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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
West Paces Advisors
Atlanta,
Georgia
| US$ 160 mi | +US$ 17,4 mi | +12% | 3,49% | 57,7% | 476 | 2,52% | 2,3 |
|
| 3902 |
BE
3902
Bonness Enterprises
Washington,
District of Columbia
| US$ 160 mi | +US$ 6,19 mi | +4% | 4,17% | 98,6% | 46 | 4,35% | 5 |
|
| 3903 |
3903
Centerstone Investors
New York
| US$ 160 mi | +US$ 19,9 mi | +14% | 3,85% | 73,7% | 30 | 6,67% | 0,5 |
|
| 3904 |
3904
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$ 160 mi | +US$ 4,58 mi | +3% | 2,99% | 62,2% | 69 | 7,25% | 1,6 |
|
| 3905 |
SV
3905
Stilwell Value
New York
| US$ 160 mi | +US$ 9,21 mi | +6% | 9,7% | 87,9% | 42 | 7,14% | 2,5 |
|
| 3906 |
3906
Optimum Quantvest Corp
Stamford,
Connecticut
| US$ 160 mi | – | – | 3,97% | – | 13 | – | 0 |
|
| 3907 |
MWM
3907
Mascoma Wealth Management
Hanover,
New Hampshire
| US$ 160 mi | +US$ 10,7 mi | +7% | 2,57% | 40% | 422 | 13,51% | 1,8 |
|
| 3908 |
SFA
3908
Spectrum Financial Alliance
Nicholasville,
Kentucky
| US$ 160 mi | +US$ 13,7 mi | +9% | 12% | 185% | 16 | 25% | 1,1 |
|
| 3909 |
3909
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$ 160 mi | +US$ 4,77 mi | +3% | 3,31% | 75,5% | 82 | 2,44% | 2,1 |
|
| 3910 |
3910
Nicollet Investment Management
Minneapolis,
Minnesota
| US$ 159 mi | +US$ 7,48 mi | +5% | 5,13% | 104% | 68 | 5,88% | 1,4 |
|
| 3911 |
3911
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 159 mi | +US$ 40,6 mi | +34% | 2,9% | – | 18 | 27,78% | 0,4 |
|
| 3912 |
3912
Spectrum Asset Management (California)
Newport Beach,
California
| US$ 159 mi | +US$ 10,6 mi | +7% | 3,07% | 68,3% | 94 | 23,4% | 1,8 |
|
| 3913 |
3913
Innealta Capital
Austin,
Texas
| US$ 159 mi | -US$ 8,88 mi | -5% | 2,13% | 63,7% | 64 | 26,56% | 0,4 |
|
| 3914 |
3914
Delta Capital Management
Red Bank,
New Jersey
| US$ 159 mi | +US$ 3,58 mi | +2% | 4,42% | 129% | 68 | 7,35% | 4,1 |
|
| 3915 |
PP
3915
Parplus Partners
New York
| US$ 158 mi | +US$ 16,6 mi | +12% | 3,72% | – | 1 | 0% | 0,5 |
|
| 3916 |
3916
Stratos Investment Management
Beachwood,
Ohio
| US$ 158 mi | +US$ 31,6 mi | +25% | 3,31% | 58,2% | 77 | 18,18% | 0,2 |
|
| 3917 |
3917
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 158 mi | +US$ 146 mil | +0,1% | 3,17% | 71,7% | 102 | 6,86% | 2,7 |
|
| 3918 |
3918
Peterson Wealth Advisors
Orem,
Utah
| US$ 158 mi | +US$ 8,46 mi | +6% | 2,46% | 50,9% | 42 | 7,14% | 1,3 |
|
| 3919 |
3919
Chartist Inc
Seal Beach,
California
| US$ 158 mi | +US$ 38,8 mi | +33% | 4,1% | – | 36 | 33,33% | 3,1 |
|
| 3920 |
3920
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 158 mi | +US$ 28 mi | +22% | 1,38% | 58,7% | 29 | 48,28% | 1,3 |
|
| 3921 |
3921
Avestar Capital
New York
| US$ 158 mi | +US$ 5,54 mi | +4% | 3,05% | 101% | 1.027 | 9,64% | 1,2 |
|
| 3922 |
3922
Hedeker Wealth
Lincolnshire,
Illinois
| US$ 158 mi | +US$ 25,2 mi | +19% | 4,85% | 141% | 66 | 15,15% | 3,2 |
|
| 3923 |
SCA
3923
Sander Capital Advisors
Seattle,
Washington
| US$ 158 mi | +US$ 16,5 mi | +12% | 13% | 113% | 13 | 30,77% | 1 |
|
| 3924 |
3924
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$ 158 mi | +US$ 3,46 mi | +2% | 3,34% | 71,9% | 69 | 4,35% | 4,3 |
|
| 3925 |
3925
Diametric Capital
Boston,
Massachusetts
| US$ 158 mi | +US$ 36 mi | +30% | 4,31% | 175% | 164 | 65,85% | 0,4 |
|