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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
DFS
5876
Dixon Fnancial Services
Lafayette,
California
| US$ 137 mi | – | – | 5,07% | 76,6% | 26 | – | 0 |
|
| 5877 |
5877
Acute Investment Advisory
Mesa,
Arizona
| US$ 137 mi | – | – | 4,94% | 15% | 52 | – | 0 |
|
| 5878 |
5878
Exelon Corporation
Chicago,
Illinois
| US$ 137 mi | – | – | 1,19% | – | 9 | – | 0,4 |
|
| 5879 |
5879
Capasso Planning Partners
Charleston,
South Carolina
| US$ 137 mi | – | – | 5,68% | 51,6% | 83 | – | 0 |
|
| 5880 |
KC
5880
Kenfarb & Co
Ashland,
Kentucky
| US$ 137 mi | – | – | 13,9% | – | 170 | – | 0 |
|
| 5881 |
5881
Masterton Capital Management
New York
| US$ 137 mi | -US$ 22,4 mi | -14% | 8,72% | 1,94% | 28 | 53,57% | 0,3 |
|
| 5882 |
5882
Flagship Private Wealth
Woburn,
Massachusetts
| US$ 137 mi | +US$ 11,7 mi | +9% | 8,25% | 70,2% | 79 | 12,66% | 0,9 |
|
| 5883 |
5883
Salvus Wealth Management
Red Bank,
New Jersey
| US$ 137 mi | +US$ 14,3 mi | +12% | 11,6% | 108% | 106 | 7,55% | 0,8 |
|
| 5884 |
5884
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 137 mi | +US$ 15,9 mi | +13% | 13,8% | 66,9% | 71 | 7,04% | 3,1 |
|
| 5885 |
5885
MAS Advisors
Miami,
Florida
| US$ 137 mi | – | – | 6,11% | 47,9% | 99 | – | 0 |
|
| 5886 |
FCFC
5886
First Citizens Financial Corp
Mason City,
Iowa
| US$ 137 mi | +US$ 11,5 mi | +9% | 7,51% | 72,9% | 106 | 6,6% | 1,6 |
|
| 5887 |
5887
Moulton Wealth Management
Spokane,
Washington
| US$ 137 mi | +US$ 2,77 mi | +2% | 5,87% | 47,8% | 33 | 27,27% | 0,7 |
|
| 5888 |
5888
JCP Investment Management
Houston,
Texas
| US$ 137 mi | – | – | 1,95% | 94,7% | 22 | – | 0 |
|
| 5889 |
5889
Meros Investment Management
Dallas,
Texas
| US$ 137 mi | – | – | 8,95% | 102% | 39 | – | 0 |
|
| 5890 |
5890
F/M Investments
Washington,
District of Columbia
| US$ 137 mi | -US$ 3,13 mi | -2% | 18,6% | 101% | 108 | 54,63% | 0,4 |
|
| 5891 |
5891
Divergent Planning
Bethesda,
Maryland
| US$ 137 mi | +US$ 13 mi | +10% | 6,76% | 43,3% | 18 | 11,11% | 0,8 |
|
| 5892 |
SA
5892
Sunesis Advisors
Overland Park,
Kansas
| US$ 136 mi | +US$ 6,92 mi | +5% | 4,3% | – | 32 | 9,38% | 2,7 |
|
| 5893 |
KLC
5893
Knowledge Leaders Capital
Denver,
Colorado
| US$ 136 mi | +US$ 12,5 mi | +10% | 11,2% | 51,6% | 137 | 36,5% | 0,9 |
|
| 5894 |
LC
5894
LNZ Capital
New York
| US$ 136 mi | +US$ 67 mi | +97% | 11,8% | 58,8% | 25 | 68% | 0,1 |
|
| 5895 |
5895
Mosaic Advisors
Houston,
Texas
| US$ 136 mi | -US$ 13,9 mi | -9% | 9,12% | 50,9% | 58 | 44,83% | 0,5 |
|
| 5896 |
5896
Merrion Investment Management
Cranford,
New Jersey
| US$ 136 mi | +US$ 4,96 mi | +4% | 5,45% | 161% | 101 | 11,88% | 0,8 |
|
| 5897 |
OF
5897
Outfitter Financial
Brunswick,
Maine
| US$ 136 mi | +US$ 9,17 mi | +7% | 7,13% | 97,6% | 263 | 65,4% | 0,3 |
|
| 5898 |
5898
Atlas Principals
Charlotte,
North Carolina
| US$ 136 mi | -US$ 77 mi | -36% | 4,61% | – | 51 | 56,86% | 0,5 |
|
| 5899 |
5899
ACT Advisors
Asheville,
North Carolina
| US$ 136 mi | +US$ 6,56 mi | +5% | 6,97% | 75,4% | 37 | 24,32% | 0,8 |
|
| 5900 |
5900
Morris Capital Advisors
Malvern,
Pennsylvania
| US$ 136 mi | +US$ 9,21 mi | +7% | 16,8% | 72,9% | 59 | 13,56% | 4,3 |
|