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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
5451
Lewis Asset Management
Lafayette,
California
| US$ 285 mi | +US$ 40,9 mi | +17% | 20,1% | 142% | 228 | 16,67% | 1,4 |
|
| 5452 |
5452
Alexander Labrunerie & Co
Columbia,
Missouri
| US$ 285 mi | +US$ 17,9 mi | +7% | 17,2% | – | 136 | 18,38% | 1,6 |
|
| 5453 |
5453
Strait & Sound Wealth Management
San Francisco,
California
| US$ 285 mi | +US$ 16,6 mi | +6% | 11,8% | 74% | 188 | 15,96% | 2,1 |
|
| 5454 |
5454
HFM Investment Advisors
Glassboro,
New Jersey
| US$ 285 mi | +US$ 25,1 mi | +10% | 10% | – | 1.330 | 12,26% | 1,1 |
|
| 5455 |
LAI
5455
Legal Advantage Investments
Los Altos Hills,
California
| US$ 285 mi | +US$ 91,6 mi | +47% | 9,19% | 116% | 89 | 24,72% | 3,1 |
|
| 5456 |
5456
Midwest Financial Group
Overland Park,
Kansas
| US$ 285 mi | +US$ 50,6 mi | +22% | 31,9% | 103% | 142 | 15,49% | 2,1 |
|
| 5457 |
5457
Choice Wealth Advisors
Waterville,
Maine
| US$ 285 mi | +US$ 30,2 mi | +12% | 10,5% | 60,3% | 36 | 5,56% | 2,5 |
|
| 5458 |
5458
MBE Wealth Management
Tomah,
Wisconsin
| US$ 284 mi | +US$ 43,7 mi | +18% | 13% | 66,5% | 173 | 20,23% | 2,4 |
|
| 5459 |
5459
Formula Growth
Montreal,
Quebec, Canada
| US$ 284 mi | +US$ 62,7 mi | +28% | 39,6% | 118% | 169 | 33,14% | 2,8 |
|
| 5460 |
5460
Advantage Trust Company
Salina,
Kansas
| US$ 284 mi | +US$ 61,1 mi | +27% | 15,2% | 77,6% | 203 | 42,36% | 1,3 |
|
| 5461 |
5461
Vivid Wealth Management
West Des Moines,
Iowa
| US$ 284 mi | +US$ 37,1 mi | +15% | 15,7% | 107% | 76 | 17,11% | 1,4 |
|
| 5462 |
5462
Bandera Partners
New York
| US$ 284 mi | +US$ 62,8 mi | +28% | 27,4% | 55,4% | 19 | 10,53% | 3,8 |
|
| 5463 |
5463
Cumberland Advisors
Sarasota,
Florida
| US$ 284 mi | +US$ 28,3 mi | +11% | 14,5% | 80,7% | 50 | 6% | 5,4 |
|
| 5464 |
5464
1776 Wealth
Atlanta,
Georgia
| US$ 284 mi | +US$ 29,4 mi | +12% | 15% | 90,4% | 155 | 7,74% | 3,3 |
|
| 5465 |
5465
William Mack & Associates
Troy,
Michigan
| US$ 284 mi | +US$ 109 mi | +62% | 10,3% | – | 110 | 35,45% | 0,9 |
|
| 5466 |
CWMGP
5466
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 284 mi | +US$ 44,9 mi | +19% | 21% | 75,9% | 109 | 21,1% | 1,8 |
|
| 5467 |
5467
FreeGulliver LLC
New Orleans,
Louisiana
| US$ 284 mi | +US$ 46,4 mi | +20% | 13,6% | – | 137 | 26,28% | 1,1 |
|
| 5468 |
5468
American Financial Group
Cincinnati,
Ohio
| US$ 284 mi | +US$ 13,9 mi | +5% | 4,33% | 32,5% | 76 | 10,53% | 5,6 |
|
| 5469 |
5469
Sellwood Investment Partners
Portland,
Oregon
| US$ 284 mi | +US$ 29,7 mi | +12% | 10,4% | – | 61 | 6,56% | 1,2 |
|
| 5470 |
5470
Game Creek Capital
Boston,
Massachusetts
| US$ 283 mi | -US$ 17,4 mi | -6% | 41% | 176% | 98 | 26,53% | 3,3 |
|
| 5471 |
5471
Beaconlight Capital
New York
| US$ 283 mi | +US$ 93,5 mi | +49% | 32,5% | 282% | 46 | 54,35% | 1,3 |
|
| 5472 |
5472
Lodestone Wealth Management
Spokane,
Washington
| US$ 283 mi | +US$ 30,9 mi | +12% | 17% | 87,1% | 801 | 5,24% | 1 |
|
| 5473 |
5473
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 283 mi | +US$ 36,5 mi | +15% | 14,8% | 62,7% | 121 | 14,88% | 3,2 |
|
| 5474 |
5474
Mendon Capital Advisors
Key Largo,
Florida
| US$ 283 mi | +US$ 24,9 mi | +10% | 19% | – | 57 | 26,32% | 2,4 |
|
| 5475 |
5475
Seneca House Advisors
Richmond,
Virginia
| US$ 283 mi | +US$ 31,2 mi | +12% | 12,1% | 58,2% | 107 | 14,02% | 4 |
|