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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
RWIA
6051
Roger Wittlin Investment Advisory
San Francisco,
California
| US$ 127 mi | – | – | 4,47% | 61,3% | 26 | – | 0 |
|
| 6052 |
6052
West Bancorporation
West Des Moines,
Iowa
| US$ 127 mi | – | – | 12,4% | 72,5% | 315 | – | 1,4 |
|
| 6053 |
6053
Shelton Wealth Management
Fort Worth,
Texas
| US$ 127 mi | – | – | 6,15% | 89,4% | 71 | – | 0 |
|
| 6054 |
6054
Charter Research & Investment Group
Southport,
Connecticut
| US$ 127 mi | +US$ 6,51 mi | +5% | 9,82% | 82,3% | 87 | 8,05% | 4,9 |
|
| 6055 |
MCM
6055
Magnolia Capital Management
Cold Spring,
New York
| US$ 127 mi | +US$ 11 mi | +10% | 10,6% | 85,9% | 118 | 38,14% | 0,7 |
|
| 6056 |
6056
Allie Family Office
Miami,
Florida
| US$ 127 mi | – | – | 6,25% | 59% | 60 | – | 0 |
|
| 6057 |
6057
Heritage Investment Group
Pompano Beach,
Florida
| US$ 127 mi | – | – | 7,9% | 54,5% | 76 | – | 0 |
|
| 6058 |
6058
CenturyLink Investment Management
Denver,
Colorado
| US$ 127 mi | – | – | 10,7% | – | 1 | – | 0 |
|
| 6059 |
6059
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 127 mi | +US$ 11,2 mi | +10% | 11,8% | 96,8% | 357 | 10,36% | 0,7 |
|
| 6060 |
6060
Act Two Investors
Santa Cruz,
California
| US$ 127 mi | -US$ 295 mi | -70% | 10,8% | 53% | 31 | 22,58% | 2,3 |
|
| 6061 |
6061
Trust Investment Advisors
Indianapolis,
Indiana
| US$ 127 mi | +US$ 15 mi | +13% | 14,4% | 178% | 89 | 10,11% | 3,3 |
|
| 6062 |
6062
KPCB XV Associates
Menlo Park,
California
| US$ 127 mi | -US$ 7,13 mi | -5% | 2,74% | – | 3 | 0% | 1 |
|
| 6063 |
6063
Privium Fund Management (UK)
London,
United Kingdom
| US$ 127 mi | +US$ 33,5 mi | +36% | 1,69% | 34,4% | 64 | 39,06% | 0,3 |
|
| 6064 |
PCC
6064
Park Circle Company
Baltimore,
Maryland
| US$ 127 mi | -US$ 5 mi | -4% | 6,82% | 70,5% | 135 | 14,81% | 2,1 |
|
| 6065 |
AA
6065
Alta Advisers
London,
United Kingdom
| US$ 127 mi | +US$ 3,15 mi | +3% | 2,99% | 129% | 6 | 0% | 3 |
|
| 6066 |
6066
TKG Advisors
Valparaiso,
Indiana
| US$ 127 mi | – | – | 11,1% | 116% | 82 | – | 0 |
|
| 6067 |
6067
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$ 127 mi | – | – | 10,1% | 81% | 22 | – | 0 |
|
| 6068 |
6068
Taika Capital
Sunny Isles Beach,
Florida
| US$ 127 mi | – | – | 16,9% | 68,3% | 34 | – | 0 |
|
| 6069 |
YRHAM
6069
Yong Rong (HK) Asset Management
Sheung Wan,
Hong Kong
| US$ 127 mi | -US$ 25,9 mi | -17% | 6,1% | 2.310% | 23 | 69,57% | 0,3 |
|
| 6070 |
6070
Saber Capital Management
Fuquay Varina,
North Carolina
| US$ 126 mi | – | – | 1,58% | – | 12 | – | 0 |
|
| 6071 |
6071
Prairiewood Capital
Fargo,
North Dakota
| US$ 126 mi | +US$ 4,6 mi | +4% | 4,51% | 42,6% | 68 | 1,47% | 0,8 |
|
| 6072 |
6072
Ascendant Capital Management
Los Angeles,
California
| US$ 126 mi | -US$ 5,7 mi | -4% | 7,97% | – | 80 | 40% | 0,6 |
|
| 6073 |
6073
Astoria Portfolio Advisors
New York
| US$ 126 mi | – | – | 6,59% | 75,4% | 143 | – | 0 |
|
| 6074 |
GWA
6074
GGM Wealth Advisors
Baltimore,
Maryland
| US$ 126 mi | +US$ 69 mil | +0,1% | 7,65% | 25,9% | 103 | 13,59% | 0,8 |
|
| 6075 |
6075
Retirement Guys Formula
Maumee,
Ohio
| US$ 126 mi | – | – | 6,22% | 75,7% | 114 | – | 0 |
|