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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
Silver Oak Advisory Group
Portland,
Oregon
| US$ 254 mi | +US$ 21,8 mi | +9% | 7,02% | 27% | 87 | 9,2% | 2,8 |
|
| 5802 |
5802
First Bancorp
Damariscotta,
Maine
| US$ 253 mi | +US$ 52,2 mi | +26% | 15,3% | 80,3% | 531 | 75,14% | 1 |
|
| 5803 |
5803
WJ Wealth Management
Glendale,
Arizona
| US$ 253 mi | +US$ 39,9 mi | +19% | 18,3% | 95,6% | 88 | 29,55% | 2,3 |
|
| 5804 |
5804
Optima Capital
Beaverton,
Oregon
| US$ 253 mi | +US$ 38 mi | +18% | 12,1% | – | 179 | 18,99% | 1,1 |
|
| 5805 |
5805
Dogwood Wealth Management
Lenexa,
Kansas
| US$ 253 mi | +US$ 23,1 mi | +10% | 10,6% | – | 939 | 17,78% | 1,1 |
|
| 5806 |
5806
93 Financial Group
Woburn,
Massachusetts
| US$ 253 mi | +US$ 29,1 mi | +13% | 16,6% | – | 9 | 0% | 0,5 |
|
| 5807 |
5807
DCM Advisors
New York
| US$ 253 mi | +US$ 33,5 mi | +15% | 14,7% | 99,3% | 39 | 5,13% | 4,3 |
|
| 5808 |
ECM
5808
EMC Capital Management
Houston,
Texas
| US$ 253 mi | – | – | 20,5% | – | 53 | – | 2,6 |
|
| 5809 |
5809
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$ 253 mi | +US$ 26,3 mi | +12% | 8,91% | 48,4% | 49 | 4,08% | 2 |
|
| 5810 |
5810
SimpliFi Inc
San Diego,
California
| US$ 253 mi | +US$ 14,9 mi | +6% | 6,14% | 27,9% | 45 | 4,44% | 3,2 |
|
| 5811 |
5811
Granite Harbor Advisors
Houston,
Texas
| US$ 253 mi | +US$ 23,8 mi | +10% | 11,1% | 61,5% | 137 | 10,95% | 2,1 |
|
| 5812 |
5812
Cane Capital Partners
Saint Francisville,
Louisiana
| US$ 253 mi | +US$ 23,6 mi | +10% | 29,6% | – | 168 | 42,86% | 0,3 |
|
| 5813 |
5813
Brentview Investment Management
Northfield,
Illinois
| US$ 253 mi | +US$ 21,5 mi | +9% | 11,8% | – | 64 | 4,69% | 1,2 |
|
| 5814 |
5814
Central Asset Investments & Management Holdings
Hong Kong
| US$ 253 mi | +US$ 145 mi | +135% | 166% | 3.210% | 32 | 65,63% | 0,8 |
|
| 5815 |
5815
Empire Financial Management Company
New York
| US$ 253 mi | -US$ 190 mi | -43% | 9,99% | 78,3% | 224 | 43,75% | 2,2 |
|
| 5816 |
5816
Eos Management LP
New York
| US$ 252 mi | +US$ 19,6 mi | +8% | 13,4% | 149% | 44 | 27,27% | 3,4 |
|
| 5817 |
5817
Darden Wealth Group
Ann Arbor,
Michigan
| US$ 252 mi | +US$ 56,1 mi | +29% | 45,3% | – | 169 | 19,53% | 1,5 |
|
| 5818 |
5818
Hutner Capital Management
Manchester,
Vermont
| US$ 252 mi | +US$ 8,72 mi | +4% | 3,73% | 52,2% | 45 | 6,67% | 7,6 |
|
| 5819 |
5819
Christensen King & Associates Investment Services
Richland,
Washington
| US$ 252 mi | +US$ 18,6 mi | +8% | 12,3% | 57,9% | 111 | 8,11% | 2,1 |
|
| 5820 |
5820
Kintayl Capital
New York
| US$ 252 mi | +US$ 59,7 mi | +31% | 8,79% | – | 82 | 59,76% | 0,3 |
|
| 5821 |
5821
Unifi Asset Management
New York
| US$ 251 mi | -US$ 80,3 mi | -24% | 11,9% | – | 95 | 43,16% | 0,4 |
|
| 5822 |
5822
Regency Capital Management
Honolulu,
Hawaii
| US$ 251 mi | +US$ 27,9 mi | +12% | 12,8% | 92,1% | 72 | 27,78% | 1,7 |
|
| 5823 |
5823
Norris Financial Group
Greenville,
South Carolina
| US$ 251 mi | -US$ 55,1 mi | -18% | 15,7% | 142% | 109 | 35,78% | 1,7 |
|
| 5824 |
5824
Tandem Wealth Advisors
Phoenix,
Arizona
| US$ 251 mi | +US$ 27 mi | +12% | 11,1% | 43,1% | 48 | 2,08% | 2,6 |
|
| 5825 |
5825
Heritage Wealth Architects
Mendota Heights,
Minnesota
| US$ 251 mi | +US$ 11,8 mi | +5% | 11,2% | – | 74 | 4,05% | 0,9 |
|