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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Prosperity Planning
Kansas City,
Missouri
| US$ 197 mi | +US$ 13,9 mi | +8% | 3,36% | 43,5% | 95 | 3,16% | 0,8 |
|
| 5002 |
5002
Ayrshire Capital Management
Westport,
Connecticut
| US$ 197 mi | +US$ 20,7 mi | +12% | 12,7% | 84,8% | 55 | 10,91% | 1,7 |
|
| 5003 |
5003
Sunburst Financial Group
Vestavia Hills,
Alabama
| US$ 197 mi | +US$ 35,7 mi | +22% | 7,27% | 55,7% | 73 | 16,44% | 1,5 |
|
| 5004 |
5004
Pecaut & Co
Sioux City,
Iowa
| US$ 197 mi | +US$ 29,4 mi | +18% | 9,49% | 62,8% | 101 | 23,76% | 2,3 |
|
| 5005 |
5005
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 197 mi | +US$ 28 mi | +17% | 10,9% | 108% | 87 | 13,79% | 1,3 |
|
| 5006 |
5006
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 197 mi | -US$ 5,87 mi | -3% | 5,16% | 70,2% | 73 | 16,44% | 1,8 |
|
| 5007 |
5007
St. Johns Investment Management
Jacksonville,
Florida
| US$ 196 mi | +US$ 14,7 mi | +8% | 10% | 91,9% | 208 | 15,38% | 4,3 |
|
| 5008 |
5008
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$ 196 mi | +US$ 10,1 mi | +5% | 11,3% | 304% | 265 | 31,32% | 2,4 |
|
| 5009 |
5009
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 196 mi | +US$ 16 mi | +9% | 10,6% | 135% | 233 | 22,75% | 2 |
|
| 5010 |
5010
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$ 196 mi | -US$ 28,3 mi | -13% | 9,84% | 54,3% | 358 | 23,18% | 3,1 |
|
| 5011 |
5011
Alta Fox Capital Management
Fort Worth,
Texas
| US$ 196 mi | – | – | 9,84% | 261% | 14 | – | 0 |
|
| 5012 |
5012
Triune Financial Partners
Overland Park,
Kansas
| US$ 196 mi | – | – | 5,76% | 66,6% | 24 | – | 0,4 |
|
| 5013 |
SA
5013
Stonebridge Advisors
Wilton,
Connecticut
| US$ 196 mi | – | – | 0,14% | 0,03% | 5 | – | 0 |
|
| 5014 |
IGYL
5014
I.G.Y. Ltd
London,
United Kingdom
| US$ 196 mi | +US$ 19,2 mi | +11% | 12% | 80,5% | 3 | 0% | 1,8 |
|
| 5015 |
AIA
5015
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 196 mi | +US$ 10,1 mi | +5% | 5,83% | 56,4% | 118 | 5,08% | 2,1 |
|
| 5016 |
LWMM
5016
Legacy Wealth Management (Mississippi)
Ridgeland,
Mississippi
| US$ 195 mi | +US$ 8,41 mi | +4% | 11,6% | 105% | 108 | 8,33% | 1,6 |
|
| 5017 |
5017
Sender Company & Partners
New York
| US$ 195 mi | – | – | 4,78% | 69,8% | 95 | – | 0 |
|
| 5018 |
5018
Hollow Brook Wealth Management
Katonah,
New York
| US$ 195 mi | +US$ 33,6 mi | +21% | 9,37% | 97,8% | 84 | 30,95% | 2,5 |
|
| 5019 |
AFC
5019
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 195 mi | +US$ 8,76 mi | +5% | 8,5% | 135% | 164 | 9,15% | 4,7 |
|
| 5020 |
5020
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$ 195 mi | – | – | 5,37% | 66% | 85 | – | 0 |
|
| 5021 |
5021
Hidden Lake Asset Management
New York
| US$ 195 mi | -US$ 184 mi | -49% | 12,8% | 849% | 26 | 69,23% | 0,3 |
|
| 5022 |
5022
Wealth CMT
Cherry Hill,
New Jersey
| US$ 195 mi | +US$ 156 mi | +405% | 6,7% | 25% | 21 | 80,95% | 0,2 |
|
| 5023 |
5023
Members Capital Advisors Inc
Madison,
Wisconsin
| US$ 195 mi | +US$ 10,5 mi | +6% | 7,2% | – | 72 | 13,89% | 1,2 |
|
| 5024 |
5024
MBE Wealth Management
Tomah,
Wisconsin
| US$ 195 mi | -US$ 1,65 mi | -0,8% | 8,88% | 66,5% | 68 | 16,18% | 1,3 |
|
| 5025 |
5025
IMS Capital Management
Portland,
Oregon
| US$ 195 mi | +US$ 21,8 mi | +13% | 9,13% | 119% | 151 | 20,53% | 3,4 |
|