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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
SA
3501
SoftVest Advisors
Abilene,
Texas
| US$ 324 mi | -US$ 105 mi | -25% | 19,8% | 178% | 5 | 40% | 2,8 |
|
| 3502 |
3502
Moller Wealth Partners
| US$ 324 mi | +US$ 12,9 mi | +4% | 3,21% | 44,1% | 50 | 6% | 6,2 |
|
| 3503 |
3503
Milestone Investment Advisors
Middleton,
Wisconsin
| US$ 324 mi | +US$ 38,7 mi | +14% | 5,41% | 56,9% | 449 | 74,16% | 0,1 |
|
| 3504 |
DI
3504
Diligent Investors
Redlands,
California
| US$ 324 mi | +US$ 17,7 mi | +6% | 6,61% | 82,2% | 291 | 4,81% | 3,8 |
|
| 3505 |
3505
SFE Investment Counsel
Los Angeles,
California
| US$ 323 mi | +US$ 1,99 mi | +0,6% | 9,74% | 114% | 114 | 4,39% | 5,2 |
|
| 3506 |
ICM
3506
Indaba Capital Management
San Francisco,
California
| US$ 323 mi | -US$ 194 mi | -37% | 11,2% | 66,7% | 33 | 42,42% | 1,5 |
|
| 3507 |
3507
Waterloo Capital
Austin,
Texas
| US$ 323 mi | – | – | 5,02% | 79,8% | 200 | – | 1,2 |
|
| 3508 |
3508
Regent Peak Wealth Advisors
Atlanta,
Georgia
| US$ 323 mi | +US$ 18,1 mi | +6% | 8,56% | – | 173 | 16,18% | 2,3 |
|
| 3509 |
3509
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$ 323 mi | +US$ 16,5 mi | +5% | 5,33% | 12,8% | 151 | 18,54% | 4 |
|
| 3510 |
3510
Lion Street Advisors
Austin,
Texas
| US$ 323 mi | +US$ 132 mi | +69% | 4,55% | 38% | 271 | 58,3% | 0,7 |
|
| 3511 |
3511
Bender Robert & Associates
Pasadena,
California
| US$ 323 mi | +US$ 55,5 mi | +21% | 24,7% | 146% | 57 | 19,3% | 6,1 |
|
| 3512 |
3512
Allied Investment Advisors
Billings,
Montana
| US$ 323 mi | +US$ 2,97 mi | +0,9% | 0,14% | 68,4% | 58 | 1,72% | 3,9 |
|
| 3513 |
3513
Kirr Marbach & Co
Columbus,
Indiana
| US$ 323 mi | +US$ 1,98 mi | +0,6% | 6,84% | 121% | 50 | 16% | 3,9 |
|
| 3514 |
3514
Beverly Hills Private Wealth
Beverly Hills,
California
| US$ 323 mi | +US$ 93,6 mi | +41% | 5,64% | 91,6% | 290 | 23,45% | 0,2 |
|
| 3515 |
3515
Bison Wealth
Atlanta,
Georgia
| US$ 322 mi | +US$ 9,28 mi | +3% | 6,55% | 37,4% | 281 | 12,46% | 3,4 |
|
| 3516 |
PT
3516
Plimoth Trust
Plymouth,
Massachusetts
| US$ 322 mi | +US$ 12,2 mi | +4% | 7,17% | 110% | 163 | 3,07% | 4,4 |
|
| 3517 |
3517
Paradiem
Covington,
Louisiana
| US$ 322 mi | +US$ 51,5 mi | +19% | 9,33% | 107% | 103 | 11,65% | 1,4 |
|
| 3518 |
3518
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$ 322 mi | +US$ 29 mi | +10% | 0,64% | 67,9% | 133 | 4,51% | 4,7 |
|
| 3519 |
3519
American Financial Group
Cincinnati,
Ohio
| US$ 322 mi | +US$ 22,7 mi | +8% | 2,03% | 32,5% | 96 | 6,25% | 4,2 |
|
| 3520 |
3520
West Paces Advisors
Atlanta,
Georgia
| US$ 322 mi | +US$ 7,63 mi | +2% | 4,06% | 57,7% | 587 | 14,65% | 3,9 |
|
| 3521 |
3521
Burt Wealth Advisors
North Bethesda,
Maryland
| US$ 322 mi | +US$ 23,2 mi | +8% | 3,18% | 57,3% | 107 | 3,74% | 4,8 |
|
| 3522 |
3522
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$ 322 mi | +US$ 26,1 mi | +9% | 6,65% | 90,7% | 260 | 6,54% | 4,9 |
|
| 3523 |
3523
Affinity Capital Advisors
Berkeley,
California
| US$ 321 mi | +US$ 29,6 mi | +10% | 9,45% | 72,7% | 127 | 15,75% | 2,3 |
|
| 3524 |
3524
Ethos Financial Group
King Of Prussia,
Pennsylvania
| US$ 321 mi | +US$ 26 mi | +9% | 3,23% | 63% | 205 | 34,63% | 0,2 |
|
| 3525 |
3525
Cutter & Co Brokerage
Ballwin,
Missouri
| US$ 321 mi | +US$ 25,1 mi | +8% | 6,19% | 40,4% | 232 | 12,93% | 3,7 |
|