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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
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$ 249 mi | -US$ 42,7 mi | -15% | 4,48% | 52,1% | 144 | 26,39% | 3,2 |
|
| 5002 |
SWMG
5002
Signature Wealth Management Group
Atlanta,
Georgia
| US$ 249 mi | -US$ 636 mil | -0,3% | 0,65% | – | 112 | 12,5% | 3,4 |
|
| 5003 |
5003
Bare Financial Services
Gap,
Pennsylvania
| US$ 249 mi | +US$ 5,24 mi | +2% | 2,52% | 53,6% | 158 | 12,66% | 0,8 |
|
| 5004 |
5004
Tieton Capital Management
Yakima,
Washington
| US$ 249 mi | +US$ 55,6 mi | +29% | 4,54% | 172% | 41 | 4,88% | 4,7 |
|
| 5005 |
5005
11 Capital Partners
Darien,
Connecticut
| US$ 249 mi | -US$ 3,46 mi | -1% | 0,41% | 101% | 20 | 35% | 1,4 |
|
| 5006 |
5006
Texas Capital Bancshares
Dallas,
Texas
| US$ 249 mi | +US$ 953 mil | +0,4% | 2,8% | 175% | 78 | 7,69% | 4 |
|
| 5007 |
5007
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$ 248 mi | +US$ 47,4 mi | +24% | 1,34% | – | 106 | 11,32% | 0,9 |
|
| 5008 |
5008
Fusion Capital
Mt. Pleasant,
South Carolina
| US$ 248 mi | +US$ 15 mi | +6% | 0,32% | 108% | 85 | 12,94% | 3,2 |
|
| 5009 |
5009
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$ 248 mi | +US$ 6,02 mi | +2% | 0,89% | – | 195 | 13,85% | 0,5 |
|
| 5010 |
5010
Hassell Wealth Management
Houma,
Louisiana
| US$ 248 mi | +US$ 9,47 mi | +4% | 1,83% | 49,7% | 29 | 17,24% | 1,5 |
|
| 5011 |
5011
Carmel Capital Partners
San Diego,
California
| US$ 248 mi | -US$ 11,1 mi | -4% | 4,64% | 65,9% | 173 | 19,65% | 1,9 |
|
| 5012 |
5012
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 248 mi | -US$ 3,67 mi | -1% | 1,65% | 51,3% | 100 | 15% | 3,4 |
|
| 5013 |
5013
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 248 mi | +US$ 7,91 mi | +3% | 4,04% | 103% | 40 | 2,5% | 5 |
|
| 5014 |
5014
Next Level Private
Harrison,
New York
| US$ 248 mi | +US$ 3,82 mi | +2% | 1,97% | 95,9% | 147 | 12,93% | 1,6 |
|
| 5015 |
5015
Planned Solutions
Folsom,
California
| US$ 248 mi | -US$ 1,27 mi | -0,5% | 0,36% | 68,3% | 663 | 82,5% | 2,2 |
|
| 5016 |
5016
Elmwood Wealth Management
Berkeley,
California
| US$ 248 mi | +US$ 5,29 mi | +2% | 1,06% | 42,1% | 135 | 11,85% | 3,5 |
|
| 5017 |
5017
Carnegie Lake Advisors
Princeton,
New Jersey
| US$ 248 mi | -US$ 4,91 mi | -2% | 0,65% | – | 167 | 8,38% | 0,2 |
|
| 5018 |
5018
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$ 248 mi | -US$ 42,7 mi | -15% | 6,24% | 7,8% | 248 | 64,52% | 1,1 |
|
| 5019 |
5019
Luminvest Wealth Management
Scottsdale,
Arizona
| US$ 248 mi | +US$ 6,61 mi | +3% | 2,52% | 47,7% | 35 | 11,43% | 0,8 |
|
| 5020 |
5020
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 248 mi | +US$ 6,8 mi | +3% | 4,82% | 143% | 156 | 8,97% | 2,6 |
|
| 5021 |
5021
Encompass Wealth Advisors
Portland,
Oregon
| US$ 248 mi | -US$ 152 mi | -38% | 0,05% | 68,7% | 296 | 67,23% | 3,2 |
|
| 5022 |
5022
Letson Investment Management
Atlanta,
Georgia
| US$ 247 mi | -US$ 7,19 mi | -3% | 1,71% | 56,7% | 92 | 2,17% | 1 |
|
| 5023 |
5023
Landmark Investment Partners
West Palm Beach,
Florida
| US$ 247 mi | – | – | 3,29% | – | 18 | – | 0 |
|
| 5024 |
5024
Next Capital Management
New York
| US$ 247 mi | +US$ 2,02 mi | +0,8% | 2,77% | 61,3% | 152 | 17,76% | 2,7 |
|
| 5025 |
5025
McMill Wealth Management
Norfolk,
Nebraska
| US$ 247 mi | – | – | 1,63% | – | 44 | – | 0 |
|