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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
WD Rutherford
Portland,
Oregon
| US$ 156 mi | +US$ 14,5 mi | +10% | 12,9% | 189% | 83 | 12,05% | 2 |
|
| 5327 |
5327
Concentrum Wealth Management
San Jose,
California
| US$ 156 mi | +US$ 21,5 mi | +16% | 21,5% | 174% | 63 | 17,46% | 2,4 |
|
| 5328 |
5328
Family Investment Center
Saint Joseph,
Missouri
| US$ 156 mi | +US$ 10,7 mi | +7% | 3,03% | 53,1% | 52 | 7,69% | 0,5 |
|
| 5329 |
5329
McNaughton Wealth Management
San Diego,
California
| US$ 156 mi | +US$ 5,53 mi | +4% | 3,29% | 55,6% | 56 | 7,14% | 2,7 |
|
| 5330 |
LBC
5330
Lawrence B. Cohen
| US$ 156 mi | +US$ 7,22 mi | +5% | 9,54% | 41,8% | 66 | 6,06% | 5,6 |
|
| 5331 |
KCM
5331
Kempner Capital Management
Galveston,
Texas
| US$ 156 mi | -US$ 15 mi | -9% | 0,11% | 60,9% | 60 | 15% | 4,2 |
|
| 5332 |
5332
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 156 mi | +US$ 12,4 mi | +9% | 2,39% | 43,1% | 291 | 6,53% | 0,5 |
|
| 5333 |
5333
Ascension Capital Advisors
Houston,
Texas
| US$ 156 mi | +US$ 26,6 mi | +21% | 4,32% | 59,3% | 39 | 12,82% | 2,2 |
|
| 5334 |
5334
First Financial Corp
Terre Haute,
Indiana
| US$ 156 mi | -US$ 4,79 mi | -3% | 4,38% | 95,3% | 382 | 12,83% | 6,9 |
|
| 5335 |
5335
Northeast Financial Group
Tannersville,
Pennsylvania
| US$ 156 mi | +US$ 17,4 mi | +13% | 3,47% | 31,6% | 66 | 24,24% | 1,1 |
|
| 5336 |
5336
Abbot Financial Management
Andover,
Massachusetts
| US$ 156 mi | +US$ 6,86 mi | +5% | 7,8% | 102% | 115 | 4,35% | 4,4 |
|
| 5337 |
5337
Tieton Capital Management
Yakima,
Washington
| US$ 156 mi | +US$ 15,4 mi | +11% | 10,5% | 172% | 32 | 6,25% | 4,5 |
|
| 5338 |
5338
Aurora Investment Counsel
Atlanta,
Georgia
| US$ 156 mi | +US$ 2,72 mi | +2% | 3,48% | 31,7% | 126 | 19,05% | 1,2 |
|
| 5339 |
5339
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 155 mi | +US$ 948 mil | +0,6% | 6,23% | 151% | 102 | 16,67% | 1,7 |
|
| 5340 |
5340
Lynch Asset Management
Yardley,
Pennsylvania
| US$ 155 mi | +US$ 16 mi | +12% | 15,2% | 190% | 48 | 4,17% | 1,3 |
|
| 5341 |
5341
Phoenix Asset Management Partners
London,
| US$ 155 mi | +US$ 34,6 mi | +29% | 37,9% | 139% | 13 | 7,69% | 0,5 |
|
| 5342 |
5342
Five Oceans Advisors
Santa Monica,
California
| US$ 155 mi | +US$ 756 mil | +0,5% | 5,26% | 85,3% | 165 | 11,52% | 1,2 |
|
| 5343 |
CC
5343
Codex Capital
New York
| US$ 155 mi | +US$ 10,1 mi | +7% | 17,5% | 84,4% | 38 | 5,26% | 2,2 |
|
| 5344 |
5344
Fifth Third Wealth Advisors
Cincinnati,
Ohio
| US$ 155 mi | +US$ 101 mi | +187% | 8,93% | 114% | 139 | 46,04% | 0,1 |
|
| 5345 |
5345
Carlsbad Wealth Advisory Group
Carlsbad,
California
| US$ 155 mi | – | – | 4,41% | – | 45 | – | 0 |
|
| 5346 |
5346
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 155 mi | +US$ 12,8 mi | +9% | 4,92% | 56,5% | 161 | 11,18% | 1,1 |
|
| 5347 |
5347
Next Level Private
Harrison,
New York
| US$ 155 mi | +US$ 27,6 mi | +22% | 5,67% | 95,9% | 104 | 40,38% | 0,5 |
|
| 5348 |
BM
5348
Bislett Management
Palo Alto,
California
| US$ 155 mi | +US$ 4,03 mi | +3% | 5,81% | 19,8% | 13 | 0% | 6,1 |
|
| 5349 |
CIA
5349
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 155 mi | +US$ 7,67 mi | +5% | 6,25% | 66,1% | 80 | 1,25% | 2,3 |
|
| 5350 |
5350
Fortress Wealth Management
Culver City,
California
| US$ 155 mi | +US$ 11,8 mi | +8% | 2,17% | 52,1% | 65 | 18,46% | 1,1 |
|