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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
MAS
5501
Madden Advisory Services
Jacksonville,
Florida
| US$ 279 mi | +US$ 25 mi | +10% | 11,3% | 52,3% | 110 | 1,82% | 5,9 |
|
| 5502 |
YP
5502
YANKCOM Partnership
Yankton,
South Dakota
| US$ 279 mi | +US$ 35,6 mi | +15% | 12,2% | – | 388 | 25,77% | 1,2 |
|
| 5503 |
CCM
5503
Campbell Capital Management
Miami,
Florida
| US$ 279 mi | +US$ 69,6 mi | +33% | 35,1% | – | 40 | 30% | 2,3 |
|
| 5504 |
RA
5504
Ruggaard & Associates
Hudson,
Ohio
| US$ 279 mi | +US$ 26,3 mi | +10% | 10,1% | 47,6% | 132 | 10,61% | 2,4 |
|
| 5505 |
AA
5505
Altman Advisors
Chicago,
Illinois
| US$ 279 mi | +US$ 37,4 mi | +15% | 20% | 127% | 97 | 24,74% | 2,6 |
|
| 5506 |
CA
5506
Cresta Advisors
Laredo,
Texas
| US$ 279 mi | +US$ 34,4 mi | +14% | 12,8% | 66,8% | 55 | 5,45% | 2,6 |
|
| 5507 |
OF
5507
Optimize Financial
Laguna Hills,
California
| US$ 278 mi | +US$ 75,1 mi | +37% | 69,9% | – | 304 | 5,59% | 0,6 |
|
| 5508 |
YWS
5508
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 278 mi | +US$ 29,9 mi | +12% | 14% | 55,1% | 141 | 15,6% | 2,2 |
|
| 5509 |
CIS
5509
Custom Index Systems
New York
| US$ 278 mi | +US$ 48,7 mi | +21% | 21,2% | – | 543 | 57,09% | 0,5 |
|
| 5510 |
SI
5510
Shaker Investments
Cleveland,
Ohio
| US$ 278 mi | +US$ 58,5 mi | +27% | 41,4% | 205% | 103 | 35,92% | 2 |
|
| 5511 |
GK
5511
Graney & King
Latham,
New York
| US$ 278 mi | +US$ 92,7 mi | +50% | 12,7% | – | 388 | 6,19% | 1,3 |
|
| 5512 |
QCIG
5512
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 278 mi | +US$ 27,4 mi | +11% | 11,1% | 67,3% | 220 | 14,09% | 4,1 |
|
| 5513 |
EWP
5513
Equity Wealth Partners
Independence,
Missouri
| US$ 278 mi | +US$ 124 mi | +80% | 13,1% | – | 110 | 31,82% | 0,5 |
|
| 5514 |
FIA
5514
FNY Investment Advisers
New York
| US$ 278 mi | +US$ 49,4 mi | +22% | 35,5% | 357% | 1.149 | 51,09% | 0,7 |
|
| 5515 |
FAM
5515
Fearnley Asset Management
Oslo,
| US$ 278 mi | -US$ 27,9 mi | -9% | 11,3% | – | 21 | 33,33% | 0,4 |
|
| 5516 |
SWM
5516
SFG Wealth Management
Towson,
Maryland
| US$ 278 mi | +US$ 35,2 mi | +14% | 15,3% | 82,1% | 125 | 29,6% | 1,7 |
|
| 5517 |
FFG
5517
Forum Finance Group
Geneva,
| US$ 278 mi | +US$ 93,5 mi | +51% | 14,2% | – | 364 | 17,31% | 0,2 |
|
| 5518 |
ACM
5518
Ananym Capital Management
New York
| US$ 278 mi | +US$ 15,8 mi | +6% | 20,1% | – | 11 | 36,36% | 0,9 |
|
| 5519 |
USPCM
5519
Union Square Park Capital Management
New York
| US$ 278 mi | +US$ 102 mi | +58% | 28,9% | 75,8% | 83 | 57,83% | 0,7 |
|
| 5520 |
RPCONE
5520
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 278 mi | +US$ 32,1 mi | +13% | 22% | 125% | 272 | 13,24% | 3,1 |
|
| 5521 |
VOMP
5521
Vision One Management Partners
Miami,
Florida
| US$ 278 mi | +US$ 45,7 mi | +20% | 20,6% | – | 10 | 30% | 1 |
|
| 5522 |
HA
5522
Hanover Advisors
Seneca,
South Carolina
| US$ 278 mi | +US$ 31,6 mi | +13% | 12,7% | – | 130 | 15,38% | 1,7 |
|
| 5523 |
CI
5523
Cordant Inc
Portland,
Oregon
| US$ 278 mi | +US$ 31,3 mi | +13% | 12% | 47% | 353 | 72,24% | 0,9 |
|
| 5524 |
ICMM
5524
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$ 278 mi | +US$ 40,5 mi | +17% | 19,7% | – | 64 | 12,5% | 1,4 |
|
| 5525 |
OFA
5525
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$ 278 mi | +US$ 36,7 mi | +15% | 11,1% | 52,5% | 18 | 0% | 2,5 |
|