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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
LIA
5251
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$ 305 mi | +US$ 96 mi | +46% | 9,48% | – | 233 | 23,61% | 1,1 |
|
| 5252 |
BCM
5252
Bond Capital Management
San Francisco,
California
| US$ 305 mi | +US$ 195 mi | +178% | 13,6% | 47,5% | 5 | 20% | 2,7 |
|
| 5253 |
TBT
5253
Texas Bank & Trust
Longview,
Texas
| US$ 305 mi | +US$ 38,9 mi | +15% | 21% | – | 192 | 11,98% | 1,3 |
|
| 5254 |
AFS
5254
Access Financial Services
Minneapolis,
Minnesota
| US$ 305 mi | +US$ 22,9 mi | +8% | 8,26% | 44,8% | 106 | 13,21% | 4 |
|
| 5255 |
BDA
5255
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$ 305 mi | +US$ 24,5 mi | +9% | 8,24% | 44,2% | 77 | 18,18% | 2,9 |
|
| 5256 |
ACM
5256
Allred Capital Management
Dallas,
Texas
| US$ 305 mi | +US$ 30 mi | +11% | 16,2% | 73,5% | 163 | 5,52% | 5,2 |
|
| 5257 |
CAG
5257
Carroll Advisory Group
Texarkana,
Texas
| US$ 305 mi | +US$ 46,9 mi | +18% | 11,7% | – | 75 | 10,67% | 0,4 |
|
| 5258 |
IPW
5258
IronBridge Private Wealth
Austin,
Texas
| US$ 304 mi | -US$ 5,64 mi | -2% | 8,8% | 122% | 53 | 26,42% | 1,8 |
|
| 5259 |
FSCM
5259
First Sabrepoint Capital Management
Dallas,
Texas
| US$ 304 mi | +US$ 28,5 mi | +10% | 21,5% | 218% | 38 | 52,63% | 1 |
|
| 5260 |
RYIA
5260
Roehl & Yi Investment Advisors
Eugene,
Oregon
| US$ 304 mi | +US$ 37,6 mi | +14% | 13,1% | – | 205 | 17,56% | 1,1 |
|
| 5261 |
EM
5261
Excalibur Management
Waltham,
Massachusetts
| US$ 303 mi | +US$ 25 mi | +9% | 13,6% | 81,7% | 180 | 13,89% | 6,1 |
|
| 5262 |
CCP
5262
Carmel Capital Partners
San Diego,
California
| US$ 303 mi | +US$ 26,2 mi | +9% | 9,45% | 65,1% | 160 | 33,75% | 1,7 |
|
| 5263 |
FTIA
5263
Four Tree Island Advisory
Portsmouth,
New Hampshire
| US$ 303 mi | +US$ 105 mi | +53% | 60,4% | – | 26 | 19,23% | 1,2 |
|
| 5264 |
BKA
5264
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$ 303 mi | US$ 0 | 0% | 17,5% | 97,4% | 96 | 0% | 3,4 |
|
| 5265 |
DK
5265
David Kennon
Sarasota,
Florida
| US$ 303 mi | +US$ 23,7 mi | +9% | 11,8% | 52,4% | 46 | 13,04% | 2,5 |
|
| 5266 |
FDS
5266
First Dallas Securities
Dallas,
Texas
| US$ 303 mi | +US$ 32,3 mi | +12% | 20,3% | 163% | 136 | 21,32% | 3,2 |
|
| 5267 |
LWMI
5267
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$ 302 mi | +US$ 37,1 mi | +14% | 9,2% | – | 46 | 13,04% | 1,6 |
|
| 5268 |
4WM
5268
44 Wealth Management
Eugene,
Oregon
| US$ 302 mi | +US$ 16,2 mi | +6% | 17,1% | – | 206 | 21,84% | 2,7 |
|
| 5269 |
RW
5269
Rede Wealth
Charlottesville,
Virginia
| US$ 302 mi | +US$ 24 mi | +9% | 9,56% | 80,9% | 120 | 12,5% | 1,5 |
|
| 5270 |
AFM
5270
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$ 302 mi | +US$ 66,3 mi | +28% | 12,7% | 124% | 120 | 14,17% | 1,1 |
|
| 5271 |
JCIA
5271
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$ 302 mi | -US$ 37,7 mi | -11% | 31% | 239% | 423 | 56,97% | 0,7 |
|
| 5272 |
OFS
5272
OMC Financial Services
Dewitt,
New York
| US$ 302 mi | +US$ 43,8 mi | +17% | 32,2% | – | 65 | 7,69% | 2,1 |
|
| 5273 |
MHP
5273
Manatuck Hill Partners
Westport,
Connecticut
| US$ 302 mi | -US$ 68,6 mi | -19% | 33,7% | 556% | 163 | 49,69% | 1 |
|
| 5274 |
EFMH
5274
E Fund Management (HK)
Central,
Hong Kong
| US$ 302 mi | +US$ 81,7 mi | +37% | 37,3% | 163% | 566 | 16,25% | 0,9 |
|
| 5275 |
BWA
5275
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$ 301 mi | +US$ 32,8 mi | +12% | 11,2% | 57,7% | 65 | 10,77% | 1,7 |
|