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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 |
4676
Monte Financial Group
Guilford,
Connecticut
| US$ 198 mi | -US$ 7,48 mi | -4% | 2,19% | 57,9% | 84 | 3,57% | 3 |
|
| 4677 |
KA
4677
Kooman & Associates
Altoona,
Pennsylvania
| US$ 198 mi | -US$ 4,33 mi | -2% | 2,96% | 66% | 43 | 9,3% | 0,7 |
|
| 4678 |
4678
Evexia Wealth
Stevens Point,
Wisconsin
| US$ 197 mi | -US$ 10,7 mi | -5% | 1,67% | 92,5% | 52 | 17,31% | 0,4 |
|
| 4679 |
4679
Strategic Value Partners
Greenwich,
Connecticut
| US$ 197 mi | -US$ 121 mi | -38% | 12% | – | 6 | 50% | 2,8 |
|
| 4680 |
4680
JCIC Asset Management
Toronto,
Ontario, Canada
| US$ 197 mi | -US$ 22,8 mi | -10% | 2,26% | – | 111 | 7,21% | 3,8 |
|
| 4681 |
4681
Vert Asset Management
Sausalito,
California
| US$ 197 mi | +US$ 2 mi | +1% | 6,16% | 43,1% | 42 | 4,76% | 1,5 |
|
| 4682 |
4682
Sara-Bay Financial
Sarasota,
Florida
| US$ 197 mi | -US$ 8,44 mi | -4% | 2,86% | 233% | 80 | 12,5% | 2,4 |
|
| 4683 |
4683
Oldfather Financial Services
Kearney,
Nebraska
| US$ 197 mi | -US$ 7,54 mi | -4% | 4,18% | 60,8% | 64 | 3,13% | 2,9 |
|
| 4684 |
4684
DHJJ Financial Advisors
Naperville,
Illinois
| US$ 197 mi | +US$ 4,81 mi | +3% | 3,57% | 62,5% | 804 | 83,08% | 0,4 |
|
| 4685 |
4685
Affiance Financial
St. Louis Park,
Minnesota
| US$ 197 mi | -US$ 8,33 mi | -4% | 4,85% | 57,8% | 100 | 9% | 5,1 |
|
| 4686 |
4686
Seaside Wealth Management
Carlsbad,
California
| US$ 197 mi | +US$ 3,58 mi | +2% | 3,32% | 53,4% | 52 | 9,62% | 1 |
|
| 4687 |
4687
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$ 197 mi | -US$ 37,4 mi | -16% | 2,08% | 86,3% | 106 | 27,36% | 1,3 |
|
| 4688 |
4688
Eclectic Associates
Fullerton,
California
| US$ 197 mi | -US$ 6,81 mi | -3% | 3,81% | 53,8% | 87 | 10,34% | 2 |
|
| 4689 |
4689
BCK Capital Management
Stamford,
Connecticut
| US$ 197 mi | +US$ 65,5 mi | +50% | 8,73% | 161% | 109 | 64,22% | 0,5 |
|
| 4690 |
CPA
4690
Capital Performance Advisors
Walnut Creek,
California
| US$ 196 mi | -US$ 6,16 mi | -3% | 2,81% | 71% | 61 | 11,48% | 1,3 |
|
| 4691 |
4691
Psagot Value Holdings
Tel Aviv,
Israel
| US$ 196 mi | -US$ 1,42 mi | -0,7% | 3,53% | 45,9% | 644 | 27,95% | 1,7 |
|
| 4692 |
EFM
4692
Eley Financial Management
South Burlington,
Vermont
| US$ 196 mi | -US$ 9,05 mi | -4% | 2,72% | 69,7% | 71 | 7,04% | 0,7 |
|
| 4693 |
4693
G&S Capital
Denver,
Colorado
| US$ 196 mi | -US$ 11,9 mi | -6% | 2,52% | 85,6% | 125 | 14,4% | 2,1 |
|
| 4694 |
4694
Raleigh Capital Management
Cary,
North Carolina
| US$ 196 mi | -US$ 4,37 mi | -2% | 3,31% | 79,9% | 1.023 | 24,83% | 1 |
|
| 4695 |
4695
TriaGen Wealth Management
Calabasas,
California
| US$ 196 mi | -US$ 22,6 mi | -10% | 2,99% | 132% | 176 | 19,32% | 1,7 |
|
| 4696 |
4696
Avalon Capital Management
Port Of Redwood City,
California
| US$ 196 mi | -US$ 17,7 mi | -8% | 1,74% | 151% | 73 | 31,51% | 1,7 |
|
| 4697 |
4697
Algebris (UK)
London,
United Kingdom
| US$ 196 mi | -US$ 7,65 mi | -4% | 0,04% | 24,5% | 50 | 42% | 0,8 |
|
| 4698 |
4698
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$ 196 mi | -US$ 23,1 mi | -11% | 2,66% | 92,2% | 113 | 15,04% | 2,8 |
|
| 4699 |
4699
Joule Financial
Lexington,
Kentucky
| US$ 196 mi | +US$ 1,77 mi | +0,9% | 3,95% | 55,5% | 111 | 18,02% | 0,9 |
|
| 4700 |
4700
Sculati Wealth Management
Bloomfield Hills,
Michigan
| US$ 196 mi | -US$ 3,05 mi | -2% | 1,84% | 80,3% | 106 | 5,66% | 2,9 |
|