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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 |
5251
Stableford Capital II
Scottsdale,
Arizona
| US$ 277 mi | +US$ 122 mil | +0% | 5,72% | 66,9% | 159 | 22,01% | 1,7 |
|
| 5252 |
5252
Daily Journal Corp
Los Angeles,
California
| US$ 277 mi | +US$ 14,4 mi | +5% | 6,34% | 109% | 4 | 0% | 10,2 |
|
| 5253 |
5253
Allred Capital Management
Dallas,
Texas
| US$ 277 mi | -US$ 10,7 mi | -4% | 2,19% | 73,5% | 175 | 15,43% | 5,1 |
|
| 5254 |
5254
Forza Wealth Management
Sarasota,
Florida
| US$ 277 mi | +US$ 15,5 mi | +6% | 3,84% | 69,8% | 193 | 6,22% | 2,4 |
|
| 5255 |
5255
Hartree Partners
New York
| US$ 276 mi | -US$ 14,3 mi | -5% | 5,61% | 138% | 105 | 65,71% | 0,4 |
|
| 5256 |
5256
Breakwater Investment Management
Seattle,
Washington
| US$ 276 mi | +US$ 5,18 mi | +2% | 1,55% | – | 621 | 34,62% | 1 |
|
| 5257 |
5257
Merck & Co
Rahway,
New Jersey
| US$ 276 mi | +US$ 48,2 mi | +21% | 25,9% | – | 13 | 7,69% | 1 |
|
| 5258 |
5258
Alexander Labrunerie & Co
Columbia,
Missouri
| US$ 276 mi | +US$ 5,65 mi | +2% | 2,99% | – | 123 | 7,32% | 1,3 |
|
| 5259 |
5259
Centerline Wealth Advisors
Louisville,
Kentucky
| US$ 276 mi | +US$ 46,5 mi | +20% | 1,55% | – | 62 | 29,03% | 0,6 |
|
| 5260 |
5260
Walker Financial Services
Bowling Green,
Kentucky
| US$ 276 mi | +US$ 18,9 mi | +7% | 0,26% | 20,8% | 43 | 6,98% | 1,9 |
|
| 5261 |
AA
5261
Alta Advisers
London,
United Kingdom
| US$ 276 mi | -US$ 51 mi | -16% | 3,71% | 129% | 249 | 20,48% | 2,6 |
|
| 5262 |
5262
Avaii Wealth Management
Appleton,
Wisconsin
| US$ 276 mi | +US$ 13,1 mi | +5% | 1,94% | 100% | 157 | 12,1% | 1,9 |
|
| 5263 |
5263
Quantum Financial Planning Services
Spokane,
Washington
| US$ 276 mi | +US$ 28,6 mi | +12% | 1,8% | – | 59 | 25,42% | 0,7 |
|
| 5264 |
5264
American Financial Group
Cincinnati,
Ohio
| US$ 276 mi | +US$ 16,3 mi | +6% | 1,81% | 32,5% | 66 | 13,64% | 6,1 |
|
| 5265 |
5265
Holistic Financial Partners
Indianapolis,
Indiana
| US$ 276 mi | +US$ 31,5 mi | +13% | 12,4% | 95,7% | 147 | 12,24% | 3,5 |
|
| 5266 |
5266
Foundation Wealth Management (Pennsylvania)
Media,
Pennsylvania
| US$ 276 mi | +US$ 17,4 mi | +7% | 2,07% | – | 95 | 3,16% | 0,9 |
|
| 5267 |
5267
Robertson Opportunity Capital
Dallas,
Texas
| US$ 276 mi | -US$ 15,6 mi | -5% | 0,7% | 93,4% | 29 | 13,79% | 7,1 |
|
| 5268 |
5268
Raleigh Capital Management
Cary,
North Carolina
| US$ 276 mi | +US$ 12,4 mi | +5% | 2,47% | 79,9% | 617 | 19,29% | 2 |
|
| 5269 |
5269
Wealthspan Partners
Davenport,
Iowa
| US$ 275 mi | +US$ 13,3 mi | +5% | 2,89% | 65% | 130 | 6,15% | 2,4 |
|
| 5270 |
CCAM
5270
Codex Capital Asset Management
Dallas,
Texas
| US$ 275 mi | +US$ 9,6 mi | +4% | 6,03% | – | 31 | 9,68% | 1,4 |
|
| 5271 |
5271
ICW Investment Advisors
Scottsdale,
Arizona
| US$ 275 mi | -US$ 2,95 mi | -1% | 1,29% | 58,6% | 147 | 3,4% | 4,8 |
|
| 5272 |
5272
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 275 mi | +US$ 10,4 mi | +4% | 3,45% | 103% | 51 | 7,84% | 4,5 |
|
| 5273 |
5273
Texas Bank & Trust
Longview,
Texas
| US$ 275 mi | +US$ 10,5 mi | +4% | 4,43% | – | 185 | 10,27% | 0,9 |
|
| 5274 |
5274
Arrowroot Family Office
Marina Del Rey,
California
| US$ 275 mi | +US$ 24,3 mi | +10% | 1,95% | – | 155 | 18,06% | 1,9 |
|
| 5275 |
5275
Freedom Financial Partners
Oakdale,
Minnesota
| US$ 275 mi | +US$ 12,4 mi | +5% | 1,32% | – | 88 | 5,68% | 0,8 |
|