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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
Grunden Financial Advisory
Denton,
Texas
| US$ 204 mi | +US$ 12,2 mi | +6% | 5,48% | – | 27 | 14,81% | 0,7 |
|
| 5402 |
5402
Rockingstone Advisors
Great Barrington,
Massachusetts
| US$ 204 mi | +US$ 8,76 mi | +4% | 5,25% | 114% | 111 | 16,22% | 1,5 |
|
| 5403 |
5403
Hi-Line Capital Management
Watertown,
South Dakota
| US$ 204 mi | -US$ 34,5 mi | -14% | 13,2% | 57,5% | 39 | 38,46% | 2,8 |
|
| 5404 |
5404
Financial Connections Group
Corte Madera,
California
| US$ 203 mi | +US$ 10,7 mi | +6% | 5,48% | 44,4% | 353 | 41,64% | 1,4 |
|
| 5405 |
PK
5405
Pflug Koory
Omaha,
Nebraska
| US$ 203 mi | – | – | 7,69% | – | 396 | – | 5,7 |
|
| 5406 |
5406
Brown Shipley & Co
London,
United Kingdom
| US$ 203 mi | -US$ 18,8 mi | -8% | 3,37% | 125% | 81 | 20,99% | 1,4 |
|
| 5407 |
MI
5407
Moneywise Inc
Forest,
Virginia
| US$ 203 mi | +US$ 14,4 mi | +8% | 5,86% | 60,8% | 63 | 14,29% | 3,2 |
|
| 5408 |
5408
Swan Capital
Pensacola,
Florida
| US$ 203 mi | +US$ 19,7 mi | +11% | 7,65% | 47,9% | 386 | 30,83% | 0,3 |
|
| 5409 |
5409
Financial Avengers
Oakland,
California
| US$ 203 mi | +US$ 14,9 mi | +8% | 3,06% | 108% | 179 | 15,08% | 2,5 |
|
| 5410 |
5410
Norris Financial Group
Greenville,
South Carolina
| US$ 203 mi | +US$ 11,2 mi | +6% | 7,53% | 142% | 87 | 22,99% | 1,5 |
|
| 5411 |
5411
Nova R Wealth
Overland Park,
Kansas
| US$ 203 mi | +US$ 9,1 mi | +5% | 5,57% | 60,7% | 86 | 10,47% | 1,8 |
|
| 5412 |
CCC
5412
Chelsea Counsel Company
Los Angeles,
California
| US$ 203 mi | +US$ 2,55 mi | +1% | 5,92% | 106% | 204 | 4,9% | 3,2 |
|
| 5413 |
5413
Cora Capital Advisors
Marlton,
New Jersey
| US$ 203 mi | +US$ 8,67 mi | +4% | 5,88% | 70,5% | 106 | 13,21% | 1,4 |
|
| 5414 |
AFC
5414
AFT Forsyth & Company
West Palm Beach,
Florida
| US$ 203 mi | -US$ 1,13 mi | -0,6% | 4,28% | 135% | 141 | 10,64% | 6,8 |
|
| 5415 |
5415
Marathon Asset Management (New York)
New York
| US$ 203 mi | +US$ 91 mi | +81% | 40,7% | 490% | 12 | 41,67% | 1,1 |
|
| 5416 |
5416
MB, Levis & Associates
Center Valley,
Pennsylvania
| US$ 203 mi | +US$ 12,6 mi | +7% | 6,25% | 43,1% | 299 | 5,69% | 1,6 |
|
| 5417 |
5417
TKG Advisors
Valparaiso,
Indiana
| US$ 203 mi | +US$ 18,4 mi | +10% | 7,16% | 104% | 110 | 25,45% | 1,3 |
|
| 5418 |
5418
Wealthspan Partners
Davenport,
Iowa
| US$ 203 mi | +US$ 21,4 mi | +12% | 6,89% | 65% | 107 | 3,74% | 1,7 |
|
| 5419 |
5419
Sequent Asset Management
Houston,
Texas
| US$ 203 mi | +US$ 3,83 mi | +2% | 2,33% | 51,3% | 100 | 16% | 2,6 |
|
| 5420 |
DI
5420
Disciplined Investments
Tulsa,
Oklahoma
| US$ 203 mi | +US$ 14,7 mi | +8% | 5,27% | 51,4% | 126 | 10,32% | 3,3 |
|
| 5421 |
5421
First County Bank
Stamford,
Connecticut
| US$ 203 mi | +US$ 8,08 mi | +4% | 7,86% | 101% | 166 | 10,24% | 1,6 |
|
| 5422 |
5422
Colorado Capital Management
Boulder,
Colorado
| US$ 203 mi | +US$ 23,2 mi | +13% | 6,66% | 60,4% | 98 | 4,08% | 4,9 |
|
| 5423 |
5423
Benchmark Wealth Management
Old Lyme,
Connecticut
| US$ 202 mi | +US$ 14,8 mi | +8% | 5,92% | 42,7% | 55 | 9,09% | 3,3 |
|
| 5424 |
5424
Origin Asset Management
London,
United Kingdom
| US$ 202 mi | -US$ 198 mi | -49% | 16,2% | 59,3% | 13 | 38,46% | 1,4 |
|
| 5425 |
5425
Martin Capital Partners
Eugene,
Oregon
| US$ 202 mi | -US$ 45,2 mi | -18% | 7,45% | 42,3% | 72 | 5,56% | 4,3 |
|