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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Austin Wealth Management
Austin,
Texas
| US$ 473 mi | +US$ 33 mi | +7% | 8,25% | 48,2% | 129 | 10,85% | 2,1 |
|
| 4027 |
4027
ArchPoint Investors
Coral Gables,
Florida
| US$ 473 mi | +US$ 53,3 mi | +13% | 17,4% | 111% | 85 | 14,12% | 4 |
|
| 4028 |
VDBMI
4028
Van Den Berg Management I
Austin,
Texas
| US$ 473 mi | +US$ 37,2 mi | +9% | 24,5% | 187% | 139 | 17,99% | 3,4 |
|
| 4029 |
4029
American Investment Services
Great Barrington,
Massachusetts
| US$ 473 mi | +US$ 25 mi | +6% | 7,13% | 63,1% | 136 | 5,15% | 6,5 |
|
| 4030 |
4030
Logan Stone Capital
Chicago,
Illinois
| US$ 473 mi | +US$ 113 mi | +31% | 5,65% | 43,9% | 209 | 62,2% | 0,3 |
|
| 4031 |
4031
BCGM Wealth Management
Lafayette,
Indiana
| US$ 473 mi | +US$ 74,9 mi | +19% | 9,43% | 54,9% | 195 | 15,38% | 2,8 |
|
| 4032 |
4032
Shelter Mutual Insurance
Columbia,
Missouri
| US$ 473 mi | +US$ 23,1 mi | +5% | 6,51% | 51,2% | 58 | 0% | 7,6 |
|
| 4033 |
4033
Copper Harbor Investment Advisors
Appleton,
Wisconsin
| US$ 472 mi | – | – | 12,9% | – | 95 | – | 0 |
|
| 4034 |
4034
Summit Wealth & Retirement Planning
San Ramon,
California
| US$ 472 mi | +US$ 52,9 mi | +13% | 12,1% | 67,6% | 116 | 9,48% | 2,9 |
|
| 4035 |
4035
Cordoba Advisory Partners
New York
| US$ 472 mi | +US$ 110 mi | +30% | 7,79% | – | 149 | 24,16% | 0,4 |
|
| 4036 |
4036
Acumen Wealth Advisors
Chattanooga,
Tennessee
| US$ 472 mi | +US$ 100 mi | +27% | 21,8% | – | 534 | 24,91% | 0,4 |
|
| 4037 |
4037
Lansing Street Advisors
Ambler,
Pennsylvania
| US$ 472 mi | +US$ 74,6 mi | +19% | 14,2% | – | 180 | 23,33% | 2 |
|
| 4038 |
4038
Aisling Capital Management
New York
| US$ 472 mi | -US$ 4,67 mi | -1% | 12,9% | 793% | 14 | 7,14% | 3,6 |
|
| 4039 |
4039
Peavine Capital
Reno,
Nevada
| US$ 472 mi | +US$ 25,5 mi | +6% | 6,33% | 30,8% | 9 | 0% | 6,4 |
|
| 4040 |
4040
Paulson Wealth Management
Wheaton,
Illinois
| US$ 471 mi | +US$ 44,7 mi | +10% | 12,9% | 62,6% | 148 | 8,78% | 3,9 |
|
| 4041 |
4041
High Net Worth Advisory Group
Naples,
Florida
| US$ 471 mi | +US$ 42,6 mi | +10% | 11,7% | 75,7% | 263 | 12,17% | 3,1 |
|
| 4042 |
4042
California First Leasing Corp
Newport Beach,
California
| US$ 471 mi | +US$ 159 mi | +51% | 97% | 377% | 41 | 21,95% | 3 |
|
| 4043 |
4043
Decker Wealth Management LLC
Nashville,
Tennessee
| US$ 471 mi | +US$ 30,3 mi | +7% | 13,3% | – | 111 | 9,01% | 0,5 |
|
| 4044 |
4044
D.B. Root & Company
Pittsburgh,
Pennsylvania
| US$ 471 mi | +US$ 52,2 mi | +12% | 11,6% | 63% | 213 | 13,15% | 3,8 |
|
| 4045 |
4045
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$ 471 mi | +US$ 59,6 mi | +14% | 12,9% | 96,9% | 311 | 18,33% | 3 |
|
| 4046 |
4046
AMI Investment Management
Kendallville,
Indiana
| US$ 471 mi | +US$ 25,8 mi | +6% | 9,08% | 52% | 80 | 6,25% | 5,8 |
|
| 4047 |
JHC
4047
Jones Hill Capital
New York
| US$ 470 mi | +US$ 3,89 mi | +0,8% | 9,39% | – | 41 | 65,85% | 0,1 |
|
| 4048 |
4048
Bill Few Associates
Pittsburgh,
Pennsylvania
| US$ 470 mi | +US$ 52,6 mi | +13% | 13,9% | 91,5% | 231 | 9,96% | 2,7 |
|
| 4049 |
4049
Aster Capital Management
Dubai,
United Arab Emirates
| US$ 470 mi | +US$ 164 mi | +54% | 15,6% | – | 1.328 | 78,24% | 0,2 |
|
| 4050 |
4050
White Pine Investment Company
Livonia,
Michigan
| US$ 469 mi | +US$ 38,8 mi | +9% | 8,33% | 73,3% | 74 | 12,16% | 5,4 |
|