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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
5726
Colorado Capital Management
Boulder,
Colorado
| US$ 132 mi | -US$ 3,42 mi | -3% | 4,26% | 60,4% | 82 | 9,76% | 5,4 |
|
| 5727 |
5727
Crestwood Capital Management
New York
| US$ 132 mi | -US$ 11,7 mi | -8% | 10,2% | 203% | 13 | 7,69% | 2,8 |
|
| 5728 |
5728
Penobscot Wealth Management
Portland,
Maine
| US$ 132 mi | -US$ 4,36 mi | -3% | 4,39% | 56,7% | 68 | 13,24% | 1,5 |
|
| 5729 |
KSCM
5729
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 132 mi | +US$ 31 mi | +31% | 0,41% | 7,47% | 47 | 65,96% | 0,7 |
|
| 5730 |
5730
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$ 132 mi | -US$ 5,06 mi | -4% | 2,42% | 121% | 111 | 16,22% | 4 |
|
| 5731 |
5731
MKT Advisors
Escondido,
California
| US$ 132 mi | -US$ 9,7 mi | -7% | 3,41% | 55,5% | 151 | 10,6% | 1,4 |
|
| 5732 |
DIS
5732
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$ 132 mi | -US$ 3,38 mi | -3% | 1,58% | 93,8% | 49 | 4,08% | 4 |
|
| 5733 |
WF
5733
Williams Financial
North Bennington,
Vermont
| US$ 132 mi | -US$ 2,44 mi | -2% | 3,98% | 33,1% | 32 | 21,88% | 1 |
|
| 5734 |
5734
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$ 132 mi | -US$ 7,11 mi | -5% | 4,29% | 98,3% | 20 | 5% | 3,2 |
|
| 5735 |
5735
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 132 mi | -US$ 692 mil | -0,5% | 3,04% | 26% | 199 | 13,07% | 1,4 |
|
| 5736 |
5736
SCP Investment
Orinda,
California
| US$ 132 mi | +US$ 7,92 mi | +6% | 7,42% | 32,8% | 52 | 46,15% | 0,9 |
|
| 5737 |
5737
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$ 131 mi | -US$ 5,25 mi | -4% | 2,26% | 70,6% | 609 | 32,51% | 2,1 |
|
| 5738 |
AFT
5738
Alpha Family Trust
Los Angeles,
California
| US$ 131 mi | -US$ 11,8 mi | -8% | 3,25% | 215% | 141 | 21,28% | 0,8 |
|
| 5739 |
T
5739
TCWP
Beachwood,
Ohio
| US$ 131 mi | -US$ 337 mi | -72% | 2,14% | – | 180 | 43,89% | 1,5 |
|
| 5740 |
5740
Pioneer Wealth Management Group
Austin,
Texas
| US$ 131 mi | +US$ 5,43 mi | +4% | 3,55% | – | 37 | 2,7% | 0,7 |
|
| 5741 |
5741
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$ 131 mi | -US$ 3,92 mi | -3% | 3,33% | 164% | 27 | 11,11% | 4,7 |
|
| 5742 |
5742
Threadgill Financial
Spring,
Texas
| US$ 131 mi | +US$ 43,7 mi | +50% | 2,62% | 49,3% | 49 | 40,82% | 0,8 |
|
| 5743 |
RMSCM
5743
R.M. Sincerbeaux Capital Management
New York
| US$ 131 mi | -US$ 15,3 mi | -10% | 0,88% | 76,4% | 44 | 9,09% | 7,9 |
|
| 5744 |
5744
Maryland Capital Advisors
Chester,
Maryland
| US$ 131 mi | +US$ 6,49 mi | +5% | 2,71% | – | 253 | 4,74% | 1,4 |
|
| 5745 |
5745
Founders Capital Management (Texas)
Houston,
Texas
| US$ 131 mi | -US$ 6,54 mi | -5% | 3,09% | 131% | 437 | 17,62% | 3,4 |
|
| 5746 |
5746
Altai Capital Management
West Hollywood,
California
| US$ 131 mi | -US$ 2,73 mi | -2% | 2,19% | 24,9% | 5 | 0% | 2,8 |
|
| 5747 |
5747
Porter White Investment Advisors
Birmingham,
Alabama
| US$ 131 mi | +US$ 4,58 mi | +4% | 2,71% | 58% | 26 | 3,85% | 0,6 |
|
| 5748 |
5748
RCS Financial Planning
Annapolis,
Maryland
| US$ 131 mi | +US$ 9,7 mi | +8% | 3,24% | 48,2% | 63 | 28,57% | 0,5 |
|
| 5749 |
GBI
5749
GP Brinson Investments
Chicago,
Illinois
| US$ 131 mi | -US$ 1,53 mi | -1% | 3,62% | 51,2% | 15 | 0% | 2,3 |
|
| 5750 |
5750
Fortune Financial Advisors
Overland Park,
Kansas
| US$ 131 mi | -US$ 2,57 mi | -2% | 1,71% | 76,8% | 123 | 5,69% | 0,2 |
|