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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6101 |
NA
6101
Note Advisors
Buffalo,
New York
| US$ 231 mi | +US$ 30,5 mi | +15% | 7,96% | – | 88 | 5,68% | 1,3 |
|
| 6102 |
BFS
6102
Burrus Financial Services
Salt Lake City,
Utah
| US$ 230 mi | +US$ 11,9 mi | +5% | 6,76% | 30,2% | 11 | 0% | 2,3 |
|
| 6103 |
KIC
6103
Kensington Investment Counsel
Long Beach,
California
| US$ 230 mi | +US$ 22,5 mi | +11% | 21,1% | 81,9% | 93 | 19,35% | 3,3 |
|
| 6104 |
SFG
6104
Strive Financial Group
Carmel,
Indiana
| US$ 230 mi | +US$ 41,6 mi | +22% | 16,3% | – | 944 | 29,34% | 0,4 |
|
| 6105 |
BCM
6105
Banyan Capital Management
Atlanta,
Georgia
| US$ 230 mi | -US$ 1,96 mi | -0,8% | 4,14% | 42,5% | 55 | 0% | 2,2 |
|
| 6106 |
LCM
6106
LCM Capital Management
Chicago,
Illinois
| US$ 230 mi | +US$ 30,7 mi | +15% | 19% | 108% | 132 | 18,94% | 3,2 |
|
| 6107 |
BC
6107
BDFS Capital
Rehoboth Beach,
Delaware
| US$ 230 mi | +US$ 22,2 mi | +11% | 6,77% | – | 149 | 30,2% | 0,4 |
|
| 6108 |
ICMARC
6108
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$ 230 mi | +US$ 34,8 mi | +18% | 9,68% | 42,9% | 6 | 0% | 2,6 |
|
| 6109 |
MPCG
6109
Matrix Private Capital Group
New York
| US$ 230 mi | +US$ 22,5 mi | +11% | 9,57% | 62,5% | 148 | 8,11% | 4,3 |
|
| 6110 |
ACM
6110
Azarias Capital Management
Berwyn,
Pennsylvania
| US$ 230 mi | +US$ 6,68 mi | +3% | 9,32% | 58,2% | 25 | 12% | 2,5 |
|
| 6111 |
IIA
6111
Integrity Investment Advisors
Fort Collins,
Colorado
| US$ 230 mi | +US$ 45,4 mi | +25% | 16,9% | – | 79 | 15,19% | 0,9 |
|
| 6112 |
LS
6112
LCW Services
Virginia Beach,
Virginia
| US$ 230 mi | +US$ 28,4 mi | +14% | 11,7% | – | 40 | 2,5% | 0,5 |
|
| 6113 |
AIFS
6113
A&I Financial Services
Lone Tree,
Colorado
| US$ 230 mi | +US$ 18,5 mi | +9% | 11,4% | – | 86 | 25,58% | 1,8 |
|
| 6114 |
CP
6114
Catalys Pacific
Tokyo,
Japan
| US$ 229 mi | -US$ 1,26 mi | -0,5% | 0,54% | – | 2 | 0% | 2,5 |
|
| 6115 |
HIA
6115
Highland Investment Advisors
Ponte Vedra,
Florida
| US$ 229 mi | – | – | 9,85% | – | 734 | – | 0 |
|
| 6116 |
AIM
6116
Alhambra Investment Management
Palmetto Bay,
Florida
| US$ 229 mi | +US$ 12,6 mi | +6% | 9,94% | 67,7% | 189 | 10,58% | 3,8 |
|
| 6117 |
CAIM
6117
Catherine Avery Investment Management
Longboat Key,
Florida
| US$ 229 mi | +US$ 5,55 mi | +2% | 15% | – | 173 | 41,04% | 0,9 |
|
| 6118 |
PRRFG
6118
Paul R. Ried Financial Group
Bellevue,
Washington
| US$ 229 mi | +US$ 13,8 mi | +6% | 6,75% | – | 47 | 12,77% | 1,1 |
|
| 6119 |
SWIM
6119
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 229 mi | +US$ 39,1 mi | +21% | 12,7% | 67,4% | 551 | 9,07% | 1,4 |
|
| 6120 |
PPA
6120
Painted Porch Advisors
Santa Barbara,
California
| US$ 229 mi | +US$ 19,3 mi | +9% | 9,76% | – | 81 | 24,69% | 1,7 |
|
| 6121 |
AAG
6121
Asset Advisory Group
Kinnelon,
New Jersey
| US$ 229 mi | +US$ 29,5 mi | +15% | 13,2% | – | 126 | 8,73% | 0,5 |
|
| 6122 |
TI
6122
tru Independence
Portland,
Oregon
| US$ 229 mi | +US$ 26,5 mi | +13% | 11,3% | 55,7% | 110 | 9,09% | 2,9 |
|
| 6123 |
IAAG
6123
Innovative Asset Advisors Group
Shelton,
Connecticut
| US$ 229 mi | +US$ 55,4 mi | +32% | 29,4% | – | 1.099 | 79,34% | 0,2 |
|
| 6124 |
WCM
6124
Wildcat Capital Management
New York
| US$ 229 mi | +US$ 122 mi | +115% | 120% | 126% | 3 | 33,33% | 3 |
|
| 6125 |
DCC
6125
Dow Chemical Company
Midland,
Michigan
| US$ 228 mi | -US$ 10,3 mi | -4% | 2,29% | 29,4% | 6 | 50% | 2,6 |
|