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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
Safeguard Financial
Minocqua,
Wisconsin
| US$ 264 mi | +US$ 56,8 mi | +27% | 11% | 21,9% | 87 | 26,44% | 1,1 |
|
| 4302 |
4302
Portfolio Design Labs
Encino,
California
| US$ 264 mi | – | – | 9,83% | 115% | 109 | – | 0 |
|
| 4303 |
4303
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 264 mi | +US$ 34,3 mi | +15% | 10,2% | 60,7% | 113 | 8,85% | 3,6 |
|
| 4304 |
4304
RDA Financial Network
Akron,
Iowa
| US$ 264 mi | +US$ 32,9 mi | +14% | 10,5% | 93,4% | 237 | 12,24% | 2,9 |
|
| 4305 |
4305
West Michigan Advisors
Holland,
Michigan
| US$ 264 mi | +US$ 76,8 mi | +41% | 7,41% | 86,6% | 171 | 21,64% | 1,3 |
|
| 4306 |
4306
Physicians Financial Services
Raleigh,
North Carolina
| US$ 264 mi | +US$ 19,5 mi | +8% | 10,4% | 116% | 106 | 3,77% | 6,2 |
|
| 4307 |
4307
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$ 264 mi | +US$ 20 mi | +8% | 10,3% | 19,4% | 104 | 29,81% | 2,1 |
|
| 4308 |
4308
Mach-1 Financial Group
Rogers,
Arkansas
| US$ 264 mi | +US$ 22,5 mi | +9% | 11,4% | 85,3% | 289 | 54,33% | 0,6 |
|
| 4309 |
4309
Mirabaud Asset Management (France)
Paris,
France
| US$ 264 mi | – | – | 0% | – | 29 | – | 0 |
|
| 4310 |
4310
Legacy CG
Plano,
Texas
| US$ 263 mi | +US$ 48,3 mi | +22% | 8,03% | 62,6% | 47 | 42,55% | 0,9 |
|
| 4311 |
4311
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$ 263 mi | +US$ 30 mi | +13% | 11,6% | 26,4% | 838 | 22,55% | 3,3 |
|
| 4312 |
4312
Bard Associates
Chicago,
Illinois
| US$ 263 mi | +US$ 21,8 mi | +9% | 17,9% | 241% | 188 | 8,51% | 5,3 |
|
| 4313 |
4313
VR Advisory Services
Camana Bay, Grand Cayman,
Cayman Islands
| US$ 263 mi | -US$ 17,7 mi | -6% | 16,3% | 89,7% | 61 | 16,39% | 2,4 |
|
| 4314 |
4314
Entrust Global Partners
New York
| US$ 263 mi | +US$ 29,5 mi | +13% | 8,27% | 82,3% | 6 | 16,67% | 2 |
|
| 4315 |
AWA
4315
Aquire Wealth Advisors
South Jordan,
Utah
| US$ 263 mi | +US$ 23,2 mi | +10% | 9,03% | 60,2% | 41 | 7,32% | 1,7 |
|
| 4316 |
4316
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$ 263 mi | +US$ 23,5 mi | +10% | 10,8% | 65,4% | 100 | 7% | 0,5 |
|
| 4317 |
4317
Pathway Financial Advisers
Auburn,
Indiana
| US$ 263 mi | +US$ 20,6 mi | +9% | 9,67% | 88,2% | 491 | 7,54% | 0,9 |
|
| 4318 |
4318
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$ 263 mi | +US$ 25 mi | +11% | 6,72% | – | 334 | 15,87% | 1,4 |
|
| 4319 |
4319
Gradient Capital Advisors
San Diego,
California
| US$ 263 mi | +US$ 23,4 mi | +10% | 10,2% | 78,5% | 145 | 8,28% | 3,7 |
|
| 4320 |
4320
FirstPurpose Wealth
Orem,
Utah
| US$ 263 mi | +US$ 31 mi | +13% | 9,07% | – | 229 | 21,4% | 1,3 |
|
| 4321 |
4321
Shilanski & Associates
Anchorage,
Alaska
| US$ 263 mi | +US$ 17,3 mi | +7% | 7,75% | 84,2% | 109 | 19,27% | 1,4 |
|
| 4322 |
4322
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
| US$ 263 mi | – | – | 12,1% | – | 36 | – | 0 |
|
| 4323 |
OFCM
4323
One Fin Capital Management
San Francisco,
California
| US$ 262 mi | +US$ 15,8 mi | +6% | 14,3% | 92% | 31 | 58,06% | 0,6 |
|
| 4324 |
4324
Chiron Investment Management
New York
| US$ 262 mi | +US$ 25,7 mi | +11% | 12,7% | 104% | 107 | 63,55% | 0,3 |
|
| 4325 |
4325
Counterpoint Mutual Funds
San Diego,
California
| US$ 262 mi | +US$ 142 mi | +118% | 3,95% | 74,3% | 330 | 83,94% | 0,3 |
|