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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 |
5026
Kanen Wealth Management
Coconut Creek,
Florida
| US$ 261 mi | +US$ 13,2 mi | +5% | 8,83% | 328% | 28 | 21,43% | 1,6 |
|
| 5027 |
5027
United Bank (Georgia)
Zebulon,
Georgia
| US$ 261 mi | +US$ 19,3 mi | +8% | 9,4% | 81,2% | 120 | 9,17% | 4,7 |
|
| 5028 |
5028
Lunt Capital Management
Holladay,
Utah
| US$ 261 mi | -US$ 13,6 mi | -5% | 3,97% | 42% | 97 | 18,56% | 1,4 |
|
| 5029 |
5029
Bayview Asset Management
Coral Gables,
Florida
| US$ 261 mi | +US$ 23,7 mi | +10% | 12% | 55,4% | 72 | 45,83% | 0,4 |
|
| 5030 |
5030
Discipline Wealth Solutions
Greenville,
South Carolina
| US$ 261 mi | +US$ 51,6 mi | +25% | 7,24% | 45,9% | 94 | 24,47% | 0,7 |
|
| 5031 |
5031
Samalin Investment Counsel
Chappaqua,
New York
| US$ 261 mi | +US$ 14,3 mi | +6% | 7,57% | 68,3% | 330 | 14,24% | 2,8 |
|
| 5032 |
5032
Bank OZK
Little Rock,
Arkansas
| US$ 261 mi | +US$ 20,5 mi | +9% | 9,99% | 112% | 149 | 7,38% | 6,3 |
|
| 5033 |
5033
MMA Asset Management
Conshohocken,
Pennsylvania
| US$ 261 mi | +US$ 23,4 mi | +10% | 7,95% | 54,3% | 169 | 25,44% | 1,9 |
|
| 5034 |
5034
Westshore Wealth
Newport Beach,
California
| US$ 261 mi | +US$ 24,3 mi | +10% | 9% | 58,8% | 101 | 11,88% | 3 |
|
| 5035 |
ODFS
5035
O'Donnell Financial Services
San Rafael,
California
| US$ 261 mi | +US$ 18,3 mi | +8% | 8,17% | 61% | 51 | 5,88% | 1,5 |
|
| 5036 |
EFM
5036
Eley Financial Management
South Burlington,
Vermont
| US$ 261 mi | +US$ 11 mi | +4% | 8,05% | 69,7% | 66 | 0% | 2,2 |
|
| 5037 |
5037
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$ 260 mi | +US$ 20,3 mi | +8% | 10,7% | 82% | 101 | 21,78% | 3 |
|
| 5038 |
5038
BIP Alliance
Atlanta,
Georgia
| US$ 260 mi | +US$ 23,9 mi | +10% | 8,38% | – | 53 | 15,09% | 0,5 |
|
| 5039 |
5039
Demars Financial Group
Spokane Valley,
Washington
| US$ 260 mi | +US$ 24,6 mi | +10% | 8,23% | 69,1% | 87 | 19,54% | 2,3 |
|
| 5040 |
5040
Highlander Partners
Dallas,
Texas
| US$ 260 mi | +US$ 98,6 mi | +61% | 20,9% | 241% | 52 | 17,31% | 1,6 |
|
| 5041 |
5041
Thomas Story & Son
Culver,
Indiana
| US$ 260 mi | +US$ 3,26 mi | +1% | 1,43% | 101% | 52 | 7,69% | 7,2 |
|
| 5042 |
5042
5AM Venture Management
San Francisco,
California
| US$ 260 mi | -US$ 4,29 mi | -2% | 32,5% | 546% | 31 | 6,45% | 1,9 |
|
| 5043 |
5043
Power Wealth Management
Alpharetta,
Georgia
| US$ 260 mi | +US$ 13 mi | +5% | 5,37% | 41,8% | 93 | 13,98% | 1,2 |
|
| 5044 |
5044
Crescent Park Management
East Palo Alto,
California
| US$ 260 mi | +US$ 45,4 mi | +21% | 19,8% | 87% | 38 | 13,16% | 1,9 |
|
| 5045 |
5045
Kaye Capital Management
El Segundo,
California
| US$ 260 mi | +US$ 15 mi | +6% | 7,32% | – | 45 | 11,11% | 1,7 |
|
| 5046 |
5046
Presidio Capital Management
San Diego,
California
| US$ 260 mi | +US$ 14,5 mi | +6% | 7,95% | 56,1% | 78 | 16,67% | 1,6 |
|
| 5047 |
5047
Lokken Investment Group
Lewes,
Delaware
| US$ 260 mi | +US$ 22,4 mi | +9% | 6,56% | 65,3% | 145 | 13,79% | 2,5 |
|
| 5048 |
5048
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$ 260 mi | -US$ 45 mi | -15% | 8,12% | 63,1% | 880 | 40,23% | 2 |
|
| 5049 |
5049
Payne Capital Management
New York
| US$ 259 mi | +US$ 24,9 mi | +11% | 8,56% | – | 79 | 12,66% | 0,4 |
|
| 5050 |
5050
Seneca Financial Advisors
Rochester,
New York
| US$ 259 mi | +US$ 53,2 mi | +26% | 6,91% | 50,9% | 61 | 9,84% | 2,8 |
|