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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 |
5526
Iams Wealth Management
Omaha,
Nebraska
| US$ 218 mi | -US$ 509 mil | -0,2% | 9,08% | 57,7% | 191 | 29,84% | 1,1 |
|
| 5527 |
5527
St. Johns Investment Management
Jacksonville,
Florida
| US$ 218 mi | +US$ 15,6 mi | +8% | 8,8% | 80,9% | 210 | 10% | 6,1 |
|
| 5528 |
5528
Paces Ferry Wealth Advisors
Atlanta,
Georgia
| US$ 218 mi | +US$ 16,7 mi | +8% | 9,78% | 72% | 128 | 8,59% | 3,4 |
|
| 5529 |
5529
Union Savings Bank
Litchfield,
Connecticut
| US$ 218 mi | +US$ 13,1 mi | +6% | 6,86% | – | 309 | 9,39% | 1,9 |
|
| 5530 |
5530
Ridgepath Capital Management
Knoxville,
Tennessee
| US$ 218 mi | +US$ 9,8 mi | +5% | 8,29% | – | 53 | 18,87% | 1,1 |
|
| 5531 |
APSI
5531
Asset Planning Services Inc
Covington,
Louisiana
| US$ 217 mi | +US$ 20,8 mi | +11% | 17,9% | 138% | 35 | 2,86% | 5,9 |
|
| 5532 |
5532
Lakeridge Wealth Management
Mentor,
Ohio
| US$ 217 mi | +US$ 17,5 mi | +9% | 7,47% | – | 158 | 10,13% | 1,3 |
|
| 5533 |
IP
5533
Indigo Partners
Phoenix,
Arizona
| US$ 217 mi | -US$ 32,8 mi | -13% | 12,9% | 2,56% | 2 | 0% | 4 |
|
| 5534 |
5534
WD Rutherford
Portland,
Oregon
| US$ 217 mi | +US$ 29,6 mi | +16% | 19,4% | 189% | 97 | 25,77% | 2,4 |
|
| 5535 |
5535
Element Wealth
Ridgeland,
Mississippi
| US$ 217 mi | +US$ 30,9 mi | +17% | 6,5% | 59,6% | 188 | 15,43% | 3,1 |
|
| 5536 |
5536
1492 Capital Management
Milwaukee,
Wisconsin
| US$ 217 mi | +US$ 31,3 mi | +17% | 22,9% | 332% | 129 | 25,58% | 1,6 |
|
| 5537 |
KHCM
5537
Kirtland Hills Capital Management
Bratenahl,
Ohio
| US$ 217 mi | +US$ 52,8 mi | +32% | 15,2% | – | 154 | 15,58% | 0,9 |
|
| 5538 |
5538
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$ 217 mi | +US$ 22,7 mi | +12% | 11,4% | 87,2% | 152 | 32,24% | 1,5 |
|
| 5539 |
5539
Abbot Financial Management
Andover,
Massachusetts
| US$ 217 mi | +US$ 24,1 mi | +12% | 12,7% | 102% | 133 | 6,77% | 5,3 |
|
| 5540 |
IAMH
5540
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$ 217 mi | +US$ 3,95 mi | +2% | 0,01% | 76% | 17 | 23,53% | 1,3 |
|
| 5541 |
5541
MBA Advisors
Hermitage,
Pennsylvania
| US$ 217 mi | +US$ 14,6 mi | +7% | 6,58% | 58,3% | 138 | 7,25% | 2,9 |
|
| 5542 |
5542
Davidson Trust Company
Seattle,
Washington
| US$ 217 mi | +US$ 6,95 mi | +3% | 6,71% | 77% | 167 | 7,19% | 3,5 |
|
| 5543 |
5543
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$ 216 mi | +US$ 29,1 mi | +16% | 15% | 130% | 107 | 14,02% | 1,9 |
|
| 5544 |
GAMC
5544
Garner Asset Management Corp
Plano,
Texas
| US$ 216 mi | -US$ 11,5 mi | -5% | 8,3% | 95,3% | 159 | 9,43% | 5 |
|
| 5545 |
5545
Abel Hall LLC
Baton Rouge,
Louisiana
| US$ 216 mi | +US$ 50,6 mi | +31% | 9,62% | 133% | 328 | 50,3% | 0,6 |
|
| 5546 |
5546
ACT Advisors
Asheville,
North Carolina
| US$ 216 mi | +US$ 32 mi | +17% | 9,83% | 75,4% | 71 | 32,39% | 1,5 |
|
| 5547 |
5547
Clarus Wealth Advisors
Peoria,
Arizona
| US$ 216 mi | +US$ 29,2 mi | +16% | 13,9% | 89,7% | 98 | 21,43% | 2,6 |
|
| 5548 |
5548
Gallacher Capital Management
Lone Tree,
Colorado
| US$ 216 mi | +US$ 10,8 mi | +5% | 4,77% | 70,7% | 349 | 41,55% | 1,3 |
|
| 5549 |
5549
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$ 216 mi | +US$ 18,4 mi | +9% | 10,5% | 118% | 172 | 8,14% | 6,6 |
|
| 5550 |
5550
Asset Allocation & Management Company
Chicago,
Illinois
| US$ 216 mi | +US$ 18,5 mi | +9% | 8,35% | 58,5% | 103 | 23,3% | 1,9 |
|