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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
WBCM
7051
Wilson & Boucher Capital Management
Moraga,
California
| US$ 170 mi | +US$ 19,7 mi | +13% | 17% | 69,8% | 122 | 8,2% | 3,5 |
|
| 7052 |
BDS
7052
Banco de Sabadell
Miami,
Florida
| US$ 170 mi | +US$ 19,6 mi | +13% | 12,3% | 75,1% | 62 | 1,61% | 5,6 |
|
| 7053 |
P
7053
Pfizer
New York
| US$ 170 mi | -US$ 68,4 mi | -29% | 6,77% | – | 18 | 5,56% | 1,4 |
|
| 7054 |
NL
7054
NDWM LLC
La Jolla,
California
| US$ 170 mi | +US$ 16 mi | +10% | 9,88% | – | 42 | 16,67% | 1,6 |
|
| 7055 |
WA
7055
WPG Advisers
Baltimore,
Maryland
| US$ 170 mi | +US$ 34,4 mi | +25% | 19,8% | – | 1.588 | 9,51% | 1,2 |
|
| 7056 |
EWM
7056
Evolution Wealth Management
Fort Myers,
Florida
| US$ 170 mi | +US$ 33,3 mi | +24% | 13,5% | – | 981 | 17,84% | 0,7 |
|
| 7057 |
HP
7057
Harbourvest Partners
Boston,
Massachusetts
| US$ 170 mi | +US$ 69,1 mi | +69% | 47,4% | 8,96% | 6 | 16,67% | 1,9 |
|
| 7058 |
GA
7058
Gordian Advisors
Tucson,
Arizona
| US$ 170 mi | +US$ 19,9 mi | +13% | 11,4% | – | 67 | 20,9% | 1,4 |
|
| 7059 |
OCA
7059
OEP Capital Advisors
New York
| US$ 170 mi | -US$ 24,1 mi | -12% | 12,4% | 23,2% | 1 | 0% | 5,5 |
|
| 7060 |
CA
7060
Chatterton & Associates
Anaheim,
California
| US$ 170 mi | +US$ 27,2 mi | +19% | 13,2% | – | 110 | 20% | 0,4 |
|
| 7061 |
AFM
7061
Aspetuck Financial Management
Westport,
Connecticut
| US$ 170 mi | +US$ 23,9 mi | +16% | 19,4% | – | 81 | 9,88% | 1,3 |
|
| 7062 |
JWM
7062
Jackson Wealth Management
Lake Mary,
Florida
| US$ 170 mi | -US$ 802 mi | -83% | 12,3% | 72,1% | 152 | 46,05% | 2,5 |
|
| 7063 |
PCM
7063
Park Capital Management
Madison,
Wisconsin
| US$ 170 mi | +US$ 67,2 mi | +65% | 56,2% | – | 175 | 65,14% | 0,5 |
|
| 7064 |
PWA
7064
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 170 mi | +US$ 12,4 mi | +8% | 15,4% | 112% | 88 | 13,64% | 5,3 |
|
| 7065 |
NWMG
7065
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 170 mi | -US$ 2,1 mi | -1% | 5,83% | – | 120 | 12,5% | 1,4 |
|
| 7066 |
CBOR
7066
Community Bank of Raymore
Raymore,
Missouri
| US$ 170 mi | +US$ 20,4 mi | +14% | 14,2% | 89,6% | 77 | 5,19% | 6,2 |
|
| 7067 |
CIA
7067
Christian Investment Advisors
New Braunfels,
Texas
| US$ 170 mi | +US$ 11,4 mi | +7% | 8,01% | – | 15 | 26,67% | 0,9 |
|
| 7068 |
NA
7068
Nautilus Advisors
La Jolla,
California
| US$ 170 mi | +US$ 23,8 mi | +16% | 15,9% | – | 185 | 15,68% | 1,1 |
|
| 7069 |
CCM
7069
Collar Capital Management
Appleton,
Wisconsin
| US$ 170 mi | +US$ 15,1 mi | +10% | 39,7% | – | 76 | 9,21% | 1,2 |
|
| 7070 |
ACA
7070
Arsenal Capital Advisors
Conshohocken,
Pennsylvania
| US$ 169 mi | +US$ 31,8 mi | +23% | 14% | – | 113 | 17,7% | 0,4 |
|
| 7071 |
RA
7071
RiverTree Advisors
Winter Park,
Florida
| US$ 169 mi | +US$ 11,4 mi | +7% | 7,58% | 25,4% | 74 | 21,62% | 1,5 |
|
| 7072 |
EG
7072
Ellerson Group
Annapolis,
Maryland
| US$ 169 mi | +US$ 16,7 mi | +11% | 12,8% | 148% | 66 | 10,61% | 2,2 |
|
| 7073 |
ANHIM
7073
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$ 169 mi | +US$ 17,7 mi | +12% | 13,1% | 76,8% | 14 | 7,14% | 4,1 |
|
| 7074 |
WS
7074
Wilian Securities
Vadnais Heights,
Minnesota
| US$ 169 mi | +US$ 129 mi | +315% | 13,2% | – | 93 | 43,01% | 0,3 |
|
| 7075 |
PWM
7075
Palacios Wealth Management
Ormond Beach,
Florida
| US$ 169 mi | +US$ 9,41 mi | +6% | 27,6% | – | 78 | 6,41% | 1,2 |
|