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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
5276
Aspen Investment Management
Grand Rapids,
Michigan
| US$ 200 mi | +US$ 3,47 mi | +2% | 1,69% | 84,9% | 159 | 10,69% | 6 |
|
| 5277 |
5277
Towerpoint Wealth
Sacramento,
California
| US$ 200 mi | +US$ 1,28 mi | +0,6% | 1,97% | 67,7% | 85 | 7,06% | 3,7 |
|
| 5278 |
5278
LaSalle St. Investment Advisors
Elmhurst,
Illinois
| US$ 200 mi | +US$ 22,2 mi | +12% | 1,84% | 61,9% | 185 | 36,22% | 0,8 |
|
| 5279 |
5279
Crown Wealth Group
Charlotte,
North Carolina
| US$ 200 mi | +US$ 6,17 mi | +3% | 6,69% | 98,2% | 118 | 19,49% | 1,1 |
|
| 5280 |
5280
Marshall & Sullivan
Seattle,
Washington
| US$ 200 mi | -US$ 1,95 mi | -1% | 1,32% | 82% | 41 | 0% | 7,2 |
|
| 5281 |
5281
Continental Grain Company
New York
| US$ 200 mi | +US$ 45,8 mi | +30% | 6,37% | 5,73% | 2 | 0% | 2,8 |
|
| 5282 |
BOCM
5282
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 200 mi | -US$ 4,98 mi | -2% | 1,51% | 49,6% | 35 | 5,71% | 4,6 |
|
| 5283 |
5283
Davis Rea
Toronto,
Ontario, Canada
| US$ 200 mi | -US$ 19,6 mi | -9% | 1,33% | 66,9% | 38 | 18,42% | 5,9 |
|
| 5284 |
5284
Ridgewood Investments
Springfield,
New Jersey
| US$ 200 mi | +US$ 10,9 mi | +6% | 1,19% | – | 800 | 73,13% | 0,8 |
|
| 5285 |
5285
Winthrop Capital Management
Carmel,
Indiana
| US$ 200 mi | -US$ 17,1 mi | -8% | 3,09% | – | 177 | 18,08% | 0,4 |
|
| 5286 |
5286
CEDRUS
Littleton,
Colorado
| US$ 200 mi | +US$ 16,8 mi | +9% | 0,98% | 19,8% | 172 | 23,26% | 1,6 |
|
| 5287 |
PCG
5287
PFC Capital Group
Los Angeles,
California
| US$ 200 mi | +US$ 13,6 mi | +7% | 8,43% | – | 78 | 14,1% | 0,5 |
|
| 5288 |
WAM
5288
Westport Asset Management
Southport,
Connecticut
| US$ 200 mi | -US$ 471 mil | -0,2% | 0,59% | 64,2% | 76 | 5,26% | 6,5 |
|
| 5289 |
5289
Calton & Associates
Tampa,
Florida
| US$ 200 mi | -US$ 5,46 mi | -3% | 2,6% | 73,9% | 199 | 10,55% | 1,5 |
|
| 5290 |
5290
Everpar Advisors
Tulsa,
Oklahoma
| US$ 200 mi | +US$ 35,3 mi | +21% | 3,66% | – | 276 | 20,65% | 0,4 |
|
| 5291 |
5291
Medina Value Partners
Los Angeles,
California
| US$ 200 mi | -US$ 4,4 mi | -2% | 1,01% | 80% | 18 | 55,56% | 0,4 |
|
| 5292 |
5292
Altus Wealth Group
Colorado Springs,
Colorado
| US$ 200 mi | +US$ 247 mil | +0,1% | 1,08% | 76,7% | 149 | 17,45% | 2,2 |
|
| 5293 |
5293
Denver Wealth Management
Denver,
Colorado
| US$ 200 mi | +US$ 3,73 mi | +2% | 3,46% | 64,4% | 84 | 5,95% | 1,9 |
|
| 5294 |
5294
John W. Brooker & Co
Oakland,
California
| US$ 200 mi | +US$ 13,5 mi | +7% | 0,68% | 43,4% | 76 | 3,95% | 3,2 |
|
| 5295 |
5295
Sustainable Insight Capital Management
New York
| US$ 200 mi | +US$ 61 mi | +44% | 8,86% | 150% | 91 | 45,05% | 1,5 |
|
| 5296 |
5296
272 Capital
Dallas,
Texas
| US$ 200 mi | -US$ 50,9 mi | -20% | 6,49% | 222% | 93 | 53,76% | 0,7 |
|
| 5297 |
RA
5297
Ransom Advisory
Providence,
Rhode Island
| US$ 199 mi | +US$ 12 mi | +6% | 4,83% | – | 409 | 17,85% | 0,2 |
|
| 5298 |
5298
Wilshire Advisors
Santa Monica,
California
| US$ 199 mi | -US$ 1,56 mi | -0,8% | 0,95% | 118% | 11 | 0% | 3 |
|
| 5299 |
5299
Madison International Realty Holdings
New York
| US$ 199 mi | -US$ 6,92 mi | -3% | 3,32% | – | 2 | 0% | 5,5 |
|
| 5300 |
5300
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 199 mi | +US$ 2,52 mi | +1% | 6,3% | 95,7% | 137 | 13,14% | 3,1 |
|