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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Anchor Capital Management Group
Aliso Viejo,
California
| US$ 198 mi | -US$ 17,5 mi | -8% | 7,72% | – | 18 | 11,11% | 0,8 |
|
| 6052 |
6052
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$ 197 mi | +US$ 12 mi | +6% | 7,37% | 63,7% | 109 | 8,26% | 4,3 |
|
| 6053 |
LWM
6053
Latko Wealth Management
Frankfort,
Illinois
| US$ 197 mi | +US$ 19,3 mi | +11% | 7,12% | – | 33 | 9,09% | 0,9 |
|
| 6054 |
6054
DMKC Advisory Services
Des Moines,
Iowa
| US$ 197 mi | +US$ 6,09 mi | +3% | 6,15% | – | 81 | 11,11% | 0,6 |
|
| 6055 |
ACA
6055
Acorn Capital Advisors
New York
| US$ 197 mi | +US$ 44,1 mi | +29% | 48,5% | – | 22 | 13,64% | 0,7 |
|
| 6056 |
6056
Fortune 45 LLC
Gonzales,
Louisiana
| US$ 197 mi | +US$ 23,4 mi | +13% | 7,99% | 85,2% | 29 | 0% | 2,6 |
|
| 6057 |
TTA
6057
Thor Trading Advisors
Greensburg,
Pennsylvania
| US$ 197 mi | +US$ 117 mi | +146% | 6,76% | – | 13 | 0% | 0,3 |
|
| 6058 |
6058
Cincinnati Casualty Company
Fairfield,
Ohio
| US$ 197 mi | +US$ 7,84 mi | +4% | 5,32% | 68,7% | 24 | 0% | 9,5 |
|
| 6059 |
6059
Plan A Wealth
Lincoln,
Nebraska
| US$ 197 mi | +US$ 20,1 mi | +11% | 6,36% | – | 179 | 14,53% | 0,5 |
|
| 6060 |
6060
Scalar Gauge Management
Dallas,
Texas
| US$ 197 mi | +US$ 21 mi | +12% | 12,7% | – | 46 | 65,22% | 0,4 |
|
| 6061 |
6061
SWP Financial
San Diego,
California
| US$ 196 mi | +US$ 14,3 mi | +8% | 7,45% | 58,4% | 78 | 8,97% | 1,1 |
|
| 6062 |
6062
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$ 196 mi | +US$ 21,1 mi | +12% | 7,08% | 78% | 599 | 17,2% | 0,8 |
|
| 6063 |
6063
Keystone Global Partners
Denver,
Colorado
| US$ 196 mi | +US$ 12,7 mi | +7% | 6,66% | – | 157 | 69,43% | 0,5 |
|
| 6064 |
ASBI
6064
American State Bank (Iowa)
Sioux Center,
Iowa
| US$ 196 mi | +US$ 15,6 mi | +9% | 10,3% | 149% | 132 | 3,79% | 4 |
|
| 6065 |
6065
Capital Square
Chattanooga,
Tennessee
| US$ 196 mi | +US$ 8,56 mi | +5% | 5,51% | 62,5% | 223 | 15,7% | 2,3 |
|
| 6066 |
6066
Client First Investment Management
West Bend,
Wisconsin
| US$ 196 mi | +US$ 33 mi | +20% | 21,7% | 243% | 47 | 61,7% | 0,4 |
|
| 6067 |
6067
Canerector Inc
Toronto,
Ontario, Canada
| US$ 196 mi | +US$ 19,7 mi | +11% | 8,64% | – | 10 | 0% | 0,8 |
|
| 6068 |
6068
TrueWealth Financial Partners
Bellevue,
Washington
| US$ 196 mi | +US$ 14,6 mi | +8% | 5,15% | 36,4% | 26 | 3,85% | 2,3 |
|
| 6069 |
6069
Birch Capital Management
Dallas,
Texas
| US$ 196 mi | +US$ 702 mil | +0,4% | 2,21% | 62% | 81 | 7,41% | 4,5 |
|
| 6070 |
6070
First County Bank
Stamford,
Connecticut
| US$ 196 mi | +US$ 10 mi | +5% | 7,75% | 101% | 170 | 5,29% | 2 |
|
| 6071 |
6071
Aull & Monroe Investment Management
Mobile,
Alabama
| US$ 196 mi | +US$ 9,5 mi | +5% | 7,1% | 98,3% | 127 | 5,51% | 8,9 |
|
| 6072 |
6072
Wisconsin Capital Management
Madison,
Wisconsin
| US$ 196 mi | +US$ 14,9 mi | +8% | 9,25% | 153% | 55 | 18,18% | 4,6 |
|
| 6073 |
6073
International City Management Association Retirement Corp
Washington,
District of Columbia
| US$ 196 mi | +US$ 8,39 mi | +4% | 4,58% | 48,1% | 6 | 0% | 1,9 |
|
| 6074 |
6074
Crossingbridge Advisors
Pleasantville,
New York
| US$ 195 mi | +US$ 81,5 mi | +72% | 0,22% | – | 120 | 63,33% | 0,3 |
|
| 6075 |
6075
Horizon Advisory Services
West Henrietta,
New York
| US$ 195 mi | +US$ 9,29 mi | +5% | 5,66% | – | 47 | 6,38% | 1,1 |
|