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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Lederer & Associates Investment Counsel
Long Beach,
California
| US$ 133 mi | +US$ 2,89 mi | +2% | 9,02% | 92,7% | 88 | 3,41% | 5,3 |
|
| 5802 |
5802
SMART Wealth
Omaha,
Nebraska
| US$ 132 mi | +US$ 19,1 mi | +17% | 1,87% | 77,7% | 85 | 22,35% | 0,4 |
|
| 5803 |
GIM
5803
Greenwich Investment Management
Norwalk,
Connecticut
| US$ 132 mi | +US$ 2,34 mi | +2% | 2,29% | – | 49 | 10,2% | 3,2 |
|
| 5804 |
5804
Wells Financial Advisors
Framingham,
Massachusetts
| US$ 132 mi | +US$ 6,91 mi | +6% | 4,1% | 54% | 71 | 16,9% | 1,9 |
|
| 5805 |
5805
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$ 132 mi | -US$ 6,65 mi | -5% | 5,4% | 62,6% | 411 | 64,48% | 4,3 |
|
| 5806 |
GBI
5806
GP Brinson Investments
Chicago,
Illinois
| US$ 132 mi | +US$ 6,61 mi | +5% | 5,52% | 51,2% | 15 | 0% | 2 |
|
| 5807 |
5807
Aspire Wealth Management
Waltham,
Massachusetts
| US$ 132 mi | +US$ 9,06 mi | +7% | 6,1% | 26% | 196 | 6,63% | 1,2 |
|
| 5808 |
5808
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 132 mi | +US$ 31,4 mi | +31% | 9,42% | 162% | 31 | 32,26% | 0,8 |
|
| 5809 |
5809
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$ 132 mi | +US$ 1,99 mi | +2% | 5,32% | 68,7% | 257 | 36,96% | 0,5 |
|
| 5810 |
5810
Essex Woodlands Management
The Woodlands,
Texas
| US$ 132 mi | -US$ 40,7 mi | -24% | 98,6% | 55% | 7 | 14,29% | 5,6 |
|
| 5811 |
ACM
5811
Altium Capital Management
New York
| US$ 132 mi | -US$ 48 mi | -27% | 45,5% | – | 110 | 55,45% | 0,8 |
|
| 5812 |
5812
Arrowroot Family Office
Marina Del Rey,
California
| US$ 132 mi | +US$ 15 mi | +13% | 4,87% | – | 137 | 25,55% | 0,2 |
|
| 5813 |
BC
5813
Bowman & Company
Oshkosh,
Wisconsin
| US$ 132 mi | -US$ 4,28 mi | -3% | 5,21% | 59,7% | 93 | 9,68% | 1,2 |
|
| 5814 |
5814
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$ 132 mi | +US$ 1,21 mi | +0,9% | 1,13% | 91,4% | 316 | 16,14% | 1,1 |
|
| 5815 |
5815
Nebula Research & Development
New York
| US$ 132 mi | +US$ 75,3 mi | +133% | 3,43% | – | 478 | 86,19% | 0,1 |
|
| 5816 |
5816
Norwood Investment Partners
Mill Valley,
California
| US$ 132 mi | -US$ 13,2 mi | -9% | 11,4% | 25,2% | 11 | 0% | 1,2 |
|
| 5817 |
5817
Beaumont Asset Management
Beaumont,
Texas
| US$ 132 mi | -US$ 4,47 mi | -3% | 7,55% | 73,1% | 78 | 21,79% | 2 |
|
| 5818 |
5818
Midwest Heritage Bank
West Des Moines,
Iowa
| US$ 132 mi | +US$ 7,58 mi | +6% | 3,81% | 50% | 55 | 9,09% | 1,3 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 132 mi | +US$ 6,86 mi | +5% | 3,77% | 94% | 52 | 28,85% | 1,6 |
|
| 5820 |
5820
Lightspeed Opportunity Fund
Menlo Park,
California
| US$ 132 mi | -US$ 47,7 mi | -27% | 22% | – | 2 | 0% | 0,3 |
|
| 5821 |
5821
Aspen Wealth Strategies
Arvada,
Colorado
| US$ 132 mi | +US$ 2,72 mi | +2% | 5,18% | 65,8% | 92 | 33,7% | 0,4 |
|
| 5822 |
5822
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$ 132 mi | +US$ 17,9 mi | +16% | 25,5% | – | 74 | 32,43% | 1,1 |
|
| 5823 |
5823
Mills Wealth Advisors
Southlake,
Texas
| US$ 132 mi | +US$ 7,43 mi | +6% | 1,64% | 37,9% | 50 | 16% | 0,4 |
|
| 5824 |
5824
Brooktree Capital Management
Gand Rapids,
Michigan
| US$ 132 mi | +US$ 3,11 mi | +2% | 8,23% | 82,9% | 32 | 3,13% | 2,7 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| US$ 132 mi | +US$ 7,07 mi | +6% | 2,33% | 44,5% | 41 | 9,76% | 1,8 |
|