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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$ 153 mi | +US$ 11,3 mi | +8% | 7,21% | 74,6% | 49 | 2,04% | 1,8 |
|
| 5202 |
5202
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 153 mi | +US$ 15,7 mi | +11% | 7,21% | 70,6% | 645 | 35,81% | 1,3 |
|
| 5203 |
5203
First Dallas Securities
Dallas,
Texas
| US$ 153 mi | +US$ 35 mi | +30% | 5,44% | 163% | 118 | 14,41% | 2,8 |
|
| 5204 |
5204
Costello Asset Management
Feasterville,
Pennsylvania
| US$ 153 mi | +US$ 7,85 mi | +5% | 8,23% | 65,9% | 269 | 23,79% | 1,1 |
|
| 5205 |
5205
Sterling Investment Management
Tucson,
Arizona
| US$ 153 mi | +US$ 6,38 mi | +4% | 5,92% | 45,3% | 64 | 12,5% | 3,5 |
|
| 5206 |
5206
Corundum Group
Colorado Springs,
Colorado
| US$ 152 mi | +US$ 24,5 mi | +19% | 6,64% | 80,5% | 104 | 13,46% | 2,4 |
|
| 5207 |
5207
Cooper/Haims Advisors
Victor,
New York
| US$ 152 mi | +US$ 10,9 mi | +8% | 7,32% | 53,1% | 92 | 19,57% | 1,7 |
|
| 5208 |
5208
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 152 mi | – | – | 9,69% | 151% | 112 | – | 0 |
|
| 5209 |
5209
Jess S. Morgan & Co
Los Angeles,
California
| US$ 152 mi | +US$ 9,45 mi | +7% | 12,9% | 69,3% | 44 | 9,09% | 1,3 |
|
| 5210 |
5210
Hurlow Wealth Management Group
Bloomington,
Indiana
| US$ 152 mi | +US$ 13,3 mi | +10% | 6,77% | 55,8% | 101 | 7,92% | 2 |
|
| 5211 |
5211
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$ 152 mi | +US$ 20,8 mi | +16% | 6,64% | 31,9% | 14 | 21,43% | 1,1 |
|
| 5212 |
5212
Harbor Group
Bedford,
New Hampshire
| US$ 152 mi | +US$ 5,42 mi | +4% | 6,58% | 43% | 54 | 20,37% | 0,5 |
|
| 5213 |
5213
Investment Research & Advisory Group
Atlanta,
Georgia
| US$ 152 mi | +US$ 15,6 mi | +11% | 8,68% | 105% | 183 | 26,78% | 1,1 |
|
| 5214 |
5214
Iron Horse Wealth Management
Johston,
Iowa
| US$ 152 mi | +US$ 18,1 mi | +14% | 4,6% | 29,1% | 220 | 12,27% | 0,4 |
|
| 5215 |
5215
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$ 152 mi | -US$ 143 mi | -49% | 9,37% | 135% | 147 | 61,9% | 0,4 |
|
| 5216 |
5216
Weitzel Financial Services
Dubuque,
Iowa
| US$ 151 mi | +US$ 8,34 mi | +6% | 3,58% | 46,3% | 30 | 16,67% | 0,4 |
|
| 5217 |
5217
Gunma Bank
Gunma,
Japan
| US$ 151 mi | -US$ 23,7 mi | -14% | 5,82% | 24,5% | 54 | 50% | 0,8 |
|
| 5218 |
5218
XXEC Inc
Tulsa,
Oklahoma
| US$ 151 mi | +US$ 9,19 mi | +6% | 13,3% | 19,3% | 30 | 13,33% | 0,6 |
|
| 5219 |
5219
Barnett & Company
Chattanooga,
Tennessee
| US$ 151 mi | -US$ 36,5 mi | -19% | 5,65% | 65,9% | 295 | 28,14% | 3,3 |
|
| 5220 |
5220
BCK Partners
Corning,
New York
| US$ 151 mi | +US$ 11 mi | +8% | 5,1% | 46% | 28 | 3,57% | 0,5 |
|
| 5221 |
5221
Attestor
London,
United Kingdom
| US$ 151 mi | -US$ 9,21 mi | -6% | 6,93% | 55,7% | 3 | 66,67% | 0,1 |
|
| 5222 |
5222
Private Wealth Group
Tampa,
Florida
| US$ 151 mi | +US$ 11,1 mi | +8% | 4,88% | 52,9% | 39 | 12,82% | 1,5 |
|
| 5223 |
5223
Quaero Capital
Geneve,
Switzerland
| US$ 151 mi | +US$ 7,31 mi | +5% | 9,48% | 62,4% | 60 | 31,67% | 0,4 |
|
| 5224 |
5224
Empirical Capital Management
Hendersonville,
Tennessee
| US$ 151 mi | +US$ 8,72 mi | +6% | 6,9% | – | 27 | 25,93% | 1,2 |
|
| 5225 |
5225
Accel Wealth Management
Waverly,
Iowa
| US$ 151 mi | +US$ 27,4 mi | +22% | 5,94% | 82,4% | 939 | 8,52% | 0,5 |
|