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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
7501
Post Resch Tallon Group
Pittsford,
New York
| US$ 113 mi | +US$ 9,22 mi | +9% | 6,67% | – | 111 | 11,71% | 0,6 |
|
| 7502 |
7502
Chesapeake Asset Management
New York
| US$ 113 mi | +US$ 1,85 mi | +2% | 7,64% | 153% | 345 | 13,33% | 2,6 |
|
| 7503 |
7503
Windsor Advisory Group
Columbus,
Ohio
| US$ 113 mi | +US$ 42,5 mi | +60% | 0,08% | 48,2% | 85 | 41,18% | 1,3 |
|
| 7504 |
7504
Ramiah Investment Group
Brookfield,
Wisconsin
| US$ 113 mi | +US$ 20 mi | +22% | 6,01% | 62,2% | 61 | 6,56% | 2,6 |
|
| 7505 |
7505
APS Management Group
Torrance,
California
| US$ 113 mi | – | – | 6,13% | – | 73 | – | 0 |
|
| 7506 |
HPM
7506
Hudson Portfolio Management
Garrison,
New York
| US$ 113 mi | +US$ 5,9 mi | +6% | 9,13% | – | 117 | 10,26% | 3,2 |
|
| 7507 |
7507
Archvest Wealth Advisors
Concord,
California
| US$ 113 mi | -US$ 1,84 mi | -2% | 7,08% | 53,1% | 68 | 22,06% | 2 |
|
| 7508 |
7508
Greycroft
New York
| US$ 113 mi | -US$ 25 mi | -18% | 17,3% | 20% | 13 | 7,69% | 1,5 |
|
| 7509 |
7509
Nestegg Advisors
Hauppauge,
New York
| US$ 113 mi | +US$ 8,79 mi | +8% | 7,62% | – | 52 | 17,31% | 0,6 |
|
| 7510 |
7510
Severin Investments
St. Louis,
Missouri
| US$ 112 mi | +US$ 5,83 mi | +5% | 8,36% | – | 202 | 29,7% | 0,6 |
|
| 7511 |
7511
Haven Capital Group
Westlake Village,
California
| US$ 112 mi | -US$ 1,14 mi | -1% | 10,1% | – | 43 | 18,6% | 0,6 |
|
| 7512 |
7512
Figure 8 Investment Strategies
Boise,
Idaho
| US$ 112 mi | +US$ 9,9 mi | +10% | 11% | – | 62 | 12,9% | 0,6 |
|
| 7513 |
7513
Rainier Family Wealth
Tacoma,
Washington
| US$ 112 mi | +US$ 12,1 mi | +12% | 9,79% | – | 80 | 15% | 0,7 |
|
| 7514 |
7514
Totem Point Management
New York
| US$ 112 mi | +US$ 17,2 mi | +18% | 22,9% | 577% | 16 | 31,25% | 1,3 |
|
| 7515 |
7515
Campbell Deegan Wealth Management
Richmond,
Virginia
| US$ 112 mi | +US$ 10,4 mi | +10% | 6,14% | – | 44 | 4,55% | 0,7 |
|
| 7516 |
7516
4Wealth Advisors
Burr Ridge,
Illinois
| US$ 112 mi | +US$ 13,5 mi | +14% | 7,09% | – | 144 | 13,89% | 0,6 |
|
| 7517 |
7517
Semitam Bonam
Goshen,
New York
| US$ 112 mi | +US$ 5,58 mi | +5% | 4,59% | – | 47 | 10,64% | 0,2 |
|
| 7518 |
7518
Peapod Lane Capital
Bedford Hills,
New York
| US$ 112 mi | +US$ 11,9 mi | +12% | 13,9% | – | 60 | 10% | 0,6 |
|
| 7519 |
7519
Chicago Capital Management
Chicago,
Illinois
| US$ 112 mi | -US$ 24,3 mi | -18% | 11,6% | 270% | 41 | 43,9% | 0,7 |
|
| 7520 |
7520
Harbor Asset Planning
Belmont,
Massachusetts
| US$ 112 mi | +US$ 7,03 mi | +7% | 6,98% | – | 411 | 0,73% | 0,2 |
|
| 7521 |
7521
Crabel Capital Management
Los Angeles,
California
| US$ 112 mi | -US$ 51,6 mi | -32% | 4,21% | 13,9% | 63 | 39,68% | 1,3 |
|
| 7522 |
7522
James Reed Financial Services
Cleveland,
Ohio
| US$ 112 mi | +US$ 1,33 mi | +1% | 5,96% | – | 18 | 5,56% | 1,9 |
|
| 7523 |
7523
Chesapeake Capital Corp
Tampa,
Florida
| US$ 111 mi | – | – | 17,1% | – | 150 | – | 0,7 |
|
| 7524 |
7524
American Asset Management
Boca Raton,
Florida
| US$ 111 mi | +US$ 3,01 mi | +3% | 4,47% | 42,5% | 33 | 24,24% | 1,8 |
|
| 7525 |
7525
Luts & Greenleigh Group
Bethesda,
Maryland
| US$ 111 mi | +US$ 7,15 mi | +7% | 7,12% | – | 85 | 9,41% | 2 |
|