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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
MAM
6501
Marketfield Asset Management
New York
| US$ 127 mi | +US$ 3,95 mi | +3% | 11,8% | 61,5% | 37 | 13,51% | 3,8 |
|
| 6502 |
6502
ROI Financial Advisors
Beaverton,
Oregon
| US$ 127 mi | +US$ 6,33 mi | +5% | 15,5% | 165% | 65 | 7,69% | 0,2 |
|
| 6503 |
6503
Windham Capital Management
Boston,
Massachusetts
| US$ 127 mi | -US$ 145 mi | -53% | 5,72% | 8,3% | 88 | 54,55% | 3,7 |
|
| 6504 |
6504
Wealth Forward LLC
Fargo,
North Dakota
| US$ 127 mi | +US$ 8,66 mi | +7% | 4,82% | 48,8% | 32 | 9,38% | 0,2 |
|
| 6505 |
6505
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 127 mi | +US$ 6,43 mi | +5% | 4,65% | 59,7% | 57 | 1,75% | 1,2 |
|
| 6506 |
6506
Wilson & Boucher Capital Management
Moraga,
California
| US$ 127 mi | +US$ 8,18 mi | +7% | 8,78% | 69,8% | 111 | 6,31% | 2 |
|
| 6507 |
6507
English Capital Management
Bloomfield Hills,
Michigan
| US$ 127 mi | +US$ 10,7 mi | +9% | 11% | – | 34 | 5,88% | 0,2 |
|
| 6508 |
6508
Aspect Partners
Fairfax,
Virginia
| US$ 127 mi | -US$ 28,4 mi | -18% | 5,31% | 66,7% | 572 | 8,92% | 0,2 |
|
| 6509 |
6509
Michael S. Ryan Inc
Latham,
New York
| US$ 127 mi | +US$ 6,2 mi | +5% | 5,36% | 63,3% | 54 | 22,22% | 0,6 |
|
| 6510 |
6510
Benchmark Investment Advisors
Chicago,
Illinois
| US$ 127 mi | +US$ 18,8 mi | +17% | 25% | – | 96 | 18,75% | 1,5 |
|
| 6511 |
6511
McDonough Capital Management
Orlando,
Florida
| US$ 127 mi | +US$ 10,9 mi | +9% | 10,8% | 98,1% | 44 | 2,27% | 2 |
|
| 6512 |
AI
6512
Arrien Investments
Boise,
Idaho
| US$ 127 mi | +US$ 12,7 mi | +11% | 4,77% | 46% | 42 | 19,05% | 0,7 |
|
| 6513 |
6513
Coalescence Partners Investment Management
New York
| US$ 127 mi | +US$ 14,6 mi | +13% | 7,76% | – | 21 | 42,86% | 0,3 |
|
| 6514 |
6514
Shorepath Capital Management
Park City,
Utah
| US$ 127 mi | +US$ 13,8 mi | +12% | 10% | – | 22 | 0% | 0,3 |
|
| 6515 |
AIFAIM
6515
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 127 mi | +US$ 13,3 mi | +12% | 8,75% | 79,1% | 131 | 10,69% | 2,6 |
|
| 6516 |
6516
Paladin Advisory Group
Clive,
Iowa
| US$ 126 mi | +US$ 5,32 mi | +4% | 7,81% | 71,9% | 229 | 1,75% | 1 |
|
| 6517 |
6517
Efficient Frontier Advisors
Eastford,
Connecticut
| US$ 126 mi | +US$ 7,31 mi | +6% | 5,14% | – | 13 | 7,69% | 0,2 |
|
| 6518 |
6518
Thor Investment Management
Cincinnati,
Ohio
| US$ 126 mi | +US$ 11,5 mi | +10% | 5,17% | 122% | 49 | 16,33% | 0,2 |
|
| 6519 |
6519
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$ 126 mi | +US$ 4,69 mi | +4% | 8,67% | 79% | 129 | 15,5% | 1,5 |
|
| 6520 |
6520
Charter Research & Investment Group
Southport,
Connecticut
| US$ 126 mi | +US$ 5,64 mi | +5% | 8,49% | 82,3% | 90 | 11,11% | 6,1 |
|
| 6521 |
6521
Better Money Decisions
Santa Fe,
New Mexico
| US$ 126 mi | +US$ 5,62 mi | +5% | 4,97% | 32,7% | 69 | 15,94% | 2 |
|
| 6522 |
6522
Stonepine Capital Management
Bend,
Oregon
| US$ 126 mi | -US$ 105 mi | -45% | 15,1% | 231% | 24 | 50% | 1,1 |
|
| 6523 |
PWAM
6523
Pinnacle West Asset Management
Casper,
Wyoming
| US$ 126 mi | +US$ 9,35 mi | +8% | 9,91% | 100% | 106 | 6,6% | 0,9 |
|
| 6524 |
6524
Stadium Capital Management
New Canaan,
Connecticut
| US$ 126 mi | +US$ 6,68 mi | +6% | 10,3% | 10,9% | 12 | 41,67% | 1,3 |
|
| 6525 |
6525
Client First Investment Management
West Bend,
Wisconsin
| US$ 126 mi | +US$ 23 mi | +22% | 18,5% | 243% | 33 | 63,64% | 0,1 |
|