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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
5226
Juniper Investment Company
New York
| US$ 151 mi | +US$ 10,7 mi | +8% | 36,8% | 358% | 11 | 9,09% | 1,5 |
|
| 5227 |
5227
Tempus Wealth Planning
Irvine,
California
| US$ 151 mi | +US$ 56,3 mi | +60% | 4,99% | 95% | 154 | 37,66% | 0,7 |
|
| 5228 |
5228
First Financial Corp
Terre Haute,
Indiana
| US$ 150 mi | +US$ 6,33 mi | +4% | 4,43% | 95,3% | 356 | 3,09% | 5,3 |
|
| 5229 |
5229
GoodHaven Capital Management
Millburn,
New Jersey
| US$ 150 mi | +US$ 16,8 mi | +13% | 9,82% | 80,7% | 28 | 14,29% | 3,4 |
|
| 5230 |
5230
Royal Harbor Partners
Houston,
Texas
| US$ 150 mi | +US$ 19,2 mi | +15% | 6,59% | 49,5% | 80 | 16,25% | 0,9 |
|
| 5231 |
5231
Briaud Financial Planning
College Station,
Texas
| US$ 150 mi | +US$ 14,3 mi | +11% | 4,68% | 113% | 23 | 17,39% | 1 |
|
| 5232 |
5232
Banco de Sabadell
Miami,
Florida
| US$ 150 mi | -US$ 819 mi | -84% | 7,82% | 75,1% | 318 | 63,21% | 2,2 |
|
| 5233 |
5233
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 150 mi | +US$ 8,29 mi | +6% | 7,87% | 75,5% | 154 | 44,81% | 3,7 |
|
| 5234 |
5234
Pratt Collard Advisory Partners
Buffalo,
New York
| US$ 150 mi | +US$ 10,2 mi | +7% | 6,72% | 91,7% | 100 | 6% | 2,7 |
|
| 5235 |
5235
SVB Investment Services
Salt Lake City,
Utah
| US$ 150 mi | +US$ 24,4 mi | +19% | 5,51% | – | 38 | 7,89% | 1,4 |
|
| 5236 |
AWAM
5236
Appian Way Asset Management
New York
| US$ 150 mi | -US$ 45,9 mi | -23% | 6,49% | 49,4% | 77 | 84,42% | 0,1 |
|
| 5237 |
5237
Core Wealth Advisors (Florida)
Lakeland,
Florida
| US$ 150 mi | +US$ 36,5 mi | +32% | 5,18% | 59,7% | 216 | 26,85% | 0,9 |
|
| 5238 |
MJB
5238
Mark J. Bradley
| US$ 150 mi | +US$ 2,19 mi | +1% | 7,51% | – | 51 | 1,96% | 0,5 |
|
| 5239 |
5239
Gables Capital Management
Miami,
Florida
| US$ 150 mi | -US$ 31,4 mi | -17% | 8,41% | 151% | 388 | 11,86% | 2,5 |
|
| 5240 |
5240
Value Star Asset Management
Hong Kong
| US$ 150 mi | +US$ 12,3 mi | +9% | – | – | 29 | 48,28% | 0,2 |
|
| 5241 |
5241
Washburn Capital Management
Vero Beach,
Florida
| US$ 150 mi | +US$ 2,21 mi | +2% | 8,84% | 123% | 59 | 20,34% | 1,1 |
|
| 5242 |
KLC
5242
Knowledge Leaders Capital
Denver,
Colorado
| US$ 149 mi | +US$ 23,8 mi | +19% | 7,48% | 51,6% | 151 | 40,4% | 0,6 |
|
| 5243 |
5243
Grace Capital
Quincy,
Massachusetts
| US$ 149 mi | -US$ 7,9 mi | -5% | 8,31% | 127% | 214 | 30,37% | 2,1 |
|
| 5244 |
5244
Cox Capital Management
Andover,
Massachusetts
| US$ 149 mi | +US$ 4,89 mi | +3% | 4,86% | 106% | 83 | 6,02% | 2,2 |
|
| 5245 |
5245
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 149 mi | +US$ 127 mi | +584% | 4,55% | 99,7% | 111 | 70,27% | 0,2 |
|
| 5246 |
5246
New World Advisors
Hingham,
Massachusetts
| US$ 149 mi | -US$ 32,9 mi | -18% | 8% | 84,1% | 109 | 87,16% | 0,3 |
|
| 5247 |
5247
Palumbo Wealth Management
Great Neck,
New York
| US$ 149 mi | +US$ 16,4 mi | +12% | 8% | 115% | 107 | 18,69% | 0,4 |
|
| 5248 |
5248
IFS Advisors
Overland Park,
Kansas
| US$ 149 mi | +US$ 21,1 mi | +17% | 4,37% | 54,2% | 29 | 20,69% | 0,4 |
|
| 5249 |
5249
Applied Fundamental Research
Cambridge,
Massachusetts
| US$ 149 mi | +US$ 30,3 mi | +26% | 5,56% | 44,6% | 12 | 16,67% | 0,5 |
|
| 5250 |
5250
Colorado Capital Management
Boulder,
Colorado
| US$ 149 mi | +US$ 8,66 mi | +6% | 5,04% | 60,4% | 74 | 1,35% | 4,3 |
|