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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Capital Planning
Bellevue,
Washington
| US$ 185 mi | -US$ 71,4 mi | -28% | 15% | 81,2% | 68 | 20,59% | 1,2 |
|
| 4527 |
KLCM
4527
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 185 mi | -US$ 54,6 mi | -23% | 15,3% | 91,9% | 147 | 18,37% | 2,2 |
|
| 4528 |
4528
MTM Investment Management
Spartanburg,
South Carolina
| US$ 185 mi | -US$ 21,5 mi | -10% | 11,5% | 80,5% | 294 | 13,61% | 1,2 |
|
| 4529 |
4529
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$ 185 mi | -US$ 43,1 mi | -19% | 18,1% | 70,9% | 20 | 5% | 6,3 |
|
| 4530 |
4530
Key Financial Inc
West Chester,
Pennsylvania
| US$ 185 mi | -US$ 16,5 mi | -8% | 13,3% | 55,5% | 1.187 | 8,59% | 1,2 |
|
| 4531 |
4531
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 185 mi | -US$ 15 mi | -8% | 9,55% | 60,9% | 68 | 29,41% | 1,2 |
|
| 4532 |
4532
Fountainhead AM
Warren,
New Jersey
| US$ 184 mi | -US$ 40,9 mi | -18% | 14,9% | 65,6% | 80 | 23,75% | 1,2 |
|
| 4533 |
4533
Black Diamond Capital Management
Stamford,
Connecticut
| US$ 184 mi | -US$ 14,1 mi | -7% | 8,47% | 28,3% | 20 | 50% | 2 |
|
| 4534 |
4534
Strong Tower Advisory Services
Minneapolis,
Minnesota
| US$ 184 mi | -US$ 11,2 mi | -6% | 16,8% | 155% | 108 | 7,41% | 0,7 |
|
| 4535 |
RS
4535
Retirement Solution
Redmond,
Washington
| US$ 184 mi | -US$ 42 mi | -19% | 16,5% | 74,8% | 47 | 36,17% | 1,2 |
|
| 4536 |
4536
Compass Advisory Group
Melville,
New York
| US$ 184 mi | -US$ 8,22 mi | -4% | 11% | 49,2% | 72 | 22,22% | 1 |
|
| 4537 |
4537
Blue Water Life Science Advisors
Larkspur,
California
| US$ 184 mi | -US$ 26,6 mi | -13% | 17,1% | 503% | 14 | 64,29% | 0,6 |
|
| 4538 |
4538
Analog Century Management
New York
| US$ 184 mi | -US$ 110 mi | -37% | 24,8% | 785% | 19 | 10,53% | 1,3 |
|
| 4539 |
4539
Stadium Capital Management
New Canaan,
Connecticut
| US$ 184 mi | -US$ 27,2 mi | -13% | 16,7% | 10,9% | 11 | 18,18% | 1,3 |
|
| 4540 |
4540
Accurate Wealth Management
Wesley Chapel,
Florida
| US$ 184 mi | -US$ 39,2 mi | -18% | 8,34% | 101% | 199 | 32,66% | 0,7 |
|
| 4541 |
4541
Redwood Grove Capital
Palo Alto,
California
| US$ 184 mi | -US$ 17,2 mi | -9% | 12,9% | 79,8% | 26 | 7,69% | 1,2 |
|
| 4542 |
PAM
4542
Pegasus Asset Management
Montebello,
New York
| US$ 184 mi | -US$ 46,5 mi | -20% | 15,8% | 89% | 80 | 13,75% | 3,5 |
|
| 4543 |
4543
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$ 184 mi | +US$ 10,3 mi | +6% | 12,9% | 66% | 83 | 13,25% | 0,4 |
|
| 4544 |
4544
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 184 mi | -US$ 11,1 mi | -6% | 13,7% | 74,6% | 61 | 19,67% | 2,4 |
|
| 4545 |
4545
Snider Financial Group
Bellevue,
Washington
| US$ 184 mi | -US$ 36,2 mi | -16% | 12,3% | 87% | 70 | 20% | 0,9 |
|
| 4546 |
4546
Kanen Wealth Management
Coconut Creek,
Florida
| US$ 183 mi | -US$ 375 mi | -67% | 22,4% | 328% | 29 | 37,93% | 0,8 |
|
| 4547 |
4547
HoldCo Asset Management
Fort Lauderdale,
Florida
| US$ 183 mi | +US$ 46,2 mi | +34% | 13,7% | – | 24 | 20,83% | 1,3 |
|
| 4548 |
SLA
4548
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 183 mi | -US$ 27,3 mi | -13% | 10,4% | 76,7% | 105 | 8,57% | 5 |
|
| 4549 |
4549
Lowe Wealth Advisors
Columbia,
Maryland
| US$ 183 mi | -US$ 37,8 mi | -17% | 11,6% | 63,3% | 345 | 4,93% | 4,1 |
|
| 4550 |
4550
Platform Technology Partners
New York
| US$ 183 mi | -US$ 24,8 mi | -12% | 13,8% | – | 226 | 15,04% | 1,8 |
|