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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
AAM
5426
Ascension Asset Management
New York
| US$ 139 mi | +US$ 11,2 mi | +9% | 11,6% | – | 86 | 6,98% | 1,7 |
|
| 5427 |
CCM
5427
Compton Capital Management
Providence,
Rhode Island
| US$ 139 mi | -US$ 10,7 mi | -7% | 7,55% | 75,6% | 83 | 10,84% | 7 |
|
| 5428 |
1C
5428
1623 Capital
Alexandria,
Virginia
| US$ 139 mi | -US$ 23,3 mi | -14% | 4,99% | 11,9% | 47 | 55,32% | 2,3 |
|
| 5429 |
5429
Loudon Investment Management
West Lebanon,
New Hampshire
| US$ 139 mi | +US$ 12,9 mi | +10% | 10,9% | 72,5% | 91 | 4,4% | 4,9 |
|
| 5430 |
5430
Roth Financial Partners
Kingwood,
Texas
| US$ 138 mi | +US$ 13,7 mi | +11% | 10,4% | 61% | 25 | 16% | 1,9 |
|
| 5431 |
5431
Landmark Wealth Management (New York)
Melville,
New York
| US$ 138 mi | +US$ 6,27 mi | +5% | 7,14% | 42,7% | 66 | 6,06% | 0,5 |
|
| 5432 |
5432
Harrington Investments
Napa,
California
| US$ 138 mi | +US$ 9,7 mi | +8% | 8,61% | 109% | 80 | 10% | 4,3 |
|
| 5433 |
SMP
5433
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 138 mi | +US$ 4,81 mi | +4% | 19,6% | 102% | 22 | 13,64% | 4 |
|
| 5434 |
5434
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 138 mi | +US$ 75,1 mi | +119% | 119% | 7,34% | 1 | 0% | 1 |
|
| 5435 |
5435
New Leaf Venture Partners
New York
| US$ 138 mi | -US$ 30,4 mi | -18% | 14,4% | 3,91% | 20 | 20% | 3,3 |
|
| 5436 |
5436
First National Bank Sioux Falls
Sioux Falls,
South Dakota
| US$ 138 mi | +US$ 42,4 mi | +44% | 9,06% | 70,3% | 114 | 12,28% | 3,8 |
|
| 5437 |
5437
Byrne Asset Management
Kingston,
New Jersey
| US$ 138 mi | +US$ 8,28 mi | +6% | 7,98% | 126% | 581 | 22,55% | 0,8 |
|
| 5438 |
5438
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$ 138 mi | +US$ 29,6 mi | +27% | 8,29% | 65% | 31 | 16,13% | 2,7 |
|
| 5439 |
5439
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 138 mi | -US$ 4,2 mi | -3% | 7,31% | 79,8% | 96 | 13,54% | 0,8 |
|
| 5440 |
5440
Applied Capital
Little Rock,
Arkansas
| US$ 138 mi | -US$ 7,66 mi | -5% | 8,57% | 52,6% | 54 | 40,74% | 1,1 |
|
| 5441 |
5441
Security National Bank of So Dak
Sioux City,
Iowa
| US$ 138 mi | +US$ 26,4 mi | +24% | 12,2% | 67,7% | 99 | 13,13% | 5 |
|
| 5442 |
HIS
5442
Horizon Investment Services
Hammond,
Indiana
| US$ 138 mi | -US$ 393 mil | -0,3% | 7,78% | 250% | 114 | 28,95% | 2,8 |
|
| 5443 |
5443
Sound Financial Strategies Group
Madison,
Mississippi
| US$ 138 mi | +US$ 71,1 mi | +107% | 8,13% | 27,1% | 69 | 71,01% | 0,6 |
|
| 5444 |
5444
Cahill Wealth Management
Portage,
Michigan
| US$ 138 mi | +US$ 25,6 mi | +23% | 7,83% | 24,7% | 52 | 28,85% | 0,5 |
|
| 5445 |
5445
Fourpath Capital Management
Oklahoma City,
Oklahoma
| US$ 138 mi | -US$ 8,69 mi | -6% | 8,99% | 82,1% | 125 | 14,4% | 0,8 |
|
| 5446 |
5446
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$ 138 mi | – | – | 6,28% | 52% | 93 | – | 0 |
|
| 5447 |
5447
Gables Capital Management
Miami,
Florida
| US$ 137 mi | +US$ 12,8 mi | +10% | 13,6% | 173% | 369 | 8,94% | 3,5 |
|
| 5448 |
5448
Maltin Wealth Management
Ridgewood,
New Jersey
| US$ 137 mi | +US$ 10,8 mi | +9% | 8,72% | 58,2% | 115 | 19,13% | 1,9 |
|
| 5449 |
5449
West Michigan Advisors
Holland,
Michigan
| US$ 137 mi | +US$ 22,6 mi | +20% | 8,63% | 86,6% | 129 | 18,6% | 0,8 |
|
| 5450 |
5450
Etesian Wealth Advisors
West Linn,
Oregon
| US$ 137 mi | – | – | 8,89% | 60,6% | 104 | – | 0 |
|