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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
LPC
5026
Lion Point Capital
New York
| US$ 200 mi | -US$ 24,6 mi | -11% | 8,39% | 319% | 34 | 20,59% | 1,2 |
|
| 5027 |
SI
5027
Saxon Interests
Houston,
Texas
| US$ 200 mi | +US$ 51,1 mi | +34% | 9,22% | 81,2% | 219 | 90,41% | 0,2 |
|
| 5028 |
5028
IMA Advisory Services
Denver,
Colorado
| US$ 200 mi | -US$ 187 mi | -48% | 10,6% | 74,5% | 286 | 77,62% | 3,5 |
|
| 5029 |
5029
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$ 200 mi | +US$ 24,4 mi | +14% | 10,6% | – | 997 | 9,93% | 1,6 |
|
| 5030 |
5030
FSB Premier Wealth Management
Waterloo,
Iowa
| US$ 200 mi | +US$ 20 mi | +11% | 8,53% | 53,9% | 177 | 12,43% | 1,9 |
|
| 5031 |
5031
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$ 200 mi | +US$ 15,7 mi | +9% | 9,32% | 60,2% | 49 | 16,33% | 3,5 |
|
| 5032 |
5032
City State Bank
Norwalk,
Iowa
| US$ 200 mi | +US$ 18 mi | +10% | 9,35% | 79,1% | 710 | 7,18% | 1,7 |
|
| 5033 |
ODFS
5033
O'Donnell Financial Services
San Rafael,
California
| US$ 199 mi | +US$ 19,7 mi | +11% | 8,97% | 61% | 39 | 33,33% | 0,8 |
|
| 5034 |
5034
Corundum Group
Colorado Springs,
Colorado
| US$ 199 mi | +US$ 23,5 mi | +13% | 11,9% | 89,5% | 113 | 21,24% | 4 |
|
| 5035 |
5035
Bridge Advisory
Pasadena,
California
| US$ 199 mi | -US$ 85,7 mi | -30% | 7,33% | 6,7% | 157 | 39,49% | 1,6 |
|
| 5036 |
5036
Cassady Schiller Wealth Management
Cincinnati,
Ohio
| US$ 199 mi | +US$ 18,9 mi | +10% | 10,3% | 21,8% | 465 | 9,25% | 1,1 |
|
| 5037 |
5037
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 199 mi | +US$ 19,3 mi | +11% | 20,3% | 152% | 90 | 5,56% | 4,1 |
|
| 5038 |
5038
Accel Wealth Management
Waverly,
Iowa
| US$ 199 mi | +US$ 19,6 mi | +11% | 8,76% | 82,4% | 200 | 18,5% | 2,1 |
|
| 5039 |
5039
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$ 199 mi | -US$ 164 mi | -45% | 13,2% | 86,2% | 103 | 27,18% | 3,5 |
|
| 5040 |
MWM
5040
MGB Wealth Management
Addison,
Texas
| US$ 199 mi | – | – | 11% | – | 258 | – | 0 |
|
| 5041 |
5041
Family Investment Center
Saint Joseph,
Missouri
| US$ 199 mi | +US$ 33,3 mi | +20% | 9,01% | 53,1% | 73 | 30,14% | 0,6 |
|
| 5042 |
5042
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$ 199 mi | +US$ 18,1 mi | +10% | 20,1% | 282% | 38 | 28,95% | 1,8 |
|
| 5043 |
GFWEX
5043
G.F.W. Energy XI
Dallas,
Texas
| US$ 199 mi | – | – | 15,4% | – | 1 | – | 0 |
|
| 5044 |
OIA
5044
Optimum Investment Advisors
Chicago,
Illinois
| US$ 199 mi | +US$ 3,51 mi | +2% | 11,2% | 125% | 742 | 16,44% | 5,6 |
|
| 5045 |
5045
Horan Securities
Cincinnati,
United States
| US$ 199 mi | +US$ 10,9 mi | +6% | 11% | 50,1% | 113 | 17,7% | 3,3 |
|
| 5046 |
5046
Traveka Wealth
Los Altos,
California
| US$ 199 mi | – | – | 9,29% | 78,1% | 124 | – | 0 |
|
| 5047 |
5047
Selective Wealth Management
Forest,
Virginia
| US$ 199 mi | +US$ 16,5 mi | +9% | 11,9% | 74,4% | 94 | 13,83% | 2,9 |
|
| 5048 |
5048
Essential Planning
Portsmouth,
New Hampshire
| US$ 198 mi | +US$ 17,6 mi | +10% | 7,68% | 40,9% | 67 | 14,93% | 0,8 |
|
| 5049 |
5049
Forge First Asset Management
Toronto, Ontario,
Canada
| US$ 198 mi | +US$ 13,4 mi | +7% | 11,9% | 112% | 54 | 66,67% | 0,4 |
|
| 5050 |
5050
Wills Financial Group
Richmond,
Virginia
| US$ 198 mi | +US$ 13,2 mi | +7% | 10,4% | 57,5% | 66 | 16,67% | 5 |
|