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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 |
4276
Chessman Wealth Strategies RIA
Dallas,
Texas
| US$ 114 mi | +US$ 109 mil | +0,1% | 3,5% | – | 209 | 85,65% | 0,1 |
|
| 4277 |
4277
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 114 mi | +US$ 5,98 mi | +6% | 4,53% | 67,3% | 900 | 6,78% | 0,3 |
|
| 4278 |
4278
Guardian Investment Management
Tiburon,
California
| US$ 114 mi | +US$ 9 mi | +9% | 7,44% | 89,7% | 54 | 3,7% | 3,5 |
|
| 4279 |
4279
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$ 114 mi | +US$ 10,9 mi | +11% | 8,69% | 87,9% | 103 | 6,8% | 0,6 |
|
| 4280 |
4280
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 113 mi | +US$ 6,67 mi | +6% | 7,83% | 61% | 94 | 18,09% | 3,2 |
|
| 4281 |
4281
Euclidean Technologies Management
Seattle,
Washington
| US$ 113 mi | +US$ 6,07 mi | +6% | 5,58% | 124% | 68 | 14,71% | 1,7 |
|
| 4282 |
4282
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 113 mi | +US$ 6,57 mi | +6% | 2,35% | 31,1% | 60 | 6,67% | 0,9 |
|
| 4283 |
4283
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$ 113 mi | +US$ 10,8 mi | +11% | 4,2% | 54,4% | 146 | 7,53% | 0,7 |
|
| 4284 |
4284
Western Standard LLC
Los Angeles,
California
| US$ 113 mi | +US$ 14,4 mi | +15% | 5,13% | 83,7% | 61 | 39,34% | 0,7 |
|
| 4285 |
4285
Trellis Advisors
Ellensburg,
Washington
| US$ 113 mi | +US$ 6,56 mi | +6% | 5,27% | 23,3% | 49 | 14,29% | 0,6 |
|
| 4286 |
4286
HC Financial Advisors
Lafayette,
California
| US$ 113 mi | +US$ 10,5 mi | +10% | 7,22% | 31,2% | 68 | 5,88% | 0,7 |
|
| 4287 |
4287
Sagil Capital
London,
United Kingdom
| US$ 113 mi | +US$ 298 mil | +0,3% | 1,5% | 104% | 27 | 55,56% | 0,4 |
|
| 4288 |
4288
RB Capital Management
Reno,
Nevada
| US$ 113 mi | -US$ 22,3 mi | -16% | 7,17% | 79,4% | 147 | 23,13% | 1,4 |
|
| 4289 |
4289
Axel Capital Management
New York
| US$ 113 mi | +US$ 5,27 mi | +5% | 8,11% | 194% | 34 | 41,18% | 1,1 |
|
| 4290 |
4290
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 113 mi | +US$ 1,26 mi | +1% | 4,99% | 56,6% | 153 | 11,11% | 1,5 |
|
| 4291 |
4291
Edgbaston Investment Partners
| US$ 112 mi | +US$ 11,3 mi | +11% | 11,1% | 4,67% | 2 | 0% | 0,8 |
|
| 4292 |
LFGH
4292
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$ 112 mi | +US$ 4,34 mi | +4% | 6,68% | 12,9% | 34 | 17,65% | 0,6 |
|
| 4293 |
4293
Field & Main Bank
Henderson,
Kentucky
| US$ 112 mi | +US$ 2,16 mi | +2% | 8,26% | 107% | 229 | 3,49% | 3,1 |
|
| 4294 |
4294
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 112 mi | – | – | 7,69% | 98,6% | 118 | – | 1,3 |
|
| 4295 |
4295
Martin Capital Partners
Eugene,
Oregon
| US$ 112 mi | +US$ 12,8 mi | +13% | 5,79% | 42,3% | 58 | 22,41% | 0,6 |
|
| 4296 |
4296
Paulson Wealth Management
Wheaton,
Illinois
| US$ 111 mi | +US$ 10,2 mi | +10% | 4,38% | 57,1% | 129 | 15,5% | 0,6 |
|
| 4297 |
4297
Matisse Capital
Portland,
Oregon
| US$ 111 mi | -US$ 15 mi | -12% | 2,59% | 66,9% | 133 | 18,8% | 1,5 |
|
| 4298 |
4298
Congress Park Capital
Saratoga Springs,
New York
| US$ 111 mi | +US$ 7,16 mi | +7% | 8,69% | 99,9% | 106 | 13,21% | 0,6 |
|
| 4299 |
4299
Aries Wealth Management
Portland,
Maine
| US$ 111 mi | +US$ 3,19 mi | +3% | 7% | 75% | 142 | 9,15% | 0,7 |
|
| 4300 |
DIS
4300
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 111 mi | +US$ 2,97 mi | +3% | 6,51% | 86% | 43 | 6,98% | 3,2 |
|