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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5576 |
ORC
5576
O'Rourke & Company
Boston,
Massachusetts
| US$ 214 mi | +US$ 12,7 mi | +6% | 6,97% | 71,9% | 161 | 7,45% | 2,5 |
|
| 5577 |
5577
Lifestyle Asset Management
Friendswood,
Texas
| US$ 214 mi | +US$ 32,3 mi | +18% | 10,3% | 88,3% | 150 | 40% | 1 |
|
| 5578 |
5578
May Barnhard Investments
Bethesda,
Maryland
| US$ 214 mi | +US$ 13,8 mi | +7% | 8,43% | 65,4% | 92 | 2,17% | 1,3 |
|
| 5579 |
5579
Aviso Wealth Management
Bellevue,
Washington
| US$ 214 mi | +US$ 26 mi | +14% | 15,4% | – | 148 | 10,81% | 1,3 |
|
| 5580 |
5580
IMS Capital Management
Portland,
Oregon
| US$ 214 mi | +US$ 15,7 mi | +8% | 10,8% | 119% | 157 | 18,47% | 5,1 |
|
| 5581 |
5581
Envision Financial Planning
Memphis,
Tennessee
| US$ 214 mi | +US$ 17,7 mi | +9% | 5,28% | 32,1% | 49 | 16,33% | 1,1 |
|
| 5582 |
LAI
5582
Legal Advantage Investments
Los Altos Hills,
California
| US$ 214 mi | +US$ 28,6 mi | +15% | 16,4% | 116% | 102 | 13,73% | 2,7 |
|
| 5583 |
5583
Autumn Glory Partners
Dallas,
Texas
| US$ 214 mi | +US$ 12,3 mi | +6% | 6,53% | 76% | 199 | 18,59% | 1,8 |
|
| 5584 |
5584
Wrenne Financial Planning
Lexington,
Kentucky
| US$ 214 mi | +US$ 25,6 mi | +14% | 7,34% | – | 48 | 10,42% | 1,2 |
|
| 5585 |
5585
626 Financial
Portage,
Michigan
| US$ 214 mi | +US$ 19,5 mi | +10% | 9,37% | 71,3% | 118 | 12,71% | 2,9 |
|
| 5586 |
SI
5586
Saxon Interests
Houston,
Texas
| US$ 214 mi | US$ 0 | 0% | 7,67% | 81,2% | 186 | 0% | 1,4 |
|
| 5587 |
5587
Foronjy Financial
Santa Barbara,
California
| US$ 214 mi | – | – | 7,2% | – | 106 | – | 0 |
|
| 5588 |
MWA
5588
Miller Wealth Advisors
Ridgeway,
Colorado
| US$ 214 mi | +US$ 33,5 mi | +19% | 12,1% | 117% | 104 | 8,65% | 2,2 |
|
| 5589 |
5589
Client First Capital
San Diego,
California
| US$ 214 mi | +US$ 18,4 mi | +9% | 7,75% | 54,6% | 25 | 36% | 1,2 |
|
| 5590 |
5590
Blue Square Asset Management
New York
| US$ 214 mi | +US$ 27,7 mi | +15% | 17,1% | 104% | 68 | 8,82% | 2,1 |
|
| 5591 |
5591
MRA Advisory Group
Parsippany,
New Jersey
| US$ 214 mi | +US$ 26,1 mi | +14% | 12,4% | 86,8% | 158 | 31,01% | 1,9 |
|
| 5592 |
5592
Bastion Asset Management
Montreal,
Canada
| US$ 213 mi | +US$ 27,8 mi | +15% | 7,06% | – | 83 | 71,08% | 0,2 |
|
| 5593 |
CA
5593
Continental Advisors
Park City,
Utah
| US$ 213 mi | +US$ 34,7 mi | +19% | 7,18% | 73,6% | 44 | 15,91% | 6,2 |
|
| 5594 |
5594
Investmark Advisory Group
Shelton,
Connecticut
| US$ 213 mi | +US$ 11 mi | +5% | 6,68% | 73,8% | 131 | 12,98% | 2,4 |
|
| 5595 |
5595
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 213 mi | +US$ 18,6 mi | +10% | 12% | 105% | 179 | 17,32% | 1,6 |
|
| 5596 |
5596
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$ 213 mi | +US$ 11,9 mi | +6% | 6,18% | 75,5% | 503 | 1,19% | 3,6 |
|
| 5597 |
5597
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$ 213 mi | +US$ 21,1 mi | +11% | 15,5% | 151% | 124 | 18,55% | 2,4 |
|
| 5598 |
MI
5598
Moneywise Inc
Forest,
Virginia
| US$ 213 mi | +US$ 24,4 mi | +13% | 9,37% | 58% | 77 | 31,17% | 2,7 |
|
| 5599 |
HIC
5599
Harbor Island Capital
Topsfield,
Massachusetts
| US$ 213 mi | +US$ 11,2 mi | +6% | 15,2% | 218% | 16 | 6,25% | 6,5 |
|
| 5600 |
5600
Cobalt Capital Management
Short Hills,
New Jersey
| US$ 213 mi | +US$ 10 mi | +5% | 22,6% | 235% | 37 | 70,27% | 0,7 |
|