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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6026 |
6026
Hardin Capital Partners
Greenville,
South Carolina
| US$ 153 mi | – | – | 6,22% | – | 114 | – | 0 |
|
| 6027 |
6027
Keener Financial Planning
Keller,
Texas
| US$ 153 mi | +US$ 7,86 mi | +5% | 1,21% | – | 190 | 4,74% | 0,5 |
|
| 6028 |
6028
Solstein Capital
Menlo Park,
California
| US$ 153 mi | +US$ 9,01 mi | +6% | 5,12% | 91,4% | 322 | 5,59% | 2,6 |
|
| 6029 |
6029
New Millennium Group
Sandy,
Utah
| US$ 153 mi | +US$ 20,7 mi | +16% | 12,4% | 176% | 419 | 83,77% | 0,3 |
|
| 6030 |
6030
Lancaster Investment Management
London,
United Kingdom
| US$ 153 mi | +US$ 27,8 mi | +22% | 3,68% | 0,78% | 6 | 16,67% | 0,7 |
|
| 6031 |
6031
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$ 153 mi | -US$ 10,3 mi | -6% | 3,69% | 35,7% | 134 | 50,75% | 0,7 |
|
| 6032 |
CWMGP
6032
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$ 153 mi | +US$ 13,6 mi | +10% | 3,37% | 75,9% | 73 | 12,33% | 1,5 |
|
| 6033 |
WBWA
6033
William B. Walkup & Associates
Columbia,
South Carolina
| US$ 153 mi | – | – | 4,11% | – | 158 | – | 0 |
|
| 6034 |
BWM
6034
Bullock Wealth Management
Bloomington,
Indiana
| US$ 153 mi | +US$ 3,36 mi | +2% | 3,93% | 101% | 601 | 10,48% | 1,1 |
|
| 6035 |
TL
6035
TowerView LLC
New York
| US$ 153 mi | +US$ 1,75 mi | +1% | 0,38% | 17,9% | 30 | 23,33% | 3,1 |
|
| 6036 |
6036
Arthedge Capital Management
Jericho,
New York
| US$ 153 mi | -US$ 11,4 mi | -7% | 1,78% | 80,7% | 12 | 0% | 2,8 |
|
| 6037 |
6037
Kapstone Financial Advisors
Lebanon,
Ohio
| US$ 153 mi | +US$ 5,64 mi | +4% | 3,44% | 131% | 113 | 14,16% | 1,2 |
|
| 6038 |
6038
W Advisors LLC
Germantown,
Tennessee
| US$ 152 mi | +US$ 6,64 mi | +5% | 3,48% | 73,8% | 115 | 7,83% | 1,9 |
|
| 6039 |
6039
Bullseye Investment Management
Cincinnati,
Ohio
| US$ 152 mi | -US$ 19,7 mi | -11% | 1,82% | 36,2% | 79 | 37,97% | 0,6 |
|
| 6040 |
6040
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$ 152 mi | +US$ 8,03 mi | +6% | 2,69% | 93,3% | 161 | 22,36% | 1,1 |
|
| 6041 |
6041
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$ 152 mi | +US$ 7,26 mi | +5% | 6,09% | 81,3% | 54 | 0% | 4,7 |
|
| 6042 |
6042
Concorde Financial
Dallas,
Texas
| US$ 152 mi | +US$ 42,3 mi | +38% | 2,12% | 81,3% | 41 | 12,2% | 1,5 |
|
| 6043 |
RMSCM
6043
R.M. Sincerbeaux Capital Management
New York
| US$ 152 mi | -US$ 5,23 mi | -3% | 2,66% | 76,4% | 40 | 7,5% | 8,7 |
|
| 6044 |
6044
BlackDiamond Wealth Management
New York
| US$ 152 mi | +US$ 11,8 mi | +8% | 2,82% | 70,8% | 162 | 21,6% | 1,4 |
|
| 6045 |
6045
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 152 mi | -US$ 7,64 mi | -5% | 2,36% | 150% | 195 | 1,54% | 1,7 |
|
| 6046 |
6046
Wells Financial Advisors
Framingham,
Massachusetts
| US$ 152 mi | +US$ 5,11 mi | +3% | 1,99% | 54% | 83 | 18,07% | 2,2 |
|
| 6047 |
6047
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| US$ 152 mi | +US$ 35,9 mi | +31% | 5,25% | – | 13 | 7,69% | 0,2 |
|
| 6048 |
6048
Lauterbach Financial Advisors
El Paso,
Texas
| US$ 152 mi | -US$ 507 mil | -0,3% | 0,08% | 76,5% | 68 | 8,82% | 1,9 |
|
| 6049 |
6049
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$ 152 mi | -US$ 2,93 mi | -2% | 2,02% | 88,9% | 30 | 3,33% | 4,9 |
|
| 6050 |
6050
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 152 mi | -US$ 1,34 mi | -0,9% | 1,25% | 91,5% | 103 | 17,48% | 1,5 |
|