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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
BCIM
5051
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$ 325 mi | +US$ 33,3 mi | +11% | 11,1% | 47,6% | 26 | 0% | 6,9 |
|
| 5052 |
GPC
5052
Guardian Point Capital
Charlottesville,
Virginia
| US$ 325 mi | +US$ 82,1 mi | +34% | 21,4% | 142% | 14 | 21,43% | 2,3 |
|
| 5053 |
LCM
5053
Lazari Capital Management
Woodland Hills,
California
| US$ 325 mi | +US$ 37,2 mi | +13% | 18,4% | 124% | 198 | 16,67% | 2 |
|
| 5054 |
NCM
5054
NCM Capital Management
Ramsey,
New Jersey
| US$ 324 mi | +US$ 45,2 mi | +16% | 17,4% | 105% | 200 | 10,5% | 3,2 |
|
| 5055 |
PH
5055
Pinnacle Holdings
Tulsa,
Oklahoma
| US$ 324 mi | +US$ 15,1 mi | +5% | 11,2% | 79,6% | 265 | 25,66% | 5,1 |
|
| 5056 |
NG
5056
NWK Group
San Francisco,
California
| US$ 324 mi | +US$ 63,6 mi | +24% | 33% | 268% | 75 | 17,33% | 3,6 |
|
| 5057 |
WMR
5057
Wealth Management Resources
Smithfield,
Rhode Island
| US$ 324 mi | +US$ 36,9 mi | +13% | 9,02% | 36,5% | 31 | 9,68% | 3,2 |
|
| 5058 |
SHCM
5058
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$ 324 mi | +US$ 63,9 mi | +25% | 59,5% | 39,8% | 4 | 0% | 7,3 |
|
| 5059 |
BA
5059
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 324 mi | +US$ 42,6 mi | +15% | 17,1% | 93,4% | 132 | 16,67% | 2,4 |
|
| 5060 |
IRAG
5060
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 324 mi | +US$ 37,6 mi | +13% | 14,7% | 88,6% | 325 | 18,15% | 2,8 |
|
| 5061 |
NIM
5061
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 324 mi | +US$ 31,9 mi | +11% | 13,2% | 104% | 79 | 6,33% | 5,1 |
|
| 5062 |
WQ
5062
Wealth Quarterback
Toms River,
New Jersey
| US$ 324 mi | +US$ 69,8 mi | +27% | 21,8% | 96,7% | 180 | 13,89% | 2,9 |
|
| 5063 |
MCM
5063
Magarian Capital Management
San Antonio,
Texas
| US$ 324 mi | – | – | 19,3% | – | 13 | – | 0 |
|
| 5064 |
LB
5064
Legacy Bridge
West Des Moines,
Iowa
| US$ 324 mi | +US$ 61,6 mi | +23% | 38,3% | 225% | 334 | 7,78% | 4,5 |
|
| 5065 |
HAG
5065
HF Advisory Group
Annapolis,
Maryland
| US$ 323 mi | +US$ 30 mi | +10% | 8,78% | 73,2% | 174 | 8,05% | 2,8 |
|
| 5066 |
OCM
5066
Orion Capital Management
Coronado,
California
| US$ 323 mi | +US$ 33,2 mi | +11% | 15,2% | 75,3% | 534 | 14,04% | 1,9 |
|
| 5067 |
SIM
5067
Sims Investment Management
Cincinnati,
Ohio
| US$ 323 mi | +US$ 51,3 mi | +19% | 16,1% | – | 184 | 80,98% | 0,3 |
|
| 5068 |
NWMG
5068
National Wealth Management Group
Cincinnati,
Ohio
| US$ 323 mi | +US$ 54,9 mi | +20% | 22,9% | 123% | 247 | 21,46% | 1,6 |
|
| 5069 |
UCB
5069
United Community Bank
Greenville,
South Carolina
| US$ 323 mi | +US$ 23,5 mi | +8% | 10,7% | 66,2% | 584 | 11,82% | 2,2 |
|
| 5070 |
WFS
5070
Walker Financial Services
Bowling Green,
Kentucky
| US$ 323 mi | +US$ 31 mi | +11% | 4,99% | 18,9% | 48 | 16,67% | 2,1 |
|
| 5071 |
ILI
5071
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$ 323 mi | +US$ 37,7 mi | +13% | 19,8% | 113% | 138 | 7,97% | 2,4 |
|
| 5072 |
NC
5072
Naman Capital
Sao Paulo,
Brazil
| US$ 323 mi | -US$ 36,7 mi | -10% | 15,7% | 89,9% | 14 | 28,57% | 2,7 |
|
| 5073 |
GM
5073
Granger Management
New York
| US$ 323 mi | -US$ 35,4 mi | -10% | 13,1% | 69,9% | 15 | 60% | 1,9 |
|
| 5074 |
FWP
5074
Forefront Wealth Partners
Austin,
Texas
| US$ 323 mi | +US$ 83,8 mi | +35% | 21,2% | – | 190 | 21,58% | 0,8 |
|
| 5075 |
SG
5075
Sharper & Granite
El Segundo,
California
| US$ 323 mi | +US$ 30 mi | +10% | 11% | 47,1% | 109 | 1,83% | 2,9 |
|