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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Stanley-Laman Group
Berwyn,
Pennsylvania
| US$ 407 mi | -US$ 38,3 mi | -9% | 5,38% | 114% | 282 | 29,08% | 1,5 |
|
| 2402 |
2402
B. Riley Wealth Management
Memphis,
Tennessee
| US$ 407 mi | – | – | 6,84% | 32,2% | 328 | – | 1 |
|
| 2403 |
2403
Lee Financial
Dallas,
Texas
| US$ 407 mi | -US$ 17,5 mi | -4% | 2,29% | 75% | 832 | 47,6% | 1,3 |
|
| 2404 |
2404
KLCM Advisors
Milwaukee,
Wisconsin
| US$ 407 mi | +US$ 27,3 mi | +7% | 7,69% | 122% | 107 | 16,82% | 2,6 |
|
| 2405 |
2405
Stairway Partners
Chicago,
Illinois
| US$ 406 mi | -US$ 975 mil | -0,2% | 2,77% | 48,1% | 10 | 10% | 4,5 |
|
| 2406 |
2406
Perigon Wealth Management
San Francisco,
California
| US$ 406 mi | +US$ 73,3 mi | +22% | 9,32% | 104% | 275 | 30,18% | 2,1 |
|
| 2407 |
2407
Camden National Bank
Camden,
Maine
| US$ 406 mi | +US$ 26,5 mi | +7% | 6,97% | 48,8% | 109 | 5,5% | 1,2 |
|
| 2408 |
2408
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 405 mi | -US$ 43,1 mi | -10% | 5,85% | 235% | 56 | 55,36% | 0,6 |
|
| 2409 |
2409
Roundview Capital
Princeton,
New Jersey
| US$ 405 mi | +US$ 23,7 mi | +6% | 7% | 77,7% | 223 | 7,62% | 2,9 |
|
| 2410 |
2410
Accredited Investors
Edina,
Minnesota
| US$ 405 mi | +US$ 18,1 mi | +5% | 5,82% | 74% | 140 | 22,14% | 2,7 |
|
| 2411 |
2411
Ropes Wealth Advisors
Boston,
Massachusetts
| US$ 405 mi | +US$ 34,7 mi | +9% | 7,84% | 71% | 609 | 20,03% | 2,3 |
|
| 2412 |
2412
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 404 mi | +US$ 12,7 mi | +3% | 5,12% | 96,5% | 207 | 13,53% | 1,4 |
|
| 2413 |
2413
Columbus Macro
New Castle,
Pennsylvania
| US$ 404 mi | +US$ 19 mi | +5% | 2,73% | 48,7% | 130 | 13,85% | 0,6 |
|
| 2414 |
2414
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$ 403 mi | -US$ 8,01 mi | -2% | 6,21% | 97,1% | 306 | 18,3% | 0,7 |
|
| 2415 |
AC
2415
Asturias Capital
New York
| US$ 403 mi | -US$ 85,5 mi | -17% | 7% | 94,2% | 32 | 59,38% | 0,4 |
|
| 2416 |
2416
Capstone Financial Advisors
Downers Grove,
Illinois
| US$ 402 mi | +US$ 69,3 mi | +21% | 5,46% | 54,5% | 92 | 10,87% | 2,5 |
|
| 2417 |
2417
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$ 402 mi | -US$ 70,8 mi | -15% | 8,2% | 173% | 88 | 43,18% | 0,8 |
|
| 2418 |
2418
MV Capital Management
Bethesda,
Maryland
| US$ 402 mi | +US$ 16,6 mi | +4% | 4,16% | 67,6% | 385 | 17,92% | 2,4 |
|
| 2419 |
2419
Empirical Finance
Havertown,
Pennsylvania
| US$ 402 mi | +US$ 7,22 mi | +2% | 2,26% | 124% | 174 | 32,76% | 0,6 |
|
| 2420 |
2420
Longfellow Investment Management
Boston,
Massachusetts
| US$ 402 mi | -US$ 53,3 mi | -12% | 2,11% | 45,9% | 130 | 41,54% | 0,5 |
|
| 2421 |
2421
Academy Capital Management
Waco,
Texas
| US$ 400 mi | -US$ 2,57 mi | -0,6% | 6,07% | 71,2% | 40 | 15% | 3 |
|
| 2422 |
2422
Sprott Inc
Toronto,
Ontario, Canada
| US$ 400 mi | -US$ 88,2 mi | -18% | 7,13% | 203% | 103 | 18,45% | 2,4 |
|
| 2423 |
2423
BHZ Capital Management
San Jose,
California
| US$ 400 mi | +US$ 50 mi | +14% | 4% | 3,24% | 135 | 14,07% | 1,5 |
|
| 2424 |
2424
LVZ Inc
Holland,
Michigan
| US$ 400 mi | +US$ 5,7 mi | +1% | 3,39% | 52,9% | 82 | 25,61% | 1,6 |
|
| 2425 |
2425
Bremer Trust National Association
St. Cloud,
Minnesota
| US$ 399 mi | +US$ 36,3 mi | +10% | 6,39% | 31,2% | 273 | 8,79% | 3,1 |
|