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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
SAM
6001
Sequent Asset Management
Houston,
Texas
| US$ 237 mi | +US$ 28,2 mi | +13% | 13,4% | 51,3% | 99 | 19,19% | 3,5 |
|
| 6002 |
AIA
6002
Arcadia Investment Advisors
Eagle,
Idaho
| US$ 237 mi | +US$ 25,3 mi | +12% | 11,2% | 56,4% | 83 | 6,02% | 5,8 |
|
| 6003 |
RF
6003
RetireMitten Financial
Milford,
Michigan
| US$ 237 mi | +US$ 30,3 mi | +15% | 10% | – | 182 | 74,18% | 0,3 |
|
| 6004 |
BTIM
6004
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$ 237 mi | +US$ 10,7 mi | +5% | 1,05% | 44,9% | 67 | 40,3% | 1,8 |
|
| 6005 |
TBF
6005
True Blue Financial
Stevensville,
Michigan
| US$ 237 mi | +US$ 110 mi | +87% | 10% | – | 62 | 17,74% | 0,4 |
|
| 6006 |
CA
6006
Continental Advisors
Park City,
Utah
| US$ 237 mi | +US$ 40,9 mi | +21% | 4,99% | 73,6% | 54 | 14,81% | 5,4 |
|
| 6007 |
GSF
6007
Grove Street Fiduciary
Peterborough,
New Hampshire
| US$ 237 mi | +US$ 9,8 mi | +4% | 6,12% | – | 80 | 13,75% | 1,2 |
|
| 6008 |
TRIA
6008
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$ 237 mi | +US$ 6,72 mi | +3% | 13,2% | 83,9% | 105 | 17,14% | 3,4 |
|
| 6009 |
CFGF
6009
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$ 237 mi | +US$ 14,9 mi | +7% | 9,25% | 44,1% | 52 | 11,54% | 4,1 |
|
| 6010 |
AL
6010
ADE LLC
Baltimore,
Maryland
| US$ 237 mi | +US$ 28 mi | +13% | 12,6% | 52,2% | 96 | 13,54% | 3,5 |
|
| 6011 |
MWA
6011
Miller Wealth Advisors
Ridgeway,
Colorado
| US$ 237 mi | -US$ 23,1 mi | -9% | 8,89% | 117% | 126 | 10,32% | 2,5 |
|
| 6012 |
TCM
6012
TAM Capital Management
Stamford,
Connecticut
| US$ 237 mi | +US$ 31,7 mi | +15% | 7,68% | 4,15% | 10 | 40% | 0,6 |
|
| 6013 |
IWMWV
6013
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$ 237 mi | +US$ 13,4 mi | +6% | 8,55% | 38,1% | 31 | 32,26% | 4,5 |
|
| 6014 |
1L
6014
10Elms LLP
Tulsa,
Oklahoma
| US$ 236 mi | +US$ 77,8 mi | +49% | 10,8% | – | 528 | 10,61% | 1,2 |
|
| 6015 |
DRS
6015
Deane Retirement Strategies
New Orleans,
Louisiana
| US$ 236 mi | -US$ 12,4 mi | -5% | 1,53% | 73,4% | 77 | 58,44% | 1,5 |
|
| 6016 |
CCC
6016
Chelsea Counsel Company
Los Angeles,
California
| US$ 236 mi | +US$ 11,3 mi | +5% | 11,6% | 106% | 245 | 9,8% | 3,9 |
|
| 6017 |
JWM
6017
Johnson Wealth Management
Grand Forks,
North Dakota
| US$ 236 mi | +US$ 28,9 mi | +14% | 9,99% | – | 60 | 21,67% | 0,6 |
|
| 6018 |
CI
6018
Ceera Investments
Bellaire,
Texas
| US$ 236 mi | +US$ 7,9 mi | +3% | 7,87% | 47,9% | 109 | 22,02% | 2,1 |
|
| 6019 |
AG
6019
ASO Group
Road Town,
| US$ 236 mi | -US$ 1,24 mi | -0,5% | 9,87% | – | 57 | 3,51% | 0,5 |
|
| 6020 |
CGH
6020
CMG Global Holdings
Plano,
Texas
| US$ 236 mi | +US$ 25,9 mi | +12% | 14,9% | 80,8% | 104 | 11,54% | 3,7 |
|
| 6021 |
EP
6021
EPIQ Partners
Minneapolis,
Minnesota
| US$ 236 mi | +US$ 21,8 mi | +10% | 10,5% | 49,6% | 99 | 17,17% | 3,1 |
|
| 6022 |
FFC
6022
Frederick Financial Consultants
Frederick,
Maryland
| US$ 236 mi | +US$ 34,7 mi | +17% | 15,8% | – | 125 | 16% | 1,1 |
|
| 6023 |
APSI
6023
Asset Planning Services Inc
Covington,
Louisiana
| US$ 236 mi | +US$ 7,55 mi | +3% | 9,81% | 138% | 36 | 2,78% | 6,1 |
|
| 6024 |
LWM
6024
Latko Wealth Management
Frankfort,
Illinois
| US$ 236 mi | +US$ 30,5 mi | +15% | 14,8% | – | 39 | 12,82% | 1,4 |
|
| 6025 |
TFG
6025
Team Financial Group
Temecula,
California
| US$ 236 mi | +US$ 15,2 mi | +7% | 8,14% | 42,4% | 274 | 79,93% | 1,9 |
|