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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5426 |
5426
Origin Asset Management
London,
United Kingdom
| US$ 202 mi | -US$ 198 mi | -49% | 16,2% | 59,3% | 13 | 38,46% | 1,4 |
|
| 5427 |
5427
Martin Capital Partners
Eugene,
Oregon
| US$ 202 mi | -US$ 45,2 mi | -18% | 7,45% | 42,3% | 72 | 5,56% | 4,3 |
|
| 5428 |
5428
Prairie Wealth Advisors
Omaha,
Nebraska
| US$ 202 mi | +US$ 5,06 mi | +3% | 4,55% | – | 157 | 16,56% | 0,4 |
|
| 5429 |
5429
Diametric Capital
Boston,
Massachusetts
| US$ 202 mi | +US$ 18 mi | +10% | 9,7% | 175% | 532 | 63,72% | 0,5 |
|
| 5430 |
5430
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$ 202 mi | +US$ 6,04 mi | +3% | 4,34% | 105% | 108 | 18,52% | 2,3 |
|
| 5431 |
APSI
5431
Asset Planning Services Inc
Covington,
Louisiana
| US$ 202 mi | +US$ 12,7 mi | +7% | 7,17% | 138% | 35 | 0% | 5,2 |
|
| 5432 |
5432
Laidlaw Wealth Management
New York City,
New York
| US$ 202 mi | +US$ 20,1 mi | +11% | 6,64% | 150% | 201 | 19,4% | 2,3 |
|
| 5433 |
5433
Sapience Investments
Newport Beach,
California
| US$ 202 mi | +US$ 6,43 mi | +3% | 7,61% | 54,9% | 94 | 18,09% | 3,1 |
|
| 5434 |
5434
KKM Financial
Chicago,
Illinois
| US$ 202 mi | -US$ 8,77 mi | -4% | 6,45% | – | 157 | 17,2% | 0,7 |
|
| 5435 |
5435
Verger Capital Management
Winston-Salem,
North Carolina
| US$ 202 mi | +US$ 5,93 mi | +3% | 5,5% | 58,3% | 14 | 7,14% | 7 |
|
| 5436 |
5436
New England Professional Planning Group
Westerly,
Rhode Island
| US$ 202 mi | +US$ 11,7 mi | +6% | 6,11% | 64,1% | 56 | 19,64% | 3,6 |
|
| 5437 |
BCFD
5437
Boit C.F. David
| US$ 202 mi | +US$ 9,9 mi | +5% | 7,02% | 84,2% | 130 | 3,08% | 2,4 |
|
| 5438 |
5438
Burrus Financial Services
Salt Lake City,
Utah
| US$ 202 mi | +US$ 5,86 mi | +3% | 5,49% | 31,3% | 10 | 10% | 1,8 |
|
| 5439 |
5439
Paragon Private Wealth Management
Lexington,
Kentucky
| US$ 202 mi | +US$ 24,8 mi | +14% | 6,27% | 104% | 167 | 10,18% | 1,7 |
|
| 5440 |
5440
Ergawealth Advisors
Oak Brook,
Illinois
| US$ 202 mi | +US$ 18 mi | +10% | 6,69% | 50% | 65 | 12,31% | 1,2 |
|
| 5441 |
5441
Redwood Wealth Management Group
Medford,
New Jersey
| US$ 202 mi | +US$ 68,9 mi | +52% | 3,59% | 74,1% | 1.239 | 90,31% | 1,1 |
|
| 5442 |
CC
5442
Checkpoint Capital
San Francisco,
California
| US$ 202 mi | +US$ 35,7 mi | +22% | 23,5% | – | 19 | 31,58% | 0,5 |
|
| 5443 |
5443
Colonial River Investments
Midlothian,
Virginia
| US$ 202 mi | +US$ 15,8 mi | +8% | 7,71% | 156% | 231 | 31,6% | 1,4 |
|
| 5444 |
5444
Riverwater Partners
Milwaukee,
Wisconsin
| US$ 201 mi | +US$ 66,5 mi | +49% | 11,3% | 112% | 219 | 21% | 1,5 |
|
| 5445 |
5445
FWG Holdings
Winter Park,
Florida
| US$ 201 mi | +US$ 2,14 mi | +1% | 4,74% | 91,6% | 108 | 9,26% | 2 |
|
| 5446 |
5446
Bay Rivers Group
Williamsburg,
Virginia
| US$ 201 mi | +US$ 8,89 mi | +5% | 5,69% | 166% | 85 | 7,06% | 2,7 |
|
| 5447 |
5447
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$ 201 mi | +US$ 31 mi | +18% | 4,17% | – | 104 | 9,62% | 0,7 |
|
| 5448 |
5448
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$ 201 mi | +US$ 17,2 mi | +9% | 7,78% | 125% | 232 | 9,05% | 2,1 |
|
| 5449 |
5449
Hutner Capital Management
Manchester,
Vermont
| US$ 201 mi | +US$ 18,5 mi | +10% | 10,6% | 52,2% | 45 | 2,22% | 6,3 |
|
| 5450 |
I2I
5450
Insight 2811 Inc
Chicago,
Illinois
| US$ 201 mi | +US$ 8,27 mi | +4% | 4,96% | 31,3% | 91 | 7,69% | 4,3 |
|