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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Sterling Group Wealth Management
Pasadena,
California
| US$ 102 mi | – | – | 10,9% | 67,7% | 48 | – | 0 |
|
| 6202 |
6202
Darrow Company
Needham,
Massachusetts
| US$ 102 mi | +US$ 6,13 mi | +6% | 5,79% | 44,5% | 33 | 21,21% | 0,7 |
|
| 6203 |
6203
Signature Wealth Management Partners
Montvale,
New Jersey
| US$ 102 mi | +US$ 10,7 mi | +12% | 10,3% | 97,9% | 105 | 7,62% | 1,7 |
|
| 6204 |
KA
6204
Kooman & Associates
Altoona,
Pennsylvania
| US$ 101 mi | – | – | 6,03% | 66% | 40 | – | 0 |
|
| 6205 |
AMAL
6205
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$ 101 mi | +US$ 4,44 mi | +5% | 8,72% | 125% | 17 | 17,65% | 4,2 |
|
| 6206 |
6206
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$ 101 mi | +US$ 3,77 mi | +4% | 10,1% | – | 226 | 45,58% | 0,7 |
|
| 6207 |
6207
Kaizen Financial Strategies
Campbell,
California
| US$ 101 mi | +US$ 2,51 mi | +3% | 5,52% | 126% | 140 | 30% | 1,3 |
|
| 6208 |
6208
Archvest Wealth Advisors
Concord,
California
| US$ 101 mi | +US$ 3,56 mi | +4% | 4,93% | 47,8% | 44 | 13,64% | 0,8 |
|
| 6209 |
6209
Allen Capital Group
Grand Island,
Nebraska
| US$ 101 mi | -US$ 335 mi | -77% | 4,93% | 62,8% | 185 | 92,43% | 1,4 |
|
| 6210 |
6210
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| US$ 101 mi | +US$ 13,1 mi | +15% | 17,7% | 140% | 29 | 10,34% | 1 |
|
| 6211 |
6211
Applied Capital LLC
Hollywood,
Florida
| US$ 101 mi | – | – | 13,6% | 78,3% | 79 | – | 0 |
|
| 6212 |
6212
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$ 101 mi | +US$ 10,1 mi | +11% | 8,74% | 84,1% | 56 | 16,07% | 0,9 |
|
| 6213 |
6213
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$ 101 mi | -US$ 18,8 mi | -16% | 4,63% | 146% | 127 | 48,82% | 1,3 |
|
| 6214 |
6214
Lakehouse Capital
Sydney NSW,
Australia
| US$ 101 mi | +US$ 9,5 mi | +10% | 3,14% | 87,4% | 14 | 0% | 2 |
|
| 6215 |
6215
STAR Financial Bank
Fort Wayne,
Indiana
| US$ 101 mi | – | – | 9,78% | 53,4% | 91 | – | 0 |
|
| 6216 |
6216
Financial Alternatives
La Jolla,
California
| US$ 101 mi | – | – | 7,79% | 50,2% | 78 | – | 0 |
|
| 6217 |
6217
Ridgemont Partners Management
Charlotte,
North Carolina
| US$ 101 mi | -US$ 4,65 mi | -4% | 4,41% | 45,6% | 1 | 0% | 1 |
|
| 6218 |
6218
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$ 101 mi | – | – | 8,2% | 69% | 46 | – | 0 |
|
| 6219 |
6219
CPR Investments
Rochester,
Michigan
| US$ 101 mi | +US$ 22,9 mi | +29% | 1,8% | 84% | 49 | 59,18% | 0,4 |
|
| 6220 |
6220
5th Street Advisors
Southport,
Connecticut
| US$ 101 mi | +US$ 5,96 mi | +6% | 9,84% | 47,5% | 18 | 16,67% | 0,8 |
|
| 6221 |
6221
Objective Capital Management
Pepper Pike,
Ohio
| US$ 101 mi | +US$ 6,85 mi | +7% | 7,92% | – | 96 | 13,54% | 0,9 |
|
| 6222 |
6222
Dominguez Wealth Management Solutions
Williamsburg,
Virginia
| US$ 101 mi | – | – | 6,91% | 59,7% | 57 | – | 0 |
|
| 6223 |
ASA
6223
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$ 101 mi | +US$ 7,33 mi | +8% | 10,3% | 51,2% | 44 | 11,36% | 5,8 |
|
| 6224 |
6224
KM Capital Management
Austin,
Texas
| US$ 101 mi | – | – | 6,98% | 60,8% | 45 | – | 0 |
|
| 6225 |
ASI
6225
Advisory Services & Investments
Bend,
Oregon
| US$ 101 mi | +US$ 5,8 mi | +6% | 8,89% | 19,9% | 39 | 23,08% | 1,1 |
|