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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 |
WAM
6001
Werlinich Asset Management
Stamford,
Connecticut
| US$ 201 mi | +US$ 18,1 mi | +10% | 12% | 232% | 63 | 7,94% | 3,3 |
|
| 6002 |
6002
Avid Wealth Partners
San Antonio,
Texas
| US$ 201 mi | +US$ 26,4 mi | +15% | 10,2% | 93,7% | 56 | 8,93% | 1 |
|
| 6003 |
6003
Capital Wealth Alliance
Scottsdale,
Arizona
| US$ 201 mi | +US$ 15,2 mi | +8% | 11,4% | 124% | 86 | 25,58% | 2,5 |
|
| 6004 |
6004
Twin Securities
New York
| US$ 201 mi | +US$ 25 mi | +14% | 26,3% | 506% | 22 | 72,73% | 0,3 |
|
| 6005 |
6005
Baugh & Associates
Atlanta,
Georgia
| US$ 201 mi | +US$ 9,25 mi | +5% | 10,3% | 98,8% | 43 | 6,98% | 5,6 |
|
| 6006 |
BWM
6006
Bullock Wealth Management
Bloomington,
Indiana
| US$ 201 mi | +US$ 12,3 mi | +7% | 7,65% | 101% | 663 | 17,35% | 2,7 |
|
| 6007 |
6007
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$ 201 mi | +US$ 13 mi | +7% | 9,65% | 152% | 94 | 9,57% | 4,5 |
|
| 6008 |
6008
Private Wealth Group
Tampa,
Florida
| US$ 201 mi | +US$ 13 mi | +7% | 5,78% | 52,9% | 68 | 8,82% | 3 |
|
| 6009 |
6009
Eagle Wealth Strategies
West Deptford,
New Jersey
| US$ 201 mi | +US$ 22,2 mi | +12% | 6,89% | 85% | 111 | 8,11% | 1,3 |
|
| 6010 |
FCM
6010
Floyd Capital Management
Texarkana,
Texas
| US$ 201 mi | +US$ 61,2 mi | +44% | 7,82% | – | 1 | 0% | 0,8 |
|
| 6011 |
6011
Byrne Financial Freedom
Franklin,
Massachusetts
| US$ 201 mi | +US$ 880 mil | +0,4% | 11,3% | – | 110 | 20% | 0,6 |
|
| 6012 |
6012
Cornercap Investment Counsel
Atlanta,
Georgia
| US$ 201 mi | +US$ 8,84 mi | +5% | 6,43% | 55,4% | 157 | 8,28% | 2,9 |
|
| 6013 |
6013
Financial Freedom LLC
Cincinnati,
Ohio
| US$ 201 mi | +US$ 15,2 mi | +8% | 7,58% | 72% | 367 | 6,54% | 2,4 |
|
| 6014 |
6014
Finer Wealth Management
Salem,
Massachusetts
| US$ 201 mi | +US$ 13,6 mi | +7% | 9,37% | 175% | 89 | 6,74% | 2,7 |
|
| 6015 |
6015
Econ Financial Services
Harrisburg,
Pennsylvania
| US$ 201 mi | +US$ 6,4 mi | +3% | 2,71% | 16,9% | 108 | 52,78% | 0,8 |
|
| 6016 |
6016
Monashee Investment Management
Boston,
Massachusetts
| US$ 201 mi | -US$ 75,4 mi | -27% | 37,8% | 520% | 107 | 89,72% | 0,2 |
|
| 6017 |
6017
American Financial & Tax Strategies
New York
| US$ 200 mi | +US$ 6,83 mi | +4% | 5,48% | 46,9% | 94 | 4,26% | 1,7 |
|
| 6018 |
6018
Harrington Investments
Napa,
California
| US$ 200 mi | +US$ 11,3 mi | +6% | 9,01% | 109% | 85 | 2,35% | 6 |
|
| 6019 |
6019
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 200 mi | +US$ 31,6 mi | +19% | 6,62% | 59% | 8 | 12,5% | 1,8 |
|
| 6020 |
6020
Innealta Capital
Austin,
Texas
| US$ 200 mi | +US$ 10,5 mi | +6% | 7,21% | 69,8% | 125 | 31,2% | 1,7 |
|
| 6021 |
6021
Freemont Management
Vaud,
Switzerland
| US$ 200 mi | -US$ 467 mi | -70% | 21,9% | 102% | 114 | 23,68% | 1,7 |
|
| 6022 |
6022
Bank of Jackson Hole Trust
Jackson,
Wyoming
| US$ 200 mi | +US$ 23,6 mi | +13% | 8,51% | – | 471 | 9,77% | 0,7 |
|
| 6023 |
6023
Chris Bulman
Roseville,
California
| US$ 200 mi | +US$ 24,3 mi | +14% | 7% | – | 152 | 27,63% | 0,8 |
|
| 6024 |
DRD
6024
Dennis R. Delaney
| US$ 200 mi | +US$ 4,92 mi | +3% | 6,72% | 84,3% | 50 | 4% | 6,1 |
|
| 6025 |
LPCM
6025
Lynwood Price Capital Management
Austin,
Texas
| US$ 200 mi | -US$ 1,53 mi | -0,8% | 0,1% | – | 16 | 18,75% | 0,6 |
|