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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5476 |
CWM
5476
Chicago Wealth Management
Chicago,
Illinois
| US$ 282 mi | +US$ 31,4 mi | +13% | 18% | 134% | 70 | 25,71% | 2,2 |
|
| 5477 |
NW
5477
N10 Wealth
Greenwich,
Connecticut
| US$ 282 mi | – | – | 42,1% | – | 43 | – | 0 |
|
| 5478 |
ICM
5478
Intrepid Capital Management
Jacksonville Beach,
Florida
| US$ 282 mi | +US$ 21,3 mi | +8% | 11,4% | 70,2% | 111 | 6,31% | 2,8 |
|
| 5479 |
AC
5479
Athos Capital
Hong Kong
| US$ 282 mi | -US$ 42,5 mi | -13% | 5,58% | 110% | 52 | 42,31% | 1 |
|
| 5480 |
MWM
5480
McNaughton Wealth Management
San Diego,
California
| US$ 282 mi | +US$ 39,8 mi | +16% | 12,2% | 55,6% | 78 | 14,1% | 3,8 |
|
| 5481 |
SMBT
5481
Southern Michigan Bank & Trust
Coldwater,
Michigan
| US$ 281 mi | +US$ 20,7 mi | +8% | 11,3% | – | 443 | 9,03% | 0,2 |
|
| 5482 |
MHWM
5482
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 281 mi | +US$ 33,4 mi | +13% | 14,1% | 84,1% | 103 | 12,62% | 2,6 |
|
| 5483 |
MLM
5483
Mount Lucas Management
Newtown,
Pennsylvania
| US$ 281 mi | +US$ 9,9 mi | +4% | 19,9% | 109% | 187 | 22,99% | 1,3 |
|
| 5484 |
HFRG
5484
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$ 281 mi | +US$ 24 mi | +9% | 10% | 50,6% | 114 | 5,26% | 2,5 |
|
| 5485 |
RIM
5485
Reliant Investment Management
Memphis,
Tennessee
| US$ 281 mi | +US$ 73,1 mi | +35% | 19,7% | 129% | 61 | 22,95% | 3,9 |
|
| 5486 |
WA
5486
Win Advisors
Palm Beach Gardens,
Florida
| US$ 281 mi | +US$ 61,9 mi | +28% | 56,7% | 226% | 120 | 72,5% | 0,3 |
|
| 5487 |
MWM
5487
Maripau Wealth Management
Fort Wayne,
Indiana
| US$ 280 mi | +US$ 53 mi | +23% | 11,9% | 55,6% | 186 | 15,59% | 1,4 |
|
| 5488 |
FF
5488
Fluent Financial
Dallas,
Texas
| US$ 280 mi | +US$ 6,9 mi | +3% | 8,91% | 46,9% | 68 | 52,94% | 1,6 |
|
| 5489 |
TS
5489
TradeWell Securities
Fort Wayne,
Indiana
| US$ 280 mi | +US$ 42,9 mi | +18% | 18,3% | – | 54 | 11,11% | 1,2 |
|
| 5490 |
ERFOTCOFW
5490
Employees Retirement Fund of the City of Fort Worth
Fort Worth,
Texas
| US$ 280 mi | +US$ 49,7 mi | +22% | 4,2% | 31,5% | 22 | 9,09% | 1,9 |
|
| 5491 |
SC
5491
Sagil Capital
London,
United Kingdom
| US$ 280 mi | +US$ 17,1 mi | +7% | 2,75% | 104% | 31 | 58,06% | 0,4 |
|
| 5492 |
SLA
5492
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 280 mi | +US$ 27,8 mi | +11% | 17,6% | 70,9% | 110 | 7,27% | 4,7 |
|
| 5493 |
BAM
5493
Bayshore Asset Management
Coral Gables,
Florida
| US$ 280 mi | +US$ 28,6 mi | +11% | 12,1% | 62,3% | 52 | 23,08% | 2,6 |
|
| 5494 |
OCERS
5494
Orange County Employees Retirement System
Santa Ana,
California
| US$ 280 mi | +US$ 40,9 mi | +17% | 9,95% | – | 2 | 0% | 0,5 |
|
| 5495 |
KFP
5495
Keener Financial Planning
Keller,
Texas
| US$ 280 mi | +US$ 41,6 mi | +17% | 13,7% | – | 63 | 11,11% | 2,1 |
|
| 5496 |
MFC
5496
Mechanics Financial Corp
Mansfield,
Ohio
| US$ 280 mi | +US$ 40,8 mi | +17% | 18,1% | 81,6% | 302 | 25,17% | 2,7 |
|
| 5497 |
HWA
5497
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 279 mi | +US$ 32,5 mi | +13% | 12,7% | 55% | 57 | 12,28% | 5 |
|
| 5498 |
IWP
5498
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 279 mi | +US$ 27,3 mi | +11% | 12,5% | 52% | 96 | 14,58% | 2 |
|
| 5499 |
RW
5499
REDW Wealth
Albuquerque,
New Mexico
| US$ 279 mi | +US$ 28,4 mi | +11% | 12% | 54,1% | 106 | 8,49% | 4,5 |
|
| 5500 |
RC
5500
Roubaix Capital
Denver,
Colorado
| US$ 279 mi | +US$ 64,6 mi | +30% | 43,6% | 174% | 71 | 69,01% | 0,4 |
|