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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Formidable Asset Management
Cincinnati,
Ohio
| US$ 613 mi | +US$ 132 mi | +27% | 10,5% | 62,2% | 401 | 31,42% | 2,1 |
|
| 2727 |
2727
St. James Investment Company
Southlake,
Texas
| US$ 613 mi | -US$ 3,51 mi | -0,6% | 7,68% | 43,8% | 27 | 11,11% | 3,8 |
|
| 2728 |
2728
Oak Harvest Investment Services
Houston,
Texas
| US$ 613 mi | +US$ 112 mi | +22% | 7,66% | 120% | 128 | 17,97% | 1,8 |
|
| 2729 |
2729
Great Waters Wealth Management
Shoreview,
Minnesota
| US$ 612 mi | +US$ 48,5 mi | +9% | 4,44% | 49% | 103 | 10,68% | 1,1 |
|
| 2730 |
JC
2730
JBF Capital
Aspen,
Colorado
| US$ 612 mi | +US$ 101 mi | +20% | 13,7% | 93,6% | 83 | 18,07% | 2 |
|
| 2731 |
2731
Olstein Capital Management
Purchase,
New York
| US$ 611 mi | +US$ 18,3 mi | +3% | 7,43% | 16,6% | 100 | 6% | 5,6 |
|
| 2732 |
2732
Sompo Asset Management
Tokyo,
Japan
| US$ 611 mi | +US$ 56,9 mi | +10% | 8,39% | 84,7% | 200 | 6% | 2,9 |
|
| 2733 |
2733
Naviter Wealth
Little Rock,
Arkansas
| US$ 611 mi | +US$ 114 mi | +23% | 9,25% | 87,1% | 249 | 19,28% | 1,3 |
|
| 2734 |
2734
MayTech Global Investments
New York
| US$ 611 mi | +US$ 117 mi | +24% | 27,3% | 158% | 33 | 21,21% | 3,8 |
|
| 2735 |
2735
Sharkey, Howes & Javer
Denver,
Colorado
| US$ 611 mi | +US$ 43,9 mi | +8% | 6,51% | 60,2% | 128 | 14,84% | 2,8 |
|
| 2736 |
2736
Covenant Asset Management
Chester,
New Jersey
| US$ 610 mi | +US$ 53 mi | +10% | 17,7% | 177% | 163 | 11,04% | 3,9 |
|
| 2737 |
2737
Financial Enhancement Group
Anderson,
Indiana
| US$ 609 mi | +US$ 40,8 mi | +7% | 7,38% | 62,2% | 122 | 15,57% | 3 |
|
| 2738 |
2738
Planning Alternatives
Birmingham,
Michigan
| US$ 609 mi | +US$ 37,6 mi | +7% | 7,97% | 69,6% | 51 | 7,84% | 5,8 |
|
| 2739 |
2739
Cooper Financial Group
Irvine,
California
| US$ 608 mi | +US$ 58,5 mi | +11% | 8,22% | 87,2% | 377 | 16,71% | 2,1 |
|
| 2740 |
2740
Summit Securities Group
New York
| US$ 608 mi | -US$ 500 mi | -45% | 15,1% | 149% | 1.002 | 80,64% | 0,6 |
|
| 2741 |
2741
Sora Investors
Bryn Mawr,
Pennsylvania
| US$ 608 mi | +US$ 14,8 mi | +2% | 10,7% | 179% | 65 | 56,92% | 0,4 |
|
| 2742 |
2742
HHM Wealth Advisors
Chattanooga,
Tennessee
| US$ 608 mi | +US$ 32,8 mi | +6% | 7,88% | 62,3% | 786 | 10,94% | 2,6 |
|
| 2743 |
2743
Mosaic Family Wealth Partners
St. Louis,
Missouri
| US$ 607 mi | +US$ 27,5 mi | +5% | 7,92% | 67,5% | 209 | 11,48% | 1,1 |
|
| 2744 |
2744
Inscription Capital
Houston,
Texas
| US$ 607 mi | +US$ 241 mi | +66% | 8,77% | – | 345 | 39,13% | 1,6 |
|
| 2745 |
CEI
2745
Clark Estates Inc
New York
| US$ 607 mi | +US$ 16,8 mi | +3% | 5,6% | 34,5% | 95 | 14,74% | 1,9 |
|
| 2746 |
HCP
2746
Holt Capital Partners
Fort Worth,
Texas
| US$ 607 mi | +US$ 47,2 mi | +8% | 7,5% | 69,5% | 157 | 3,18% | 6,2 |
|
| 2747 |
2747
SYM Financial Corp
Winona Lake,
Indiana
| US$ 606 mi | -US$ 11,6 mi | -2% | 5,37% | 64,3% | 191 | 19,37% | 2,2 |
|
| 2748 |
2748
Marietta Wealth Management
Marietta,
Georgia
| US$ 606 mi | +US$ 44,6 mi | +8% | 9,95% | 93% | 104 | 5,77% | 4,6 |
|
| 2749 |
2749
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$ 605 mi | +US$ 50,3 mi | +9% | 7,24% | 52,5% | 154 | 10,39% | 3,8 |
|
| 2750 |
2750
TrinityPoint Wealth
Milford,
Connecticut
| US$ 604 mi | +US$ 52,2 mi | +9% | 10,3% | 28,4% | 319 | 10,34% | 3 |
|