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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Carlson Capital
Dallas,
Texas
| US$ 166 mi | -US$ 475 mi | -74% | 2,9% | 67,9% | 93 | 95,7% | 3,7 |
|
| 5977 |
BWM
5977
Bullock Wealth Management
Bloomington,
Indiana
| US$ 166 mi | +US$ 13,3 mi | +9% | 6,85% | 101% | 607 | 11,53% | 1,3 |
|
| 5978 |
5978
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$ 166 mi | +US$ 18,5 mi | +13% | 5,99% | 94% | 58 | 32,76% | 2,1 |
|
| 5979 |
SA
5979
Sunesis Advisors
Overland Park,
Kansas
| US$ 166 mi | -US$ 2,44 mi | -1% | 5,6% | – | 47 | 10,64% | 3 |
|
| 5980 |
5980
BlackDiamond Wealth Management
New York
| US$ 165 mi | +US$ 13,4 mi | +9% | 4,54% | 70,8% | 175 | 25,14% | 1,4 |
|
| 5981 |
5981
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$ 165 mi | +US$ 14,4 mi | +10% | 5,46% | – | 87 | 14,94% | 0,6 |
|
| 5982 |
5982
CAZ Investments
Houston,
Texas
| US$ 165 mi | -US$ 120 mi | -42% | 21% | 263% | 36 | 8,33% | 2,9 |
|
| 5983 |
ALAM
5983
Asahi Life Asset Management
Tokyo,
Japan
| US$ 165 mi | +US$ 19,7 mi | +14% | 7,37% | 122% | 212 | 58,96% | 1,8 |
|
| 5984 |
5984
Gridiron Partners
Wexford,
Pennsylvania
| US$ 165 mi | +US$ 8,12 mi | +5% | 5,53% | 15,5% | 64 | 1,56% | 0,7 |
|
| 5985 |
5985
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 165 mi | +US$ 12,4 mi | +8% | 8,46% | 131% | 115 | 12,17% | 1,4 |
|
| 5986 |
LWM
5986
Latko Wealth Management
Frankfort,
Illinois
| US$ 165 mi | – | – | 5,33% | – | 30 | – | 0 |
|
| 5987 |
5987
Core Wealth Partners
Santa Rosa,
California
| US$ 165 mi | +US$ 18,6 mi | +13% | 4,62% | 63,8% | 171 | 18,71% | 1,1 |
|
| 5988 |
5988
Avory & Company
Miami,
Florida
| US$ 165 mi | +US$ 22,9 mi | +16% | 17,8% | 74,9% | 31 | 6,45% | 2,1 |
|
| 5989 |
ASBI
5989
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 165 mi | +US$ 8,48 mi | +5% | 5,54% | 138% | 128 | 4,69% | 3,4 |
|
| 5990 |
5990
Capital Square
Chattanooga,
Tennessee
| US$ 165 mi | +US$ 10,9 mi | +7% | 8,59% | 62,5% | 178 | 15,73% | 2,1 |
|
| 5991 |
5991
HBC Financial Services
Seattle,
Washington
| US$ 165 mi | +US$ 7,46 mi | +5% | 6,02% | 12,6% | 201 | 18,91% | 2,6 |
|
| 5992 |
5992
Impala Asset Management
Palm Beach,
Florida
| US$ 165 mi | +US$ 53,9 mi | +49% | 5,51% | 62,6% | 20 | 45% | 0,7 |
|
| 5993 |
5993
Tull Financial Group
Chesapeake,
Virginia
| US$ 164 mi | – | – | 6,37% | – | 26 | – | 0 |
|
| 5994 |
5994
Lauterbach Financial Advisors
El Paso,
Texas
| US$ 164 mi | +US$ 12,6 mi | +8% | 6,27% | 76,5% | 71 | 11,27% | 2 |
|
| 5995 |
5995
Founders Capital Management (Texas)
Houston,
Texas
| US$ 164 mi | +US$ 9,9 mi | +6% | 6,69% | 131% | 388 | 7,73% | 4,1 |
|
| 5996 |
IA
5996
Incentive AS
Oslo,
Norway
| US$ 164 mi | +US$ 70,1 mi | +75% | 7,4% | – | 2 | 50% | 0,4 |
|
| 5997 |
5997
SWP Financial
San Diego,
California
| US$ 164 mi | +US$ 12,5 mi | +8% | 6,02% | 58,4% | 55 | 9,09% | 0,6 |
|
| 5998 |
5998
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 164 mi | +US$ 25,1 mi | +18% | 9,3% | 61% | 106 | 14,15% | 5,7 |
|
| 5999 |
5999
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 164 mi | +US$ 11,7 mi | +8% | 9,56% | 150% | 295 | 68,14% | 1 |
|
| 6000 |
WFG
6000
Wormser Freres Gestion
Paris,
France
| US$ 164 mi | +US$ 10,4 mi | +7% | 5,62% | 67,4% | 47 | 6,38% | 0,7 |
|