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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Tegean Capital Management
New York
| US$ 99,4 mi | – | – | 3,4% | – | 71 | – | 0,3 |
|
| 6527 |
6527
Life Planning Partners
Jacksonville,
Florida
| US$ 99,3 mi | – | – | 3,16% | 50,3% | 172 | – | 0 |
|
| 6528 |
6528
Old North State Wealth Management
Wilmington,
North Carolina
| US$ 99,2 mi | – | – | 5,46% | 91,5% | 57 | – | 0 |
|
| 6529 |
6529
MU Investments Company
Tokyo,
Japan
| US$ 99,2 mi | +US$ 5,92 mi | +6% | 16,2% | 40,4% | 29 | 31,03% | 4,5 |
|
| 6530 |
MI
6530
Markston International
White Plains,
New York
| US$ 99,1 mi | -US$ 7,74 mi | -7% | 7,87% | 109% | 147 | 6,8% | 6,2 |
|
| 6531 |
6531
Khrom Capital Management
Miami Beach,
Florida
| US$ 99 mi | -US$ 21,5 mi | -18% | 8,95% | 35,6% | 20 | 25% | 0,4 |
|
| 6532 |
6532
Woodward Financial Advisors
Chapel Hill,
North Carolina
| US$ 99 mi | – | – | 7,18% | 55% | 40 | – | 0 |
|
| 6533 |
6533
Endowment Wealth Management
Appleton,
Wisconsin
| US$ 98,9 mi | – | – | 3,07% | 70,7% | 122 | – | 0 |
|
| 6534 |
ALS
6534
Andrew L. Share
| US$ 98,9 mi | +US$ 3,18 mi | +3% | 4,05% | 3,31% | 8 | 50% | 0,6 |
|
| 6535 |
6535
Pin Oak Investment Advisors
Houston,
Texas
| US$ 98,8 mi | +US$ 8,19 mi | +9% | 7,34% | 62,7% | 442 | 12,67% | 2,5 |
|
| 6536 |
6536
Guild Investment Management
Los Angeles,
California
| US$ 98,8 mi | -US$ 5,06 mi | -5% | 6,59% | 119% | 87 | 26,44% | 1 |
|
| 6537 |
6537
Avondale Wealth Management
West Lake Hills,
Texas
| US$ 98,8 mi | -US$ 3,62 mi | -4% | 5,45% | 83,8% | 121 | 27,27% | 2,2 |
|
| 6538 |
6538
Osmium Partners
Greenbrae,
California
| US$ 98,8 mi | -US$ 17,1 mi | -15% | 16,2% | 28,4% | 10 | 30% | 2,8 |
|
| 6539 |
6539
Serent Capital Management Company
San Francisco,
California
| US$ 98,7 mi | – | – | 3,49% | – | 1 | – | 0 |
|
| 6540 |
6540
Paradigm Strategies in Wealth Management
Maple Grove,
Minnesota
| US$ 98,7 mi | -US$ 7,18 mi | -7% | 3,78% | 41,2% | 54 | 16,67% | 0,7 |
|
| 6541 |
6541
Carson Advisory
Athens,
Georgia
| US$ 98,7 mi | – | – | 9,59% | 70,9% | 134 | – | 0 |
|
| 6542 |
6542
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$ 98,7 mi | +US$ 3,83 mi | +4% | 5,53% | 53,7% | 53 | 15,09% | 0,9 |
|
| 6543 |
6543
Schubert & Co
Mckinney,
Texas
| US$ 98,4 mi | – | – | 0,33% | 47,3% | 1.399 | – | 0 |
|
| 6544 |
AIM
6544
Alerce Investment Management
Chicago,
Illinois
| US$ 98,3 mi | -US$ 47,8 mi | -33% | 31,2% | 25,1% | 7 | 0% | 1 |
|
| 6545 |
6545
San Luis Wealth Advisors
San Luis Obispo,
California
| US$ 98,2 mi | -US$ 81,3 mi | -45% | 11,4% | 65% | 167 | 55,09% | 0,6 |
|
| 6546 |
6546
Horizon Family Wealth
Chicago,
Illinois
| US$ 98,1 mi | – | – | 8,36% | 68,6% | 47 | – | 0 |
|
| 6547 |
BSWA
6547
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$ 98 mi | – | – | 7,47% | – | 27 | – | 0 |
|
| 6548 |
ST
6548
Sphinx Trading
Chicago,
Illinois
| US$ 98 mi | +US$ 2,74 mi | +3% | 3,21% | – | 190 | 45,79% | 0,3 |
|
| 6549 |
DLDF
6549
Dan L. Duncan Foundation
Houston,
Texas
| US$ 97,9 mi | -US$ 7,4 mi | -7% | 2,58% | 11,8% | 5 | 60% | 0,7 |
|
| 6550 |
6550
OmniStar Financial Group
Wilmington,
North Carolina
| US$ 97,8 mi | +US$ 13,1 mi | +16% | 10,1% | 75,6% | 122 | 12,3% | 0,9 |
|