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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 |
DI
4676
Disciplined Investments
Tulsa,
Oklahoma
| US$ 195 mi | +US$ 24,7 mi | +15% | 5,48% | 51,4% | 458 | 17,69% | 1,1 |
|
| 4677 |
4677
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| US$ 195 mi | +US$ 15,3 mi | +9% | 7,69% | 70,1% | 82 | 17,07% | 1,8 |
|
| 4678 |
4678
ACT Capital Management
Wayne,
Pennsylvania
| US$ 195 mi | – | – | 20,6% | – | 117 | – | 0 |
|
| 4679 |
4679
Lantz Financial
Naperville,
Illinois
| US$ 195 mi | +US$ 18,8 mi | +11% | 6,27% | 74,3% | 148 | 12,16% | 1,6 |
|
| 4680 |
4680
Westshore Wealth
Newport Beach,
California
| US$ 194 mi | +US$ 19,2 mi | +11% | 8,56% | 58,8% | 152 | 15,13% | 0,7 |
|
| 4681 |
4681
Orser Capital Management
Southlake,
Texas
| US$ 194 mi | +US$ 40,6 mi | +26% | 11,1% | 128% | 99 | 19,19% | 1,4 |
|
| 4682 |
4682
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 194 mi | +US$ 17,8 mi | +10% | 4,95% | 44,1% | 32 | 9,38% | 2 |
|
| 4683 |
4683
MACRO Consulting Group
Parsippany,
New Jersey
| US$ 194 mi | +US$ 9,22 mi | +5% | 5,43% | – | 107 | 9,35% | 1,5 |
|
| 4684 |
4684
TriaGen Wealth Management
Calabasas,
California
| US$ 194 mi | +US$ 20,2 mi | +12% | 8,1% | 132% | 200 | 25,5% | 0,4 |
|
| 4685 |
4685
Oak Management Corp
Wilton,
Connecticut
| US$ 194 mi | -US$ 59,3 mi | -23% | 0% | 96,4% | 3 | 100% | 0 |
|
| 4686 |
4686
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 194 mi | +US$ 23,2 mi | +14% | 5,24% | 53,1% | 26 | 3,85% | 1,3 |
|
| 4687 |
IAMH
4687
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 194 mi | +US$ 40,3 mi | +26% | 3,14% | 76% | 14 | 28,57% | 0,4 |
|
| 4688 |
4688
Augustine Asset Management
Jacksonville,
Florida
| US$ 194 mi | +US$ 4,03 mi | +2% | 5,99% | 316% | 97 | 21,65% | 2,9 |
|
| 4689 |
4689
GYL Financial Synergies
West Hartford,
Connecticut
| US$ 194 mi | +US$ 12 mi | +7% | 8,05% | 36% | 187 | 7,49% | 1,6 |
|
| 4690 |
4690
Stewart Asset Management
New York
| US$ 194 mi | +US$ 37,3 mi | +24% | 13,8% | 42,5% | 28 | 7,14% | 1,3 |
|
| 4691 |
4691
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$ 194 mi | -US$ 13,7 mi | -7% | 8,46% | 207% | 69 | 15,94% | 4,6 |
|
| 4692 |
NERM
4692
New England Research & Management
Chicago,
Illinois
| US$ 193 mi | +US$ 11 mi | +6% | 5,61% | 65% | 197 | 28,43% | 2,4 |
|
| 4693 |
4693
Karani Asset Management
New York
| US$ 193 mi | +US$ 23,5 mi | +14% | 17,3% | – | 46 | 17,39% | 1,2 |
|
| 4694 |
4694
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 193 mi | -US$ 8,71 mi | -4% | 7,36% | 121% | 137 | 10,95% | 2,7 |
|
| 4695 |
4695
MBE Wealth Management
Tomah,
Wisconsin
| US$ 193 mi | +US$ 8,89 mi | +5% | 6,06% | 60,9% | 70 | 28,57% | 1 |
|
| 4696 |
4696
Client 1st Advisory Group
Dunedin,
Florida
| US$ 193 mi | +US$ 18,2 mi | +10% | 4,92% | 64,5% | 78 | 17,95% | 0,9 |
|
| 4697 |
CAM
4697
Centre Asset Management
New York
| US$ 193 mi | -US$ 24,3 mi | -11% | 8,86% | 45,3% | 68 | 19,12% | 1,8 |
|
| 4698 |
PL
4698
Polianta Ltd
St Helier,
Jersey
| US$ 193 mi | +US$ 12,3 mi | +7% | 4,61% | 31,6% | 123 | 94,31% | 0,1 |
|
| 4699 |
4699
Exos Asset Management
New York
| US$ 193 mi | +US$ 65,3 mi | +51% | 1,07% | – | 940 | 65,53% | 0,1 |
|
| 4700 |
SC
4700
Serenity Capital
Palo Alto,
California
| US$ 193 mi | -US$ 222 mi | -54% | 2,12% | – | 6 | 33,33% | 2 |
|