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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
FGAM
4326
Financial Gravity Asset Management
Lakeway,
Texas
| US$ 107 mi | +US$ 8,95 mi | +9% | 2,45% | – | 1.755 | 17,66% | 0,2 |
|
| 4327 |
IWMA
4327
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$ 107 mi | – | – | 0,02% | 31,1% | 58 | – | 0,7 |
|
| 4328 |
SNBOSCI
4328
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 107 mi | +US$ 53 mil | +0% | 3,5% | 61% | 88 | 15,91% | 3,3 |
|
| 4329 |
KIA
4329
Kopp Investment Advisors
Bloomington,
Minnesota
| US$ 107 mi | +US$ 8,24 mi | +8% | 10,6% | 109% | 67 | 14,93% | 3,1 |
|
| 4330 |
TA
4330
Trellis Advisors
Ellensburg,
Washington
| US$ 107 mi | +US$ 1,89 mi | +2% | 1,47% | 23,3% | 51 | 29,41% | 0,4 |
|
| 4331 |
TW
4331
Towerpoint Wealth
Sacramento,
California
| US$ 106 mi | +US$ 16,2 mi | +18% | 1,46% | 67,7% | 32 | 3,13% | 0,5 |
|
| 4332 |
4332
Diametric Capital
Boston,
Massachusetts
| US$ 106 mi | -US$ 25,9 mi | -20% | 2,94% | 175% | 114 | 62,28% | 0,3 |
|
| 4333 |
ECM
4333
Empirical Capital Management
Hendersonville,
Tennessee
| US$ 106 mi | – | – | 20,7% | – | 17 | – | 1,8 |
|
| 4334 |
SCP
4334
Siena Capital Partners
Chicago,
Illinois
| US$ 106 mi | +US$ 6,33 mi | +6% | 4,98% | 44,2% | 28 | 14,29% | 1,2 |
|
| 4335 |
HCM
4335
Hall Capital Management
Barrington,
Rhode Island
| US$ 106 mi | +US$ 1,8 mi | +2% | 2,83% | – | 84 | 4,76% | 2,8 |
|
| 4336 |
WA
4336
Wilshire Advisors
Santa Monica,
California
| US$ 106 mi | -US$ 1,11 mi | -1% | 0,66% | 118% | 26 | 3,85% | 1,7 |
|
| 4337 |
TVWM
4337
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 106 mi | +US$ 5,94 mi | +6% | 1,55% | 132% | 154 | 14,29% | 0,4 |
|
| 4338 |
WA
4338
WP Advisors
San Francisco,
California
| US$ 106 mi | +US$ 13,4 mi | +14% | 1,88% | 95,5% | 275 | 80% | 0,3 |
|
| 4339 |
LCM
4339
Lucas Capital Management
Red Bank,
New Jersey
| US$ 106 mi | +US$ 2,52 mi | +2% | 3,9% | 44,5% | 101 | 11,88% | 3,2 |
|
| 4340 |
AP
4340
Arlington Partners
Birmingham,
Alabama
| US$ 106 mi | -US$ 339 mil | -0,3% | 3,83% | 43,7% | 152 | 20,39% | 0,4 |
|
| 4341 |
SWMG
4341
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$ 106 mi | +US$ 6,62 mi | +7% | 2,82% | 56,9% | 24 | 4,17% | 0,5 |
|
| 4342 |
DRS
4342
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 105 mi | +US$ 7,48 mi | +8% | 8,57% | 73,4% | 68 | 14,71% | 1,5 |
|
| 4343 |
HS
4343
Horan Securities
Cincinnati,
United States
| US$ 105 mi | -US$ 8,56 mi | -8% | 0,03% | 50,1% | 239 | 20,92% | 1,1 |
|
| 4344 |
OFG
4344
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 105 mi | +US$ 397 mil | +0,4% | 1,81% | 67,1% | 108 | 20,37% | 0,4 |
|
| 4345 |
PWG
4345
Private Wealth Group
Tampa,
Florida
| US$ 105 mi | +US$ 46,1 mi | +78% | 2,64% | 52,9% | 28 | 35,71% | 0,3 |
|
| 4346 |
C
4346
Clearshares
New York
| US$ 105 mi | -US$ 6 mi | -5% | 0,44% | – | 37 | 18,92% | 0,4 |
|
| 4347 |
GIM
4347
Guardian Investment Management
Tiburon,
California
| US$ 105 mi | +US$ 10,8 mi | +12% | 1,41% | 89,7% | 57 | 17,54% | 3,3 |
|
| 4348 |
RCP
4348
Rho Capital Partners
New York
| US$ 105 mi | +US$ 33,6 mi | +47% | 48% | – | 5 | 20% | 1,6 |
|
| 4349 |
CPC
4349
Congress Park Capital
Saratoga Springs,
New York
| US$ 104 mi | +US$ 6,93 mi | +7% | 4,87% | 99,9% | 98 | 7,14% | 0,4 |
|
| 4350 |
LFASL
4350
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$ 104 mi | – | – | 0,28% | 44,9% | 131 | – | 0 |
|