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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
CVA
5801
Central Valley Advisors
Sacramento,
California
| US$ 177 mi | -US$ 57 mi | -24% | 6,38% | 77,8% | 173 | 46,24% | 0,5 |
|
| 5802 |
5802
Concorde Asset Management
Ann Arbor,
Michigan
| US$ 177 mi | +US$ 14,9 mi | +9% | 5,71% | – | 189 | 21,69% | 1,8 |
|
| 5803 |
5803
Miller Value Partners
Sarasota,
Florida
| US$ 177 mi | +US$ 20,6 mi | +13% | 9,57% | 133% | 30 | 6,67% | 2,6 |
|
| 5804 |
5804
CMG Global Holdings
Plano,
Texas
| US$ 177 mi | +US$ 25,9 mi | +17% | 6,19% | 80,8% | 100 | 14% | 2,7 |
|
| 5805 |
5805
Delphi Financial Group
Wilmington,
Delaware
| US$ 177 mi | -US$ 604 mil | -0,3% | 3,79% | 66,3% | 25 | 24% | 2,2 |
|
| 5806 |
5806
Ivy Lane Capital Management
Winter Park,
Florida
| US$ 177 mi | +US$ 4,87 mi | +3% | 6,88% | 101% | 14 | 28,57% | 1,6 |
|
| 5807 |
5807
FMB Wealth Management
Westlake Village,
California
| US$ 177 mi | +US$ 45,4 mi | +35% | 5,71% | 71,1% | 76 | 10,53% | 1,3 |
|
| 5808 |
5808
PFS Partners
Mine Hill,
New Jersey
| US$ 177 mi | +US$ 16,3 mi | +10% | 6,28% | 65,2% | 463 | 8,21% | 2 |
|
| 5809 |
LA
5809
Latitude Advisors
Vero Beach,
Florida
| US$ 177 mi | +US$ 13 mi | +8% | 6,21% | 79,6% | 199 | 15,08% | 2,1 |
|
| 5810 |
5810
Granite FO LLC
Bedford,
New Hampshire
| US$ 177 mi | +US$ 20,2 mi | +13% | 6,42% | 112% | 187 | 74,33% | 0,4 |
|
| 5811 |
5811
iSAM Funds (UK)
London,
United Kingdom
| US$ 177 mi | +US$ 43,1 mi | +32% | 9,95% | 53,7% | 411 | 77,37% | 0,1 |
|
| 5812 |
5812
Hardin Capital Partners
Greenville,
South Carolina
| US$ 177 mi | +US$ 23,3 mi | +15% | 14,9% | – | 121 | 9,92% | 0,2 |
|
| 5813 |
5813
von Borstel & Associates
The Dalles,
Oregon
| US$ 177 mi | – | – | 5,92% | – | 36 | – | 0 |
|
| 5814 |
5814
Nierenberg Investment Management Company
Camas,
Washington
| US$ 176 mi | -US$ 2,28 mi | -1% | 8,88% | 135% | 63 | 30,16% | 1,3 |
|
| 5815 |
5815
PACK Private Wealth
Wayzata,
Minnesota
| US$ 176 mi | +US$ 15,5 mi | +10% | 8,19% | 52,8% | 43 | 4,65% | 2,3 |
|
| 5816 |
5816
Brendel Financial Advisors
Hanover,
New Hampshire
| US$ 176 mi | +US$ 19,1 mi | +12% | 13% | 126% | 100 | 18% | 1,3 |
|
| 5817 |
5817
Dover Advisors
Richmond,
Virginia
| US$ 176 mi | +US$ 14,5 mi | +9% | 7,13% | 65% | 137 | 10,95% | 1,1 |
|
| 5818 |
5818
Western Financial Corp
San Diego,
California
| US$ 176 mi | +US$ 10,7 mi | +6% | 6,74% | 275% | 132 | 21,21% | 1,5 |
|
| 5819 |
5819
NVP Associates
Menlo Park,
California
| US$ 176 mi | +US$ 84,9 mi | +93% | 2,61% | 953% | 8 | 25% | 1,3 |
|
| 5820 |
5820
Whitford Management
New York
| US$ 176 mi | +US$ 4,13 mi | +2% | 4,63% | 76,2% | 18 | 22,22% | 0,9 |
|
| 5821 |
5821
Orleans Capital Management
Mandeville,
Louisiana
| US$ 176 mi | +US$ 18,7 mi | +12% | 7,22% | 94,6% | 100 | 30% | 2,7 |
|
| 5822 |
5822
AllSquare Wealth Management
Albany,
New York
| US$ 176 mi | +US$ 9,39 mi | +6% | 5,51% | 62,4% | 550 | 3,82% | 5,3 |
|
| 5823 |
5823
Mittelman Wealth Management
Andover,
Massachusetts
| US$ 176 mi | +US$ 21,7 mi | +14% | 7,43% | – | 74 | 64,86% | 0,4 |
|
| 5824 |
5824
Triton Wealth Management
Sun City,
Arizona
| US$ 176 mi | +US$ 4,83 mi | +3% | 4,92% | – | 90 | 7,78% | 2,7 |
|
| 5825 |
5825
Prairie Sky Financial Group
Lake Bluff,
Illinois
| US$ 176 mi | +US$ 14,9 mi | +9% | 6,76% | – | 86 | 13,95% | 1 |
|