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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
Bluestem Financial Advisors
Champaign,
Illinois
| US$ 162 mi | +US$ 10,3 mi | +7% | 4,41% | 42,2% | 26 | 0% | 2,7 |
|
| 5102 |
5102
Pavion Blue Capital
Newport Beach,
California
| US$ 162 mi | +US$ 5,58 mi | +4% | 5,89% | 87,8% | 99 | 5,05% | 2,5 |
|
| 5103 |
5103
Searcy Financial Services
Overland Park,
Kansas
| US$ 162 mi | -US$ 9,8 mi | -6% | 5,46% | 60,2% | 20 | 15% | 2,1 |
|
| 5104 |
5104
GSI Capital Advisors
Newport Beach,
California
| US$ 162 mi | -US$ 3,18 mi | -2% | 2,55% | 39,7% | 32 | 25% | 1,4 |
|
| 5105 |
5105
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 162 mi | +US$ 7,03 mi | +5% | 9,27% | 332% | 122 | 28,69% | 1,4 |
|
| 5106 |
5106
Granite FO LLC
Bedford,
New Hampshire
| US$ 162 mi | +US$ 32,3 mi | +25% | 2,95% | 112% | 246 | 55,69% | 0,1 |
|
| 5107 |
5107
Ruggaard & Associates
Hudson,
Ohio
| US$ 162 mi | – | – | 4,38% | 47,6% | 106 | – | 0 |
|
| 5108 |
WMA
5108
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 162 mi | +US$ 11,7 mi | +8% | 7,48% | 111% | 202 | 12,38% | 2,5 |
|
| 5109 |
5109
25 LLC
St. Louis,
Missouri
| US$ 162 mi | – | – | 4,69% | 48,7% | 509 | – | 0 |
|
| 5110 |
5110
HC Advisors
Sandy Springs,
Georgia
| US$ 162 mi | +US$ 15,3 mi | +10% | 5% | 63,5% | 88 | 12,5% | 2,1 |
|
| 5111 |
5111
Valley Financial Management
New York
| US$ 162 mi | -US$ 18 mi | -10% | 5,1% | – | 51 | 27,45% | 0,4 |
|
| 5112 |
I2I
5112
Insight 2811 Inc
Chicago,
Illinois
| US$ 162 mi | -US$ 450 mil | -0,3% | 2,68% | 31,3% | 97 | 8,25% | 3,6 |
|
| 5113 |
5113
Kennicott Capital Management
Corte Madera,
California
| US$ 162 mi | +US$ 30 mi | +23% | 11,2% | 98% | 46 | 26,09% | 1,5 |
|
| 5114 |
5114
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$ 162 mi | -US$ 4,73 mi | -3% | 5,35% | 68,8% | 115 | 17,39% | 1,4 |
|
| 5115 |
5115
Saltoro Capital
Dallas,
Texas
| US$ 161 mi | +US$ 36,1 mi | +29% | 28,6% | 130% | 67 | 71,64% | 0,5 |
|
| 5116 |
5116
Blue Barn Wealth
Orem,
Utah
| US$ 161 mi | +US$ 9,45 mi | +6% | 5,69% | 46,4% | 136 | 19,85% | 1,2 |
|
| 5117 |
5117
Lindenwold Advisors
Reading,
Pennsylvania
| US$ 161 mi | +US$ 12,1 mi | +8% | 7,52% | 75% | 120 | 10,83% | 1,1 |
|
| 5118 |
5118
Reliant Wealth Planning
Louisville,
Kentucky
| US$ 161 mi | -US$ 3,54 mi | -2% | 3,76% | 39,4% | 14 | 21,43% | 1 |
|
| 5119 |
5119
Garrison Asset Management
Fayetteville,
Arkansas
| US$ 161 mi | +US$ 6,63 mi | +4% | 6,27% | 52,1% | 107 | 14,95% | 5,8 |
|
| 5120 |
SC
5120
Steph & Co
Marinette,
Wisconsin
| US$ 161 mi | +US$ 2,77 mi | +2% | 4,32% | 61,6% | 250 | 8% | 2,5 |
|
| 5121 |
SL
5121
SIB LLC
New York,
New York
| US$ 161 mi | +US$ 19,9 mi | +14% | 14,9% | 29,2% | 18 | 0% | 7,6 |
|
| 5122 |
5122
Murphy Middleton Hinkle & Parker
Thomasville,
Georgia
| US$ 161 mi | +US$ 1,68 mi | +1% | 2,01% | 66,8% | 137 | 5,11% | 4,4 |
|
| 5123 |
5123
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$ 161 mi | +US$ 6,51 mi | +4% | 10,1% | 99,7% | 124 | 11,29% | 1,5 |
|
| 5124 |
5124
Daily Journal Corp
Los Angeles,
California
| US$ 161 mi | -US$ 13,5 mi | -8% | 6,57% | 109% | 4 | 0% | 7,4 |
|
| 5125 |
5125
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$ 161 mi | +US$ 8,64 mi | +6% | 4,59% | 28,1% | 207 | 14,98% | 1,2 |
|