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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
Joseph Group Capital Management
Columbus,
Ohio
| US$ 193 mi | -US$ 6,98 mi | -3% | 0,41% | 58,4% | 85 | 15,29% | 2 |
|
| 5402 |
I2I
5402
Insight 2811 Inc
Chicago,
Illinois
| US$ 193 mi | -US$ 2,14 mi | -1% | 0,05% | 30,8% | 90 | 11,11% | 4,2 |
|
| 5403 |
5403
Bay Rivers Group
Williamsburg,
Virginia
| US$ 192 mi | +US$ 10,2 mi | +6% | 7,15% | 166% | 86 | 13,95% | 2,6 |
|
| 5404 |
5404
Birch Capital Management
Dallas,
Texas
| US$ 192 mi | -US$ 103 mil | -0,1% | 1,76% | 48,4% | 92 | 9,78% | 3,6 |
|
| 5405 |
5405
OneAscent Wealth Management
Birmingham,
Alabama
| US$ 192 mi | -US$ 68,3 mi | -26% | 1,17% | 50,6% | 185 | 55,14% | 1,2 |
|
| 5406 |
5406
5th Street Advisors
Southport,
Connecticut
| US$ 192 mi | +US$ 15,5 mi | +9% | 0,47% | 47,5% | 31 | 0% | 1,2 |
|
| 5407 |
5407
Mountaineer Partners Management
New York
| US$ 192 mi | -US$ 24,4 mi | -11% | 0,39% | 158% | 16 | 0% | 1,4 |
|
| 5408 |
5408
ACT Advisors
Asheville,
North Carolina
| US$ 192 mi | +US$ 9,6 mi | +5% | 3,2% | 75,4% | 55 | 29,09% | 1,3 |
|
| 5409 |
SV
5409
Stilwell Value
New York
| US$ 192 mi | -US$ 1,02 mi | -0,5% | 4,23% | 87,9% | 36 | 8,33% | 4,7 |
|
| 5410 |
5410
Norris Financial Group
Greenville,
South Carolina
| US$ 192 mi | +US$ 9,7 mi | +5% | 5,12% | 142% | 86 | 23,26% | 1,4 |
|
| 5411 |
5411
HMS Capital Management
Nashville,
Tennessee
| US$ 192 mi | +US$ 11,4 mi | +6% | 4,61% | 140% | 113 | 9,73% | 2,5 |
|
| 5412 |
BCFD
5412
Boit C.F. David
| US$ 192 mi | +US$ 8,94 mi | +5% | 0,75% | 75,4% | 130 | 10,77% | 2,1 |
|
| 5413 |
5413
Kinloch Capital
Glen Allen,
Virginia
| US$ 192 mi | -US$ 2,69 mi | -1% | 1,15% | 63,4% | 80 | 10% | 2,3 |
|
| 5414 |
VU
5414
Valence8 US
Cambridge,
Massachusetts
| US$ 192 mi | +US$ 120 mil | +0,1% | 1,88% | 69,9% | 9 | 0% | 1,2 |
|
| 5415 |
5415
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 192 mi | +US$ 6,99 mi | +4% | 5,86% | 151% | 113 | 14,16% | 2 |
|
| 5416 |
5416
Grunden Financial Advisory
Denton,
Texas
| US$ 192 mi | +US$ 3,5 mi | +2% | 0% | – | 26 | 7,69% | 0,5 |
|
| 5417 |
5417
Gables Capital Management
Miami,
Florida
| US$ 191 mi | +US$ 9,9 mi | +5% | 7,44% | 151% | 414 | 9,66% | 4 |
|
| 5418 |
5418
Trust Company of Kansas
Wichita,
Kansas
| US$ 191 mi | +US$ 7,88 mi | +4% | 2,66% | 87% | 55 | 16,36% | 2,9 |
|
| 5419 |
5419
Ranch Capital Advisors
Sarasota,
Florida
| US$ 191 mi | +US$ 6,11 mi | +3% | 3,97% | 92,6% | 162 | 10,49% | 3 |
|
| 5420 |
5420
Rings Capital Management
Chicago,
Illinois
| US$ 191 mi | +US$ 8,33 mi | +5% | 6,52% | 40,9% | 7 | 0% | 2,1 |
|
| 5421 |
AAM
5421
Ascension Asset Management
New York
| US$ 191 mi | +US$ 5,57 mi | +3% | 7,35% | – | 89 | 6,74% | 2,9 |
|
| 5422 |
5422
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$ 191 mi | +US$ 13 mi | +7% | 2,54% | 71,4% | 147 | 13,61% | 1 |
|
| 5423 |
5423
Meredith Wealth Planning
Maryville,
Illinois
| US$ 191 mi | +US$ 11,6 mi | +6% | 0,25% | 66,5% | 45 | 11,11% | 1,1 |
|
| 5424 |
5424
Triad Wealth Partners
Lawrence,
Kansas
| US$ 191 mi | +US$ 60,5 mi | +46% | 1,15% | – | 1.003 | 93,62% | 0 |
|
| 5425 |
5425
CV Advisors
Aventura,
Florida
| US$ 191 mi | +US$ 13,4 mi | +8% | 8,78% | 112% | 22 | 9,09% | 1,9 |
|