173% | 1 | 0% | 6,5 |
|
| 5018 |
5018
Commonwealth Retirement Investments
Richmond,
Virginia
| US$ 173 mi | -US$ 6,03 mi | -3% | 3,57% | 96,7% | 73 | 20,55% | 0,6 |
|
| 5019 |
JCP
5019
Jennifer C. Price
| US$ 173 mi | -US$ 118 mi | -40% | 1,72% | – | 75 | 38,67% | 0,9 |
|
| 5020 |
5020
Cabot-Wellington
Boston,
Massachusetts
| US$ 173 mi | -US$ 7,4 mi | -4% | 3,95% | 65% | 4 | 25% | 5,8 |
|
| 5021 |
HIC
5021
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 173 mi | -US$ 13,9 mi | -7% | 5,09% | 218% | 15 | 0% | 5,2 |
|
| 5022 |
PK
5022
Pflug Koory
Omaha,
Nebraska
| US$ 173 mi | -US$ 23,3 mi | -12% | 3,55% | – | 417 | 6,47% | 5 |
|
| 5023 |
5023
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 173 mi | +US$ 2,19 mi | +1% | 3,77% | 54,3% | 124 | 14,52% | 1,5 |
|
| 5024 |
5024
SQN Investors
Menlo Park,
California
| US$ 173 mi | -US$ 43,2 mi | -20% | 5,45% | – | 26 | 57,69% | 1,1 |
|
| 5025 |
5025
California First Leasing Corp
Newport Beach,
California
| US$ 173 mi | +US$ 9,17 mi | +6% | 2,38% | 377% | 39 | 7,69% | 1,2 |
|