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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
5501
RHS Financial
San Francisco,
California
| US$ 143 mi | +US$ 6,85 mi | +5% | 2,78% | 65,6% | 101 | 14,85% | 2,5 |
|
| 5502 |
5502
Integral Investment Advisors
Turlock,
California
| US$ 143 mi | -US$ 6,43 mi | -4% | 2,4% | 60% | 80 | 11,25% | 1,4 |
|
| 5503 |
JPLA
5503
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$ 143 mi | -US$ 6,36 mi | -4% | 3,84% | 84% | 118 | 8,47% | 3,5 |
|
| 5504 |
MA
5504
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$ 143 mi | -US$ 1,49 mi | -1% | 6,56% | 166% | 68 | 13,24% | 6,8 |
|
| 5505 |
5505
CGC Financial Services
Lake Oswego,
Oregon
| US$ 143 mi | -US$ 10,8 mi | -7% | 3,17% | 46% | 369 | 11,11% | 0,2 |
|
| 5506 |
5506
GSI Capital Advisors
Newport Beach,
California
| US$ 143 mi | -US$ 20,6 mi | -13% | 6,75% | 39,7% | 34 | 38,24% | 1,5 |
|
| 5507 |
5507
Solas Capital Management
Darien,
Connecticut
| US$ 143 mi | -US$ 7,34 mi | -5% | 7,4% | 62,5% | 22 | 18,18% | 1,8 |
|
| 5508 |
5508
Ranch Capital Advisors
Sarasota,
Florida
| US$ 143 mi | +US$ 911 mil | +0,6% | 2,51% | 92,6% | 146 | 4,11% | 2,9 |
|
| 5509 |
5509
Chronos Wealth Management
Clearwater,
Florida
| US$ 143 mi | -US$ 1,65 mi | -1% | 1,43% | 92,3% | 37 | 5,41% | 3,1 |
|
| 5510 |
5510
Lodestone Wealth Management
Spokane,
Washington
| US$ 143 mi | -US$ 3,13 mi | -2% | 1,2% | 87,1% | 135 | 11,11% | 0,7 |
|
| 5511 |
5511
Consilium Wealth Advisory
Richardson,
Texas
| US$ 143 mi | -US$ 1,48 mi | -1% | 2,44% | 126% | 86 | 9,3% | 1,3 |
|
| 5512 |
5512
Bridgefront Capital
Austin,
Texas
| US$ 143 mi | -US$ 42,1 mi | -23% | 5,2% | 52,1% | 662 | 79,61% | 0,1 |
|
| 5513 |
5513
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$ 143 mi | -US$ 7,71 mi | -5% | 3,68% | 72,7% | 87 | 11,49% | 5,8 |
|
| 5514 |
CAM
5514
CPA Asset Management
West Palm Beach,
Florida
| US$ 143 mi | +US$ 3,41 mi | +2% | 3,25% | 53,3% | 72 | 9,72% | 0,7 |
|
| 5515 |
5515
Ridgecrest Wealth Partners
Mill Valley,
California
| US$ 143 mi | -US$ 8,68 mi | -6% | 2,61% | 103% | 105 | 9,52% | 2,1 |
|
| 5516 |
5516
Graphene Investments SAS
Paris,
France
| US$ 143 mi | -US$ 9,1 mi | -6% | 3,49% | 103% | 49 | 16,33% | 0,7 |
|
| 5517 |
5517
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$ 143 mi | -US$ 130 mi | -48% | 3,88% | 2,24% | 449 | 45,88% | 1,4 |
|
| 5518 |
5518
Flynn Zito Capital Management
Garden City,
New York
| US$ 143 mi | -US$ 5,56 mi | -4% | 3,95% | 97,3% | 76 | 7,89% | 1 |
|
| 5519 |
DCM
5519
Dudley Capital Management
Middleburg,
Virginia
| US$ 142 mi | -US$ 6,25 mi | -4% | 2,19% | 129% | 118 | 9,32% | 0,7 |
|
| 5520 |
5520
Moser Wealth Advisors
Bellevue,
Washington
| US$ 142 mi | -US$ 6,13 mi | -4% | 3,45% | – | 136 | 7,35% | 2,8 |
|
| 5521 |
5521
Brightlight Capital Management
Westport,
Connecticut
| US$ 142 mi | +US$ 19,9 mi | +16% | 15,7% | 202% | 11 | 27,27% | 2,3 |
|
| 5522 |
5522
Tower View Wealth Management
Shorewood,
Wisconsin
| US$ 142 mi | -US$ 5,07 mi | -3% | 1,02% | 135% | 195 | 13,85% | 2,7 |
|
| 5523 |
5523
Eudaimonia Advisors
Winchester,
Tennessee
| US$ 142 mi | -US$ 6,64 mi | -4% | 3,64% | – | 152 | 11,84% | 1,4 |
|
| 5524 |
5524
Castellan Group
Louisville,
Kentucky
| US$ 142 mi | -US$ 14,2 mi | -9% | 2,84% | 184% | 69 | 23,19% | 1,4 |
|
| 5525 |
5525
Granite FO LLC
Bedford,
New Hampshire
| US$ 142 mi | -US$ 4,01 mi | -3% | 1,36% | 112% | 173 | 7,51% | 0,7 |
|