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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5601 |
5601
Colorado Capital Management
Boulder,
Colorado
| US$ 179 mi | +US$ 6,44 mi | +4% | 1,94% | 60,4% | 99 | 11,11% | 4,7 |
|
| 5602 |
5602
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 179 mi | +US$ 1,93 mi | +1% | 2,59% | 68,8% | 121 | 4,13% | 3,1 |
|
| 5603 |
5603
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 179 mi | +US$ 14,8 mi | +9% | 3,39% | 60,9% | 70 | 35,71% | 2,1 |
|
| 5604 |
5604
Walden Wealth Partners
Beachwood,
Ohio
| US$ 179 mi | +US$ 6,86 mi | +4% | 2,61% | – | 93 | 7,53% | 0,5 |
|
| 5605 |
5605
Renaissance Capital
Stamford,
Connecticut
| US$ 179 mi | -US$ 13,6 mi | -7% | 3,87% | 392% | 60 | 43,33% | 1,3 |
|
| 5606 |
5606
Cordant Inc
Portland,
Oregon
| US$ 179 mi | +US$ 6,49 mi | +4% | 0,37% | 47% | 71 | 2,82% | 3,3 |
|
| 5607 |
5607
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$ 179 mi | -US$ 1,45 mi | -0,8% | 3,39% | 92,4% | 443 | 12,19% | 5 |
|
| 5608 |
5608
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 179 mi | +US$ 1,57 mi | +0,9% | 0,52% | 55,6% | 415 | 6,99% | 1,3 |
|
| 5609 |
5609
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 179 mi | +US$ 5,53 mi | +3% | 2,02% | 81,9% | 172 | 9,3% | 2,5 |
|
| 5610 |
5610
RP Management
New York
| US$ 179 mi | -US$ 1,32 mi | -0,7% | 24,7% | 208% | 4 | 25% | 2,4 |
|
| 5611 |
5611
Financial Council
Towson,
Maryland
| US$ 179 mi | +US$ 9,7 mi | +6% | 4,19% | 80% | 86 | 9,3% | 1,7 |
|
| 5612 |
5612
CNA Financial
Chicago,
Illinois
| US$ 179 mi | -US$ 21,1 mi | -11% | 2,23% | 48,6% | 18 | 38,89% | 1,5 |
|
| 5613 |
5613
Nierenberg Investment Management Company
Camas,
Washington
| US$ 179 mi | -US$ 811 mil | -0,5% | 1,08% | 135% | 59 | 35,59% | 1,4 |
|
| 5614 |
5614
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 179 mi | +US$ 28,1 mi | +19% | 4,54% | 69,1% | 110 | 68,18% | 0,9 |
|
| 5615 |
CCP
5615
Cunning Capital Partners
Morrisville,
North Carolina
| US$ 179 mi | -US$ 2,12 mi | -1% | 2,62% | 268% | 82 | 2,44% | 0,7 |
|
| 5616 |
5616
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 179 mi | +US$ 59,1 mi | +49% | 0,09% | 78,7% | 169 | 73,96% | 0,8 |
|
| 5617 |
IC
5617
Immersion Capital
London,
United Kingdom
| US$ 179 mi | -US$ 73,8 mi | -29% | 3,59% | 63,4% | 10 | 20% | 2,1 |
|
| 5618 |
5618
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 179 mi | +US$ 18,7 mi | +12% | 3,98% | – | 83 | 30,12% | 0,4 |
|
| 5619 |
5619
IMPACTfolio
Denver,
Colorado
| US$ 179 mi | +US$ 13 mi | +8% | 2,24% | 51,2% | 44 | 29,55% | 1,3 |
|
| 5620 |
DFS
5620
Dixon Fnancial Services
Lafayette,
California
| US$ 178 mi | -US$ 2,22 mi | -1% | 0,5% | 76,6% | 36 | 0% | 1,6 |
|
| 5621 |
5621
IRON Financial
Northbrook,
Illinois
| US$ 178 mi | -US$ 1,08 mi | -0,6% | 2,19% | 60,6% | 103 | 6,8% | 3,2 |
|
| 5622 |
5622
Cooper/Haims Advisors
Victor,
New York
| US$ 178 mi | +US$ 6,26 mi | +4% | 3,62% | 53,1% | 85 | 5,88% | 3,7 |
|
| 5623 |
5623
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 178 mi | -US$ 19,5 mi | -10% | 0,01% | 81% | 30 | 20% | 1,5 |
|
| 5624 |
5624
First City Capital Management
Savannah,
Georgia
| US$ 178 mi | -US$ 2,55 mi | -1% | 2,46% | 76,5% | 172 | 11,63% | 5,9 |
|
| 5625 |
5625
Significant Wealth Partners
Cary,
Illinois
| US$ 178 mi | +US$ 25,6 mi | +17% | 2,62% | – | 163 | 63,19% | 0,4 |
|