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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
CC
5326
Colrain Capital
Boston,
Massachusetts
| US$ 295 mi | +US$ 36,7 mi | +14% | 25,2% | – | 28 | 17,86% | 6 |
|
| 5327 |
WSL
5327
Western Standard LLC
Los Angeles,
California
| US$ 295 mi | +US$ 105 mi | +55% | 17,2% | 83,7% | 41 | 78,05% | 0,3 |
|
| 5328 |
TC
5328
Towle & Co
Denver,
Colorado
| US$ 295 mi | +US$ 37,7 mi | +15% | 31,8% | 172% | 69 | 36,23% | 0,9 |
|
| 5329 |
CG
5329
Clarus Group
Houston,
Texas
| US$ 295 mi | +US$ 16,1 mi | +6% | 11,6% | 65,5% | 132 | 18,18% | 2,6 |
|
| 5330 |
UHC
5330
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$ 295 mi | +US$ 25,8 mi | +10% | 18,4% | 82,1% | 65 | 7,69% | 4 |
|
| 5331 |
DCM
5331
Decatur Capital Management
Decatur,
Georgia
| US$ 295 mi | +US$ 76,3 mi | +35% | 16% | 135% | 61 | 59,02% | 2,6 |
|
| 5332 |
NI
5332
Nepsis Inc
Minneapolis,
Minnesota
| US$ 295 mi | -US$ 3,75 mi | -1% | 19,3% | 131% | 31 | 16,13% | 4,5 |
|
| 5333 |
BAM
5333
Bastion Asset Management
Montreal,
Canada
| US$ 295 mi | -US$ 33,2 mi | -10% | 12,3% | – | 91 | 69,23% | 0,3 |
|
| 5334 |
ASG
5334
Advisory Solutions Group
Plymouth,
Minnesota
| US$ 295 mi | – | – | 12,7% | – | 206 | – | 0 |
|
| 5335 |
KIG
5335
Kennedy Investment Group
West Depford,
New Jersey
| US$ 295 mi | +US$ 39,3 mi | +15% | 21,3% | 84,8% | 150 | 12,67% | 2,2 |
|
| 5336 |
T
5336
TrustBank
Olney,
Illinois
| US$ 295 mi | +US$ 36,8 mi | +14% | 13,1% | – | 178 | 15,17% | 0,4 |
|
| 5337 |
BFP
5337
Beacon Financial Planning
Hyannis,
Massachusetts
| US$ 295 mi | +US$ 36,4 mi | +14% | 16,6% | 71,1% | 88 | 17,05% | 1,6 |
|
| 5338 |
TGIA
5338
Torrey Growth & Income Advisors
Del Mar,
California
| US$ 294 mi | +US$ 55,8 mi | +23% | 49,3% | – | 123 | 22,76% | 0,6 |
|
| 5339 |
ISFAN
5339
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$ 294 mi | -US$ 32 mi | -10% | 16% | – | 291 | 31,96% | 1,1 |
|
| 5340 |
MFG
5340
Mainsail Financial Group
Bellevue,
Washington
| US$ 294 mi | +US$ 54,3 mi | +23% | 16,1% | 57,2% | 73 | 16,44% | 2,3 |
|
| 5341 |
IFPG
5341
Intrepid Financial Planning Group
Carmel,
Indiana
| US$ 294 mi | +US$ 46,4 mi | +19% | 25,4% | 92,5% | 141 | 15,6% | 2,5 |
|
| 5342 |
LPFG
5342
Landing Point Financial Group
Avon,
Ohio
| US$ 294 mi | +US$ 88,1 mi | +43% | 13,5% | – | 104 | 15,38% | 1 |
|
| 5343 |
WFS
5343
Weitzel Financial Services
Dubuque,
Iowa
| US$ 294 mi | +US$ 28,7 mi | +11% | 9,91% | 46,3% | 54 | 12,96% | 3,4 |
|
| 5344 |
WIA
5344
Wealthedge Investment Advisors
New York
| US$ 294 mi | +US$ 21,8 mi | +8% | 18% | – | 160 | 22,5% | 1 |
|
| 5345 |
VW
5345
Veridan Wealth
West Linn,
Oregon
| US$ 294 mi | +US$ 23,6 mi | +9% | 10,8% | – | 91 | 16,48% | 1,6 |
|
| 5346 |
SCA
5346
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 294 mi | -US$ 193 mi | -40% | 21,5% | 68,8% | 73 | 23,29% | 3,7 |
|
| 5347 |
BIM
5347
Breakwater Investment Management
Seattle,
Washington
| US$ 294 mi | +US$ 24,8 mi | +9% | 9,05% | – | 662 | 32,93% | 1,2 |
|
| 5348 |
DRP
5348
Decker Retirement Planning
Levi,
Utah
| US$ 294 mi | +US$ 72,9 mi | +33% | 34,3% | – | 490 | 52,04% | 0,5 |
|
| 5349 |
AWM
5349
Aviso Wealth Management
Bellevue,
Washington
| US$ 294 mi | +US$ 71,7 mi | +32% | 24,8% | – | 149 | 9,4% | 2 |
|
| 5350 |
MFP
5350
Meridian Financial Partners
Warrenton,
Virginia
| US$ 293 mi | +US$ 30,2 mi | +11% | 15,6% | 73,1% | 128 | 12,5% | 2,5 |
|