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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
CBNLCF
6201
Cognios Beta Neutral Large Cap Fund
Prairie Village,
Kansas
| US$ 105 mi | +US$ 864 mil | +0,8% | 0,94% | – | 122 | 14,75% | 2,5 |
|
| 6202 |
6202
Tilia Fiduciary Partners
Wilmington,
North Carolina
| US$ 105 mi | +US$ 898 mil | +0,9% | 8,26% | 101% | 526 | 5,13% | 1,2 |
|
| 6203 |
6203
Bank of Marin
Novato,
California
| US$ 105 mi | -US$ 1,76 mi | -2% | 9,47% | 80,3% | 129 | 16,28% | 2,4 |
|
| 6204 |
6204
Masterton Capital Management
New York
| US$ 105 mi | +US$ 21,4 mi | +26% | 2,02% | 1,94% | 28 | 53,57% | 0,6 |
|
| 6205 |
6205
Merrion Investment Management
Cranford,
New Jersey
| US$ 105 mi | -US$ 2,66 mi | -2% | 5,91% | 161% | 95 | 10,53% | 1,7 |
|
| 6206 |
6206
Unconventional Investor
Portsmouth,
New Hampshire
| US$ 105 mi | +US$ 6,11 mi | +6% | 4,49% | 62,7% | 33 | 9,09% | 1 |
|
| 6207 |
6207
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$ 105 mi | +US$ 7,73 mi | +8% | 6,97% | 79,7% | 106 | 8,49% | 0,9 |
|
| 6208 |
6208
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$ 105 mi | +US$ 18,6 mi | +22% | 6,47% | 93,3% | 123 | 17,07% | 0,2 |
|
| 6209 |
AMAL
6209
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 105 mi | +US$ 3,26 mi | +3% | 5,09% | 125% | 17 | 11,76% | 4,1 |
|
| 6210 |
6210
Barden Capital Management
Austin,
Texas
| US$ 105 mi | +US$ 7,06 mi | +7% | 8,3% | 80,1% | 73 | 13,7% | 0,9 |
|
| 6211 |
6211
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 105 mi | +US$ 62,5 mil | +0,1% | 0,9% | 81,1% | 104 | 8,65% | 5,1 |
|
| 6212 |
6212
Empirical Asset Management
Wellesley,
Massachusetts
| US$ 105 mi | +US$ 9,6 mi | +10% | 3,65% | 94,5% | 206 | 50,49% | 0,7 |
|
| 6213 |
6213
Carl Stuart Investment Advisor
Austin,
Texas
| US$ 104 mi | -US$ 3,71 mi | -3% | 11,4% | 84,4% | 54 | 81,48% | 0,3 |
|
| 6214 |
6214
Peterson Wealth Management
Sparks,
Nevada
| US$ 104 mi | +US$ 6,38 mi | +7% | 4,53% | 88,9% | 59 | 6,78% | 1,7 |
|
| 6215 |
6215
Alcosta Capital Management
San Ramon,
California
| US$ 104 mi | +US$ 5,2 mi | +5% | 19% | 175% | 35 | 28,57% | 1,2 |
|
| 6216 |
6216
Axiom Advisory
San Diego,
California
| US$ 104 mi | +US$ 10 mi | +11% | 8,1% | 16,4% | 30 | 13,33% | 1 |
|
| 6217 |
6217
Financial Alternatives
La Jolla,
California
| US$ 104 mi | +US$ 3,66 mi | +4% | 4,81% | 50,2% | 80 | 7,5% | 0,2 |
|
| 6218 |
6218
Olistico Wealth
Tulsa,
Oklahoma
| US$ 104 mi | +US$ 11,9 mi | +13% | 10,9% | 108% | 105 | 12,38% | 0,2 |
|
| 6219 |
6219
Wilson & Boucher Capital Management
Moraga,
California
| US$ 104 mi | +US$ 6,49 mi | +7% | 4,99% | 69,8% | 104 | 6,73% | 1,1 |
|
| 6220 |
6220
Dover Advisors
Richmond,
Virginia
| US$ 104 mi | +US$ 11,3 mi | +12% | 6,29% | 65% | 101 | 12,87% | 0,2 |
|
| 6221 |
6221
Yorktown Energy Partners X
New York
| US$ 104 mi | -US$ 6,7 mi | -6% | 3,98% | 95,9% | 4 | 0% | 2,3 |
|
| 6222 |
6222
CPR Investments
Rochester,
Michigan
| US$ 104 mi | +US$ 3,33 mi | +3% | 3,83% | 84% | 57 | 71,93% | 0,4 |
|
| 6223 |
6223
Kellett Wealth Advisors
Cincinnati,
Ohio
| US$ 104 mi | +US$ 924 mil | +0,9% | 1,67% | 76,3% | 59 | 15,25% | 1 |
|
| 6224 |
6224
Brown Financial Advisory
Fairhope,
Alabama
| US$ 104 mi | +US$ 6,95 mi | +7% | 5,62% | 73,2% | 31 | 16,13% | 1,9 |
|
| 6225 |
6225
Heritage Wealth Management (Texas)
Houston,
Texas
| US$ 104 mi | +US$ 5,27 mi | +5% | 4,01% | 55,9% | 28 | 17,86% | 0,2 |
|