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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Muzinich & Co
New York
| US$ 131 mi | -US$ 19,5 mi | -13% | 1,57% | 13,5% | 70 | 48,57% | 5,8 |
|
| 6452 |
6452
Lewis Asset Management
Lafayette,
California
| US$ 131 mi | +US$ 9,46 mi | +8% | 7,88% | 142% | 121 | 6,61% | 0,5 |
|
| 6453 |
6453
Objectivity Squared
Charleston,
South Carolina
| US$ 131 mi | +US$ 17 mi | +15% | 0,64% | – | 50 | 10% | 0,4 |
|
| 6454 |
GWMI
6454
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$ 131 mi | +US$ 975 mil | +0,8% | 0,45% | 103% | 256 | 11,33% | 2 |
|
| 6455 |
6455
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$ 131 mi | +US$ 993 mil | +0,8% | 3,95% | 111% | 98 | 11,22% | 1,3 |
|
| 6456 |
6456
Main Line Retirement Advisors
Whitefish,
Montana
| US$ 131 mi | +US$ 3,45 mi | +3% | 0,48% | 47,6% | 36 | 2,78% | 0,9 |
|
| 6457 |
6457
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$ 131 mi | – | – | 0,27% | – | 125 | – | 0 |
|
| 6458 |
MIM
6458
Meixler Investment Management
Show Low,
Arizona
| US$ 131 mi | -US$ 3,27 mi | -2% | 0,39% | 66,2% | 114 | 6,14% | 1,5 |
|
| 6459 |
AIFAIM
6459
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 131 mi | +US$ 4,11 mi | +3% | 2,47% | 72,8% | 134 | 5,22% | 2,7 |
|
| 6460 |
6460
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 131 mi | +US$ 31 mi | +31% | 0,61% | 68,9% | 597 | 75,88% | 0,4 |
|
| 6461 |
6461
Wilson & Boucher Capital Management
Moraga,
California
| US$ 131 mi | +US$ 3,58 mi | +3% | 2,51% | 69,8% | 112 | 4,46% | 2,2 |
|
| 6462 |
6462
Alibaba Group
Causeway Bay,
Hong Kong
| US$ 130 mi | -US$ 23,9 mi | -15% | 10,5% | 2,06% | 6 | 16,67% | 4,4 |
|
| 6463 |
JKSF
6463
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$ 130 mi | -US$ 29,6 mi | -19% | 5,83% | 30,8% | 3 | 0% | 2,3 |
|
| 6464 |
6464
Holistic Planning
Nacogdoches,
Texas
| US$ 130 mi | -US$ 889 mil | -0,7% | 2,03% | – | 118 | 0,85% | 0,5 |
|
| 6465 |
6465
Taylor Financial Group
Roanoke,
Virginia
| US$ 130 mi | -US$ 1,21 mi | -0,9% | 0,16% | – | 97 | 8,25% | 0,5 |
|
| 6466 |
BFM
6466
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$ 130 mi | -US$ 18,7 mi | -13% | 1,01% | 71,5% | 4 | 0% | 2,5 |
|
| 6467 |
6467
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$ 130 mi | -US$ 25,5 mi | -16% | 4,2% | 667% | 11 | 9,09% | 2,7 |
|
| 6468 |
6468
Brown Financial Advisory
Fairhope,
Alabama
| US$ 130 mi | +US$ 1,36 mi | +1% | 1,55% | 66,3% | 34 | 11,76% | 2,5 |
|
| 6469 |
6469
Prospect Financial Services
Melville,
New York
| US$ 130 mi | +US$ 8,9 mi | +7% | 6,07% | – | 80 | 15% | 0,4 |
|
| 6470 |
6470
Rosalind Advisors
Toronto,
Ontario, Canada
| US$ 130 mi | +US$ 22,9 mi | +21% | 3,3% | – | 41 | 24,39% | 0,3 |
|
| 6471 |
6471
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$ 130 mi | +US$ 7,59 mi | +6% | 1,56% | 74,2% | 192 | 29,17% | 0,3 |
|
| 6472 |
6472
Shorepath Capital Management
Park City,
Utah
| US$ 130 mi | +US$ 3,36 mi | +3% | 2,47% | – | 22 | 0% | 0,5 |
|
| 6473 |
6473
SFI Advisors
Montclair,
New Jersey
| US$ 130 mi | +US$ 2,31 mi | +2% | 0,17% | 82,9% | 80 | 11,25% | 1,7 |
|
| 6474 |
6474
STAR Financial Bank
Fort Wayne,
Indiana
| US$ 130 mi | +US$ 12,8 mi | +11% | 1,87% | 53,4% | 112 | 21,43% | 1,1 |
|
| 6475 |
6475
TI-Trust
Quincy,
Illinois
| US$ 130 mi | -US$ 6,35 mi | -5% | 0,2% | 88,8% | 134 | 9,7% | 3,4 |
|