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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5276 |
MI
5276
Moneywise Inc
Forest,
Virginia
| US$ 147 mi | -US$ 1,75 mi | -1% | 5,44% | 58% | 54 | 12,96% | 2,5 |
|
| 5277 |
5277
First National Bank of South Miami
South Miami,
Florida
| US$ 147 mi | +US$ 15,5 mi | +12% | 5,92% | 35,2% | 340 | 11,76% | 1,7 |
|
| 5278 |
5278
Providence Wealth Advisors
Frankfort,
Illinois
| US$ 146 mi | +US$ 10,3 mi | +8% | 5,07% | 112% | 96 | 3,13% | 2,3 |
|
| 5279 |
5279
Tru Independence Asset Management 2
Portland,
Oregon
| US$ 146 mi | +US$ 20 mi | +16% | 5,95% | – | 125 | 27,2% | 0,4 |
|
| 5280 |
5280
Tatro Capital
Lexington,
Kentucky
| US$ 146 mi | +US$ 17,4 mi | +13% | 4,79% | – | 122 | 31,97% | 0,7 |
|
| 5281 |
5281
Prostatis Group
Hanover,
Maryland
| US$ 146 mi | +US$ 19 mi | +15% | 6,71% | 72,9% | 110 | 21,82% | 0,7 |
|
| 5282 |
CCM
5282
Conway Capital Management
Burbank,
California
| US$ 146 mi | +US$ 12,7 mi | +10% | 13,1% | 139% | 81 | 14,81% | 0,4 |
|
| 5283 |
5283
Meridian Financial Partners
Warrenton,
Virginia
| US$ 146 mi | +US$ 13,5 mi | +10% | 5,68% | 80,8% | 80 | 17,5% | 1,5 |
|
| 5284 |
5284
Guardian Investment Management
Tiburon,
California
| US$ 146 mi | +US$ 5,36 mi | +4% | 5,22% | 103% | 56 | 1,79% | 4,5 |
|
| 5285 |
LAI
5285
Legal Advantage Investments
Los Altos Hills,
California
| US$ 146 mi | +US$ 12,3 mi | +9% | 9,95% | 116% | 78 | 6,41% | 0,5 |
|
| 5286 |
5286
Caxton Corporation
Princeton,
New Jersey
| US$ 146 mi | -US$ 8 mi | -5% | 3,55% | 512% | 70 | 11,43% | 0,7 |
|
| 5287 |
5287
Truvvo Partners
New York
| US$ 146 mi | +US$ 14,1 mi | +11% | 10,5% | 21,1% | 27 | 18,52% | 1,9 |
|
| 5288 |
5288
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$ 146 mi | +US$ 29,5 mi | +25% | 5,99% | 83,1% | 56 | 32,14% | 0,2 |
|
| 5289 |
5289
Kensington Investment Counsel
Long Beach,
California
| US$ 146 mi | +US$ 12,7 mi | +10% | 7,91% | 81,9% | 88 | 4,55% | 0,5 |
|
| 5290 |
SCC
5290
Steel Canyon Capital
Phoenix,
Arizona
| US$ 146 mi | +US$ 31 mi | +27% | 11,4% | 62,8% | 35 | 42,86% | 0,7 |
|
| 5291 |
5291
Chronos Wealth Management
Clearwater,
Florida
| US$ 146 mi | +US$ 13,5 mi | +10% | 9,68% | 92,3% | 47 | 0% | 1,2 |
|
| 5292 |
5292
Benjamin Edwards Inc
Clayton,
Missouri
| US$ 146 mi | +US$ 14 mi | +11% | 5,39% | 66,5% | 445 | 24,27% | 1,3 |
|
| 5293 |
5293
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 146 mi | +US$ 10,8 mi | +8% | 4,82% | 42,7% | 47 | 8,51% | 1,3 |
|
| 5294 |
5294
Long Walk Management
Greenwich,
Connecticut
| US$ 146 mi | – | – | 20,2% | 302% | 6 | – | 0 |
|
| 5295 |
WEO
5295
William E. Oberndorf
| US$ 146 mi | +US$ 20,8 mi | +17% | 5,58% | 36,2% | 8 | 25% | 0,8 |
|
| 5296 |
ACM
5296
Asymmetry Capital Management
San Francisco,
California
| US$ 145 mi | -US$ 47,9 mi | -25% | 3,13% | 300% | 40 | 52,5% | 0,4 |
|
| 5297 |
5297
Carl P. Sherr & Co
Worcester,
Massachusetts
| US$ 145 mi | +US$ 12,5 mi | +9% | 6,6% | 68,8% | 121 | 10,74% | 1,2 |
|
| 5298 |
5298
Sagil Capital
London,
United Kingdom
| US$ 145 mi | +US$ 62,6 mi | +76% | 15,6% | 104% | 26 | 53,85% | 0,7 |
|
| 5299 |
5299
S.A. Mason
Holland,
Michigan
| US$ 145 mi | +US$ 11,5 mi | +9% | 7,66% | 116% | 324 | 5,56% | 1,2 |
|
| 5300 |
5300
Everhart Financial Group
Dublin,
Ohio
| US$ 145 mi | +US$ 31,3 mi | +27% | 7,69% | 123% | 101 | 23,76% | 0,4 |
|