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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
CM
6501
CM Management
Gulf Breeze,
Florida
| US$ 83,7 mi | -US$ 5,84 mi | -7% | 3,11% | 110% | 80 | 21,25% | 1,4 |
|
| 6502 |
6502
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 83,7 mi | -US$ 7,85 mi | -9% | 4,73% | 161% | 234 | 9,4% | 0,9 |
|
| 6503 |
6503
Visa Inc
San Francisco,
California
| US$ 83,6 mi | -US$ 19,5 mi | -19% | 11,8% | – | 4 | 25% | 1 |
|
| 6504 |
6504
Stegent Equity Advisors
Houston,
Texas
| US$ 83,6 mi | +US$ 16,9 mi | +25% | 7,26% | 96,4% | 79 | 44,3% | 0,6 |
|
| 6505 |
6505
Paragon Wealth Strategies
Jacksonville,
Florida
| US$ 83,5 mi | -US$ 18,3 mi | -18% | 1,43% | 59,8% | 282 | 45,04% | 0,3 |
|
| 6506 |
6506
National Wealth Management Group
Cincinnati,
Ohio
| US$ 83,4 mi | +US$ 6,47 mi | +8% | 8,99% | 128% | 166 | 46,39% | 0,5 |
|
| 6507 |
RCI
6507
Ridgeback Capital Investments
Miami Beach,
Florida
| US$ 83,3 mi | – | – | 14,4% | – | 3 | – | 1 |
|
| 6508 |
6508
Ocean Arete
Hong Kong
| US$ 83,3 mi | +US$ 39,9 mi | +92% | 28,6% | – | 9 | 55,56% | 0,6 |
|
| 6509 |
6509
Masterton Capital Management
New York
| US$ 83,3 mi | -US$ 26,9 mi | -24% | 5,37% | 1,94% | 29 | 55,17% | 0,5 |
|
| 6510 |
6510
Lowery Thomas LLC
Pebble Beach,
California
| US$ 83,3 mi | -US$ 2,21 mi | -3% | 5,16% | 74,7% | 46 | 28,26% | 0,8 |
|
| 6511 |
6511
Westwood Wealth Management
Los Angeles,
California
| US$ 83,2 mi | -US$ 28 mi | -25% | 2,04% | 425% | 48 | 18,75% | 0,8 |
|
| 6512 |
SAMT
6512
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$ 83,2 mi | -US$ 705 mil | -0,8% | 11,2% | 68,4% | 60 | 13,33% | 3,6 |
|
| 6513 |
6513
Lynwood Capital Management
Toronto,
Ontario, Canada
| US$ 83,1 mi | -US$ 8,46 mi | -9% | 2,2% | – | 169 | 36,09% | 0,6 |
|
| 6514 |
PWM
6514
Pinnacle Wealth Management
Roseville,
California
| US$ 83 mi | +US$ 632 mil | +0,8% | 6,29% | 194% | 61 | 44,26% | 0,5 |
|
| 6515 |
6515
Ewing Morris & Co Investment Partners
Toronto,
Ontario, Canada
| US$ 82,9 mi | +US$ 6,39 mi | +8% | 14% | 63,5% | 18 | 38,89% | 0,8 |
|
| 6516 |
6516
Delphi Management
Brookline,
Massachusetts
| US$ 82,7 mi | – | – | 14,3% | 111% | 77 | – | 2,5 |
|
| 6517 |
6517
F/M Investments
Washington,
District of Columbia
| US$ 82,6 mi | +US$ 20,9 mi | +34% | 5,99% | 101% | 64 | 67,19% | 0,4 |
|
| 6518 |
6518
Summit Investment Advisory Services
Roseville,
Minnesota
| US$ 82,6 mi | – | – | 8,62% | 68,3% | 51 | – | 0 |
|
| 6519 |
6519
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$ 82,6 mi | +US$ 3,98 mi | +5% | 6,55% | – | 164 | 20,73% | 0,9 |
|
| 6520 |
6520
1620 Investment Advisors
Plymouth,
Massachusetts
| US$ 82,6 mi | +US$ 14,8 mi | +22% | 9,78% | 68,9% | 137 | 15,33% | 0,8 |
|
| 6521 |
6521
Alpha Financial Partners
Lexington,
Kentucky
| US$ 82,5 mi | – | – | 6,75% | 61,8% | 81 | – | 0 |
|
| 6522 |
GBA
6522
Garrison Bradford & Associates
New York
| US$ 82,4 mi | +US$ 258 mil | +0,3% | 4,86% | 62,2% | 43 | 4,65% | 5,4 |
|
| 6523 |
6523
Twenty Acre Capital
Newtown,
Pennsylvania
| US$ 82,4 mi | -US$ 6,19 mi | -7% | 0,43% | 196% | 23 | 8,7% | 0,7 |
|
| 6524 |
6524
Wulff, Hansen & Co
San Rafael,
California
| US$ 82,4 mi | +US$ 2,42 mi | +3% | 12,1% | 85,8% | 90 | 17,78% | 0,9 |
|
| 6525 |
SWP
6525
Semus Wealth Partners
Boca Raton,
Florida
| US$ 82,3 mi | – | – | 3,08% | 107% | 108 | – | 0 |
|