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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
True Wind Capital Management
San Francisco,
California
| US$ 273 mi | +US$ 36,4 mi | +15% | 15,4% | 59,6% | 2 | 0% | 3,8 |
|
| 5102 |
5102
Stance Capital
Boston,
Massachusetts
| US$ 273 mi | +US$ 6,75 mi | +3% | 5,39% | – | 313 | 59,42% | 0,1 |
|
| 5103 |
5103
Westwood Wealth Management
Los Angeles,
California
| US$ 273 mi | -US$ 25 mi | -8% | 20,2% | 495% | 51 | 15,69% | 2,3 |
|
| 5104 |
5104
Slagle Financial
Edwardsville,
Illinois
| US$ 273 mi | +US$ 24,4 mi | +10% | 7,77% | 77,9% | 117 | 4,27% | 1,6 |
|
| 5105 |
5105
HF Advisory Group
Annapolis,
Maryland
| US$ 272 mi | +US$ 19,3 mi | +8% | 4,91% | 73,2% | 166 | 1,2% | 2,3 |
|
| 5106 |
5106
Miller Value Partners
Sarasota,
Florida
| US$ 272 mi | +US$ 36,5 mi | +15% | 15,5% | 133% | 37 | 13,51% | 2,6 |
|
| 5107 |
5107
Highview Capital Management
Buffalo Grove,
Illinois
| US$ 272 mi | +US$ 12,9 mi | +5% | 9,98% | 123% | 119 | 21,85% | 2,2 |
|
| 5108 |
5108
Thomas Story & Son
Culver,
Indiana
| US$ 272 mi | +US$ 11,8 mi | +5% | 9,17% | 101% | 52 | 3,85% | 7,3 |
|
| 5109 |
5109
Monte Financial Group
Guilford,
Connecticut
| US$ 272 mi | +US$ 14,7 mi | +6% | 6,03% | 66,7% | 94 | 6,38% | 3,7 |
|
| 5110 |
5110
Lumbard & Kellner
Hollis,
New Hampshire
| US$ 272 mi | +US$ 42,5 mi | +19% | 20,8% | 137% | 99 | 13,13% | 2,9 |
|
| 5111 |
5111
Five Oceans Advisors
Santa Monica,
California
| US$ 272 mi | +US$ 37,4 mi | +16% | 7,19% | 85,3% | 196 | 6,63% | 2,5 |
|
| 5112 |
5112
LifeGuide Financial Advisors
Mechanicsburg,
Pennsylvania
| US$ 272 mi | +US$ 621 mil | +0,2% | 3,76% | 35,4% | 48 | 0% | 2,4 |
|
| 5113 |
5113
Prudent Man Advisors
Naperville,
Illinois
| US$ 271 mi | -US$ 43,4 mi | -14% | 7,15% | 92,5% | 187 | 32,09% | 3,7 |
|
| 5114 |
5114
Denver Wealth Management
Denver,
Colorado
| US$ 271 mi | +US$ 29,7 mi | +12% | 7,54% | 64,4% | 94 | 10,64% | 2,5 |
|
| 5115 |
5115
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$ 271 mi | +US$ 32,2 mi | +13% | 15,4% | 961% | 65 | 46,15% | 0,6 |
|
| 5116 |
5116
Kings Path Partners
Sugar Land,
Texas
| US$ 271 mi | +US$ 23 mi | +9% | 5,65% | – | 342 | 24,27% | 0,9 |
|
| 5117 |
5117
Camarda Financial Advisors
Fleming Island,
Florida
| US$ 271 mi | +US$ 17 mi | +7% | 11,7% | 196% | 123 | 26,02% | 1,5 |
|
| 5118 |
5118
Beddow Capital Management
Jackson,
Wyoming
| US$ 271 mi | +US$ 18,9 mi | +7% | 5,67% | 50,7% | 57 | 7,02% | 6 |
|
| 5119 |
5119
BKM Wealth Management
Brookfield,
Wisconsin
| US$ 271 mi | +US$ 15,3 mi | +6% | 7,35% | 69,6% | 167 | 13,17% | 1,4 |
|
| 5120 |
5120
Breakwater Investment Management
Seattle,
Washington
| US$ 271 mi | +US$ 12,7 mi | +5% | 5,42% | – | 539 | 44,16% | 0,8 |
|
| 5121 |
5121
Aventura Private Wealth
Aventura,
Florida
| US$ 271 mi | +US$ 40,2 mi | +17% | 9,7% | – | 852 | 13,26% | 0,6 |
|
| 5122 |
5122
Colonial River Investments
Midlothian,
Virginia
| US$ 271 mi | +US$ 38,8 mi | +17% | 15,8% | 156% | 256 | 20,7% | 1,7 |
|
| 5123 |
5123
Rakuten Securities
Tokyo,
Japan
| US$ 271 mi | +US$ 15,9 mi | +6% | 22,8% | 999% | 957 | 17,45% | 1,2 |
|
| 5124 |
5124
Flynn Zito Capital Management
Garden City,
New York
| US$ 271 mi | +US$ 33,5 mi | +14% | 9,16% | 97,3% | 141 | 14,89% | 1,9 |
|
| 5125 |
5125
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$ 271 mi | +US$ 45,6 mi | +20% | 8,52% | 97,4% | 66 | 19,7% | 5,1 |
|