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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 |
5326
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 126 mi | -US$ 7,74 mi | -6% | 4,9% | 61,6% | 90 | 7,78% | 4,8 |
|
| 5327 |
5327
Derbend Asset Management
Peachtree City,
Georgia
| US$ 126 mi | +US$ 5,85 mi | +5% | 4,52% | 23,9% | 81 | 14,81% | 1 |
|
| 5328 |
5328
ELCO Management
New York
| US$ 126 mi | +US$ 3,66 mi | +3% | 0,49% | 98,3% | 151 | 19,87% | 2,9 |
|
| 5329 |
5329
Van Leeuwen & Company
Princeton,
New Jersey
| US$ 126 mi | +US$ 6,2 mi | +5% | 4,36% | 75,4% | 59 | 18,64% | 2,2 |
|
| 5330 |
5330
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$ 125 mi | -US$ 3,63 mi | -3% | 6,55% | 54,5% | 352 | 51,42% | 0,5 |
|
| 5331 |
5331
AAF Wealth Management
Westborough,
Massachusetts
| US$ 125 mi | -US$ 7,28 mi | -5% | 6,47% | 75,1% | 41 | 14,63% | 1 |
|
| 5332 |
5332
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 125 mi | -US$ 9,05 mi | -7% | 4,09% | 121% | 111 | 13,51% | 3,6 |
|
| 5333 |
5333
Legacy Bridge
West Des Moines,
Iowa
| US$ 125 mi | -US$ 10,1 mi | -7% | 3,13% | 236% | 293 | 1,71% | 3 |
|
| 5334 |
5334
Powers Advisory Group
Highland,
Illinois
| US$ 125 mi | -US$ 4,65 mi | -4% | 4,86% | 49,8% | 95 | 9,47% | 0,7 |
|
| 5335 |
5335
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 125 mi | -US$ 8,26 mi | -6% | 4,23% | 68,8% | 123 | 13,01% | 2 |
|
| 5336 |
5336
Jentner Corp
Akron,
Ohio
| US$ 125 mi | -US$ 6,35 mi | -5% | 3,25% | 38,9% | 36 | 5,56% | 3,8 |
|
| 5337 |
SA
5337
Stonebridge Advisors
Wilton,
Connecticut
| US$ 125 mi | -US$ 22,2 mi | -15% | 1,88% | 3,35% | 4 | 25% | 0,8 |
|
| 5338 |
5338
Ignite Planners
San Clemente,
California
| US$ 125 mi | +US$ 3,41 mi | +3% | 4,07% | 83,8% | 178 | 14,61% | 0,6 |
|
| 5339 |
MAS
5339
Madden Advisory Services
Jacksonville,
Florida
| US$ 125 mi | -US$ 6,91 mi | -5% | 5,18% | 52,3% | 80 | 5% | 5 |
|
| 5340 |
5340
Bennett Selby Investments
Falmouth,
Maine
| US$ 125 mi | -US$ 4,66 mi | -4% | 4,48% | 82,1% | 57 | 14,04% | 1,5 |
|
| 5341 |
5341
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 125 mi | -US$ 9,06 mi | -7% | 3,09% | 62,6% | 148 | 6,76% | 4,1 |
|
| 5342 |
5342
St. Clair Advisors
Mayfield Hts,
Ohio
| US$ 125 mi | +US$ 1,4 mi | +1% | 6,41% | 77,5% | 44 | 11,36% | 1,5 |
|
| 5343 |
5343
CTC Capital Management
Chicago,
Illinois
| US$ 125 mi | +US$ 33 mi | +36% | 1,61% | – | 160 | 80,63% | 0,1 |
|
| 5344 |
5344
Boyd Wealth Management
Sacramento,
California
| US$ 125 mi | +US$ 2,54 mi | +2% | 5,17% | 56,8% | 44 | 9,09% | 0,6 |
|
| 5345 |
5345
Mosaic Advisors
Houston,
Texas
| US$ 125 mi | -US$ 8,66 mi | -6% | 5,27% | 50,9% | 17 | 5,88% | 1,3 |
|
| 5346 |
RG
5346
Retirement Group
San Diego,
California
| US$ 125 mi | -US$ 116 mi | -48% | 4,95% | 33,7% | 858 | 41,72% | 1,9 |
|
| 5347 |
5347
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 125 mi | -US$ 5,3 mi | -4% | 4,91% | 72,7% | 82 | 7,32% | 5,4 |
|
| 5348 |
5348
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 125 mi | -US$ 3,4 mi | -3% | 4,95% | 56,7% | 39 | 15,38% | 1,8 |
|
| 5349 |
5349
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 125 mi | -US$ 9,7 mi | -7% | 4,45% | 83,4% | 153 | 4,58% | 4,8 |
|
| 5350 |
5350
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$ 125 mi | -US$ 8,62 mi | -6% | 2,46% | 2,88% | 8 | 25% | 3,5 |
|