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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Coordinated Financial Services
Denver,
Colorado
| US$ 115 mi | – | – | 7,76% | – | 132 | – | 0 |
|
| 6752 |
6752
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 115 mi | +US$ 9,6 mi | +9% | 8,39% | 83,3% | 79 | 17,72% | 4,8 |
|
| 6753 |
6753
Optimas Capital
Central,
Hong Kong
| US$ 114 mi | +US$ 8,34 mi | +8% | 24,6% | 358% | 53 | 73,58% | 0,4 |
|
| 6754 |
6754
Fischer Investment Strategies
Westlake Village,
California
| US$ 114 mi | -US$ 17,9 mi | -14% | 6,04% | 81% | 30 | 50% | 0,4 |
|
| 6755 |
6755
Financial Symmetry
Raleigh,
North Carolina
| US$ 114 mi | +US$ 12,7 mi | +12% | 6,24% | 68,4% | 37 | 16,22% | 0,2 |
|
| 6756 |
6756
New Leaf Venture Partners
New York
| US$ 114 mi | -US$ 9,9 mi | -8% | 17,8% | 3,91% | 12 | 8,33% | 4,5 |
|
| 6757 |
6757
Alexander Randolph Advisory
Mclean,
Virginia
| US$ 114 mi | +US$ 4,17 mi | +4% | 3,69% | 56% | 53 | 0% | 0,3 |
|
| 6758 |
6758
Seamount Financial Group
Colorado Springs,
Colorado
| US$ 114 mi | +US$ 9,7 mi | +9% | 7,87% | 79,7% | 87 | 9,2% | 0,2 |
|
| 6759 |
6759
Bank of Marin
Novato,
California
| US$ 114 mi | +US$ 2,33 mi | +2% | 9,66% | 80,3% | 121 | 7,44% | 3,1 |
|
| 6760 |
6760
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 114 mi | +US$ 11,1 mi | +11% | 8,05% | 61,2% | 251 | 8,37% | 0,2 |
|
| 6761 |
6761
Objectivity Squared
Charleston,
South Carolina
| US$ 114 mi | +US$ 13,3 mi | +13% | 7,22% | – | 49 | 14,29% | 0,2 |
|
| 6762 |
6762
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$ 114 mi | +US$ 6,75 mi | +6% | 8,24% | 86,3% | 109 | 7,34% | 1,9 |
|
| 6763 |
6763
Edge Financial Advisors
Wheaton,
Illinois
| US$ 114 mi | – | – | 8,61% | – | 132 | – | 0 |
|
| 6764 |
6764
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$ 114 mi | +US$ 19,4 mi | +21% | 7,24% | 61,3% | 66 | 18,18% | 0,2 |
|
| 6765 |
GIS
6765
Grayhawk Investment Strategies
Calgary,
Alberta, Canada
| US$ 114 mi | -US$ 80,7 mi | -42% | 6,51% | 20,3% | 256 | 41,41% | 1,4 |
|
| 6766 |
6766
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$ 113 mi | +US$ 8,13 mi | +8% | 9,71% | 92,3% | 114 | 7,02% | 2 |
|
| 6767 |
6767
Allen Wealth Management
Boone,
North Carolina
| US$ 113 mi | +US$ 11,2 mi | +11% | 8,97% | 60,3% | 57 | 8,77% | 0,2 |
|
| 6768 |
6768
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$ 113 mi | +US$ 6,25 mi | +6% | 8,49% | 96,8% | 406 | 15,02% | 2,3 |
|
| 6769 |
6769
CAP Partners LLC
Franklin,
Tennessee
| US$ 113 mi | +US$ 12,2 mi | +12% | 10,4% | 97% | 126 | 22,22% | 0,2 |
|
| 6770 |
6770
Andrew Hill Investment Advisors
Naples,
Florida
| US$ 113 mi | +US$ 17,3 mi | +18% | 18,4% | 269% | 53 | 24,53% | 0,8 |
|
| 6771 |
6771
Bush Investment Group
Valdosta,
Georgia
| US$ 113 mi | +US$ 4,93 mi | +5% | 8,02% | – | 32 | 21,88% | 0,2 |
|
| 6772 |
6772
MontVue Capital Management
Lynchburg,
Virginia
| US$ 113 mi | +US$ 8,93 mi | +9% | 7,75% | 76% | 49 | 8,16% | 0,2 |
|
| 6773 |
6773
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 113 mi | +US$ 4,17 mi | +4% | 7,67% | 76,1% | 129 | 15,5% | 4,6 |
|
| 6774 |
6774
Nipun Capital
Foster City,
California
| US$ 113 mi | +US$ 8,94 mi | +9% | 3,3% | 30,2% | 7 | 28,57% | 0,2 |
|
| 6775 |
6775
Rip Road Capital Partners
Boston,
Massachusetts
| US$ 113 mi | +US$ 20,9 mi | +23% | 7,63% | 121% | 15 | 26,67% | 1,4 |
|