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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4976 |
SWG
4976
Summit Wealth Group
White River Junction,
Vermont
| US$ 106 mi | – | – | 3,76% | 53% | 28 | – | 0 |
|
| 4977 |
4977
LifeSteps Financial
Claremont,
California
| US$ 106 mi | – | – | 6,68% | 98,4% | 93 | – | 0 |
|
| 4978 |
4978
Sapphire Ventures
Austin,
Texas
| US$ 106 mi | – | – | 42,8% | 27,9% | 3 | – | 1 |
|
| 4979 |
4979
Ocean Endowment Partners
Chicago,
Illinois
| US$ 106 mi | – | – | 8,17% | – | 39 | – | 0 |
|
| 4980 |
4980
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$ 106 mi | – | – | 4,66% | 62% | 188 | – | 0 |
|
| 4981 |
4981
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$ 106 mi | -US$ 4,84 mi | -4% | 9,91% | 200% | 102 | 18,63% | 0,9 |
|
| 4982 |
LBS
4982
Lawrence B. Seidman
| US$ 106 mi | -US$ 4,58 mi | -4% | 10% | 12,3% | 23 | 21,74% | 2,2 |
|
| 4983 |
4983
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$ 106 mi | – | – | 9,8% | 70,6% | 54 | – | 0 |
|
| 4984 |
4984
SVB Investment Services
Salt Lake City,
Utah
| US$ 105 mi | – | – | 5,33% | – | 56 | – | 0 |
|
| 4985 |
4985
Gunma Bank
Gunma,
Japan
| US$ 105 mi | +US$ 366 mil | +0,3% | 0,4% | 24,5% | 9 | 0% | 3,8 |
|
| 4986 |
PFA
4986
Professional Financial Advisors
North Platte,
Nebraska
| US$ 105 mi | – | – | 5,78% | 59,2% | 76 | – | 0 |
|
| 4987 |
4987
Dean Capital Management
Overland Park,
Kansas
| US$ 105 mi | +US$ 8,5 mi | +9% | 5,43% | 89,7% | 150 | 26% | 0,8 |
|
| 4988 |
SWM
4988
Strategic Wealth Management
Kirkland,
Washington
| US$ 105 mi | -US$ 304 mil | -0,3% | 3,08% | 52,8% | 19 | 0% | 1,9 |
|
| 4989 |
4989
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 105 mi | -US$ 13,2 mi | -11% | 6,08% | 67,3% | 866 | 80,6% | 1,6 |
|
| 4990 |
4990
Hixon Zuercher
Findlay,
Ohio
| US$ 105 mi | – | – | 8,56% | 101% | 56 | – | 0 |
|
| 4991 |
SCM
4991
Springhouse Capital Management
Westport,
Connecticut
| US$ 105 mi | -US$ 44,1 mi | -30% | 10,1% | 52% | 18 | 38,89% | 1,6 |
|
| 4992 |
4992
Emerald Advisors
Bellevue,
Washington
| US$ 105 mi | – | – | 4,43% | 71,8% | 97 | – | 0 |
|
| 4993 |
4993
S.A. Mason
Holland,
Michigan
| US$ 105 mi | – | – | 7,74% | 116% | 453 | – | 0 |
|
| 4994 |
4994
Steinberg Asset Management
New York
| US$ 105 mi | +US$ 7,12 mi | +7% | 10,5% | 108% | 37 | 8,11% | 3,6 |
|
| 4995 |
4995
Capital Square
Chattanooga,
Tennessee
| US$ 105 mi | – | – | 3,79% | 62,5% | 127 | – | 0 |
|
| 4996 |
1C
4996
1623 Capital
Alexandria,
Virginia
| US$ 105 mi | – | – | 7,74% | 11,9% | 33 | – | 0 |
|
| 4997 |
4997
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 105 mi | – | – | 7,42% | 78,7% | 98 | – | 0 |
|
| 4998 |
4998
Beaumont Asset Management
Beaumont,
Texas
| US$ 105 mi | – | – | 8,72% | 73,1% | 61 | – | 0 |
|
| 4999 |
4999
Robinson Value Management
San Antonio,
Texas
| US$ 105 mi | – | – | 8,68% | 79,3% | 63 | – | 2 |
|
| 5000 |
5000
Lesa Sroufe & Co
Seattle,
Washington
| US$ 105 mi | -US$ 191 mil | -0,2% | 6,53% | – | 63 | 4,76% | 3,2 |
|