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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5526 |
SCMS
5526
Serenity Capital Management (Singapore)
Singapore
| US$ 196 mi | +US$ 34,8 mi | +22% | 30,4% | 21% | 4 | 0% | 1,1 |
|
| 5527 |
BWIA
5527
Bryant Woods Investment Advisors
Getzville,
New York
| US$ 196 mi | +US$ 58,9 mi | +43% | 6,46% | 74,4% | 50 | 24% | 2,1 |
|
| 5528 |
5528
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 196 mi | +US$ 8,14 mi | +4% | 6,87% | 89,7% | 140 | 11,43% | 2,3 |
|
| 5529 |
5529
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$ 196 mi | +US$ 20 mi | +11% | 5,07% | 88,8% | 15 | 0% | 1,1 |
|
| 5530 |
5530
Anchor IV
Singapore
| US$ 196 mi | +US$ 22,5 mi | +13% | 13% | – | 1 | 0% | 1 |
|
| 5531 |
5531
Shira Ridge Wealth Management
Larkspur,
California
| US$ 196 mi | +US$ 16,6 mi | +9% | 5,39% | 72,8% | 84 | 14,29% | 1,3 |
|
| 5532 |
5532
Waterford Advisors
Orchard Park,
New York
| US$ 196 mi | -US$ 42,5 mi | -18% | 6,6% | 50,5% | 56 | 14,29% | 1,4 |
|
| 5533 |
IPA
5533
Investment Planning Advisors
Cumming,
Georgia
| US$ 196 mi | US$ 0 | 0% | 4,33% | – | 59 | 0% | 0,3 |
|
| 5534 |
5534
Donald L. Hagan LLC
Sarasota,
Florida
| US$ 196 mi | +US$ 7,09 mi | +4% | 6,25% | 47,9% | 102 | 14,71% | 2,9 |
|
| 5535 |
5535
Strategic Financial Partners
Bend,
Oregon
| US$ 196 mi | +US$ 14,3 mi | +8% | 6,02% | 54,8% | 70 | 7,14% | 3,5 |
|
| 5536 |
5536
Peoples Bank (Ohio)
Marietta,
Ohio
| US$ 196 mi | +US$ 3,13 mi | +2% | 5,58% | 78,9% | 137 | 10,95% | 4,6 |
|
| 5537 |
5537
Savoir Faire Capital Management
Norwalk,
Connecticut
| US$ 196 mi | -US$ 61,5 mi | -24% | 2,22% | 1,22% | 55 | 18,18% | 0,7 |
|
| 5538 |
5538
TAGStone Capital
Charlotte,
North Carolina
| US$ 196 mi | +US$ 19,4 mi | +11% | 6,04% | 58,3% | 93 | 6,45% | 2 |
|
| 5539 |
5539
Ballast Asset Management
Dallas,
Texas
| US$ 196 mi | +US$ 11,3 mi | +6% | 13,5% | 126% | 53 | 11,32% | 0,9 |
|
| 5540 |
5540
Cordant Inc
Portland,
Oregon
| US$ 196 mi | +US$ 16,6 mi | +9% | 5,69% | 47% | 76 | 9,21% | 3,3 |
|
| 5541 |
5541
Alta Fox Capital Management
Fort Worth,
Texas
| US$ 196 mi | +US$ 38,1 mi | +24% | 24,8% | 261% | 20 | 65% | 0,5 |
|
| 5542 |
5542
SK Wealth Management
Providence,
Rhode Island
| US$ 195 mi | – | – | 6,46% | – | 71 | – | 0 |
|
| 5543 |
5543
Family Wealth Partners
Matthews,
North Carolina
| US$ 195 mi | +US$ 2,76 mi | +1% | 2,19% | 58,5% | 44 | 6,82% | 0,7 |
|
| 5544 |
5544
Jupiter Wealth Management
Glendale,
Colorado
| US$ 195 mi | +US$ 6,79 mi | +4% | 4,94% | 99,2% | 104 | 19,23% | 2,3 |
|
| 5545 |
KCM
5545
Kempner Capital Management
Galveston,
Texas
| US$ 195 mi | +US$ 6,78 mi | +4% | 3,55% | 60,9% | 54 | 12,96% | 3,9 |
|
| 5546 |
5546
AJ Advisors
Nashville,
Tennessee
| US$ 195 mi | +US$ 14,2 mi | +8% | 5,89% | 64,6% | 34 | 2,94% | 1,4 |
|
| 5547 |
5547
Silver Oak Advisory Group
Portland,
Oregon
| US$ 195 mi | +US$ 14,9 mi | +8% | 5,44% | 27% | 70 | 11,43% | 2,1 |
|
| 5548 |
5548
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$ 195 mi | +US$ 20,8 mi | +12% | 5,88% | 49,9% | 417 | 23,26% | 1,1 |
|
| 5549 |
5549
Register Financial Advisors
Atlanta,
Georgia
| US$ 195 mi | -US$ 2,95 mi | -1% | 7,77% | 130% | 732 | 59,43% | 1,4 |
|
| 5550 |
5550
Transcendent Capital Group
Edmond,
Oklahoma
| US$ 195 mi | +US$ 21,3 mi | +12% | 5,54% | 82,3% | 511 | 24,46% | 0,6 |
|