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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
BC
4676
Bruce & Co
Chicago,
Illinois
| US$ 369 mi | +US$ 19,8 mi | +6% | 13,8% | 94,5% | 41 | 0% | 7 |
|
| 4677 |
EW
4677
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 369 mi | +US$ 5,74 mi | +2% | 10,5% | 92,5% | 85 | 10,59% | 1,9 |
|
| 4678 |
CCG
4678
Ceeto Capital Group
Coral Gables,
Florida
| US$ 369 mi | +US$ 43,6 mi | +13% | 17,6% | 94,4% | 183 | 15,3% | 4,7 |
|
| 4679 |
OG
4679
Odyssey Group
Lancaster,
Pennsylvania
| US$ 369 mi | – | – | 10,6% | – | 61 | – | 0 |
|
| 4680 |
WAOI
4680
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$ 369 mi | +US$ 46 mi | +14% | 10,2% | 60,9% | 92 | 7,61% | 2,3 |
|
| 4681 |
AWA
4681
Alta Wealth Advisors
Woburn,
Massachusetts
| US$ 369 mi | +US$ 61 mi | +20% | 27,5% | 120% | 180 | 16,11% | 2,2 |
|
| 4682 |
GE
4682
General Electric
Evendale,
Ohio
| US$ 369 mi | +US$ 60,6 mi | +20% | 28,1% | 47,5% | 2 | 0% | 2,1 |
|
| 4683 |
GIM
4683
Gold Investment Management
Edmonton,
Alberta, Canada
| US$ 369 mi | +US$ 45,9 mi | +14% | 23,2% | – | 205 | 3,41% | 2,4 |
|
| 4684 |
JF
4684
Joule Financial
Lexington,
Kentucky
| US$ 369 mi | +US$ 25,5 mi | +7% | 10,1% | 55,5% | 122 | 11,48% | 2,5 |
|
| 4685 |
SPM
4685
Symmetry Peak Management
Radnor,
Pennsylvania
| US$ 369 mi | +US$ 10,1 mi | +3% | 35,6% | 320% | 148 | 81,76% | 0,2 |
|
| 4686 |
GFPC
4686
Global Financial Private Client
Sarasota,
Florida
| US$ 369 mi | +US$ 63 mi | +21% | 18,9% | 100% | 259 | 13,9% | 4 |
|
| 4687 |
CRI
4687
Commonwealth Retirement Investments
Richmond,
Virginia
| US$ 368 mi | +US$ 45,2 mi | +14% | 13,9% | 84,4% | 419 | 70,88% | 0,6 |
|
| 4688 |
BMC
4688
Battery Management Corp
Boston,
Massachusetts
| US$ 368 mi | -US$ 57,5 mi | -14% | 0,92% | 45,1% | 5 | 0% | 3,4 |
|
| 4689 |
PC
4689
PhiloSmith Capital
Stamford,
Connecticut
| US$ 368 mi | +US$ 17,6 mi | +5% | 5,01% | 54% | 23 | 4,35% | 7,6 |
|
| 4690 |
MCM
4690
Millstreet Capital Management
Boston,
Massachusetts
| US$ 368 mi | -US$ 49,5 mi | -12% | 11% | – | 2 | 0% | 1,5 |
|
| 4691 |
MTIC
4691
Missouri Trust & Investment Company
Springfield,
Missouri
| US$ 368 mi | +US$ 27,2 mi | +8% | 12% | 65,1% | 412 | 64,81% | 4,1 |
|
| 4692 |
BCC
4692
Bain Capital Credit
Boston,
Massachusetts
| US$ 368 mi | +US$ 64,9 mi | +21% | 1,15% | 14,4% | 6 | 0% | 3,2 |
|
| 4693 |
FZCM
4693
Flynn Zito Capital Management
Garden City,
New York
| US$ 368 mi | +US$ 54,8 mi | +17% | 23,7% | 97,3% | 176 | 15,91% | 2 |
|
| 4694 |
1CP
4694
11 Capital Partners
Darien,
Connecticut
| US$ 368 mi | +US$ 19,2 mi | +6% | 28,2% | 101% | 25 | 32% | 1,6 |
|
| 4695 |
PC
4695
Promethos Capital
Boston,
Massachusetts
| US$ 368 mi | -US$ 4,39 mi | -1% | 16,3% | – | 60 | 33,33% | 1,3 |
|
| 4696 |
SFP
4696
Sterling Financial Planning
Sparta,
New Jersey
| US$ 368 mi | +US$ 30,4 mi | +9% | 9,53% | 55,5% | 125 | 8% | 3,9 |
|
| 4697 |
FPL
4697
Fortress Private Ledger
Raleigh,
North Carolina
| US$ 368 mi | +US$ 47,5 mi | +15% | 17,2% | – | 303 | 25,08% | 0,9 |
|
| 4698 |
NWWA
4698
New Wave Wealth Advisors
Springdale,
Arkansas
| US$ 367 mi | +US$ 79,3 mi | +28% | 16,6% | – | 239 | 34,31% | 1 |
|
| 4699 |
OAP
4699
One Advisory Partners
Overland Park,
Kansas
| US$ 367 mi | +US$ 42,9 mi | +13% | 15% | 54,2% | 77 | 18,18% | 2,4 |
|
| 4700 |
WF
4700
Whelan Financial
Fresno,
California
| US$ 367 mi | +US$ 45,1 mi | +14% | 15,8% | 57,9% | 103 | 16,5% | 1,8 |
|