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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7526 |
7526
Yorktown Management & Research Company
Forest,
Virginia
| US$ 104 mi | +US$ 6,43 mi | +7% | 5,7% | 211% | 225 | 23,11% | 1,7 |
|
| 7527 |
7527
QSV Equity Investors
Naperville,
Illinois
| US$ 104 mi | -US$ 2,63 mi | -2% | 0,41% | – | 90 | 8,89% | 0,9 |
|
| 7528 |
7528
Bosman Wealth Management
Redlands,
California
| US$ 104 mi | – | – | 22,6% | – | 37 | – | 0 |
|
| 7529 |
7529
Bretton Capital Management
San Francisco,
California
| US$ 104 mi | -US$ 894 mil | -0,9% | 0,64% | – | 20 | 0% | 0,3 |
|
| 7530 |
7530
Post Resch Tallon Group
Pittsford,
New York
| US$ 104 mi | – | – | 4,01% | – | 106 | – | 0 |
|
| 7531 |
TKP
7531
Tallon Kerry Patrick
| US$ 104 mi | – | – | 4,01% | – | 106 | – | 0 |
|
| 7532 |
7532
Cushing Capital Partners
Delafield,
Wisconsin
| US$ 104 mi | – | – | 1,35% | – | 72 | – | 0 |
|
| 7533 |
7533
Alpha Wealth Funds
Park City,
Utah
| US$ 104 mi | – | – | 3,45% | – | 53 | – | 0 |
|
| 7534 |
7534
Disciplined Investors
Waco,
Texas
| US$ 104 mi | – | – | 2,36% | – | 111 | – | 0 |
|
| 7535 |
7535
Cornerstone Select Advisors
St. Louis,
Missouri
| US$ 104 mi | – | – | 5,23% | – | 112 | – | 0 |
|
| 7536 |
SWP
7536
Square Wave Partners
Brooklyn,
New York
| US$ 104 mi | – | – | 8,64% | – | 8 | – | 0 |
|
| 7537 |
7537
Square Wave Capital
Brooklyn,
New York
| US$ 104 mi | – | – | 8,64% | – | 8 | – | 0 |
|
| 7538 |
7538
Williams & Novak
Westlake Village,
California
| US$ 104 mi | -US$ 3,44 mi | -3% | 1,8% | 61,6% | 147 | 27,21% | 0,7 |
|
| 7539 |
7539
Roxbury Financial
Mount Arlington,
New Jersey
| US$ 104 mi | – | – | 2,01% | – | 386 | – | 0 |
|
| 7540 |
7540
Accordant Advisory Group
Annapolis,
Maryland
| US$ 104 mi | -US$ 21,9 mi | -17% | 2,51% | – | 149 | 17,45% | 0,6 |
|
| 7541 |
7541
Mainsail Management Company
Austin,
Texas
| US$ 104 mi | +US$ 34,2 mi | +49% | 0,43% | 55% | 3 | 33,33% | 1,3 |
|
| 7542 |
7542
Delphi Management
Brookline,
Massachusetts
| US$ 103 mi | -US$ 6,62 mi | -6% | 1,28% | 107% | 96 | 25% | 3,1 |
|
| 7543 |
7543
Michael A Dubis Financial Planning
Middleton,
Wisconsin
| US$ 103 mi | – | – | 0,9% | – | 48 | – | 0 |
|
| 7544 |
7544
Orcam Financial Group
Encinitas,
California
| US$ 103 mi | +US$ 174 mil | +0,2% | 3,26% | 40% | 48 | 8,33% | 2 |
|
| 7545 |
7545
Centerpoint Advisory Group
Overland Park,
Kansas
| US$ 103 mi | – | – | 2,79% | – | 88 | – | 0 |
|
| 7546 |
7546
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$ 103 mi | -US$ 77,2 mi | -43% | 17,7% | 172% | 12 | 16,67% | 1,2 |
|
| 7547 |
7547
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$ 103 mi | -US$ 12,2 mi | -11% | 96,3% | 167% | 23 | 60,87% | 1,1 |
|
| 7548 |
7548
Montchanin Asset Management
Montchanin,
Delaware
| US$ 103 mi | -US$ 5,46 mi | -5% | 4,36% | 120% | 60 | 20% | 1,9 |
|
| 7549 |
7549
Twin Lions Management
Stamford,
Connecticut
| US$ 103 mi | – | – | 1,98% | – | 7 | – | 0 |
|
| 7550 |
7550
Archon Capital Management
Seattle,
Washington
| US$ 103 mi | +US$ 49,6 mi | +93% | 26,8% | 222% | 37 | 43,24% | 1,6 |
|