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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
Hixon Zuercher
Findlay,
Ohio
| US$ 162 mi | +US$ 5,7 mi | +4% | 9,16% | 101% | 60 | 15% | 2,3 |
|
| 5002 |
5002
MYDA Advisors
Woodmere,
New York
| US$ 162 mi | -US$ 50,6 mi | -24% | 10,7% | 232% | 190 | 76,32% | 0,5 |
|
| 5003 |
LFGO
5003
Legacy Financial Group (Oklahoma)
Tulsa,
Oklahoma
| US$ 162 mi | – | – | 7,72% | 64,2% | 62 | – | 0 |
|
| 5004 |
KA
5004
Kailix Advisors
Fort Lauderdale,
Florida
| US$ 162 mi | – | – | 7,79% | 16,3% | 8 | – | 0 |
|
| 5005 |
5005
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 162 mi | +US$ 19,8 mi | +14% | 14,8% | 56% | 26 | 0% | 7,3 |
|
| 5006 |
5006
Safeguard Investment Advisory Group
Corona,
California
| US$ 162 mi | +US$ 16,2 mi | +11% | 6,64% | 84,3% | 101 | 8,91% | 1,5 |
|
| 5007 |
I2I
5007
Insight 2811 Inc
Chicago,
Illinois
| US$ 162 mi | +US$ 13,8 mi | +9% | 4,31% | 30,8% | 102 | 26,47% | 3,3 |
|
| 5008 |
5008
Carmel Capital Management
Carmel,
California
| US$ 162 mi | +US$ 8,94 mi | +6% | 12,9% | 247% | 36 | 5,56% | 0,9 |
|
| 5009 |
5009
Altman Advisors
Chicago,
Illinois
| US$ 162 mi | +US$ 3,65 mi | +2% | 9,61% | 127% | 97 | 16,49% | 2,2 |
|
| 5010 |
5010
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$ 162 mi | +US$ 11,6 mi | +8% | 9,47% | 98,6% | 133 | 16,54% | 3,8 |
|
| 5011 |
5011
Constitution Capital
Shelton,
Connecticut
| US$ 162 mi | +US$ 12,4 mi | +8% | 9,26% | 91,1% | 71 | 18,31% | 1,5 |
|
| 5012 |
5012
West Branch Capital
Amherst,
Massachusetts
| US$ 162 mi | +US$ 1 mi | +0,6% | 8,92% | 156% | 486 | 10,08% | 1,8 |
|
| 5013 |
5013
Royal Harbor Partners
Houston,
Texas
| US$ 162 mi | +US$ 15,6 mi | +11% | 7,59% | 54,6% | 79 | 22,78% | 1,5 |
|
| 5014 |
5014
Sterling Investment Counsel
Buffalo,
New York
| US$ 162 mi | +US$ 24,9 mi | +18% | 6,25% | 93,8% | 157 | 15,92% | 0,8 |
|
| 5015 |
5015
Round Hill Asset Management
Pasadena,
California
| US$ 162 mi | +US$ 14,6 mi | +10% | 12,9% | 43,2% | 60 | 5% | 4,5 |
|
| 5016 |
5016
GS Investments
Minneapolis,
Minnesota
| US$ 162 mi | +US$ 10,7 mi | +7% | 10,9% | 94,1% | 155 | 4,52% | 2,1 |
|
| 5017 |
WWMSC
5017
Wagner Wealth Management (South Carolina)
Greenville,
South Carolina
| US$ 162 mi | +US$ 26,8 mi | +20% | 6,23% | 36,4% | 747 | 70,55% | 2,6 |
|
| 5018 |
5018
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$ 162 mi | +US$ 14,8 mi | +10% | 5,99% | 58,9% | 73 | 24,66% | 1,4 |
|
| 5019 |
5019
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 161 mi | +US$ 15,6 mi | +11% | 9,63% | 86,2% | 78 | 7,69% | 3,4 |
|
| 5020 |
5020
Hutner Capital Management
Manchester,
Vermont
| US$ 161 mi | +US$ 18,4 mi | +13% | 12,4% | 52,2% | 44 | 0% | 5 |
|
| 5021 |
5021
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$ 161 mi | +US$ 13,6 mi | +9% | 11,4% | 60,3% | 21 | 28,57% | 0,6 |
|
| 5022 |
5022
PFG Private Wealth Management
Lutz,
Florida
| US$ 161 mi | +US$ 8,87 mi | +6% | 7,38% | 52,6% | 437 | 31,58% | 1 |
|
| 5023 |
5023
Shaker Investments
Cleveland,
Ohio
| US$ 161 mi | +US$ 12 mi | +8% | 9,49% | 205% | 86 | 17,44% | 3,1 |
|
| 5024 |
5024
Stone Asset Management
Austin,
Texas
| US$ 161 mi | +US$ 7,73 mi | +5% | 7,39% | – | 44 | 9,09% | 0,9 |
|
| 5025 |
CL
5025
COWA LLC
Tulsa,
Oklahoma
| US$ 161 mi | +US$ 9,2 mi | +6% | 12,5% | 67,7% | 354 | 67,51% | 1,5 |
|