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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
FNY Investment Advisers
New York
| US$ 280 mi | +US$ 51,2 mi | +22% | 35,9% | 386% | 1.149 | 51,09% | 0,7 |
|
| 5502 |
SLA
5502
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$ 280 mi | +US$ 27,8 mi | +11% | 17,6% | 76,7% | 110 | 7,27% | 4,7 |
|
| 5503 |
5503
Bayshore Asset Management
Coral Gables,
Florida
| US$ 280 mi | +US$ 28,6 mi | +11% | 12,1% | 66,1% | 52 | 23,08% | 2,6 |
|
| 5504 |
5504
Orange County Employees Retirement System
Santa Ana,
California
| US$ 280 mi | +US$ 40,9 mi | +17% | 9,95% | – | 2 | 0% | 0,5 |
|
| 5505 |
5505
Keener Financial Planning
Keller,
Texas
| US$ 280 mi | +US$ 41,6 mi | +17% | 13,7% | – | 63 | 11,11% | 2,1 |
|
| 5506 |
MFC
5506
Mechanics Financial Corp
Mansfield,
Ohio
| US$ 280 mi | +US$ 40,8 mi | +17% | 18,1% | 81,6% | 302 | 25,17% | 2,7 |
|
| 5507 |
5507
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$ 279 mi | +US$ 32,5 mi | +13% | 12,7% | 58,7% | 57 | 12,28% | 5 |
|
| 5508 |
5508
Invenio Wealth Partners
Coral Gables,
Florida
| US$ 279 mi | +US$ 27,3 mi | +11% | 12,5% | 55,5% | 96 | 14,58% | 2 |
|
| 5509 |
5509
REDW Wealth
Albuquerque,
New Mexico
| US$ 279 mi | +US$ 28,4 mi | +11% | 12% | 59,1% | 106 | 8,49% | 4,5 |
|
| 5510 |
5510
Roubaix Capital
Denver,
Colorado
| US$ 279 mi | +US$ 64,6 mi | +30% | 43,6% | 174% | 71 | 69,01% | 0,4 |
|
| 5511 |
MAS
5511
Madden Advisory Services
Jacksonville,
Florida
| US$ 279 mi | +US$ 25 mi | +10% | 11,3% | 52,3% | 110 | 1,82% | 5,9 |
|
| 5512 |
YP
5512
YANKCOM Partnership
Yankton,
South Dakota
| US$ 279 mi | +US$ 35,6 mi | +15% | 12,2% | – | 388 | 25,77% | 1,2 |
|
| 5513 |
5513
Campbell Capital Management
Miami,
Florida
| US$ 279 mi | +US$ 69,6 mi | +33% | 35,1% | – | 40 | 30% | 2,3 |
|
| 5514 |
5514
Ruggaard & Associates
Hudson,
Ohio
| US$ 279 mi | +US$ 26,3 mi | +10% | 10,1% | 47,6% | 132 | 10,61% | 2,4 |
|
| 5515 |
5515
Altman Advisors
Chicago,
Illinois
| US$ 279 mi | +US$ 37,4 mi | +15% | 20% | 127% | 97 | 24,74% | 2,6 |
|
| 5516 |
5516
Cresta Advisors
Laredo,
Texas
| US$ 279 mi | +US$ 34,4 mi | +14% | 12,8% | 66,8% | 55 | 5,45% | 2,6 |
|
| 5517 |
5517
Optimize Financial
Laguna Hills,
California
| US$ 278 mi | +US$ 75,1 mi | +37% | 69,9% | – | 304 | 5,59% | 0,6 |
|
| 5518 |
5518
Yarger Wealth Strategies
Westerville,
Ohio
| US$ 278 mi | +US$ 29,9 mi | +12% | 14% | 55,1% | 141 | 15,6% | 2,2 |
|
| 5519 |
CIS
5519
Custom Index Systems
New York
| US$ 278 mi | +US$ 48,7 mi | +21% | 21,2% | – | 543 | 57,09% | 0,5 |
|
| 5520 |
5520
Shaker Investments
Cleveland,
Ohio
| US$ 278 mi | +US$ 58,5 mi | +27% | 41,4% | 205% | 103 | 35,92% | 2 |
|
| 5521 |
5521
Graney & King
Latham,
New York
| US$ 278 mi | +US$ 92,7 mi | +50% | 12,7% | – | 388 | 6,19% | 1,3 |
|
| 5522 |
5522
Quad-Cities Investment Group
Davenport,
Iowa
| US$ 278 mi | +US$ 27,4 mi | +11% | 11,1% | 67,3% | 220 | 14,09% | 4,1 |
|
| 5523 |
5523
Equity Wealth Partners
Independence,
Missouri
| US$ 278 mi | +US$ 124 mi | +80% | 13,1% | – | 110 | 31,82% | 0,5 |
|
| 5524 |
5524
Fearnley Asset Management
Oslo,
| US$ 278 mi | -US$ 27,9 mi | -9% | 11,3% | – | 21 | 33,33% | 0,4 |
|
| 5525 |
5525
SFG Wealth Management
Towson,
Maryland
| US$ 278 mi | +US$ 35,2 mi | +14% | 15,3% | 86,3% | 125 | 29,6% | 1,7 |
|