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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5376 |
DFS
5376
Dixon Fnancial Services
Lafayette,
California
| US$ 142 mi | +US$ 14,3 mi | +11% | 12% | 76,6% | 24 | 8,33% | 0,9 |
|
| 5377 |
5377
University of Massachusetts Foundation
Newton,
Massachusetts
| US$ 141 mi | +US$ 11,5 mi | +9% | 8,42% | 53,6% | 4 | 0% | 2,6 |
|
| 5378 |
5378
Pinnacle Financial Group
Western Springs,
Illinois
| US$ 141 mi | +US$ 25,9 mi | +22% | 10,5% | 59,1% | 68 | 17,65% | 0,8 |
|
| 5379 |
5379
Susquehanna International Securities
Dublin,
Ireland
| US$ 141 mi | +US$ 88 mi | +165% | 19,1% | 2,8% | 37 | 67,57% | 0,6 |
|
| 5380 |
5380
Agate Pass Investment Management
Bainbridge Island,
Washington
| US$ 141 mi | +US$ 10,3 mi | +8% | 9,65% | 76% | 95 | 7,37% | 0,9 |
|
| 5381 |
5381
StrongBox Wealth
Lee's Summit,
Missouri
| US$ 141 mi | +US$ 3,4 mi | +2% | 7,11% | 57,8% | 85 | 15,29% | 2 |
|
| 5382 |
CCP
5382
Cunning Capital Partners
Morrisville,
North Carolina
| US$ 141 mi | +US$ 15,1 mi | +12% | 13,7% | 268% | 83 | 27,71% | 0,7 |
|
| 5383 |
5383
Scholtz & Company
Stamford,
Connecticut
| US$ 141 mi | +US$ 1,24 mi | +0,9% | 9,77% | 89,2% | 52 | 25% | 2,2 |
|
| 5384 |
SL
5384
SIB LLC
New York,
New York
| US$ 141 mi | +US$ 10 mi | +8% | 11,6% | 29,2% | 18 | 0% | 7,3 |
|
| 5385 |
5385
AAF Wealth Management
Westborough,
Massachusetts
| US$ 141 mi | +US$ 15,7 mi | +13% | 10,2% | 75,1% | 46 | 21,74% | 1,1 |
|
| 5386 |
5386
New England Capital Financial Advisors
Meriden,
Connecticut
| US$ 141 mi | – | – | 6,57% | 55,6% | 442 | – | 0 |
|
| 5387 |
5387
Socha Financial Group
Corning,
New York
| US$ 141 mi | +US$ 24,5 mi | +21% | 5,43% | 81,5% | 23 | 26,09% | 0,6 |
|
| 5388 |
5388
Cooper/Haims Advisors
Victor,
New York
| US$ 141 mi | +US$ 20,2 mi | +17% | 6,82% | 53,1% | 77 | 16,88% | 2,9 |
|
| 5389 |
5389
Goodwin Investment Advisory
Woodstock,
Georgia
| US$ 141 mi | +US$ 8,78 mi | +7% | 4,29% | 60,8% | 246 | 20,73% | 1 |
|
| 5390 |
BC
5390
Bullfrog Capital
Palo Alto,
California
| US$ 141 mi | -US$ 28,7 mi | -17% | 16,4% | – | 3 | 0% | 1 |
|
| 5391 |
5391
Ridgewood Investments
Springfield,
New Jersey
| US$ 141 mi | +US$ 20,6 mi | +17% | 11,3% | – | 210 | 22,86% | 2,5 |
|
| 5392 |
5392
Tanglewood Legacy Advisors
Houston,
Texas
| US$ 141 mi | – | – | 7,88% | 61,1% | 247 | – | 0 |
|
| 5393 |
5393
Legacy Bridge
West Des Moines,
Iowa
| US$ 141 mi | +US$ 15,3 mi | +12% | 11,3% | 236% | 306 | 6,86% | 3 |
|
| 5394 |
RMSCM
5394
R.M. Sincerbeaux Capital Management
New York
| US$ 141 mi | +US$ 13,6 mi | +11% | 12,2% | 76,4% | 44 | 4,55% | 7,3 |
|
| 5395 |
5395
FSM Wealth Advisors
Cleveland,
Ohio
| US$ 141 mi | +US$ 20,2 mi | +17% | 8,85% | 68,4% | 148 | 16,22% | 0,4 |
|
| 5396 |
5396
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$ 141 mi | +US$ 22,1 mi | +19% | 1,15% | 261% | 74 | 43,24% | 1,7 |
|
| 5397 |
5397
AFS Financial Group
Bethesda,
Maryland
| US$ 141 mi | – | – | 9,58% | – | 88 | – | 0 |
|
| 5398 |
5398
Trinity Wealth Management
Berwyn,
Pennsylvania
| US$ 140 mi | +US$ 15,7 mi | +13% | 5,76% | 56,7% | 42 | 19,05% | 1,8 |
|
| 5399 |
5399
Mass General Brigham
Somerville,
Massachusetts
| US$ 140 mi | -US$ 51,9 mi | -27% | 3,12% | – | 5 | 40% | 1,4 |
|
| 5400 |
5400
Bond & Devick Financial Network
St. Louis Park,
Minnesota
| US$ 140 mi | +US$ 19,4 mi | +16% | 7,77% | 46,9% | 126 | 14,29% | 1,5 |
|