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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7176 |
7176
LifeGoal Wealth Advisors
Saratoga Springs,
New York
| US$ 150 mi | +US$ 29,7 mi | +25% | 1,99% | – | 82 | 21,95% | 0,7 |
|
| 7177 |
7177
Kuhn & Co Investment Counsel
Chicago,
Illinois
| US$ 150 mi | +US$ 23,7 mi | +19% | 4,02% | 88,7% | 147 | 17,69% | 1,5 |
|
| 7178 |
7178
Winebrenner Capital Management
Louisville,
Kentucky
| US$ 150 mi | +US$ 10,9 mi | +8% | 0,77% | – | 148 | 14,19% | 0,8 |
|
| 7179 |
7179
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 150 mi | +US$ 2,75 mi | +2% | 2,48% | 71,4% | 678 | 8,85% | 1,6 |
|
| 7180 |
SC
7180
Settian Capital
New York
| US$ 150 mi | +US$ 2,84 mi | +2% | 1,14% | 69% | 26 | 15,38% | 2,5 |
|
| 7181 |
7181
DMC Group
Birmingham,
Alabama
| US$ 150 mi | +US$ 5,42 mi | +4% | 2,33% | 116% | 154 | 13,64% | 2,3 |
|
| 7182 |
7182
TABR Capital Management
Orange,
California
| US$ 150 mi | +US$ 3,93 mi | +3% | 2,45% | – | 75 | 61,33% | 0,5 |
|
| 7183 |
7183
Pincus Capital Management
New York
| US$ 150 mi | – | – | 4,12% | – | 51 | – | 0 |
|
| 7184 |
CIG
7184
Cascade Investment Group
Colorado Springs,
Colorado
| US$ 150 mi | -US$ 1,24 mi | -0,8% | 1,54% | 93,2% | 153 | 11,11% | 2,2 |
|
| 7185 |
MA
7185
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 150 mi | -US$ 7,73 mi | -5% | 0,64% | 166% | 58 | 5,17% | 8,2 |
|
| 7186 |
7186
Charter Research & Investment Group
Southport,
Connecticut
| US$ 150 mi | +US$ 5,33 mi | +4% | 7,06% | 82,3% | 86 | 5,81% | 7,4 |
|
| 7187 |
7187
Collar Capital Management
Appleton,
Wisconsin
| US$ 150 mi | +US$ 7,52 mi | +5% | 5,97% | – | 75 | 5,33% | 0,8 |
|
| 7188 |
7188
Evansbrook
Bolingbrook,
Illinois
| US$ 149 mi | – | – | 3% | – | 113 | – | 0 |
|
| 7189 |
7189
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$ 149 mi | +US$ 1,15 mi | +0,8% | 1,78% | 52,4% | 41 | 0% | 6,3 |
|
| 7190 |
7190
Commons Capital
Needham,
Massachusetts
| US$ 149 mi | -US$ 4,63 mi | -3% | 2,44% | 166% | 127 | 25,2% | 1,6 |
|
| 7191 |
7191
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 149 mi | +US$ 11,4 mi | +8% | 2,8% | 62,1% | 44 | 15,91% | 2,6 |
|
| 7192 |
AIP
7192
Alapocas Investment Partners
Beverly,
Massachusetts
| US$ 149 mi | +US$ 3,3 mi | +2% | 5,8% | 58,3% | 20 | 5% | 3,5 |
|
| 7193 |
7193
Chan Zuckerberg Initiative
Redwood City,
California
| US$ 149 mi | +US$ 55,4 mi | +59% | 3,15% | 59% | 3 | 33,33% | 0,9 |
|
| 7194 |
7194
CPR Investments
Rochester,
Michigan
| US$ 149 mi | +US$ 3,73 mi | +3% | 1,59% | 84% | 54 | 18,52% | 1,1 |
|
| 7195 |
7195
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 149 mi | -US$ 5,06 mi | -3% | 2,37% | 92,7% | 87 | 6,9% | 5,8 |
|
| 7196 |
7196
Aspetuck Financial Management
Westport,
Connecticut
| US$ 149 mi | +US$ 2,92 mi | +2% | 2,71% | – | 74 | 4,05% | 0,9 |
|
| 7197 |
DRC
7197
Darwins River Capital
New York
| US$ 149 mi | – | – | 0,82% | – | 24 | – | 0 |
|
| 7198 |
LI
7198
Latash Investments
Anchorage,
Alaska
| US$ 149 mi | +US$ 11,6 mi | +8% | 11,3% | 110% | 19 | 15,79% | 4,8 |
|
| 7199 |
7199
Anabranch Capital Management
Stamford,
Connecticut
| US$ 149 mi | -US$ 10,1 mi | -6% | 3,76% | 139% | 6 | 16,67% | 4,5 |
|
| 7200 |
7200
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$ 149 mi | +US$ 8,94 mi | +6% | 3,54% | – | 94 | 25,53% | 1 |
|