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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Puissance Capital Management
New York
| US$ 102 mi | -US$ 20,8 mi | -17% | 4,68% | 116% | 7 | 14,29% | 1,1 |
|
| 4602 |
4602
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$ 102 mi | +US$ 5,09 mi | +5% | 1,39% | 46,3% | 48 | 12,5% | 0,9 |
|
| 4603 |
KSCM
4603
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 102 mi | +US$ 19,1 mi | +23% | 0,68% | 7,47% | 64 | 65,63% | 0,6 |
|
| 4604 |
4604
Xcel Wealth Management
Holly Hill,
Florida
| US$ 102 mi | +US$ 5,06 mi | +5% | 3,54% | 93,7% | 82 | 12,2% | 0,4 |
|
| 4605 |
4605
Lingohr Asset Management
Duesseldorf,
Germany
| US$ 102 mi | +US$ 5,18 mi | +5% | 0,61% | 141% | 146 | 48,63% | 1 |
|
| 4606 |
4606
VERITY Wealth Advisors
Sausalito,
United States
| US$ 102 mi | +US$ 3,81 mi | +4% | 2,87% | 59,9% | 50 | 2% | 0,5 |
|
| 4607 |
GIC
4607
Gantzert Investment Company
Joliet,
Illinois
| US$ 101 mi | +US$ 2,67 mi | +3% | 2,34% | – | 68 | 4,41% | 0,5 |
|
| 4608 |
4608
Independence Wealth Advisors
Mclean,
Virginia
| US$ 101 mi | +US$ 8,69 mi | +9% | 1,95% | 34,1% | 25 | 16% | 1,2 |
|
| 4609 |
4609
Titus Wealth Management
Larskpur,
California
| US$ 101 mi | -US$ 12,1 mi | -11% | 3,04% | 26,6% | 106 | 19,81% | 1 |
|
| 4610 |
4610
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$ 101 mi | +US$ 92,6 mi | +1.062% | 2,54% | 32% | 23 | 13,04% | 0,6 |
|
| 4611 |
4611
FFL Partners
San Francisco,
California
| US$ 101 mi | +US$ 9,35 mi | +10% | 10,2% | 36,1% | 1 | 0% | 1,5 |
|
| 4612 |
4612
Gunma Bank
Gunma,
Japan
| US$ 101 mi | +US$ 1,88 mi | +2% | 1,93% | 24,5% | 9 | 0% | 3,3 |
|
| 4613 |
4613
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 101 mi | +US$ 1,51 mi | +2% | 5,35% | 66,9% | 79 | 11,39% | 1,3 |
|
| 4614 |
CHA
4614
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$ 101 mi | +US$ 4,23 mi | +4% | 3,48% | 39,7% | 112 | 5,36% | 1,3 |
|
| 4615 |
4615
Naman Capital
Sao Paulo,
Brazil
| US$ 101 mi | +US$ 21,2 mi | +27% | 2,83% | 89,9% | 18 | 27,78% | 0,4 |
|
| 4616 |
4616
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 100 mi | +US$ 194 mil | +0,2% | 5,8% | 70,6% | 483 | 39,34% | 1 |
|
| 4617 |
WMA
4617
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 100 mi | +US$ 8,66 mi | +9% | 2,82% | 111% | 103 | 12,62% | 0,4 |
|
| 4618 |
4618
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 100 mi | -US$ 137 mi | -58% | 2,27% | 95,7% | 168 | 54,76% | 0,8 |
|
| 4619 |
4619
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 100 mi | – | – | 3,87% | 86,7% | 61 | – | 0 |
|
| 4620 |
CWM
4620
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 100 mi | +US$ 212 mil | +0,2% | 2,42% | 46,7% | 38 | 15,79% | 1,2 |
|
| 4621 |
4621
HC Financial Advisors
Lafayette,
California
| US$ 100 mi | +US$ 4,86 mi | +5% | 4,33% | 31,2% | 45 | 2,22% | 0,8 |
|
| 4622 |
4622
Vishria Bird Financial Group
Memphis,
Tennessee
| US$ 100 mi | +US$ 1,3 mi | +1% | 2,47% | 74,3% | 53 | 9,43% | 0,8 |
|
| 4623 |
4623
Mizuho Trust & Banking
Tokyo,
Japan
| US$ 100 mi | +US$ 19,5 mi | +24% | 4,62% | 36,1% | 9 | 100% | 0 |
|
| 4624 |
4624
Stamos Capital Partners
Menlo Park,
California
| US$ 100 mi | +US$ 21,9 mi | +28% | 2,52% | 36,7% | 89 | 55,06% | 0,4 |
|
| 4625 |
4625
Garrison Point Advisors
Walnut Creek,
California
| US$ 100 mi | +US$ 3,76 mi | +4% | 3,69% | 81,5% | 133 | 6,02% | 0,5 |
|