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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
4626
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$ 378 mi | -US$ 44,7 mi | -11% | 11,6% | 55,5% | 110 | 39,09% | 4,1 |
|
| 4627 |
4627
Juniper Investment Company
New York
| US$ 378 mi | +US$ 64,2 mi | +20% | 28,6% | 358% | 12 | 33,33% | 3,8 |
|
| 4628 |
4628
FC Advisory
West Chester,
Pennsylvania
| US$ 378 mi | +US$ 35,1 mi | +10% | 10,5% | 46,6% | 119 | 4,2% | 5,5 |
|
| 4629 |
4629
Argos Wealth Advisors
Sacramento,
California
| US$ 378 mi | +US$ 29,8 mi | +9% | 15,2% | – | 240 | 22,5% | 0,4 |
|
| 4630 |
4630
Gill Capital Partners
Denver,
Colorado
| US$ 378 mi | +US$ 29,9 mi | +9% | 11,3% | 59% | 734 | 8,99% | 1 |
|
| 4631 |
4631
Sensible Money
Scottsdale,
Arizona
| US$ 377 mi | +US$ 48,4 mi | +15% | 13,2% | 69,1% | 104 | 20,19% | 2,4 |
|
| 4632 |
4632
Starr Indemnity & Liability Company
New York
| US$ 377 mi | -US$ 16,5 mi | -4% | 3,56% | – | 4 | 0% | 1,1 |
|
| 4633 |
MKC
4633
M. Kraus & Co
Shelburne,
Vermont
| US$ 377 mi | +US$ 34 mi | +10% | 10,1% | 65,9% | 89 | 12,36% | 6,5 |
|
| 4634 |
4634
Nalanda India Equity Fund
Mauritius
| US$ 377 mi | -US$ 134 mi | -26% | 26,2% | 13,6% | 1 | 0% | 7,5 |
|
| 4635 |
4635
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$ 377 mi | +US$ 56,9 mi | +18% | 24,5% | 108% | 969 | 10,94% | 2,7 |
|
| 4636 |
4636
VSM Wealth Advisory
Hunt Valley,
Maryland
| US$ 376 mi | +US$ 41,6 mi | +12% | 13,3% | – | 536 | 11,19% | 1,2 |
|
| 4637 |
4637
Balance Wealth
Delaware,
Ohio
| US$ 376 mi | +US$ 53,9 mi | +17% | 14% | – | 179 | 24,58% | 0,8 |
|
| 4638 |
4638
Kings Path Partners
Sugar Land,
Texas
| US$ 376 mi | +US$ 85 mi | +29% | 9,57% | – | 367 | 24,25% | 1,3 |
|
| 4639 |
HIC
4639
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 376 mi | +US$ 106 mi | +40% | 62,4% | 218% | 16 | 0% | 7 |
|
| 4640 |
4640
Sara-Bay Financial
Sarasota,
Florida
| US$ 375 mi | +US$ 42,9 mi | +13% | 24,8% | 233% | 93 | 19,35% | 2,8 |
|
| 4641 |
4641
Geneva Partners
Lake Geneva,
Wisconsin
| US$ 375 mi | +US$ 167 mi | +80% | 63,7% | 417% | 81 | 29,63% | 2,1 |
|
| 4642 |
4642
Payne Capital Management
New York
| US$ 375 mi | +US$ 44,5 mi | +13% | 11,4% | – | 97 | 27,84% | 1,1 |
|
| 4643 |
4643
Family Legacy Inc
Greenville,
South Carolina
| US$ 375 mi | +US$ 42,1 mi | +13% | 18,4% | 89% | 128 | 6,25% | 6,1 |
|
| 4644 |
CCM
4644
Consolidated Capital Management
Burbank,
California
| US$ 375 mi | +US$ 65,1 mi | +21% | 38,5% | 166% | 75 | 5,33% | 2,5 |
|
| 4645 |
4645
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| US$ 375 mi | +US$ 47,2 mi | +14% | 14,3% | – | 27 | 3,7% | 0,7 |
|
| 4646 |
4646
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$ 375 mi | +US$ 47 mi | +14% | 22,4% | 106% | 44 | 4,55% | 4,8 |
|
| 4647 |
4647
Bell Asset Management
Melbourne,
Australia
| US$ 375 mi | +US$ 34,7 mi | +10% | 7,4% | 45,3% | 70 | 22,86% | 2,9 |
|
| 4648 |
4648
LifeWealth Investments
Winter Garden,
Florida
| US$ 374 mi | +US$ 39,1 mi | +12% | 10,3% | – | 158 | 24,68% | 1 |
|
| 4649 |
CIA
4649
Cape Investment Advisory
Mcdonough,
Georgia
| US$ 374 mi | +US$ 73,4 mi | +24% | 14,3% | 72,5% | 1.449 | 84,33% | 0,4 |
|
| 4650 |
LA
4650
LFL Advisers
Evanston,
Illinois
| US$ 374 mi | +US$ 41,6 mi | +13% | 12,9% | 83% | 9 | 0% | 7,4 |
|