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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 |
4326
SYM Financial Corp
Winona Lake,
Indiana
| US$ 151 mi | +US$ 1,84 mi | +1% | 5,56% | 64,3% | 98 | 36,73% | 1 |
|
| 4327 |
4327
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 151 mi | +US$ 14,5 mi | +11% | 8,14% | 89,7% | 167 | 28,74% | 1,2 |
|
| 4328 |
4328
Towerpoint Wealth
Sacramento,
California
| US$ 151 mi | +US$ 4,12 mi | +3% | 4,43% | 67,7% | 87 | 33,33% | 1,3 |
|
| 4329 |
HS
4329
Haafor (Singapore)
Singapore
| US$ 151 mi | – | – | 8,39% | – | 275 | – | 0 |
|
| 4330 |
GTCM
4330
Gyon Technologies Capital Management
Denville,
New Jersey
| US$ 151 mi | – | – | 8,45% | 42,2% | 128 | – | 0 |
|
| 4331 |
4331
Peninsula Asset Management
Bradenton,
Florida
| US$ 151 mi | +US$ 4,9 mi | +3% | 6,03% | 44,1% | 47 | 4,26% | 4,9 |
|
| 4332 |
4332
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 151 mi | +US$ 14 mi | +10% | 5,23% | 87,5% | 63 | 19,05% | 2,2 |
|
| 4333 |
4333
Lipe & Dalton
Syracuse,
New York
| US$ 151 mi | +US$ 13,9 mi | +10% | 10,7% | 101% | 109 | 7,34% | 2,7 |
|
| 4334 |
4334
Wolff Financial Management
Kalamazoo,
Michigan
| US$ 151 mi | +US$ 13,8 mi | +10% | 5,68% | 56,7% | 83 | 3,61% | 0,9 |
|
| 4335 |
4335
AREX Capital Management
New York
| US$ 151 mi | – | – | 14,9% | 36,2% | 11 | – | 0 |
|
| 4336 |
4336
Sterling Investment Management
Tucson,
Arizona
| US$ 151 mi | +US$ 13,8 mi | +10% | 6,4% | 45,3% | 66 | 12,12% | 3,2 |
|
| 4337 |
4337
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$ 151 mi | +US$ 5,37 mi | +4% | 4,61% | 58,7% | 20 | 15% | 1,7 |
|
| 4338 |
4338
Shoker Investment Counsel
Oxford,
Ohio
| US$ 150 mi | +US$ 11,1 mi | +8% | 6,32% | 83,8% | 100 | 5% | 4,2 |
|
| 4339 |
4339
Laffer Tengler Investments
Nashville,
Tennessee
| US$ 150 mi | +US$ 33,1 mi | +28% | 2,94% | 96,5% | 147 | 24,49% | 1,4 |
|
| 4340 |
4340
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 150 mi | +US$ 9,16 mi | +6% | 5,94% | 66,8% | 133 | 6,02% | 1,7 |
|
| 4341 |
CCM
4341
Consolidated Capital Management
Burbank,
California
| US$ 150 mi | +US$ 11,9 mi | +9% | 11,1% | 166% | 37 | 8,11% | 2,5 |
|
| 4342 |
4342
Vigilare Wealth Management
Scottsdale,
Arizona
| US$ 150 mi | – | – | 6,11% | 56,9% | 150 | – | 0 |
|
| 4343 |
4343
BCS Wealth Management
Johnson City,
Tennessee
| US$ 150 mi | – | – | 4,5% | 46,7% | 113 | – | 0 |
|
| 4344 |
4344
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 150 mi | +US$ 15 mi | +11% | 7,16% | 98,6% | 138 | 9,42% | 2 |
|
| 4345 |
4345
Innealta Capital
Austin,
Texas
| US$ 150 mi | +US$ 36,6 mi | +32% | 2,52% | 63,7% | 50 | 18% | 0,7 |
|
| 4346 |
BOCM
4346
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$ 150 mi | +US$ 9,6 mi | +7% | 5,86% | 49,6% | 32 | 9,38% | 3,1 |
|
| 4347 |
WFWM
4347
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$ 150 mi | -US$ 8,49 mi | -5% | 4,9% | 53,8% | 32 | 15,63% | 2 |
|
| 4348 |
4348
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$ 150 mi | -US$ 4,73 mi | -3% | 7,4% | 84,3% | 145 | 35,86% | 1,1 |
|
| 4349 |
4349
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 150 mi | – | – | 7,85% | 53,6% | 4 | – | 0 |
|
| 4350 |
4350
Pacific Capital Wealth Advisors
Corona,
California
| US$ 150 mi | – | – | 3,36% | 54,1% | 56 | – | 0 |
|