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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Intrepid Financial Planning Group
Carmel,
Indiana
| US$ 294 mi | +US$ 46,4 mi | +19% | 25,4% | 92,5% | 141 | 15,6% | 2,5 |
|
| 5352 |
5352
Landing Point Financial Group
Avon,
Ohio
| US$ 294 mi | +US$ 88,1 mi | +43% | 13,5% | – | 104 | 15,38% | 1 |
|
| 5353 |
5353
Weitzel Financial Services
Dubuque,
Iowa
| US$ 294 mi | +US$ 28,7 mi | +11% | 9,91% | 46,3% | 54 | 12,96% | 3,4 |
|
| 5354 |
5354
Veridan Wealth
West Linn,
Oregon
| US$ 294 mi | +US$ 23,6 mi | +9% | 10,8% | – | 91 | 16,48% | 1,6 |
|
| 5355 |
5355
Summit Creek Advisors
Minneapolis,
Minnesota
| US$ 294 mi | -US$ 193 mi | -40% | 21,5% | 84,6% | 73 | 23,29% | 3,7 |
|
| 5356 |
5356
Breakwater Investment Management
Seattle,
Washington
| US$ 294 mi | +US$ 24,8 mi | +9% | 9,05% | – | 662 | 32,93% | 1,2 |
|
| 5357 |
5357
Decker Retirement Planning
Levi,
Utah
| US$ 294 mi | +US$ 72,9 mi | +33% | 34,3% | – | 490 | 52,04% | 0,5 |
|
| 5358 |
5358
Aviso Wealth Management
Bellevue,
Washington
| US$ 294 mi | +US$ 71,7 mi | +32% | 24,8% | – | 149 | 9,4% | 2 |
|
| 5359 |
5359
Meridian Financial Partners
Warrenton,
Virginia
| US$ 293 mi | +US$ 30,2 mi | +11% | 15,6% | 80,8% | 128 | 12,5% | 2,5 |
|
| 5360 |
DIM
5360
DC Investments Management
Mclean,
Virginia
| US$ 293 mi | +US$ 32 mi | +12% | 12,8% | 56,3% | 82 | 40,24% | 1,4 |
|
| 5361 |
5361
Wealth Advisors Northwest
Portland,
Oregon
| US$ 293 mi | +US$ 54,8 mi | +23% | 10,7% | – | 66 | 15,15% | 1,2 |
|
| 5362 |
5362
FIDELIS iM
Medford,
Oregon
| US$ 293 mi | +US$ 29 mi | +11% | 10,7% | 44,8% | 27 | 7,41% | 3 |
|
| 5363 |
5363
Prudent Man Investment Management
Louisville,
Colorado
| US$ 293 mi | -US$ 4,14 mi | -1% | 9,04% | – | 169 | 0% | 1,3 |
|
| 5364 |
5364
Zullo Investment Group
Scranton,
Pennsylvania
| US$ 293 mi | +US$ 29,6 mi | +11% | 22,6% | 143% | 169 | 13,61% | 3,5 |
|
| 5365 |
LI
5365
LHM Inc
Sandy,
Utah
| US$ 293 mi | +US$ 39,1 mi | +15% | 30,4% | – | 24 | 8,33% | 1,5 |
|
| 5366 |
5366
Colorado Capital Management
Boulder,
Colorado
| US$ 293 mi | +US$ 24,9 mi | +9% | 12,4% | 60,4% | 108 | 9,26% | 5,4 |
|
| 5367 |
5367
Stonehearth Capital Management
Danvers,
Massachusetts
| US$ 293 mi | +US$ 40,6 mi | +16% | 17,1% | 87,5% | 107 | 22,43% | 3,5 |
|
| 5368 |
SM
5368
Samjo Management
New York
| US$ 293 mi | +US$ 61,7 mi | +27% | 44,8% | – | 67 | 31,34% | 1,6 |
|
| 5369 |
5369
Bay Rivers Group
Williamsburg,
Virginia
| US$ 293 mi | +US$ 53 mi | +22% | 30,1% | 166% | 132 | 21,97% | 2,8 |
|
| 5370 |
5370
Pacifica Capital Investments
Leander,
Texas
| US$ 293 mi | -US$ 843 mil | -0,3% | 3,48% | 70,4% | 15 | 0% | 7,7 |
|
| 5371 |
5371
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$ 293 mi | +US$ 39,2 mi | +15% | 20,1% | 103% | 50 | 2% | 4,4 |
|
| 5372 |
5372
JDM Financial Group
Austin,
Texas
| US$ 293 mi | +US$ 33,6 mi | +13% | 10,2% | 56,7% | 339 | 8,26% | 1,8 |
|
| 5373 |
5373
Abbot Financial Management
Andover,
Massachusetts
| US$ 293 mi | +US$ 53,4 mi | +22% | 20,6% | 102% | 145 | 8,97% | 5,4 |
|
| 5374 |
5374
Muzinich & Co
New York
| US$ 293 mi | +US$ 6,83 mi | +2% | 0,73% | 13,5% | 38 | 0% | 8,3 |
|
| 5375 |
5375
Archer Investment Management
Austin,
Texas
| US$ 293 mi | +US$ 54,9 mi | +23% | 13,1% | – | 120 | 18,33% | 0,7 |
|