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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
5101
First Dallas Securities
Dallas,
Texas
| US$ 177 mi | +US$ 24,6 mi | +16% | 1,16% | 163% | 126 | 11,11% | 3,2 |
|
| 5102 |
5102
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$ 177 mi | -US$ 12,7 mi | -7% | 3,25% | 103% | 62 | 17,74% | 2,9 |
|
| 5103 |
5103
GS Investments
Minneapolis,
Minnesota
| US$ 177 mi | -US$ 30 mi | -14% | 4,75% | 94,1% | 156 | 10,26% | 1,5 |
|
| 5104 |
5104
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 177 mi | -US$ 28,6 mi | -14% | 3,72% | 125% | 984 | 76,73% | 0,2 |
|
| 5105 |
5105
CAZ Investments
Houston,
Texas
| US$ 177 mi | +US$ 2,12 mi | +1% | 4,46% | 263% | 45 | 37,78% | 1,1 |
|
| 5106 |
5106
RS Crum Inc
Newport Beach,
California
| US$ 177 mi | -US$ 4,32 mi | -2% | 3,98% | 54,2% | 73 | 9,59% | 0,2 |
|
| 5107 |
5107
Armor Investment Advisors
Raleigh,
North Carolina
| US$ 177 mi | -US$ 672 mil | -0,4% | 2,9% | 62% | 179 | 15,08% | 3,4 |
|
| 5108 |
AIM
5108
Aquila Investment Management
New York
| US$ 176 mi | -US$ 30,5 mi | -15% | 3,5% | 53,3% | 105 | 34,29% | 0,2 |
|
| 5109 |
5109
Adams Chetwood Wealth Management
Durham,
North Carolina
| US$ 176 mi | +US$ 29,2 mi | +20% | 4,63% | – | 81 | 11,11% | 1,8 |
|
| 5110 |
5110
Red Spruce Capital
Berwyn,
Pennsylvania
| US$ 176 mi | -US$ 6,48 mi | -4% | 5,29% | 98,4% | 91 | 6,59% | 1,9 |
|
| 5111 |
5111
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 176 mi | +US$ 24,4 mi | +16% | 11,7% | 241% | 14 | 35,71% | 1,6 |
|
| 5112 |
WMA
5112
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 176 mi | -US$ 9,6 mi | -5% | 2,08% | 111% | 208 | 16,35% | 2 |
|
| 5113 |
5113
Value Star Asset Management
Hong Kong
| US$ 176 mi | -US$ 22,8 mi | -11% | – | – | 34 | 32,35% | 0,5 |
|
| 5114 |
5114
Your Advocates Ltd
Houston,
Texas
| US$ 176 mi | -US$ 786 mil | -0,4% | 3,29% | 50% | 239 | 17,57% | 1,1 |
|
| 5115 |
5115
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$ 176 mi | -US$ 2,32 mi | -1% | 5,77% | 28,1% | 165 | 35,15% | 0,6 |
|
| 5116 |
5116
Act Wealth Management
Plano,
Texas
| US$ 176 mi | +US$ 2,11 mi | +1% | 1,5% | 70% | 41 | 12,2% | 1 |
|
| 5117 |
5117
Successful Portfolios
Clearwater,
Florida
| US$ 176 mi | -US$ 8,34 mi | -5% | 3,39% | 110% | 220 | 9,09% | 2,8 |
|
| 5118 |
5118
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 175 mi | -US$ 24,8 mi | -12% | 2,13% | 57,8% | 107 | 25,23% | 1,5 |
|
| 5119 |
5119
Chicago Capital Management
Chicago,
Illinois
| US$ 175 mi | +US$ 30,6 mi | +21% | 23,7% | 270% | 51 | 84,31% | 0,1 |
|
| 5120 |
5120
Hutner Capital Management
Manchester,
Vermont
| US$ 175 mi | +US$ 3,99 mi | +2% | 4,82% | 52,2% | 46 | 2,17% | 4,3 |
|
| 5121 |
CPA
5121
Capital Performance Advisors
Walnut Creek,
California
| US$ 175 mi | +US$ 10 mi | +6% | 3,07% | 71% | 54 | 9,26% | 0,2 |
|
| 5122 |
5122
Nixon Capital
Austin,
Texas
| US$ 175 mi | -US$ 43,3 mi | -20% | 3,11% | 118% | 26 | 23,08% | 0,9 |
|
| 5123 |
5123
SONA Asset Management (US)
New York
| US$ 175 mi | -US$ 15 mi | -8% | 19,7% | 41% | 365 | 35,89% | 0,2 |
|
| 5124 |
5124
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$ 175 mi | -US$ 81,7 mi | -32% | 16,4% | 319% | 80 | 65% | 0,8 |
|
| 5125 |
5125
Silverlake Wealth Management
Williston,
Vermont
| US$ 175 mi | -US$ 10,9 mi | -6% | 1,82% | 73,3% | 256 | 21,88% | 0,2 |
|