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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Carlson Capital
Dallas,
Texas
| US$ 170 mi | +US$ 3,88 mi | +2% | 5,37% | 67,9% | 34 | 91,18% | 0,4 |
|
| 6177 |
6177
Marshall Investment Management
Littleton,
Colorado
| US$ 170 mi | – | – | 0,31% | – | 135 | – | 0 |
|
| 6178 |
6178
JCP Investment Management
Houston,
Texas
| US$ 170 mi | +US$ 49,1 mi | +41% | 12,1% | 94,7% | 19 | 31,58% | 1 |
|
| 6179 |
6179
Keyes Stange & Wooten Wealth Management
Daytona Beach,
Florida
| US$ 170 mi | +US$ 1,17 mi | +0,7% | 1,71% | 61,3% | 76 | 18,42% | 0,8 |
|
| 6180 |
6180
Westbourne Investments
Alexandria,
Virginia
| US$ 170 mi | – | – | 6,76% | – | 125 | – | 0 |
|
| 6181 |
6181
Little Harbor Advisors
Marblehead,
Massachusetts
| US$ 169 mi | +US$ 8,47 mi | +5% | 1,76% | 59% | 7 | 0% | 1,8 |
|
| 6182 |
6182
Vista Investment Partners II
Richmond,
Indiana
| US$ 169 mi | – | – | 3,83% | – | 127 | – | 0 |
|
| 6183 |
6183
Keener Financial Planning
Keller,
Texas
| US$ 169 mi | +US$ 16,6 mi | +11% | 1,75% | 70,5% | 199 | 16,58% | 0,9 |
|
| 6184 |
6184
Evergreen Wealth Management
Williamston,
Michigan
| US$ 169 mi | +US$ 3,04 mi | +2% | 0,83% | 68,8% | 54 | 3,7% | 1,7 |
|
| 6185 |
6185
Aletheian Wealth Advisors
Bellevue,
Washington
| US$ 169 mi | -US$ 2,1 mi | -1% | 1,17% | – | 84 | 10,71% | 2,2 |
|
| 6186 |
6186
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$ 169 mi | -US$ 199 mil | -0,1% | 1,28% | 63,7% | 97 | 6,19% | 4,2 |
|
| 6187 |
6187
Arthedge Capital Management
Jericho,
New York
| US$ 169 mi | +US$ 16,2 mi | +11% | 21,8% | 80,7% | 11 | 0% | 3,2 |
|
| 6188 |
6188
Krensavage Asset Management
New York
| US$ 169 mi | -US$ 9,44 mi | -5% | 2,74% | 124% | 13 | 7,69% | 3,4 |
|
| 6189 |
6189
Stone House Capital Management
Bay Harbor Islands,
Florida
| US$ 169 mi | -US$ 5,47 mi | -3% | 4,28% | 151% | 4 | 25% | 1,8 |
|
| 6190 |
LWM
6190
Latko Wealth Management
Frankfort,
Illinois
| US$ 169 mi | +US$ 3,74 mi | +2% | 1,69% | – | 32 | 9,38% | 0,2 |
|
| 6191 |
6191
Maripau Wealth Management
Fort Wayne,
Indiana
| US$ 169 mi | +US$ 53,1 mi | +46% | 1,13% | 55,6% | 142 | 67,61% | 0,6 |
|
| 6192 |
6192
Cigogne Management
Luxembourg
| US$ 169 mi | – | – | 10,3% | – | 86 | – | 0 |
|
| 6193 |
6193
True Vision MN
Woodbury,
Minnesota
| US$ 169 mi | +US$ 1,38 mi | +0,8% | 0,38% | – | 118 | 33,9% | 0,7 |
|
| 6194 |
6194
Sage Advisory Services
Austin,
Texas
| US$ 169 mi | -US$ 188 mi | -53% | 2,66% | 37,8% | 52 | 30,77% | 3,3 |
|
| 6195 |
6195
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$ 168 mi | +US$ 1,39 mi | +0,8% | 1,94% | 95,3% | 94 | 7,45% | 2,9 |
|
| 6196 |
6196
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$ 168 mi | +US$ 13,1 mi | +8% | 1,99% | 67,9% | 44 | 4,55% | 0,8 |
|
| 6197 |
6197
HRC Wealth Management
Moscow,
Idaho
| US$ 168 mi | +US$ 13,6 mi | +9% | 3,31% | 82,2% | 52 | 21,15% | 0,7 |
|
| 6198 |
6198
JNE Partners
London,
United Kingdom
| US$ 168 mi | +US$ 82,3 mi | +96% | 15,2% | 100% | 7 | 42,86% | 1,6 |
|
| 6199 |
6199
Guardian Financial Partners
Orange,
California
| US$ 168 mi | +US$ 8,39 mi | +5% | 0,92% | 53,9% | 49 | 10,2% | 1,3 |
|
| 6200 |
6200
Sound Stewardship
Overland Park,
Kansas
| US$ 168 mi | -US$ 9,9 mi | -6% | 2,63% | 45,9% | 66 | 18,18% | 1,5 |
|