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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
Sturgeon Ventures
London,
United Kingdom
| US$ 99,3 mi | +US$ 3,72 mi | +4% | 13,8% | 85,9% | 36 | 27,78% | 0,9 |
|
| 5102 |
CNFG
5102
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$ 99,3 mi | – | – | 6,92% | 52,6% | 70 | – | 3,5 |
|
| 5103 |
5103
Kelleher Financial Advisors
New York
| US$ 99,2 mi | +US$ 17,2 mi | +21% | 9,55% | 72,4% | 104 | 16,35% | 2,5 |
|
| 5104 |
5104
Davidson Trust Company
Seattle,
Washington
| US$ 99,2 mi | – | – | 7,77% | 77% | 100 | – | 0 |
|
| 5105 |
5105
Stewart Asset Management
New York
| US$ 99,1 mi | – | – | 13,2% | 42,5% | 44 | – | 0 |
|
| 5106 |
5106
Bank of Marin
Novato,
California
| US$ 99 mi | – | – | 8,18% | 80,3% | 117 | – | 0 |
|
| 5107 |
5107
Essex Private Wealth Management
Topsfield,
Massachusetts
| US$ 98,8 mi | – | – | 6,84% | 29,3% | 58 | – | 0 |
|
| 5108 |
5108
Copperleaf Capital
Raleigh,
North Carolina
| US$ 98,6 mi | – | – | 5,12% | 102% | 47 | – | 0 |
|
| 5109 |
5109
Waterstone Capital Management
St. Louis Park,
Minnesota
| US$ 98,6 mi | +US$ 55 mi | +126% | 6,16% | 23,4% | 8 | 37,5% | 1,9 |
|
| 5110 |
5110
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 98,5 mi | +US$ 12,6 mi | +15% | 7,8% | 67,7% | 84 | 8,33% | 3,8 |
|
| 5111 |
5111
Credit Capital Investments
Livingston,
New Jersey
| US$ 98,5 mi | +US$ 14,4 mi | +17% | 18,5% | 500% | 45 | 33,33% | 1,3 |
|
| 5112 |
5112
EPIQ Partners
Minneapolis,
Minnesota
| US$ 98,5 mi | – | – | 8,12% | 49,6% | 64 | – | 0 |
|
| 5113 |
5113
Portland Hill Asset Management
London,
United Kingdom
| US$ 98,4 mi | -US$ 26,9 mi | -21% | 12,1% | 30,2% | 23 | 26,09% | 2,3 |
|
| 5114 |
5114
Charter Research & Investment Group
Southport,
Connecticut
| US$ 98,4 mi | +US$ 6,04 mi | +7% | 8,48% | 82,3% | 80 | 8,75% | 3,7 |
|
| 5115 |
5115
Billings Capital Management
Arlington,
Virginia
| US$ 98,3 mi | +US$ 4,37 mi | +5% | 4,77% | – | 7 | 14,29% | 1,5 |
|
| 5116 |
5116
Briaud Financial Planning
College Station,
Texas
| US$ 98,3 mi | – | – | 3,81% | 113% | 25 | – | 0 |
|
| 5117 |
5117
DWM Financial Group
Palatine,
Illinois
| US$ 98,2 mi | – | – | 3,97% | – | 31 | – | 0 |
|
| 5118 |
5118
Crestview Partners II
New York
| US$ 98,1 mi | +US$ 27,3 mi | +39% | 44,6% | 157% | 2 | 0% | 2,8 |
|
| 5119 |
5119
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$ 98,1 mi | +US$ 12,5 mi | +15% | 31,5% | 6,16% | 2 | 0% | 2,5 |
|
| 5120 |
5120
Lansing Management
New York
| US$ 98,1 mi | +US$ 1,14 mi | +1% | 10,6% | 76,9% | 9 | 11,11% | 1 |
|
| 5121 |
CWM
5121
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 98 mi | +US$ 4,45 mi | +5% | 6,33% | 46,7% | 38 | 39,47% | 1,4 |
|
| 5122 |
5122
Boothe Investment Group
Dover,
Delaware
| US$ 97,9 mi | +US$ 2,92 mi | +3% | 6,63% | 75,6% | 26 | 7,69% | 1 |
|
| 5123 |
5123
Adams Chetwood Wealth Management
Durham,
North Carolina
| US$ 97,8 mi | – | – | 12,8% | – | 68 | – | 0 |
|
| 5124 |
5124
USA Mutuals Advisors
Dallas,
Texas
| US$ 97,7 mi | -US$ 9,15 mi | -9% | 5,75% | 14,1% | 26 | 42,31% | 4,8 |
|
| 5125 |
FM
5125
Fondren Management
Houston,
Texas
| US$ 97,7 mi | -US$ 22,5 mi | -19% | 4,14% | 14,2% | 107 | 48,6% | 0,6 |
|