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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
5176
New Insight Wealth Advisors
San Ramon,
California
| US$ 266 mi | +US$ 22,8 mi | +9% | 9,55% | – | 110 | 7,27% | 1,3 |
|
| 5177 |
CCAM
5177
Codex Capital Asset Management
Dallas,
Texas
| US$ 266 mi | +US$ 15,6 mi | +6% | 9,14% | – | 33 | 9,09% | 1,2 |
|
| 5178 |
5178
DLK Investment Management
Solana Beach,
California
| US$ 265 mi | +US$ 863 mil | +0,3% | 6,33% | 80,4% | 101 | 21,78% | 1,3 |
|
| 5179 |
5179
National Wealth Management Group
Cincinnati,
Ohio
| US$ 265 mi | +US$ 86,9 mi | +49% | 10,2% | 128% | 254 | 48,03% | 1,1 |
|
| 5180 |
5180
Iyo Bank
Matsuyama,
Japan
| US$ 265 mi | +US$ 17,6 mi | +7% | 6,12% | 125% | 42 | 4,76% | 2,5 |
|
| 5181 |
5181
SMART Wealth
Omaha,
Nebraska
| US$ 265 mi | -US$ 53,7 mi | -17% | 9,13% | 77,7% | 193 | 39,9% | 1,1 |
|
| 5182 |
JPLA
5182
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 265 mi | +US$ 20,7 mi | +8% | 6,8% | 84% | 165 | 10,91% | 3,5 |
|
| 5183 |
5183
Revere Asset Management
Dallas,
Texas
| US$ 265 mi | +US$ 58,9 mi | +29% | 24,5% | 592% | 44 | 63,64% | 0,4 |
|
| 5184 |
5184
Lind Value II ApS
Aarhus C,
Denmark
| US$ 265 mi | +US$ 37,5 mi | +16% | 6,32% | – | 13 | 38,46% | 0,6 |
|
| 5185 |
5185
Acorn Creek Capital
Fort Collins,
Colorado
| US$ 265 mi | +US$ 24,1 mi | +10% | 7,06% | – | 82 | 10,98% | 1,4 |
|
| 5186 |
HIS
5186
Horizon Investment Services
Hammond,
Indiana
| US$ 265 mi | +US$ 36,6 mi | +16% | 17,2% | 250% | 143 | 21,68% | 3 |
|
| 5187 |
SC
5187
Sawyer & Company
Boston,
Massachusetts
| US$ 265 mi | -US$ 33,1 mi | -11% | 5,67% | 111% | 218 | 21,56% | 4,3 |
|
| 5188 |
5188
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 265 mi | +US$ 37,1 mi | +16% | 7,99% | 103% | 50 | 14% | 4,3 |
|
| 5189 |
5189
REDW Wealth
Albuquerque,
New Mexico
| US$ 265 mi | +US$ 13,1 mi | +5% | 6,29% | 59,1% | 115 | 10,43% | 3,9 |
|
| 5190 |
5190
Texas Bank & Trust
Longview,
Texas
| US$ 264 mi | +US$ 13 mi | +5% | 8,7% | – | 187 | 12,3% | 0,7 |
|
| 5191 |
5191
Wealthedge Investment Advisors
New York
| US$ 264 mi | +US$ 24,3 mi | +10% | 5,58% | – | 163 | 33,74% | 0,6 |
|
| 5192 |
BNMT
5192
Bawa N Mallick Trust
Forest Hills,
New York
| US$ 264 mi | +US$ 22,2 mi | +9% | 8,64% | – | 74 | 9,46% | 0,7 |
|
| 5193 |
MFC
5193
Mechanics Financial Corp
Mansfield,
Ohio
| US$ 264 mi | +US$ 28,8 mi | +12% | 11,9% | 81,6% | 242 | 2,07% | 2,9 |
|
| 5194 |
5194
Axis Capital Holdings
Pembroke,
| US$ 264 mi | +US$ 19 mi | +8% | 7,74% | 76% | 2 | 0% | 7,1 |
|
| 5195 |
5195
Wela Strategies
Atlanta,
Georgia
| US$ 264 mi | +US$ 10,3 mi | +4% | 4,87% | 51,3% | 59 | 16,95% | 2,8 |
|
| 5196 |
5196
Reliant Investment Management
Memphis,
Tennessee
| US$ 264 mi | +US$ 32,6 mi | +14% | 9,01% | 129% | 61 | 11,48% | 3,8 |
|
| 5197 |
5197
Dupree Financial Group
Lexington,
Kentucky
| US$ 263 mi | +US$ 9,38 mi | +4% | 10,9% | 75,8% | 81 | 28,4% | 1,2 |
|
| 5198 |
5198
Raleigh Capital Management
Cary,
North Carolina
| US$ 263 mi | +US$ 24,7 mi | +10% | 7,61% | 79,9% | 688 | 32,85% | 2,2 |
|
| 5199 |
5199
Searcy Financial Services
Overland Park,
Kansas
| US$ 263 mi | +US$ 17,1 mi | +7% | 7,34% | 60,2% | 26 | 7,69% | 3,3 |
|
| 5200 |
5200
Triton Wealth Management
Sun City,
Arizona
| US$ 263 mi | +US$ 28,7 mi | +12% | 10,2% | – | 122 | 21,31% | 2,6 |
|