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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
James T. Borello
East Dundee,
Illinois
| US$ 219 mi | +US$ 96,9 mi | +79% | 8,93% | 71,2% | 176 | 14,77% | 0,2 |
|
| 5002 |
5002
Harbourvest Partners
Boston,
Massachusetts
| US$ 219 mi | -US$ 79,2 mi | -27% | 13,1% | 8,96% | 53 | 9,43% | 2,6 |
|
| 5003 |
5003
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$ 219 mi | +US$ 11,4 mi | +5% | 5,46% | 47% | 19 | 15,79% | 1,8 |
|
| 5004 |
5004
Eclectic Associates
Fullerton,
California
| US$ 219 mi | +US$ 10,7 mi | +5% | 5,8% | 53,8% | 92 | 9,78% | 2,2 |
|
| 5005 |
5005
Whelan Financial
Fresno,
California
| US$ 219 mi | +US$ 4,7 mi | +2% | 5,26% | 64,6% | 44 | 20,45% | 1,5 |
|
| 5006 |
5006
Kensington Investment Counsel
Long Beach,
California
| US$ 219 mi | +US$ 28,2 mi | +15% | 11,1% | 81,9% | 102 | 9,8% | 2,5 |
|
| 5007 |
5007
SimpliFi Inc
San Diego,
California
| US$ 219 mi | +US$ 15,7 mi | +8% | 3,06% | 27,9% | 40 | 22,5% | 2,4 |
|
| 5008 |
5008
Cypress Financial Planning
Haddon Heights,
New Jersey
| US$ 219 mi | +US$ 108 mi | +98% | 4% | 41,2% | 68 | 39,71% | 0,9 |
|
| 5009 |
5009
Aull & Monroe Investment Management
Mobile,
Alabama
| US$ 219 mi | +US$ 16 mi | +8% | 9,66% | 98,3% | 136 | 7,35% | 7,6 |
|
| 5010 |
5010
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 219 mi | +US$ 23,3 mi | +12% | 8,93% | 108% | 76 | 10,53% | 2,9 |
|
| 5011 |
ODFS
5011
O'Donnell Financial Services
San Rafael,
California
| US$ 218 mi | +US$ 19 mi | +10% | 7,4% | 61% | 39 | 7,69% | 0,9 |
|
| 5012 |
HIC
5012
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 218 mi | +US$ 16,7 mi | +8% | 13,5% | 218% | 15 | 0% | 5,7 |
|
| 5013 |
5013
Next Level Private
Harrison,
New York
| US$ 218 mi | +US$ 41,4 mi | +23% | 10,6% | 95,9% | 132 | 18,94% | 1 |
|
| 5014 |
SST
5014
S Squared Technology
New York
| US$ 218 mi | +US$ 11,8 mi | +6% | 0,68% | 223% | 39 | 25,64% | 2,8 |
|
| 5015 |
OIA
5015
Optimum Investment Advisors
Chicago,
Illinois
| US$ 218 mi | +US$ 19 mi | +10% | 12,4% | 125% | 672 | 9,67% | 5,6 |
|
| 5016 |
MWM
5016
MTC Wealth Management
Tampa,
Florida
| US$ 218 mi | +US$ 2,62 mi | +1% | 3,6% | 30,5% | 13 | 7,69% | 2,5 |
|
| 5017 |
5017
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 217 mi | +US$ 7,56 mi | +4% | 9,04% | 83,1% | 92 | 25% | 1,5 |
|
| 5018 |
5018
First Dallas Securities
Dallas,
Texas
| US$ 217 mi | +US$ 23,3 mi | +12% | 17,4% | 163% | 129 | 13,95% | 2,2 |
|
| 5019 |
5019
Breakwater Investment Management
Seattle,
Washington
| US$ 217 mi | – | – | 5,66% | – | 314 | – | 0 |
|
| 5020 |
5020
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 217 mi | +US$ 21 mi | +11% | 6,62% | 60,3% | 24 | 4,17% | 1,7 |
|
| 5021 |
5021
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 217 mi | +US$ 21,3 mi | +11% | 12,7% | 105% | 239 | 20,5% | 2,7 |
|
| 5022 |
5022
Solitude Financial Services
Charlottesville,
Virginia
| US$ 217 mi | +US$ 34,5 mi | +19% | 8% | 62,4% | 50 | 38% | 2,1 |
|
| 5023 |
5023
Ferguson Shapiro
Decatur,
Georgia
| US$ 217 mi | +US$ 9,7 mi | +5% | 5,5% | 42,7% | 47 | 34,04% | 1 |
|
| 5024 |
5024
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 217 mi | -US$ 13,1 mi | -6% | 8,01% | 0,01% | 60 | 28,33% | 0,4 |
|
| 5025 |
5025
Winthrop Capital Management
Carmel,
Indiana
| US$ 217 mi | -US$ 89,3 mi | -29% | 8,14% | 68,1% | 304 | 55,92% | 0,2 |
|