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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
5701
Vista Investment Partners II
Richmond,
Indiana
| US$ 207 mi | +US$ 26,5 mi | +15% | 13,3% | – | 143 | 16,08% | 0,4 |
|
| 5702 |
5702
Cordant Inc
Portland,
Oregon
| US$ 207 mi | +US$ 15,2 mi | +8% | 6,07% | 47% | 115 | 45,22% | 3,8 |
|
| 5703 |
5703
Lynx Capital Group
Beachwood,
Ohio
| US$ 207 mi | +US$ 13 mi | +7% | 7,7% | – | 83 | 10,84% | 1,3 |
|
| 5704 |
5704
Red Tortoise LLC
Atlanta,
Georgia
| US$ 207 mi | +US$ 13,5 mi | +7% | 7,93% | 43,7% | 657 | 21,16% | 1,9 |
|
| 5705 |
5705
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 207 mi | +US$ 24,2 mi | +13% | 10,8% | 84,1% | 86 | 11,63% | 2,2 |
|
| 5706 |
5706
Sightline Wealth Advisors
Groton,
Connecticut
| US$ 207 mi | +US$ 17,4 mi | +9% | 6,57% | 48,5% | 93 | 18,28% | 2,3 |
|
| 5707 |
FSA
5707
Financial Services Advisory
Rockville,
Maryland
| US$ 207 mi | -US$ 57,3 mi | -22% | 9,05% | 82,5% | 63 | 52,38% | 1,2 |
|
| 5708 |
5708
Whitebark Investors
Incline Village,
Nevada
| US$ 207 mi | +US$ 16,4 mi | +9% | 14,2% | – | 9 | 0% | 0,4 |
|
| 5709 |
5709
Burns Matteson Capital Management
Corning,
New York
| US$ 207 mi | +US$ 21,1 mi | +11% | 10,1% | 137% | 221 | 36,65% | 1,5 |
|
| 5710 |
5710
Lloyd Advisory Services
Suwanee,
Georgia
| US$ 207 mi | +US$ 7,87 mi | +4% | 7,23% | 47,7% | 122 | 38,52% | 0,8 |
|
| 5711 |
5711
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 207 mi | +US$ 92,7 mi | +81% | 6,94% | 1,22% | 48 | 8,33% | 1 |
|
| 5712 |
5712
Rings Capital Management
Chicago,
Illinois
| US$ 207 mi | +US$ 10,5 mi | +5% | 6,57% | 40,9% | 8 | 12,5% | 3 |
|
| 5713 |
5713
Dravo Bay
Rehoboth Beach,
Delaware
| US$ 207 mi | +US$ 18,1 mi | +10% | 7,92% | 45,2% | 48 | 4,17% | 2,3 |
|
| 5714 |
5714
S.A. Mason
Holland,
Michigan
| US$ 207 mi | +US$ 17,4 mi | +9% | 11,8% | 116% | 366 | 6,01% | 3,9 |
|
| 5715 |
5715
Cary Street Partners Investment Advisory
Richmond,
Virginia
| US$ 207 mi | +US$ 33,2 mi | +19% | 10,3% | 84,1% | 616 | 12,18% | 2,5 |
|
| 5716 |
5716
Arrow Capital
Sydney,
Australia
| US$ 207 mi | +US$ 127 mi | +158% | 22,3% | – | 37 | 75,68% | 0,1 |
|
| 5717 |
5717
State Insurance Fund
New York
| US$ 206 mi | +US$ 20,5 mi | +11% | 11% | 77,9% | 1 | 0% | 1,5 |
|
| 5718 |
5718
Compass Financial Services
West Des Moines,
Iowa
| US$ 206 mi | +US$ 16 mi | +8% | 6,11% | – | 328 | 19,21% | 0,4 |
|
| 5719 |
CIA
5719
Citadel Investment Advisory
Chesterland,
Ohio
| US$ 206 mi | +US$ 2,67 mi | +1% | 5,72% | 66,1% | 84 | 3,57% | 3,9 |
|
| 5720 |
5720
Silver Oak Advisory Group
Portland,
Oregon
| US$ 206 mi | +US$ 18,1 mi | +10% | 4% | 27% | 73 | 10,96% | 2,5 |
|
| 5721 |
5721
Mendon Capital Advisors
Key Largo,
Florida
| US$ 206 mi | -US$ 9,7 mi | -4% | 2,64% | – | 60 | 28,33% | 2,1 |
|
| 5722 |
5722
Values Added Financial
Washington,
District of Columbia
| US$ 206 mi | +US$ 25,9 mi | +14% | 8,43% | 65,9% | 126 | 11,11% | 1,4 |
|
| 5723 |
5723
Revere Asset Management
Dallas,
Texas
| US$ 206 mi | +US$ 113 mi | +122% | 32,3% | 592% | 33 | 78,79% | 0,3 |
|
| 5724 |
5724
Financial Guidance Group
Palm Harbor,
Florida
| US$ 206 mi | +US$ 20,7 mi | +11% | 7,35% | 58,7% | 84 | 14,29% | 2 |
|
| 5725 |
5725
Pinnacle Family Advisors
Springfield,
Missouri
| US$ 206 mi | +US$ 21,8 mi | +12% | 11,6% | 85,8% | 134 | 26,12% | 2,2 |
|