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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
First Dallas Securities
Dallas,
Texas
| US$ 239 mi | -US$ 6,06 mi | -2% | 0,3% | 163% | 122 | 16,39% | 3 |
|
| 5002 |
5002
Members Advisory Group
Williamsville,
New York
| US$ 239 mi | -US$ 4,54 mi | -2% | 2,65% | 70,6% | 36 | 16,67% | 1,2 |
|
| 5003 |
HCM
5003
Horrell Capital Management
Little Rock,
Arkansas
| US$ 239 mi | -US$ 103 mi | -30% | 0,81% | 55,6% | 214 | 17,76% | 7,2 |
|
| 5004 |
5004
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$ 239 mi | -US$ 8,72 mi | -4% | 2,37% | 51,3% | 99 | 14,14% | 3,5 |
|
| 5005 |
5005
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$ 239 mi | -US$ 4,81 mi | -2% | 0,02% | 91% | 115 | 17,39% | 3,6 |
|
| 5006 |
5006
Omnia Family Wealth
Aventura,
Florida
| US$ 239 mi | -US$ 2,88 mi | -1% | 1,19% | 80,6% | 93 | 17,2% | 3,9 |
|
| 5007 |
5007
American Assets Capital Advisers
San Diego,
California
| US$ 239 mi | -US$ 60,7 mi | -20% | 8,12% | 73,5% | 43 | 13,95% | 3,3 |
|
| 5008 |
5008
Kerrisdale Advisers
Miami,
Florida
| US$ 239 mi | -US$ 57 mi | -19% | 5,64% | 78,8% | 98 | 29,59% | 1,6 |
|
| 5009 |
5009
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 239 mi | -US$ 21,5 mi | -8% | 1,96% | 123% | 129 | 26,36% | 2,1 |
|
| 5010 |
5010
Capasso Planning Partners
Charleston,
South Carolina
| US$ 239 mi | -US$ 11,3 mi | -5% | 1,37% | 51,6% | 104 | 8,65% | 1,8 |
|
| 5011 |
5011
Painted Porch Advisors
Santa Barbara,
California
| US$ 239 mi | +US$ 36,2 mi | +18% | 3,65% | – | 581 | 25,3% | 0,6 |
|
| 5012 |
5012
DLK Investment Management
Solana Beach,
California
| US$ 239 mi | -US$ 366 mil | -0,2% | 0,37% | 80,4% | 94 | 12,77% | 1,1 |
|
| 5013 |
VWM
5013
VCI Wealth Management
St Louis,
Missouri
| US$ 238 mi | +US$ 2,76 mi | +1% | 0,16% | 86,3% | 111 | 30,63% | 0,6 |
|
| 5014 |
5014
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$ 238 mi | +US$ 5,12 mi | +2% | 1,67% | 56,5% | 200 | 9% | 2,2 |
|
| 5015 |
5015
Harmony Asset Management
Scottsdale,
Arizona
| US$ 238 mi | -US$ 14 mi | -6% | 3,02% | 138% | 173 | 15,61% | 0,9 |
|
| 5016 |
5016
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 238 mi | -US$ 582 mil | -0,2% | 1,19% | 55,5% | 105 | 19,05% | 1,3 |
|
| 5017 |
5017
Wealth Effects
Boston,
Massachusetts
| US$ 238 mi | -US$ 43,4 mi | -15% | 8,41% | 235% | 222 | 15,32% | 2,3 |
|
| 5018 |
5018
Jessup Wealth Management
Dayton,
Ohio
| US$ 238 mi | +US$ 3,35 mi | +1% | 5,31% | 181% | 86 | 33,72% | 1,1 |
|
| 5019 |
5019
Strategic Equity Management
Tucson,
Arizona
| US$ 238 mi | +US$ 501 mil | +0,2% | 4,09% | 74,9% | 64 | 26,56% | 1,3 |
|
| 5020 |
5020
Peak Planning Group
Centennial,
Colorado
| US$ 238 mi | -US$ 2,21 mi | -0,9% | 2,69% | 105% | 131 | 18,32% | 2,2 |
|
| 5021 |
5021
Penobscot Wealth Management
Portland,
Maine
| US$ 238 mi | +US$ 20,8 mi | +10% | 0,39% | 56,7% | 94 | 24,47% | 2 |
|
| 5022 |
5022
Myriad Asset Management US
West Palm Beach,
Florida
| US$ 238 mi | +US$ 88,5 mi | +59% | 11,6% | – | 75 | 100% | 0 |
|
| 5023 |
5023
Flagship Wealth Advisors
Wakefield,
Massachusetts
| US$ 238 mi | +US$ 67,4 mi | +40% | 2,45% | – | 396 | 8,08% | 0,2 |
|
| 5024 |
5024
Bayview Asset Management
Coral Gables,
Florida
| US$ 238 mi | +US$ 114 mi | +92% | 0,43% | 55,4% | 68 | 69,12% | 0,3 |
|
| 5025 |
5025
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 237 mi | +US$ 8,54 mi | +4% | 0,85% | 61,2% | 137 | 10,22% | 2,2 |
|