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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Lionshead Wealth Management
New York
| US$ 126 mi | +US$ 17,7 mi | +16% | 7,4% | – | 104 | 11,54% | 0,6 |
|
| 7302 |
7302
Seelaus Asset Management
Chatham,
New Jersey
| US$ 126 mi | +US$ 13 mi | +11% | 14,5% | 134% | 192 | 13,02% | 3,4 |
|
| 7303 |
CTA
7303
Camelot Technology Advisors
San Francisco,
California
| US$ 126 mi | +US$ 8,61 mi | +7% | 6,37% | 71% | 59 | 16,95% | 1,4 |
|
| 7304 |
7304
Guild Investment Management
Los Angeles,
California
| US$ 126 mi | +US$ 10,9 mi | +9% | 10,6% | 101% | 57 | 35,09% | 1,9 |
|
| 7305 |
7305
PSquared Asset Management
Zurich,
Switzerland
| US$ 126 mi | -US$ 329 mi | -72% | 12,1% | 178% | 14 | 78,57% | 0,1 |
|
| 7306 |
7306
PlanWiser Financial
Colorado Springs,
Colorado
| US$ 126 mi | +US$ 8,67 mi | +7% | 5,79% | – | 49 | 12,24% | 0,4 |
|
| 7307 |
7307
ADG Wealth Management Group
Metairie,
Louisiana
| US$ 126 mi | +US$ 8,37 mi | +7% | 6,22% | – | 31 | 12,9% | 0,5 |
|
| 7308 |
7308
Argus Investors Counsel
New York
| US$ 126 mi | -US$ 15,1 mi | -11% | 6,83% | 132% | 116 | 9,48% | 5,4 |
|
| 7309 |
7309
Crowley Wealth Management
Wilmington,
Delaware
| US$ 126 mi | +US$ 15,9 mi | +14% | 12,8% | – | 428 | 9,11% | 0,7 |
|
| 7310 |
FF
7310
Fox Financial
Wyomissing,
Pennsylvania
| US$ 126 mi | +US$ 7,4 mi | +6% | 7,85% | 78,9% | 13 | 7,69% | 1,7 |
|
| 7311 |
7311
University of Pittsburgh
Pittsburgh,
Pennsylvania
| US$ 126 mi | +US$ 11,5 mi | +10% | 9,96% | 69,2% | 2 | 50% | 1,4 |
|
| 7312 |
7312
Yorktown Management & Research Company
Forest,
Virginia
| US$ 125 mi | +US$ 20,7 mi | +20% | 15,8% | 211% | 244 | 30,33% | 1,5 |
|
| 7313 |
7313
Slocum, Gordon & Co
Newport,
Rhode Island
| US$ 125 mi | +US$ 1,22 mi | +1% | 6,23% | 65,3% | 129 | 58,91% | 2,1 |
|
| 7314 |
7314
Summit Financial Consulting
Sterling Heights,
Michigan
| US$ 125 mi | +US$ 14 mi | +13% | 5,44% | – | 47 | 25,53% | 0,4 |
|
| 7315 |
7315
Ascent Capital Management
Bend,
Oregon
| US$ 125 mi | +US$ 12,6 mi | +11% | 8,94% | – | 67 | 13,43% | 0,6 |
|
| 7316 |
7316
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$ 125 mi | +US$ 25,8 mi | +26% | 7,63% | 79,6% | 52 | 57,69% | 0,8 |
|
| 7317 |
7317
Karani Asset Management
New York
| US$ 125 mi | +US$ 22 mi | +21% | 8,99% | – | 43 | 23,26% | 2,3 |
|
| 7318 |
7318
Stephen J. Garry & Associates
Garden City,
New York
| US$ 125 mi | +US$ 9,5 mi | +8% | 7,84% | – | 52 | 11,54% | 1,3 |
|
| 7319 |
7319
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$ 125 mi | -US$ 1,33 mi | -1% | 3,12% | 46,8% | 6 | 0% | 6,9 |
|
| 7320 |
7320
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$ 125 mi | +US$ 24,2 mi | +24% | 16,9% | 234% | 144 | 27,08% | 2,9 |
|
| 7321 |
HEC
7321
Hudson Executive Capital
New York
| US$ 125 mi | -US$ 10 mi | -7% | 3,15% | 127% | 3 | 33,33% | 5,5 |
|
| 7322 |
PCM
7322
Park Capital Management
Madison,
Wisconsin
| US$ 125 mi | +US$ 17 mi | +16% | 13,8% | – | 89 | 33,71% | 0,5 |
|
| 7323 |
7323
ClientFirst Wealth Management
Little Rock,
Arkansas
| US$ 125 mi | +US$ 27,1 mi | +28% | 30,2% | – | 50 | 8% | 2,4 |
|
| 7324 |
7324
Marathon Strategic Advisors
Pittsburgh,
Pennsylvania
| US$ 125 mi | +US$ 17,3 mi | +16% | 8,31% | 110% | 50 | 20% | 1 |
|
| 7325 |
XXIP
7325
Xiamen Xinweidachuang Investment Partnership
Xiamen,
China
| US$ 125 mi | -US$ 13,9 mi | -10% | 6,53% | 66,6% | 1 | 0% | 3,8 |
|