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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
Twin Lakes Capital Management
Redwood Shores,
California
| US$ 148 mi | -US$ 7,52 mi | -5% | 1,04% | 131% | 248 | 14,11% | 2,9 |
|
| 6452 |
6452
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 148 mi | -US$ 3,39 mi | -2% | 1,56% | 41,2% | 53 | 5,66% | 2,3 |
|
| 6453 |
6453
Beacon Financial Strategies
Raleigh,
North Carolina
| US$ 148 mi | -US$ 1,37 mi | -0,9% | 1,55% | 54,2% | 38 | 7,89% | 2,9 |
|
| 6454 |
BPIA
6454
Broad Peak Investment Advisers
Singapore
| US$ 148 mi | -US$ 49,3 mi | -25% | 8,64% | – | 7 | 85,71% | 0,2 |
|
| 6455 |
6455
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$ 148 mi | +US$ 4,81 mi | +3% | 2,62% | 70,9% | 118 | 22,03% | 1,9 |
|
| 6456 |
EIM
6456
Ervin Investment Management
Seattle,
Washington
| US$ 148 mi | -US$ 6,8 mi | -4% | 2,16% | 92,9% | 38 | 2,63% | 2,7 |
|
| 6457 |
6457
Lakewood Asset Management
Naperville,
Illinois
| US$ 148 mi | +US$ 3,01 mi | +2% | 0,86% | 69,3% | 123 | 20,33% | 2 |
|
| 6458 |
6458
Councilmark Asset Management
Knoxville,
Tennessee
| US$ 148 mi | -US$ 681 mil | -0,5% | 0,13% | – | 87 | 8,05% | 0,9 |
|
| 6459 |
6459
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 148 mi | -US$ 1,4 mi | -0,9% | 1,24% | 49,9% | 207 | 5,31% | 1,7 |
|
| 6460 |
6460
Islay Capital Management
Lubbock,
Texas
| US$ 148 mi | +US$ 4,1 mi | +3% | 0,75% | 72% | 221 | 24,43% | 3,6 |
|
| 6461 |
6461
Panoramic Investment Advisors
Denver,
Colorado
| US$ 148 mi | -US$ 5,42 mi | -4% | 2,72% | – | 120 | 5,83% | 1,7 |
|
| 6462 |
6462
Parkwoods Wealth Partners
Syracuse,
New York
| US$ 148 mi | +US$ 22,3 mi | +18% | 1,59% | – | 56 | 42,86% | 0,3 |
|
| 6463 |
6463
BlackDiamond Wealth Management
New York
| US$ 148 mi | -US$ 25 mi | -14% | 1,87% | 70,8% | 183 | 30,6% | 1,7 |
|
| 6464 |
6464
Hara Capital
Bellevue,
Washington
| US$ 148 mi | -US$ 9,9 mi | -6% | 2,04% | 65,4% | 328 | 15,85% | 0,7 |
|
| 6465 |
6465
Echo Wealth Management
Plymouth,
Minnesota
| US$ 148 mi | +US$ 3,32 mi | +2% | 1,67% | 42,9% | 53 | 15,09% | 2,3 |
|
| 6466 |
6466
Brightlight Capital Management
Westport,
Connecticut
| US$ 148 mi | +US$ 11,1 mi | +8% | 4,3% | 202% | 10 | 30% | 1,3 |
|
| 6467 |
6467
Cascade Investment Advisors
Oregon City,
Oregon
| US$ 148 mi | -US$ 7,95 mi | -5% | 3,48% | 79,1% | 120 | 11,67% | 4,2 |
|
| 6468 |
6468
Northland Capital Management
Virginia,
Minnesota
| US$ 148 mi | +US$ 13 mi | +10% | 0,65% | 37,5% | 32 | 6,25% | 2 |
|
| 6469 |
AIFS
6469
A&I Financial Services
Lone Tree,
Colorado
| US$ 148 mi | +US$ 45,2 mi | +44% | 4,36% | – | 81 | 22,22% | 1,1 |
|
| 6470 |
6470
Castleview Partners
Dallas,
Texas
| US$ 148 mi | -US$ 38 mi | -20% | 0,35% | 61,3% | 602 | 74,25% | 2,7 |
|
| 6471 |
6471
GEN Financial Management
Plymouth,
Minnesota
| US$ 148 mi | -US$ 6,47 mi | -4% | 0,87% | – | 64 | 32,81% | 0,2 |
|
| 6472 |
6472
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 147 mi | -US$ 62,3 mi | -30% | 2,64% | 103% | 510 | 17,45% | 5,3 |
|
| 6473 |
6473
Client First Investment Management
West Bend,
Wisconsin
| US$ 147 mi | -US$ 8,11 mi | -5% | 0,35% | 243% | 27 | 62,96% | 0,8 |
|
| 6474 |
PBK
6474
Peoples Bank (Kansas)
Pratt,
Kansas
| US$ 147 mi | +US$ 2,89 mi | +2% | 2,56% | 74,5% | 335 | 6,27% | 1,2 |
|
| 6475 |
6475
Avid Wealth Partners
San Antonio,
Texas
| US$ 147 mi | +US$ 6,65 mi | +5% | 0,99% | 93,7% | 56 | 32,14% | 0,8 |
|