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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
3651
Ipswich Investment Management
Beverly,
Massachusetts
| US$ 416 mi | -US$ 16,2 mi | -4% | 0,45% | 104% | 199 | 10,05% | 6 |
|
| 3652 |
3652
Asset Allocation Strategies
Farmington,
Michigan
| US$ 416 mi | +US$ 64,2 mi | +18% | 0,44% | 58,1% | 131 | 15,27% | 1 |
|
| 3653 |
CWM
3653
Compass Wealth Management
Guilford,
Connecticut
| US$ 415 mi | -US$ 9,7 mi | -2% | 1,55% | 103% | 409 | 6,6% | 1,7 |
|
| 3654 |
3654
Jackson Square Capital
San Francisco,
California
| US$ 415 mi | +US$ 12 mi | +3% | 6,61% | 423% | 158 | 26,58% | 2,2 |
|
| 3655 |
3655
New World Advisors
Hingham,
Massachusetts
| US$ 415 mi | +US$ 31,8 mi | +8% | 2,76% | 84,1% | 86 | 23,26% | 2,1 |
|
| 3656 |
3656
Webs Creek Capital Management
Dallas,
Texas
| US$ 415 mi | +US$ 134 mi | +48% | 13,5% | 133% | 18 | 50% | 0,5 |
|
| 3657 |
UAM
3657
UAS Asset Management
New York
| US$ 415 mi | +US$ 2,95 mi | +0,7% | 5,82% | 98% | 16 | 37,5% | 3,5 |
|
| 3658 |
3658
Spinnaker Investment Group
Newport Beach,
California
| US$ 415 mi | +US$ 5,69 mi | +1% | 0,82% | 56,9% | 103 | 20,39% | 2 |
|
| 3659 |
3659
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| US$ 415 mi | – | – | 1,03% | – | 140 | – | 0 |
|
| 3660 |
3660
Bender Robert & Associates
Pasadena,
California
| US$ 414 mi | -US$ 56,6 mi | -12% | 6,01% | 146% | 47 | 19,15% | 0,2 |
|
| 3661 |
3661
Boston Research & Management
Manchester,
Massachusetts
| US$ 414 mi | -US$ 18,9 mi | -4% | 2,31% | 53,2% | 119 | 5,04% | 8,1 |
|
| 3662 |
3662
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$ 413 mi | -US$ 5,63 mi | -1% | 1,18% | 63,5% | 236 | 15,25% | 1,9 |
|
| 3663 |
3663
Atlas Legacy Advisors
Los Angeles,
California
| US$ 413 mi | – | – | 1,24% | – | 173 | – | 0 |
|
| 3664 |
3664
Hamilton Wealth
Encino,
California
| US$ 413 mi | +US$ 3,59 mi | +0,9% | 4,04% | 108% | 132 | 45,45% | 1,6 |
|
| 3665 |
3665
Ping Capital Management
New York
| US$ 413 mi | +US$ 57,1 mi | +16% | 60,1% | – | 97 | 27,84% | 0,4 |
|
| 3666 |
3666
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$ 413 mi | +US$ 56,6 mi | +16% | 6,32% | 240% | 90 | 46,67% | 2,2 |
|
| 3667 |
3667
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$ 412 mi | +US$ 17,9 mi | +5% | 4,7% | 111% | 170 | 16,47% | 4,5 |
|
| 3668 |
3668
Rothschild Capital Partners
New York
| US$ 412 mi | +US$ 53,6 mi | +15% | 3,89% | 90,8% | 95 | 50,53% | 2 |
|
| 3669 |
3669
WESCAP Management Group
Glendale,
California
| US$ 412 mi | +US$ 12,8 mi | +3% | 2,06% | 45,7% | 97 | 6,19% | 5 |
|
| 3670 |
3670
Benedict Financial Advisors
Atlanta,
Georgia
| US$ 412 mi | -US$ 11,3 mi | -3% | 1,77% | 72,4% | 130 | 8,46% | 6,2 |
|
| 3671 |
3671
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$ 412 mi | -US$ 14 mi | -3% | 0,96% | 61,5% | 156 | 3,21% | 4,4 |
|
| 3672 |
3672
UNICOM Systems
Las Vegas,
Nevada
| US$ 412 mi | – | – | 132% | – | 21 | – | 0 |
|
| 3673 |
PWM
3673
Praetorian Wealth Management
Carmel,
California
| US$ 412 mi | +US$ 9,9 mi | +2% | 0,25% | 60,4% | 64 | 46,88% | 2 |
|
| 3674 |
AIS
3674
AM Investment Strategies
Chattanooga,
Tennessee
| US$ 411 mi | -US$ 389 mil | -0,1% | 10,5% | 121% | 111 | 15,32% | 2,6 |
|
| 3675 |
3675
SignalPoint Asset Management
Springfield,
Missouri
| US$ 411 mi | -US$ 17,5 mi | -4% | 2,23% | 36% | 278 | 12,59% | 5,5 |
|