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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6151 |
6151
One William Street Capital Management
New York
| US$ 146 mi | +US$ 79,4 mi | +120% | 0% | 44% | 6 | 100% | 0 |
|
| 6152 |
6152
Valued Wealth Advisors
Holladay,
Utah
| US$ 146 mi | +US$ 4,51 mi | +3% | 0,07% | – | 633 | 7,9% | 0,4 |
|
| 6153 |
CNFG
6153
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$ 146 mi | -US$ 3,93 mi | -3% | 1,73% | 52,6% | 80 | 6,25% | 6,2 |
|
| 6154 |
6154
Financial Designs
Claremont,
California
| US$ 145 mi | -US$ 6,23 mi | -4% | 0,13% | 49% | 21 | 23,81% | 0,3 |
|
| 6155 |
6155
Oxford Wealth Group
Orlando,
Florida
| US$ 145 mi | +US$ 35,6 mi | +32% | 3,03% | – | 74 | 27,03% | 0,2 |
|
| 6156 |
6156
Merrion Investment Management
Cranford,
New Jersey
| US$ 145 mi | +US$ 5,54 mi | +4% | 6,16% | 161% | 102 | 7,84% | 2,4 |
|
| 6157 |
ALAM
6157
Asahi Life Asset Management
Tokyo,
Japan
| US$ 145 mi | -US$ 21,4 mi | -13% | 4,28% | 122% | 225 | 62,22% | 1,9 |
|
| 6158 |
6158
Renasant Bank
Tupelo,
Mississippi
| US$ 145 mi | +US$ 4,76 mi | +3% | 1,95% | 65% | 207 | 31,88% | 2,2 |
|
| 6159 |
6159
Invesco Senior Secured Management
New York
| US$ 145 mi | -US$ 24,6 mi | -14% | 8,3% | 18,1% | 8 | 0% | 2 |
|
| 6160 |
EP
6160
Elkhorn Partners
Omaha,
Nebraska
| US$ 145 mi | +US$ 6,6 mi | +5% | 3,74% | 32,2% | 54 | 22,22% | 4,5 |
|
| 6161 |
6161
Foundry Financial Group
Laconia,
New Hampshire
| US$ 145 mi | +US$ 5,04 mi | +4% | 0,51% | – | 60 | 16,67% | 0,4 |
|
| 6162 |
6162
Davidson Trust Company
Seattle,
Washington
| US$ 145 mi | -US$ 26,5 mi | -15% | 2,44% | 77% | 151 | 11,92% | 3,1 |
|
| 6163 |
6163
Wrenne Financial Planning
Lexington,
Kentucky
| US$ 145 mi | +US$ 9,8 mi | +7% | 0,71% | – | 41 | 29,27% | 0,3 |
|
| 6164 |
6164
Sebold Capital Management
Lisle,
Illinois
| US$ 145 mi | -US$ 3,37 mi | -2% | 0,26% | – | 75 | 10,67% | 1,3 |
|
| 6165 |
6165
Palo Alto Wealth Advisors
Palo Alto,
California
| US$ 145 mi | +US$ 2,84 mi | +2% | 4,68% | 108% | 42 | 0% | 1,3 |
|
| 6166 |
6166
Lynx Capital Group
Beachwood,
Ohio
| US$ 145 mi | -US$ 3,54 mi | -2% | 1,5% | – | 83 | 10,84% | 0,5 |
|
| 6167 |
6167
Tenret Company
Tampa,
Florida
| US$ 144 mi | +US$ 2,61 mi | +2% | 0,42% | – | 32 | 6,25% | 2,4 |
|
| 6168 |
EIM
6168
Ervin Investment Management
Seattle,
Washington
| US$ 144 mi | +US$ 1,59 mi | +1% | 3,92% | 92,9% | 39 | 10,26% | 2 |
|
| 6169 |
NAMNJ
6169
NorthStar Asset Management (New Jersey)
Hackettstown,
New Jersey
| US$ 144 mi | +US$ 12,3 mi | +9% | 6,39% | – | 84 | 13,1% | 0,5 |
|
| 6170 |
6170
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 144 mi | +US$ 8,43 mi | +6% | 3,32% | – | 275 | 12,73% | 1,5 |
|
| 6171 |
6171
Millington Financial Advisors
Naperville,
Illinois
| US$ 144 mi | +US$ 3,68 mi | +3% | 2,45% | 77,5% | 87 | 19,54% | 1,1 |
|
| 6172 |
6172
Revisor Wealth Management
Akron,
Ohio
| US$ 144 mi | -US$ 77,2 mi | -35% | 2,99% | 72% | 198 | 24,75% | 0,9 |
|
| 6173 |
ASI
6173
Advisory Services & Investments
Bend,
Oregon
| US$ 144 mi | -US$ 1,05 mi | -0,7% | 0,2% | 19,9% | 37 | 5,41% | 1,9 |
|
| 6174 |
6174
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 144 mi | +US$ 18,6 mi | +15% | 6,84% | 161% | 247 | 15,38% | 1,8 |
|
| 6175 |
6175
Aspen Wealth Strategies
Arvada,
Colorado
| US$ 144 mi | -US$ 991 mil | -0,7% | 0,74% | 65,8% | 78 | 8,97% | 1,2 |
|