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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 |
SST
5201
S Squared Technology
New York
| US$ 263 mi | +US$ 25,7 mi | +11% | 15,8% | 223% | 41 | 26,83% | 3,1 |
|
| 5202 |
5202
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 263 mi | +US$ 47,1 mi | +22% | 4,63% | 44,1% | 43 | 11,63% | 2,2 |
|
| 5203 |
5203
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 263 mi | +US$ 37,9 mi | +17% | 11,9% | 100% | 157 | 20,38% | 1,7 |
|
| 5204 |
5204
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 263 mi | +US$ 19,3 mi | +8% | 9,16% | 76% | 108 | 5,56% | 2,9 |
|
| 5205 |
5205
RJA Asset Management
Stamford,
Connecticut
| US$ 263 mi | -US$ 27,8 mi | -10% | 22,5% | 80,2% | 4 | 25% | 2,3 |
|
| 5206 |
5206
Freedom Financial Partners
Oakdale,
Minnesota
| US$ 262 mi | +US$ 25,2 mi | +11% | 7,63% | – | 84 | 10,71% | 0,6 |
|
| 5207 |
5207
Painted Porch Advisors
Santa Barbara,
California
| US$ 262 mi | +US$ 18,7 mi | +8% | 5,98% | – | 512 | 17,19% | 1 |
|
| 5208 |
5208
Marcho Partners
London,
United Kingdom
| US$ 262 mi | -US$ 19,9 mi | -7% | 11,7% | 115% | 9 | 0% | 2,4 |
|
| 5209 |
5209
Intrepid Financial Planning Group
Carmel,
Indiana
| US$ 262 mi | +US$ 24,4 mi | +10% | 8,25% | 92,5% | 134 | 12,69% | 2,2 |
|
| 5210 |
5210
Goodlander Investment Management
Dallas,
Texas
| US$ 262 mi | +US$ 18,7 mi | +8% | 41,4% | – | 17 | 70,59% | 0,2 |
|
| 5211 |
5211
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 262 mi | +US$ 19,4 mi | +8% | 5,75% | 55% | 63 | 12,7% | 2,7 |
|
| 5212 |
5212
Daily Journal Corp
Los Angeles,
California
| US$ 262 mi | +US$ 26,9 mi | +11% | 13,4% | 109% | 4 | 0% | 9,9 |
|
| 5213 |
5213
Fourth Dimension Wealth
Middleburg Heights,
Ohio
| US$ 262 mi | +US$ 25,4 mi | +11% | 7,28% | – | 616 | 6,49% | 0,7 |
|
| 5214 |
5214
Potentia Wealth
San Jose,
California
| US$ 262 mi | +US$ 86,6 mi | +49% | 8,94% | – | 96 | 28,13% | 0,5 |
|
| 5215 |
5215
Biltmore Wealth Management
Tempe,
Arizona
| US$ 262 mi | +US$ 14,9 mi | +6% | 6,17% | 59,8% | 60 | 6,67% | 4,3 |
|
| 5216 |
5216
Wealthspan Partners
Davenport,
Iowa
| US$ 262 mi | +US$ 20 mi | +8% | 6,47% | 65% | 127 | 5,51% | 2,3 |
|
| 5217 |
SIM
5217
Synergy Investment Management
Altamonte Springs,
Florida
| US$ 262 mi | +US$ 95,9 mi | +58% | 6,97% | – | 129 | 38,76% | 0,5 |
|
| 5218 |
SM
5218
Samjo Management
New York
| US$ 262 mi | +US$ 24,8 mi | +10% | 11,8% | – | 64 | 17,19% | 1,3 |
|
| 5219 |
5219
Cura Wealth Advisors
Chicago,
Illinois
| US$ 262 mi | +US$ 11,6 mi | +5% | 5,9% | – | 142 | 28,87% | 0,5 |
|
| 5220 |
5220
Dow Chemical Company
Midland,
Michigan
| US$ 262 mi | +US$ 24 mi | +10% | 6,6% | 29,4% | 7 | 57,14% | 1,3 |
|
| 5221 |
5221
Lunt Capital Management
Holladay,
Utah
| US$ 262 mi | +US$ 259 mil | +0,1% | 4,91% | 36,9% | 95 | 7,37% | 1,6 |
|
| 5222 |
5222
Juniper Investment Company
New York
| US$ 261 mi | +US$ 18,2 mi | +7% | 20,2% | 358% | 12 | 25% | 4,1 |
|
| 5223 |
5223
Tiemann Investment Advisors
Menlo Park,
California
| US$ 261 mi | +US$ 17,3 mi | +7% | 8,27% | 77% | 210 | 7,14% | 6,8 |
|
| 5224 |
5224
Altman Advisors
Chicago,
Illinois
| US$ 261 mi | +US$ 16,6 mi | +7% | 9,56% | 127% | 98 | 8,16% | 2,6 |
|
| 5225 |
5225
Sea Cliff Partners Management
San Francisco,
California
| US$ 261 mi | -US$ 32 mi | -11% | 1,95% | – | 16 | 12,5% | 0,8 |
|