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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
Wellington Shields & Co
New York
| US$ 185 mi | -US$ 8,39 mi | -4% | 10,5% | 109% | 158 | 15,19% | 3,1 |
|
| 3552 |
3552
Artemis Wealth Advisors
New York
| US$ 184 mi | +US$ 46,9 mi | +34% | 8,04% | 174% | 30 | 0% | 1,4 |
|
| 3553 |
3553
Malaga Cove Capital
Pv Estates,
California
| US$ 184 mi | -US$ 13,6 mi | -7% | 0,85% | 88,1% | 178 | 20,79% | 1,2 |
|
| 3554 |
3554
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$ 184 mi | – | – | 2,58% | 47,1% | 30 | – | 2,1 |
|
| 3555 |
3555
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$ 184 mi | +US$ 3,99 mi | +2% | 4,73% | 27,4% | 59 | 6,78% | 1,5 |
|
| 3556 |
3556
Yorktown Energy Partners IX
New York
| US$ 184 mi | -US$ 32,2 mi | -15% | 7,12% | 67,3% | 2 | 0% | 1,6 |
|
| 3557 |
3557
SimplyRich
Carlsbad,
California
| US$ 183 mi | +US$ 9,07 mi | +5% | 5,98% | 98,3% | 165 | 6,67% | 0,7 |
|
| 3558 |
3558
Alliance Wealth Management Group
Flemington,
New Jersey
| US$ 183 mi | +US$ 10,6 mi | +6% | 2,76% | – | 59 | 10,17% | 1,7 |
|
| 3559 |
ECM
3559
EII Capital Management
New York
| US$ 183 mi | -US$ 2,38 mi | -1% | 0,03% | 46,9% | 255 | 14,9% | 1,3 |
|
| 3560 |
3560
Meridian Investment Counsel
Lafayette,
California
| US$ 183 mi | +US$ 5,89 mi | +3% | 5,25% | 116% | 191 | 6,28% | 3,5 |
|
| 3561 |
MC
3561
MRJ Capital
New York
| US$ 183 mi | +US$ 2,38 mi | +1% | 5,88% | 127% | 53 | 20,75% | 3 |
|
| 3562 |
3562
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$ 183 mi | – | – | 6,76% | 116% | 120 | – | 0 |
|
| 3563 |
DI
3563
Diligent Investors
Redlands,
California
| US$ 182 mi | +US$ 17,9 mi | +11% | 6,19% | 82,2% | 213 | 8,92% | 2,3 |
|
| 3564 |
3564
Mengis Capital Management
Portland,
Oregon
| US$ 182 mi | +US$ 12,8 mi | +8% | 7,55% | 104% | 127 | 8,66% | 2,7 |
|
| 3565 |
3565
Globe Life
Mckinney,
Texas
| US$ 181 mi | +US$ 12,7 mi | +8% | 7,03% | 60,1% | 1 | 0% | 1,8 |
|
| 3566 |
3566
FundX Investment Group
San Francisco,
California
| US$ 181 mi | -US$ 20,7 mi | -10% | 7,45% | 94,6% | 43 | 23,26% | 1,3 |
|
| 3567 |
3567
First Sabrepoint Capital Management
Dallas,
Texas
| US$ 181 mi | +US$ 16,3 mi | +10% | 4,97% | 218% | 30 | 46,67% | 0,5 |
|
| 3568 |
3568
Nepsis Inc
Minneapolis,
Minnesota
| US$ 181 mi | -US$ 19,1 mi | -10% | 4,18% | 131% | 40 | 10% | 2,4 |
|
| 3569 |
3569
Pacific Edge Advisors
Corona Del Mar,
California
| US$ 181 mi | -US$ 162 mil | -0,1% | 3,68% | 31,3% | 41 | 4,88% | 0,6 |
|
| 3570 |
3570
Bridgeworth
Birmingham,
Alabama
| US$ 181 mi | -US$ 51,3 mi | -22% | 4,05% | 19,3% | 664 | 80,57% | 0,8 |
|
| 3571 |
3571
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$ 181 mi | +US$ 5,53 mi | +3% | 4,34% | 38,2% | 51 | 9,8% | 2,8 |
|
| 3572 |
3572
Security National Bank
Omaha,
Nebraska
| US$ 181 mi | +US$ 23,7 mi | +15% | 10,6% | 113% | 68 | 11,76% | 1,3 |
|
| 3573 |
3573
Augustine Asset Management
Jacksonville,
Florida
| US$ 181 mi | +US$ 9,12 mi | +5% | 7,35% | 316% | 76 | 3,95% | 2,3 |
|
| 3574 |
3574
Spring Creek Capital
Wichita,
Kansas
| US$ 180 mi | -US$ 682 mi | -79% | 2,76% | 312% | 862 | 96,98% | 0,2 |
|
| 3575 |
3575
Ibex Investors
Denver,
Colorado
| US$ 180 mi | +US$ 3,83 mi | +2% | 6,72% | 16,6% | 295 | 79,32% | 0,1 |
|