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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
SIH MPH Rollover
New York
| US$ 232 mi | +US$ 96,9 mi | +72% | 71,5% | – | 1 | 0% | 0,5 |
|
| 4302 |
4302
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$ 232 mi | +US$ 7,39 mi | +3% | 5,5% | 63,9% | 136 | 6,62% | 3,5 |
|
| 4303 |
4303
William Marsh Rice University
Houston,
Texas
| US$ 232 mi | +US$ 43,5 mi | +23% | 9,86% | 1,81% | 8 | 62,5% | 1,4 |
|
| 4304 |
4304
Financial Life Advisors
San Antonio,
Texas
| US$ 232 mi | +US$ 17,4 mi | +8% | 4,72% | 47% | 56 | 7,14% | 1,7 |
|
| 4305 |
4305
Oakcliff Capital Partners
New York
| US$ 232 mi | +US$ 21,3 mi | +10% | 12,2% | 133% | 10 | 0% | 3 |
|
| 4306 |
4306
Connacht Asset Management
New York
| US$ 232 mi | -US$ 220 mi | -49% | 2,99% | 63,8% | 175 | 68% | 0,2 |
|
| 4307 |
4307
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$ 232 mi | +US$ 13,6 mi | +6% | 6,71% | 47,8% | 136 | 12,5% | 2,6 |
|
| 4308 |
4308
Whitcomb & Hess
Ashland,
Ohio
| US$ 232 mi | – | – | 3,32% | 54% | 27 | – | 0 |
|
| 4309 |
4309
ValueWorks
New York
| US$ 232 mi | +US$ 55,3 mi | +31% | 16,2% | 190% | 35 | 20% | 3 |
|
| 4310 |
4310
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$ 231 mi | -US$ 17,9 mi | -7% | 4,56% | 55,9% | 75 | 14,67% | 2 |
|
| 4311 |
AB
4311
Atlas Brown
Louisville,
Kentucky
| US$ 231 mi | +US$ 20,3 mi | +10% | 7,25% | 115% | 179 | 4,47% | 4,4 |
|
| 4312 |
4312
Arjuna Capital
Durham,
North Carolina
| US$ 231 mi | +US$ 28 mi | +14% | 8,56% | 105% | 135 | 35,56% | 1,3 |
|
| 4313 |
4313
Onyx Bridge Wealth Group
Tarrytown,
New York
| US$ 231 mi | +US$ 31,6 mi | +16% | 5,07% | 74,6% | 151 | 37,09% | 0,3 |
|
| 4314 |
4314
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$ 231 mi | +US$ 5,09 mi | +2% | 10,8% | 151% | 90 | 21,11% | 1,1 |
|
| 4315 |
4315
Strategic Investment Management
Arlington,
Virginia
| US$ 231 mi | -US$ 12,3 mi | -5% | 5,58% | 53,4% | 12 | 16,67% | 3,6 |
|
| 4316 |
TF
4316
TRH Financial
North Liberty,
Iowa
| US$ 231 mi | +US$ 34,3 mi | +17% | 6,44% | – | 81 | 16,05% | 1,3 |
|
| 4317 |
4317
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$ 231 mi | +US$ 18,8 mi | +9% | 2,98% | 59,2% | 149 | 59,73% | 1,1 |
|
| 4318 |
HH
4318
HWG Holdings
Houston,
Texas
| US$ 231 mi | +US$ 30,2 mi | +15% | 12% | – | 144 | 33,33% | 1,2 |
|
| 4319 |
4319
Biechele Royce Advisors
Fishers,
Indiana
| US$ 231 mi | +US$ 32,2 mi | +16% | 5,16% | 39,2% | 50 | 12% | 2,4 |
|
| 4320 |
4320
Dark Forest Capital Management
San Juan,
Puerto Rico
| US$ 231 mi | – | – | 1,9% | 63% | 830 | – | 0 |
|
| 4321 |
4321
Baldrige Asset Management
Allentown,
Pennsylvania
| US$ 231 mi | +US$ 47,9 mi | +26% | 6,23% | 43,5% | 355 | 76,06% | 0,4 |
|
| 4322 |
4322
Wills Financial Group
Richmond,
Virginia
| US$ 231 mi | +US$ 24,9 mi | +12% | 7,51% | 57,5% | 72 | 22,22% | 3,3 |
|
| 4323 |
4323
Curtis Advisory Group
Santa Barbara,
California
| US$ 231 mi | +US$ 4,97 mi | +2% | 8,09% | 67,6% | 76 | 6,58% | 1,1 |
|
| 4324 |
4324
Evergreen Advisors
Chattanooga,
Tennessee
| US$ 231 mi | -US$ 30,4 mi | -12% | 4,73% | – | 14 | 7,14% | 1,6 |
|
| 4325 |
4325
Rutabaga Capital Management
Boston,
Massachusetts
| US$ 230 mi | +US$ 12,8 mi | +6% | 6,86% | 57% | 52 | 5,77% | 3,1 |
|