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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
5051
Aurora Investment Managers
Naples,
Florida
| US$ 102 mi | – | – | 15,2% | 74,4% | 56 | – | 0 |
|
| 5052 |
SCM
5052
Shoals Capital Management
Arlington,
Virginia
| US$ 102 mi | +US$ 29,5 mi | +41% | 1,31% | – | 22 | 72,73% | 0,3 |
|
| 5053 |
5053
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$ 102 mi | – | – | 8,25% | 73% | 34 | – | 0 |
|
| 5054 |
5054
swisspartners Advisors
Zurich,
Switzerland
| US$ 102 mi | – | – | 11,9% | 75,9% | 23 | – | 0 |
|
| 5055 |
5055
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 102 mi | +US$ 8,02 mi | +9% | 6,65% | 60,7% | 100 | 10% | 0,9 |
|
| 5056 |
5056
WESPAC Advisors
Orinda,
California
| US$ 102 mi | +US$ 1,69 mi | +2% | 4,98% | 126% | 118 | 38,98% | 1,1 |
|
| 5057 |
5057
Birch Capital Management
Dallas,
Texas
| US$ 102 mi | – | – | 10,5% | 62% | 81 | – | 0 |
|
| 5058 |
5058
Jess S. Morgan & Co
Los Angeles,
California
| US$ 102 mi | – | – | 15% | 69,3% | 43 | – | 0 |
|
| 5059 |
5059
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 102 mi | +US$ 14,7 mi | +17% | 7,87% | 61% | 100 | 16% | 3,5 |
|
| 5060 |
5060
Chronos Wealth Management
Clearwater,
Florida
| US$ 102 mi | – | – | 10,4% | 92,3% | 43 | – | 0 |
|
| 5061 |
5061
Moseley Investment Management
Bradenton,
Florida
| US$ 102 mi | +US$ 6,45 mi | +7% | 7,22% | 96,6% | 131 | 22,14% | 0,6 |
|
| 5062 |
5062
Performa Ltd (US)
Charleston,
South Carolina
| US$ 102 mi | +US$ 3,95 mi | +4% | 8,36% | 59,6% | 13 | 53,85% | 0,5 |
|
| 5063 |
5063
Corbett Road Capital Management
Mclean,
Virginia
| US$ 102 mi | – | – | 5,18% | – | 112 | – | 0 |
|
| 5064 |
5064
TI-Trust
Quincy,
Illinois
| US$ 102 mi | – | – | 5,26% | 88,8% | 345 | – | 0 |
|
| 5065 |
5065
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$ 102 mi | +US$ 15,5 mi | +18% | 5,05% | 64,5% | 323 | 73,68% | 0,4 |
|
| 5066 |
5066
Client 1st Advisory Group
Dunedin,
Florida
| US$ 101 mi | – | – | 4,93% | 64,5% | 47 | – | 0 |
|
| 5067 |
5067
Ramiah Investment Group
Brookfield,
Wisconsin
| US$ 101 mi | – | – | 6,54% | 62,2% | 72 | – | 0 |
|
| 5068 |
FCFC
5068
First Citizens Financial Corp
Mason City,
Iowa
| US$ 101 mi | – | – | 7,32% | 72,9% | 93 | – | 0 |
|
| 5069 |
SCC
5069
Steel Canyon Capital
Phoenix,
Arizona
| US$ 101 mi | -US$ 28,9 mi | -22% | 8,94% | 62,8% | 27 | 48,15% | 0,8 |
|
| 5070 |
5070
Saddle Point Management
New York
| US$ 101 mi | – | – | 25,3% | 13,6% | 1 | – | 0 |
|
| 5071 |
5071
Consolidated Planning Corp
Atlanta,
Georgia
| US$ 101 mi | – | – | 8,56% | 84,6% | 44 | – | 0 |
|
| 5072 |
5072
JSF Financial
Los Angeles,
California
| US$ 101 mi | +US$ 9,22 mi | +10% | 9,17% | 91% | 72 | 18,06% | 0,8 |
|
| 5073 |
5073
Vantagepoint Investment Advisers
Washington,
District of Columbia
| US$ 101 mi | – | – | 5,31% | 42,7% | 1 | – | 0 |
|
| 5074 |
KCM
5074
Key Colony Management
Little Rock,
Arkansas
| US$ 101 mi | – | – | 14,5% | 113% | 3 | – | 1,3 |
|
| 5075 |
5075
Farley Capital
New York
| US$ 101 mi | – | – | 7,11% | 105% | 23 | – | 2,1 |
|