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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4901 |
SAAM
4901
Solus Alternative Asset Management
Summit,
New Jersey
| US$ 342 mi | -US$ 29,8 mi | -8% | 6,74% | 79,3% | 10 | 0% | 3,9 |
|
| 4902 |
ITB
4902
Idaho Trust Bank
Boise,
Idaho
| US$ 342 mi | +US$ 34,5 mi | +11% | 10,5% | 47,5% | 101 | 6,93% | 1,7 |
|
| 4903 |
BL
4903
BCWM LLC
Overland Park,
Kansas
| US$ 342 mi | -US$ 10,8 mi | -3% | 0,18% | – | 60 | 10% | 4,7 |
|
| 4904 |
JCM
4904
Jacobsen Capital Management
Salt Lake City,
Utah
| US$ 342 mi | +US$ 45,8 mi | +15% | 18,6% | 86,7% | 136 | 16,18% | 2,5 |
|
| 4905 |
FS
4905
Ferguson Shapiro
Decatur,
Georgia
| US$ 342 mi | +US$ 13,5 mi | +4% | 9,52% | 42,7% | 111 | 42,34% | 1,3 |
|
| 4906 |
OCWP
4906
Owl Creek Wealth Partners
Denver,
Colorado
| US$ 342 mi | +US$ 61,1 mi | +22% | 15,6% | – | 1.360 | 14,12% | 0,2 |
|
| 4907 |
WFC
4907
Western Financial Corp
San Diego,
California
| US$ 341 mi | +US$ 86 mi | +34% | 50,1% | 275% | 142 | 17,61% | 1,7 |
|
| 4908 |
EWA
4908
ERTS Wealth Advisors
Marquette,
Michigan
| US$ 341 mi | +US$ 27 mi | +9% | 7,88% | 36,5% | 33 | 6,06% | 4,5 |
|
| 4909 |
VCM
4909
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 341 mi | +US$ 2,16 mi | +0,6% | 6,6% | 53,1% | 13 | 0% | 8,3 |
|
| 4910 |
NAMM
4910
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$ 341 mi | +US$ 15,4 mi | +5% | 19% | 66,3% | 96 | 15,63% | 2,7 |
|
| 4911 |
MCG
4911
McCollum Christoferson Group
Amherst,
New York
| US$ 341 mi | +US$ 8,21 mi | +2% | 10,4% | 59,4% | 86 | 17,44% | 4 |
|
| 4912 |
HZ
4912
Hixon Zuercher
Findlay,
Ohio
| US$ 341 mi | +US$ 19,7 mi | +6% | 15,1% | 101% | 90 | 7,78% | 3,5 |
|
| 4913 |
AIM
4913
Aikya Investment Management
London,
United Kingdom
| US$ 341 mi | -US$ 4,13 mi | -1% | 10,6% | – | 5 | 20% | 1,8 |
|
| 4914 |
CPIM
4914
Coalescence Partners Investment Management
New York
| US$ 341 mi | -US$ 122 mi | -26% | 19% | – | 13 | 15,38% | 1,2 |
|
| 4915 |
AWM
4915
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 341 mi | +US$ 54 mi | +19% | 23,4% | 100% | 188 | 21,28% | 1,8 |
|
| 4916 |
AWM
4916
Act Wealth Management
Plano,
Texas
| US$ 340 mi | +US$ 42,5 mi | +14% | 11,8% | 70% | 65 | 6,15% | 2,7 |
|
| 4917 |
WF
4917
Warner Financial
Bethesda,
Maryland
| US$ 340 mi | +US$ 48,5 mi | +17% | 14% | 62,1% | 146 | 8,22% | 2,9 |
|
| 4918 |
GFG
4918
Greenbush Financial Group
Albany,
New York
| US$ 340 mi | +US$ 38 mi | +13% | 14,1% | – | 40 | 22,5% | 1,3 |
|
| 4919 |
ODFS
4919
O'Donnell Financial Services
San Rafael,
California
| US$ 340 mi | +US$ 49,5 mi | +17% | 15,4% | 61% | 78 | 23,08% | 1,6 |
|
| 4920 |
HOWA
4920
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$ 340 mi | +US$ 25 mi | +8% | 11,9% | – | 112 | 44,64% | 0,8 |
|
| 4921 |
RSA
4921
River Street Advisors
Aurora,
Illinois
| US$ 340 mi | +US$ 43,6 mi | +15% | 15,2% | 88,8% | 188 | 14,36% | 2,1 |
|
| 4922 |
JWM
4922
Jeppson Wealth Management
Manhattan Beach,
California
| US$ 339 mi | +US$ 20,4 mi | +6% | 13,6% | 91,6% | 254 | 12,2% | 3,6 |
|
| 4923 |
BAM
4923
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| US$ 339 mi | +US$ 293 mil | +0,1% | 6,88% | 39,2% | 18 | 50% | 0,3 |
|
| 4924 |
HFS
4924
Haverford Financial Services
Radnor,
Pennsylvania
| US$ 339 mi | +US$ 3,62 mi | +1% | 6,35% | 57,9% | 49 | 6,12% | 6 |
|
| 4925 |
NIWA
4925
New Insight Wealth Advisors
San Ramon,
California
| US$ 339 mi | +US$ 60,3 mi | +22% | 18,2% | – | 122 | 13,93% | 1,7 |
|