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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
CFG
7451
Chapman Financial Group
Kailua,
Hawaii
| US$ 150 mi | +US$ 10,7 mi | +8% | 11,6% | – | 270 | 5,56% | 1,2 |
|
| 7452 |
RYA
7452
Richard Young Associates
Augusta,
Georgia
| US$ 150 mi | +US$ 18,8 mi | +14% | 13,2% | – | 31 | 25,81% | 0,4 |
|
| 7453 |
LFS
7453
Leibman Financial Services
Louisville,
Nebraska
| US$ 150 mi | +US$ 14,2 mi | +10% | 10,7% | 59,2% | 53 | 20,75% | 1,5 |
|
| 7454 |
QA
7454
Quattro Advisors
Pittsburgh,
Pennsylvania
| US$ 150 mi | +US$ 34,9 mi | +30% | 24,1% | – | 60 | 18,33% | 0,4 |
|
| 7455 |
SPWM
7455
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$ 150 mi | +US$ 15,1 mi | +11% | 19,5% | – | 88 | 36,36% | 1,2 |
|
| 7456 |
AWA
7456
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$ 150 mi | -US$ 6,42 mi | -4% | 12,6% | – | 60 | 11,67% | 3,9 |
|
| 7457 |
PIP
7457
PB Investment Partners
Burlingame,
California
| US$ 150 mi | +US$ 23,2 mi | +18% | 15,7% | 81,1% | 10 | 10% | 2,6 |
|
| 7458 |
IVGAI
7458
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$ 150 mi | +US$ 32,2 mi | +27% | 45,2% | 740% | 2 | 0% | 4,5 |
|
| 7459 |
NMCM
7459
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$ 150 mi | +US$ 19,8 mi | +15% | 15,4% | – | 46 | 8,7% | 1,1 |
|
| 7460 |
BM
7460
Bridger Management
New York
| US$ 150 mi | +US$ 22,1 mi | +17% | 21,8% | 103% | 29 | 34,48% | 2,1 |
|
| 7461 |
KCM
7461
Kennondale Capital Management
Richmond,
Virginia
| US$ 150 mi | +US$ 11,4 mi | +8% | 12,1% | – | 80 | 2,5% | 1,3 |
|
| 7462 |
TPW
7462
Turn8 Private Wealth
Pointe Claire,
| US$ 150 mi | -US$ 10,2 mi | -6% | 10,5% | – | 61 | 27,87% | 0,9 |
|
| 7463 |
PA
7463
PW Advisors
Tallahassee,
Florida
| US$ 150 mi | +US$ 16,3 mi | +12% | 9,08% | – | 37 | 8,11% | 0,4 |
|
| 7464 |
SG
7464
Sankala Group
Lyons,
Colorado
| US$ 150 mi | +US$ 27,4 mi | +22% | 8,8% | – | 655 | 18,93% | 0,4 |
|
| 7465 |
SSCM
7465
Sovereign's Capital Management
Atlanta,
Georgia
| US$ 150 mi | +US$ 13,9 mi | +10% | 17,5% | – | 76 | 7,89% | 1,3 |
|
| 7466 |
PF
7466
PlanVest Financial
Gaithersburg,
Maryland
| US$ 150 mi | +US$ 18,2 mi | +14% | 13,2% | – | 606 | 8,75% | 0,2 |
|
| 7467 |
SHFC
7467
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| US$ 150 mi | +US$ 21,8 mi | +17% | 8,91% | – | 63 | 22,22% | 0,4 |
|
| 7468 |
AIM
7468
Axiom Investment Management
New York
| US$ 150 mi | +US$ 18,2 mi | +14% | 25,1% | – | 541 | 31,05% | 0,7 |
|
| 7469 |
PJC
7469
Phillip James Consulting
Plymouth,
Minnesota
| US$ 150 mi | +US$ 17,8 mi | +13% | 11,3% | – | 476 | 52,52% | 0,2 |
|
| 7470 |
BCCM
7470
Black Cypress Capital Management
Ponte Vedra Beach,
Florida
| US$ 150 mi | +US$ 10,3 mi | +7% | 12,3% | – | 31 | 6,45% | 1,8 |
|
| 7471 |
CFG
7471
Compass Financial Group
Dublin,
Ohio
| US$ 150 mi | +US$ 12,9 mi | +9% | 10,5% | – | 48 | 6,25% | 0,5 |
|
| 7472 |
LC
7472
LTG Capital
Newton,
Massachusetts
| US$ 150 mi | +US$ 18,6 mi | +14% | 14,1% | 56% | 24 | 4,17% | 4,2 |
|
| 7473 |
EC
7473
EJF Capital
Arlington,
Virginia
| US$ 150 mi | +US$ 7,59 mi | +5% | 15,3% | 127% | 74 | 9,46% | 2,4 |
|
| 7474 |
SSCA
7474
South Shore Capital Advisors
Cohasset,
Massachusetts
| US$ 149 mi | +US$ 12,6 mi | +9% | 20,1% | – | 172 | 29,65% | 1,5 |
|
| 7475 |
PIC
7475
Platt Investment Counsel
Lake Mary,
Florida
| US$ 149 mi | +US$ 19,4 mi | +15% | 14,7% | 62,9% | 14 | 7,14% | 2,7 |
|