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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Ironwood Investment Management
Boston,
Massachusetts
| US$ 206 mi | +US$ 22,1 mi | +12% | 16,9% | 164% | 176 | 12,5% | 6,5 |
|
| 5727 |
5727
Bellevue Asset Management
Bellevue,
Washington
| US$ 205 mi | +US$ 22,2 mi | +12% | 15,6% | 56,7% | 493 | 7,51% | 4 |
|
| 5728 |
5728
Lodestone Wealth Management
Spokane,
Washington
| US$ 205 mi | +US$ 17,4 mi | +9% | 7,15% | 87,1% | 172 | 13,37% | 1,8 |
|
| 5729 |
5729
Findell Capital Management
New York
| US$ 205 mi | -US$ 2,63 mi | -1% | 17,8% | – | 17 | 52,94% | 0,8 |
|
| 5730 |
PCM
5730
Prime Capital Management
Hong Kong
| US$ 205 mi | +US$ 111 mi | +118% | 49% | 579% | 3 | 33,33% | 0,6 |
|
| 5731 |
SV
5731
Stilwell Value
New York
| US$ 205 mi | +US$ 10,8 mi | +6% | 18,4% | 87,9% | 32 | 15,63% | 5,2 |
|
| 5732 |
NME
5732
Notis-McConarty Edward
| US$ 205 mi | +US$ 10,8 mi | +6% | 8,52% | 91,2% | 80 | 10% | 7,3 |
|
| 5733 |
5733
Cresta Advisors
Laredo,
Texas
| US$ 205 mi | +US$ 12,2 mi | +6% | 7,65% | 66,8% | 48 | 4,17% | 2 |
|
| 5734 |
5734
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 205 mi | +US$ 15,8 mi | +8% | 6,93% | 47,6% | 87 | 3,45% | 6,9 |
|
| 5735 |
5735
IVC Wealth Advisors
Silverdale,
Pennsylvania
| US$ 205 mi | +US$ 19,2 mi | +10% | 7,47% | 81,9% | 178 | 11,24% | 2,8 |
|
| 5736 |
5736
Integrity Wealth Solutions
Denver,
Colorado
| US$ 205 mi | +US$ 20,6 mi | +11% | 10% | – | 115 | 10,43% | 1,1 |
|
| 5737 |
5737
Northstar Advisory Group
Northfield,
New Jersey
| US$ 205 mi | +US$ 51,8 mi | +34% | 18,5% | 141% | 115 | 31,3% | 1,8 |
|
| 5738 |
5738
Thomas H. Lee (THL) Partners
Boston,
Massachusetts
| US$ 205 mi | +US$ 3,38 mi | +2% | 1,68% | 37,2% | 1 | 0% | 4,8 |
|
| 5739 |
5739
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 205 mi | +US$ 14,5 mi | +8% | 7,1% | – | 746 | 35,39% | 0,5 |
|
| 5740 |
5740
Beaton Management Company
Haverhill,
Massachusetts
| US$ 205 mi | +US$ 12,1 mi | +6% | 9,96% | 95,9% | 141 | 6,38% | 5,7 |
|
| 5741 |
5741
Parkshore Wealth Management
Granite Bay,
California
| US$ 205 mi | +US$ 32,6 mi | +19% | 7,13% | – | 67 | 11,94% | 0,5 |
|
| 5742 |
5742
Windle Wealth
Oklahoma City,
Oklahoma
| US$ 205 mi | +US$ 10,4 mi | +5% | 7,15% | 73% | 33 | 6,06% | 2,2 |
|
| 5743 |
5743
HighMark Wealth Management
St. Paul,
Minnesota
| US$ 205 mi | +US$ 35,3 mi | +21% | 8,19% | 110% | 644 | 15,53% | 3 |
|
| 5744 |
5744
Forager Capital Management
Birmingham,
Alabama
| US$ 205 mi | +US$ 2,4 mi | +1% | 2,14% | 52,6% | 11 | 0% | 2,7 |
|
| 5745 |
5745
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$ 204 mi | -US$ 8,76 mi | -4% | 7,22% | 63,8% | 96 | 13,54% | 4,1 |
|
| 5746 |
5746
CastleKeep Investment Advisors
Westport,
Connecticut
| US$ 204 mi | +US$ 9,8 mi | +5% | 5,4% | – | 100 | 28% | 1 |
|
| 5747 |
5747
Martin Worley Group
Cottonwood Heights,
Utah
| US$ 204 mi | +US$ 29,2 mi | +17% | 6,94% | – | 93 | 12,9% | 0,4 |
|
| 5748 |
YP
5748
YANKCOM Partnership
Yankton,
South Dakota
| US$ 204 mi | +US$ 22,6 mi | +12% | 9,64% | – | 319 | 12,23% | 0,4 |
|
| 5749 |
5749
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 204 mi | +US$ 73,6 mi | +56% | 39,9% | 261% | 49 | 36,73% | 1,5 |
|
| 5750 |
5750
Aflac Inc
Columbus,
Georgia
| US$ 204 mi | +US$ 67,2 mi | +49% | 49,3% | 28,8% | 3 | 0% | 2,8 |
|