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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
BRC
5901
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$ 136 mi | – | – | 12,6% | – | 121 | – | 2,3 |
|
| 5902 |
5902
Choice Wealth Advisors
Waterville,
Maine
| US$ 136 mi | +US$ 12,7 mi | +10% | 8,01% | 60,3% | 29 | 24,14% | 0,8 |
|
| 5903 |
5903
Evolution Advisers
Richmond,
Virginia
| US$ 136 mi | – | – | 3,27% | 44,8% | 148 | – | 0 |
|
| 5904 |
5904
Kathleen S. Wright Associates
Pittsburgh,
Pennsylvania
| US$ 136 mi | – | – | 4,3% | 66% | 149 | – | 0 |
|
| 5905 |
5905
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 136 mi | +US$ 30,7 mi | +29% | 1,54% | 40,6% | 23 | 17,39% | 0,5 |
|
| 5906 |
5906
Frontier Asset Management
Sheridan,
Wyoming
| US$ 136 mi | – | – | 4,77% | 57,1% | 36 | – | 0 |
|
| 5907 |
5907
UNC Management Company
Chapel Hill,
North Carolina
| US$ 136 mi | – | – | 7,02% | 92% | 14 | – | 0 |
|
| 5908 |
5908
Lakeside Advisors
Seattle,
Washington
| US$ 136 mi | – | – | 13,6% | 83,7% | 55 | – | 0 |
|
| 5909 |
5909
Econ Financial Services
Harrisburg,
Pennsylvania
| US$ 136 mi | – | – | 2,31% | 16,9% | 184 | – | 0,3 |
|
| 5910 |
5910
Bluegrass Capital Partners
Palm Beach,
Florida
| US$ 136 mi | -US$ 21,1 mi | -13% | 8,71% | 60,1% | 16 | 31,25% | 0,9 |
|
| 5911 |
5911
Syntax Advisors
New York
| US$ 136 mi | – | – | 8,36% | – | 238 | – | 0 |
|
| 5912 |
5912
Aldebaran Financial
| US$ 135 mi | +US$ 11,7 mi | +9% | 9,37% | 115% | 92 | 8,7% | 4,4 |
|
| 5913 |
5913
Peak Planning Group
Centennial,
Colorado
| US$ 135 mi | +US$ 19,2 mi | +17% | 10,7% | 105% | 85 | 11,76% | 0,9 |
|
| 5914 |
5914
Agincourt Capital Management
Richmond,
Virginia
| US$ 135 mi | – | – | 5,02% | 0,36% | 4 | – | 0 |
|
| 5915 |
5915
St. James Investment Advisors
Port Jefferson,
New York
| US$ 135 mi | – | – | 5,69% | – | 99 | – | 0 |
|
| 5916 |
5916
Robbins Farley
Bedford,
New Hampshire
| US$ 135 mi | -US$ 233 mil | -0,2% | 13,8% | 106% | 221 | 46,61% | 0,4 |
|
| 5917 |
5917
Aufman Associates
Sewickley,
Pennsylvania
| US$ 135 mi | +US$ 13,7 mi | +11% | 10,3% | 141% | 54 | 14,81% | 1,3 |
|
| 5918 |
5918
Center For Asset Management
Palm Beach Gardens,
Florida
| US$ 135 mi | +US$ 16,3 mi | +14% | 5,98% | 66,6% | 136 | 33,82% | 0,6 |
|
| 5919 |
5919
Heartland Bank & Trust
Bloomington,
Illinois
| US$ 135 mi | +US$ 19 mi | +16% | 15,6% | 105% | 146 | 39,73% | 0,5 |
|
| 5920 |
KSCM
5920
Kamunting Street Capital Management
Miami Beach,
Florida
| US$ 135 mi | -US$ 88,8 mi | -40% | 14,6% | 7,47% | 77 | 79,22% | 0,5 |
|
| 5921 |
5921
Newport Capital Group
Red Bank,
New Jersey
| US$ 135 mi | +US$ 5,42 mi | +4% | 4,61% | – | 64 | 14,06% | 0,9 |
|
| 5922 |
IF
5922
Integrity Financial
Cheyenne,
Wyoming
| US$ 135 mi | – | – | 6,68% | 66,3% | 215 | – | 0 |
|
| 5923 |
5923
Syverson Strege & Co
West Des Moines,
Iowa
| US$ 135 mi | +US$ 9,42 mi | +8% | 5,46% | 74% | 507 | 43,2% | 0,8 |
|
| 5924 |
5924
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 135 mi | +US$ 1,9 mi | +1% | 7,56% | 64,3% | 124 | 11,29% | 0,4 |
|
| 5925 |
5925
AllGen Financial Advisors
Orlando,
Florida
| US$ 135 mi | +US$ 12,4 mi | +10% | 6,97% | 39,7% | 39 | 20,51% | 0,8 |
|