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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
Hutner Capital Management
Manchester,
Vermont
| US$ 143 mi | -US$ 9,41 mi | -6% | 5,13% | 52,2% | 44 | 2,27% | 4,8 |
|
| 5002 |
5002
Western Financial Corp
San Diego,
California
| US$ 143 mi | +US$ 2,29 mi | +2% | 0,45% | 275% | 106 | 25,47% | 0,9 |
|
| 5003 |
5003
Ironwood Investment Management
Boston,
Massachusetts
| US$ 143 mi | -US$ 6,59 mi | -4% | 2,42% | 164% | 171 | 6,43% | 5,6 |
|
| 5004 |
5004
FSA Wealth Management
Needham,
Massachusetts
| US$ 143 mi | +US$ 107 mi | +297% | 4,99% | – | 54 | 59,26% | 1,1 |
|
| 5005 |
5005
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 143 mi | -US$ 4,37 mi | -3% | 4,83% | 67,2% | 123 | 16,26% | 2 |
|
| 5006 |
5006
City State Bank
Norwalk,
Iowa
| US$ 143 mi | -US$ 524 mil | -0,4% | 5,11% | 79,1% | 721 | 5,41% | 0,7 |
|
| 5007 |
5007
Sheares Healthcare Group
Singapore
| US$ 143 mi | +US$ 77,5 mi | +119% | 119% | – | 1 | 0% | 0,8 |
|
| 5008 |
5008
Northpond Ventures
Bethesda,
Maryland
| US$ 143 mi | +US$ 37,7 mi | +36% | 79,1% | 67,3% | 5 | 0% | 0,7 |
|
| 5009 |
5009
Soundmark Wealth Management
Kirkland,
Washington
| US$ 143 mi | +US$ 2,34 mi | +2% | 5,86% | 17,2% | 60 | 6,67% | 1,4 |
|
| 5010 |
5010
Helen Stephens Group
Fort Worth,
Texas
| US$ 143 mi | +US$ 1,7 mi | +1% | 4,55% | 53,4% | 65 | 20% | 0,6 |
|
| 5011 |
5011
BMS Financial Advisors
Rapid City,
South Dakota
| US$ 143 mi | -US$ 10,2 mi | -7% | 4,84% | – | 117 | 33,33% | 0,6 |
|
| 5012 |
5012
GoalVest Advisory
New York
| US$ 143 mi | -US$ 15,2 mi | -10% | 5,92% | 94,8% | 325 | 26,77% | 1,1 |
|
| 5013 |
5013
Sterling Financial Planning
Sparta,
New Jersey
| US$ 143 mi | +US$ 356 mil | +0,3% | 5,81% | 55,5% | 90 | 8,89% | 1,6 |
|
| 5014 |
MA
5014
Menlo Advisors
Menlo Park,
California
| US$ 143 mi | -US$ 8,26 mi | -5% | 3,34% | 108% | 34 | 20,59% | 5,5 |
|
| 5015 |
5015
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 142 mi | -US$ 7,55 mi | -5% | 3,56% | 98,4% | 88 | 2,27% | 2,3 |
|
| 5016 |
5016
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 142 mi | -US$ 10,7 mi | -7% | 6,35% | 56% | 26 | 0% | 7 |
|
| 5017 |
5017
Weitzel Financial Services
Dubuque,
Iowa
| US$ 142 mi | -US$ 5,79 mi | -4% | 4,85% | 46,3% | 38 | 18,42% | 1,3 |
|
| 5018 |
5018
Pacific Sun Financial
Los Angeles,
California
| US$ 142 mi | -US$ 9,26 mi | -6% | 4,59% | 70,3% | 181 | 6,63% | 3,3 |
|
| 5019 |
APSI
5019
Asset Planning Services Inc
Covington,
Louisiana
| US$ 142 mi | -US$ 10,3 mi | -7% | 6,41% | 138% | 36 | 5,56% | 3,6 |
|
| 5020 |
5020
Tabor Asset Management
New York
| US$ 142 mi | +US$ 7,5 mi | +6% | 13,1% | 214% | 39 | 46,15% | 0,6 |
|
| 5021 |
5021
Tieton Capital Management
Yakima,
Washington
| US$ 142 mi | -US$ 2,24 mi | -2% | 1,35% | 172% | 33 | 6,06% | 4,1 |
|
| 5022 |
5022
WR Wealth Planners
Columbia,
Missouri
| US$ 142 mi | -US$ 9,7 mi | -6% | 5,35% | 22,1% | 569 | 15,47% | 0,4 |
|
| 5023 |
5023
Birchview Capital
Burlington,
Vermont
| US$ 142 mi | +US$ 4,53 mi | +3% | 12% | 327% | 62 | 6,45% | 2,8 |
|
| 5024 |
5024
Blackston Financial Advisory Group
The Villages,
Florida
| US$ 142 mi | -US$ 11,1 mi | -7% | 5,16% | 69,1% | 103 | 23,3% | 0,6 |
|
| 5025 |
WMA
5025
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 142 mi | -US$ 4,63 mi | -3% | 5,7% | 111% | 188 | 14,36% | 2,4 |
|