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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
Zeno Research
New York
| US$ 151 mi | +US$ 45,5 mi | +43% | 10,3% | 25,2% | 32 | 53,13% | 0,3 |
|
| 5202 |
5202
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$ 151 mi | +US$ 59,3 mi | +65% | 9,32% | 53,1% | 18 | 44,44% | 2,1 |
|
| 5203 |
SCA
5203
Sander Capital Advisors
Seattle,
Washington
| US$ 151 mi | -US$ 1,71 mi | -1% | 1,51% | 113% | 15 | 13,33% | 2,7 |
|
| 5204 |
5204
Okabena Investment Services
Minneapolis,
Minnesota
| US$ 151 mi | -US$ 56 mi | -27% | 10,7% | 72,4% | 260 | 53,46% | 0,9 |
|
| 5205 |
5205
Theory Financial
Fort Collins,
Colorado
| US$ 151 mi | – | – | 6,98% | 54,5% | 56 | – | 0,7 |
|
| 5206 |
5206
Burns Matteson Capital Management
Corning,
New York
| US$ 151 mi | +US$ 15 mi | +11% | 8,21% | 137% | 188 | 61,17% | 0,7 |
|
| 5207 |
5207
Baron Financial Group
Fair Lawn,
New Jersey
| US$ 151 mi | +US$ 2,41 mi | +2% | 6,12% | 55,5% | 53 | 9,43% | 1,8 |
|
| 5208 |
5208
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$ 151 mi | -US$ 18,6 mi | -11% | 2,09% | 81,3% | 2 | 50% | 1,5 |
|
| 5209 |
5209
Joule Financial
Lexington,
Kentucky
| US$ 151 mi | +US$ 17,5 mi | +13% | 5,83% | 55,5% | 107 | 24,3% | 0,4 |
|
| 5210 |
5210
BMS Financial Advisors
Rapid City,
South Dakota
| US$ 151 mi | +US$ 8,18 mi | +6% | 7,92% | – | 116 | 34,48% | 0,8 |
|
| 5211 |
5211
Sterneck Capital Management
Kansas City,
Missouri
| US$ 151 mi | +US$ 9,29 mi | +7% | 6,21% | 61,5% | 107 | 18,69% | 4 |
|
| 5212 |
RM
5212
Rudius Management
New York
| US$ 151 mi | +US$ 17,6 mi | +13% | 13,3% | 8,92% | 4 | 0% | 1,9 |
|
| 5213 |
5213
Forza Wealth Management
Sarasota,
Florida
| US$ 151 mi | – | – | 9,91% | 69,8% | 142 | – | 0 |
|
| 5214 |
SC
5214
Stephens Consulting
Flint,
Michigan
| US$ 151 mi | +US$ 39,3 mi | +35% | 8,83% | 50,1% | 571 | 13,66% | 0,9 |
|
| 5215 |
5215
R.W. Roge & Company
Bohemia,
New York
| US$ 150 mi | +US$ 9,32 mi | +7% | 2,92% | 68,1% | 41 | 17,07% | 2,1 |
|
| 5216 |
5216
Magnolia Capital Advisors
Jackson,
Mississippi
| US$ 150 mi | +US$ 32,2 mi | +27% | 7,27% | 78,7% | 140 | 11,43% | 1,5 |
|
| 5217 |
5217
Sharper & Granite
El Segundo,
California
| US$ 150 mi | – | – | 8,18% | 47,1% | 99 | – | 0 |
|
| 5218 |
5218
EPIQ Partners
Minneapolis,
Minnesota
| US$ 150 mi | -US$ 11,4 mi | -7% | 2,61% | 49,6% | 84 | 15,48% | 2,2 |
|
| 5219 |
5219
Stonebridge Financial Planning Group
Orlando,
Florida
| US$ 150 mi | +US$ 7,29 mi | +5% | 5,58% | 67,2% | 125 | 9,6% | 2,1 |
|
| 5220 |
WMA
5220
Wealth Management Associates
Cherry Hill,
New Jersey
| US$ 150 mi | +US$ 8,21 mi | +6% | 9,98% | 111% | 196 | 16,33% | 2,4 |
|
| 5221 |
5221
7G Capital Management
New York
| US$ 150 mi | -US$ 5,36 mi | -3% | 0,6% | 137% | 9 | 33,33% | 1,2 |
|
| 5222 |
5222
Corepath Wealth Partners
Scottsdale,
Arizona
| US$ 150 mi | +US$ 15,4 mi | +11% | 7,97% | 62,1% | 38 | 0% | 1,8 |
|
| 5223 |
5223
Prosperity Consulting Group
Owings Mills,
Maryland
| US$ 150 mi | +US$ 28,2 mi | +23% | 8,17% | 66,8% | 105 | 12,38% | 0,8 |
|
| 5224 |
5224
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 150 mi | -US$ 67,6 mi | -31% | 13,3% | 172% | 388 | 20,88% | 0,2 |
|
| 5225 |
5225
Heron Financial Group
New York
| US$ 150 mi | -US$ 12,1 mi | -7% | 10,2% | 47,5% | 144 | 19,44% | 2,4 |
|