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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
SAM
4276
Stringer Asset Management
Memphis,
Tennessee
| US$ 112 mi | – | – | 3,67% | 16,4% | 24 | – | 0,8 |
|
| 4277 |
ILM
4277
Indigo Latam Management
Phoenix,
Arizona
| US$ 112 mi | -US$ 53,7 mi | -32% | 32,4% | 39,3% | 1 | 0% | 4 |
|
| 4278 |
CCCPI
4278
Castle Creek Capital Partners IV
Rancho Santa Fe,
California
| US$ 112 mi | -US$ 24,6 mi | -18% | 3,38% | 47,7% | 4 | 25% | 3 |
|
| 4279 |
LAIC
4279
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 112 mi | +US$ 6,81 mi | +7% | 5,92% | 75,5% | 89 | 6,74% | 1,9 |
|
| 4280 |
4280
Alphinity Investment Management
Sydney,
Australia
| US$ 112 mi | – | – | 8,02% | 151% | 21 | – | 0 |
|
| 4281 |
4281
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$ 111 mi | – | – | 3,74% | 72,7% | 92 | – | 0 |
|
| 4282 |
PFT
4282
Providence First Trust
Scottsdale,
Arizona
| US$ 111 mi | -US$ 6,04 mi | -5% | 5,09% | 64,1% | 80 | 18,75% | 0,4 |
|
| 4283 |
4283
Bedel Financial Consulting
Indianapolis,
Indiana
| US$ 111 mi | – | – | 4,76% | 104% | 132 | – | 0 |
|
| 4284 |
ACM
4284
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 111 mi | +US$ 2,31 mi | +2% | 4% | 70,2% | 211 | 3,79% | 0,9 |
|
| 4285 |
4285
Kiley Juergens Wealth Management
Olympia,
Washington
| US$ 111 mi | – | – | 7,52% | 106% | 719 | – | 0 |
|
| 4286 |
WA1
4286
Wimmer Associates 1
Pasadena,
California
| US$ 111 mi | +US$ 2,55 mi | +2% | 7,28% | 78,9% | 108 | 3,7% | 1,8 |
|
| 4287 |
PM
4287
Penbrook Management
New York
| US$ 111 mi | – | – | 9,19% | 107% | 105 | – | 2,8 |
|
| 4288 |
BWM
4288
Biltmore Wealth Management
Tempe,
Arizona
| US$ 111 mi | +US$ 15,9 mi | +17% | 4,69% | 59,8% | 40 | 15% | 1,6 |
|
| 4289 |
4289
Cassaday & Co
Mclean,
Virginia
| US$ 111 mi | +US$ 15,3 mi | +16% | 1,96% | 62,5% | 36 | 19,44% | 2 |
|
| 4290 |
BMC
4290
Beaton Management Company
Haverhill,
Massachusetts
| US$ 111 mi | +US$ 4,74 mi | +4% | 6,52% | 95,9% | 116 | 3,45% | 0,5 |
|
| 4291 |
SPI
4291
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 111 mi | – | – | 7,14% | 88% | 644 | – | 0 |
|
| 4292 |
SMP
4292
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$ 111 mi | – | – | 11,3% | 135% | 30 | – | 0 |
|
| 4293 |
SWM
4293
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$ 111 mi | – | – | 4,36% | – | 58 | – | 0 |
|
| 4294 |
HS
4294
Horan Securities
Cincinnati,
United States
| US$ 111 mi | +US$ 9 mi | +9% | 2,65% | 50,1% | 216 | 15,28% | 0,8 |
|
| 4295 |
4295
Peterson Wealth Advisors
Orem,
Utah
| US$ 111 mi | – | – | 4,67% | 50,9% | 45 | – | 0 |
|
| 4296 |
AIA
4296
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 111 mi | +US$ 5,44 mi | +5% | 3,64% | 56,6% | 156 | 12,18% | 0,9 |
|
| 4297 |
FLI
4297
Family Legacy Inc
Greenville,
South Carolina
| US$ 111 mi | +US$ 71,3 mi | +181% | 6,72% | 89% | 103 | 62,14% | 0,3 |
|
| 4298 |
OKSA
4298
O'Keefe Stevens Advisory
Rochester,
New York
| US$ 110 mi | +US$ 2,76 mi | +3% | 4,08% | 208% | 49 | 18,37% | 0,2 |
|
| 4299 |
SNBOSCI
4299
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 110 mi | +US$ 8,21 mi | +8% | 6,39% | 61% | 87 | 12,64% | 3 |
|
| 4300 |
DIS
4300
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 110 mi | +US$ 6,83 mi | +7% | 7,18% | 86% | 46 | 10,87% | 2,8 |
|