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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 |
CWM
5251
Capital Wealth Management
W. Warwick,
Rhode Island
| US$ 148 mi | +US$ 18,8 mi | +15% | 5,89% | 51,3% | 54 | 31,48% | 1,9 |
|
| 5252 |
NICM
5252
Neo Ivy Capital Management
New York
| US$ 148 mi | +US$ 110 mi | +289% | 7,23% | – | 582 | 80,93% | 0,2 |
|
| 5253 |
SST
5253
S Squared Technology
New York
| US$ 148 mi | +US$ 11,1 mi | +8% | 13,4% | 223% | 35 | 17,14% | 3,2 |
|
| 5254 |
PFA
5254
Professional Financial Advisors
North Platte,
Nebraska
| US$ 148 mi | -US$ 14,4 mi | -9% | 8,22% | 59,2% | 515 | 87,18% | 2,1 |
|
| 5255 |
5255
WorthPointe
La Jolla,
California
| US$ 148 mi | +US$ 28,6 mi | +24% | 9,44% | 59,7% | 53 | 26,42% | 0,6 |
|
| 5256 |
5256
Q3 Asset Management
Birmingham,
Michigan
| US$ 148 mi | +US$ 10,3 mi | +7% | 9,61% | 96,2% | 68 | 70,59% | 0,4 |
|
| 5257 |
HPC
5257
Hobart Private Capital
Charlotte,
North Carolina
| US$ 148 mi | +US$ 8,45 mi | +6% | 5,92% | 60% | 37 | 18,92% | 1,7 |
|
| 5258 |
5258
Graphene Investments SAS
Paris,
France
| US$ 148 mi | – | – | 11,1% | 103% | 46 | – | 0 |
|
| 5259 |
5259
Nixon Capital
Austin,
Texas
| US$ 148 mi | -US$ 157 mil | -0,1% | 8,58% | 118% | 25 | 44% | 1 |
|
| 5260 |
5260
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 148 mi | +US$ 24,3 mi | +20% | 8,48% | 66% | 213 | 14,55% | 0,7 |
|
| 5261 |
5261
First Capital Advisors Group
Little Silver,
New Jersey
| US$ 148 mi | +US$ 27,8 mi | +23% | 8,67% | – | 252 | 22,22% | 0,9 |
|
| 5262 |
5262
BCK Partners
Corning,
New York
| US$ 148 mi | +US$ 9,28 mi | +7% | 5,96% | 46% | 28 | 3,57% | 1,7 |
|
| 5263 |
5263
Asset Allocation Strategies
Farmington,
Michigan
| US$ 147 mi | – | – | 6,7% | 58,1% | 55 | – | 0 |
|
| 5264 |
5264
Pacifica Partners
Surrey,
Canada
| US$ 147 mi | +US$ 8,93 mi | +6% | 9,91% | 127% | 511 | 14,29% | 2,1 |
|
| 5265 |
5265
AUA Capital Management
Camp Hill,
Pennsylvania
| US$ 147 mi | -US$ 4,15 mi | -3% | 6,47% | 70,2% | 375 | 8,8% | 3,3 |
|
| 5266 |
5266
Coulter & Justus Financial Services
Knoxville,
Tennessee
| US$ 147 mi | +US$ 18,7 mi | +15% | 8,6% | – | 55 | 27,27% | 0,4 |
|
| 5267 |
CAGAS
5267
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$ 147 mi | +US$ 3,23 mi | +2% | 8,09% | 54,8% | 141 | 7,09% | 3 |
|
| 5268 |
5268
Asset Management Resources
Hyannis,
Massachusetts
| US$ 147 mi | +US$ 45 mi | +44% | 5,69% | – | 58 | 20,69% | 0,8 |
|
| 5269 |
5269
Stadium Capital Management
New Canaan,
Connecticut
| US$ 147 mi | -US$ 21,3 mi | -13% | 2,65% | 10,9% | 13 | 30,77% | 0,6 |
|
| 5270 |
5270
Members Advisory Group
Williamsville,
New York
| US$ 147 mi | +US$ 12,5 mi | +9% | 4,57% | 70,6% | 23 | 34,78% | 0,7 |
|
| 5271 |
5271
Rings Capital Management
Chicago,
Illinois
| US$ 147 mi | +US$ 35,6 mi | +32% | 10,3% | 40,9% | 7 | 42,86% | 1,8 |
|
| 5272 |
5272
Parus Finance (UK)
London,
United Kingdom
| US$ 147 mi | +US$ 32 mi | +28% | 12,6% | 199% | 28 | 3,57% | 3,6 |
|
| 5273 |
STC
5273
Sarah T. Connolly
| US$ 147 mi | +US$ 10,8 mi | +8% | 10,3% | 35% | 97 | 5,15% | 1,8 |
|
| 5274 |
5274
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$ 147 mi | +US$ 15,9 mi | +12% | 8,4% | – | 930 | 8,28% | 0,9 |
|
| 5275 |
TPWM
5275
Twelve Points Wealth Management
Concord,
Massachusetts
| US$ 147 mi | +US$ 18,1 mi | +14% | 9,35% | 50,7% | 169 | 10,06% | 0,9 |
|