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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
Kennon-Green & Company
New Albany,
Ohio
| US$ 120 mi | +US$ 11,5 mi | +11% | 10,1% | 58,4% | 44 | 6,82% | 1,6 |
|
| 6752 |
6752
Fingerlakes Wealth Management
Ithaca,
New York
| US$ 120 mi | +US$ 8,87 mi | +8% | 6,04% | 80,2% | 93 | 8,6% | 2,3 |
|
| 6753 |
6753
Soapstone Management
Bethesda,
Maryland
| US$ 120 mi | -US$ 29,6 mi | -20% | 2,44% | 30,3% | 20 | 35% | 2,8 |
|
| 6754 |
6754
LTG Capital
Newton,
Massachusetts
| US$ 120 mi | +US$ 9,8 mi | +9% | 9,24% | 56% | 26 | 0% | 2,6 |
|
| 6755 |
6755
Oxford Asset Management
Oxford,
United Kingdom
| US$ 120 mi | +US$ 17,3 mi | +17% | 7,39% | – | 502 | 87,25% | 0,1 |
|
| 6756 |
6756
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$ 120 mi | +US$ 12,9 mi | +12% | 6,88% | 64,9% | 82 | 18,29% | 2,2 |
|
| 6757 |
6757
Shum Financial Group
Alameda,
California
| US$ 120 mi | – | – | 7,47% | – | 90 | – | 0 |
|
| 6758 |
6758
Moulton Wealth Management
Spokane,
Washington
| US$ 120 mi | +US$ 9,6 mi | +9% | 4,53% | 47,8% | 42 | 35,71% | 1 |
|
| 6759 |
6759
Phoenix Asset Management Partners
London,
| US$ 120 mi | -US$ 58,1 mi | -33% | 11,2% | 139% | 12 | 8,33% | 1,6 |
|
| 6760 |
HC
6760
Hoese & Co
Glencoe,
Minnesota
| US$ 119 mi | +US$ 4,8 mi | +4% | 5,72% | 51% | 181 | 21,55% | 2,2 |
|
| 6761 |
6761
22NW LP
Seattle,
Washington
| US$ 119 mi | +US$ 2,07 mi | +2% | 2,82% | 138% | 13 | 0% | 3,1 |
|
| 6762 |
6762
Marvin & Palmer Associates
Wilmington,
Delaware
| US$ 119 mi | +US$ 21,6 mi | +22% | 12,2% | 392% | 44 | 63,64% | 0,4 |
|
| 6763 |
DW
6763
Durante & Waters
Brewster,
New York
| US$ 119 mi | +US$ 6,85 mi | +6% | 5,85% | – | 30 | 0% | 0,7 |
|
| 6764 |
6764
Insight Inv LLC
El Segundo,
California
| US$ 119 mi | +US$ 3,44 mi | +3% | 6,63% | 139% | 89 | 1,12% | 2,6 |
|
| 6765 |
6765
Courant Investment Management
Franklin,
Tennessee
| US$ 119 mi | +US$ 12,5 mi | +12% | 9,68% | 35,2% | 9 | 0% | 4,8 |
|
| 6766 |
6766
Blodgett Wealth Advisors
Concord,
California
| US$ 119 mi | +US$ 903 mil | +0,8% | 2,77% | 150% | 61 | 4,92% | 2,2 |
|
| 6767 |
6767
Beckerman Institutional
Ocean Grove,
New Jersey
| US$ 119 mi | – | – | 6,69% | – | 96 | – | 0 |
|
| 6768 |
6768
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 119 mi | – | – | 4,46% | – | 82 | – | 1,2 |
|
| 6769 |
KA
6769
Kailix Advisors
Fort Lauderdale,
Florida
| US$ 119 mi | -US$ 40,4 mi | -25% | 14,4% | 16,3% | 7 | 28,57% | 1 |
|
| 6770 |
6770
WFA of San Diego
San Diego,
California
| US$ 119 mi | +US$ 6,79 mi | +6% | 5,83% | – | 416 | 5,05% | 1,5 |
|
| 6771 |
6771
Channing Global Advisors
Miami,
Florida
| US$ 119 mi | -US$ 998 mil | -0,8% | 3,53% | 131% | 57 | 19,3% | 1,5 |
|
| 6772 |
6772
Naples Money Management
Naples,
Florida
| US$ 118 mi | +US$ 1,19 mi | +1% | 9,23% | – | 452 | 28,76% | 0,6 |
|
| 6773 |
6773
Fulcrum Equity Management
Plano,
Texas
| US$ 118 mi | +US$ 6,96 mi | +6% | 7,42% | 116% | 159 | 32,08% | 1,2 |
|
| 6774 |
6774
University of Chicago
Chicago,
Illinois
| US$ 118 mi | -US$ 11,4 mi | -9% | 5,2% | 62,3% | 7 | 28,57% | 2,5 |
|
| 6775 |
6775
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| US$ 118 mi | -US$ 71,3 mi | -38% | 0,55% | 61,4% | 6 | 33,33% | 1,6 |
|