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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
Omni 360 Wealth
Plainsboro,
New Jersey
| US$ 150 mi | +US$ 4,71 mi | +3% | 0,57% | 59,9% | 114 | 7,02% | 0,9 |
|
| 6527 |
6527
Fidelity D&D Bancorp
Dunmore,
Pennsylvania
| US$ 150 mi | -US$ 73,1 mil | -0% | 1,35% | 63,8% | 115 | 10,43% | 1,4 |
|
| 6528 |
6528
National Wealth Management Group
Cincinnati,
Ohio
| US$ 150 mi | +US$ 2,61 mi | +2% | 4,6% | 128% | 179 | 39,66% | 1,3 |
|
| 6529 |
6529
Bank of Jackson Hole Trust
Jackson,
Wyoming
| US$ 150 mi | – | – | 1,43% | – | 516 | – | 0 |
|
| 6530 |
6530
Apis Capital Advisors
New York
| US$ 150 mi | +US$ 6,4 mi | +4% | 38,9% | 1.532% | 38 | 36,84% | 1 |
|
| 6531 |
6531
Channing Global Advisors
Miami,
Florida
| US$ 150 mi | +US$ 31,6 mi | +27% | 1,62% | 128% | 58 | 24,14% | 1,6 |
|
| 6532 |
6532
Western Standard LLC
Los Angeles,
California
| US$ 150 mi | +US$ 43,5 mi | +41% | 1,54% | 83,7% | 28 | 42,86% | 0,5 |
|
| 6533 |
6533
Williamson Legacy Group
Carmel,
Indiana
| US$ 150 mi | +US$ 413 mil | +0,3% | 6,04% | – | 135 | 37,04% | 0,4 |
|
| 6534 |
6534
LeClair Wealth Partners
Dublin,
Ohio
| US$ 150 mi | – | – | 2,16% | – | 96 | – | 0 |
|
| 6535 |
SA
6535
Stonebridge Advisors
Wilton,
Connecticut
| US$ 150 mi | +US$ 631 mil | +0,4% | 4,34% | 0,03% | 5 | 40% | 2,3 |
|
| 6536 |
6536
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$ 150 mi | -US$ 19,5 mi | -12% | 0,63% | 168% | 99 | 22,22% | 2,6 |
|
| 6537 |
6537
Spectrum Investment Advisors
Mequon,
Wisconsin
| US$ 150 mi | +US$ 3,98 mi | +3% | 0,91% | – | 30 | 20% | 0,8 |
|
| 6538 |
RHDIC
6538
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$ 150 mi | -US$ 10,3 mi | -6% | 4,91% | 55,9% | 42 | 0% | 8,9 |
|
| 6539 |
6539
W.H. Cornerstone Investments
Kingston,
Massachusetts
| US$ 150 mi | +US$ 1,72 mi | +1% | 0,36% | 58,2% | 129 | 14,73% | 1,6 |
|
| 6540 |
6540
Argus Investors Counsel
New York
| US$ 150 mi | -US$ 3,53 mi | -2% | 2,98% | 132% | 118 | 6,78% | 4,8 |
|
| 6541 |
6541
Andrews Lucia Wealth Management
Danville,
California
| US$ 150 mi | +US$ 8,64 mi | +6% | 1,41% | 64% | 28 | 10,71% | 2,5 |
|
| 6542 |
6542
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$ 150 mi | -US$ 536 mil | -0,4% | 1,21% | 51,9% | 26 | 7,69% | 3,4 |
|
| 6543 |
6543
Beacon Financial Strategies
Raleigh,
North Carolina
| US$ 150 mi | +US$ 2,92 mi | +2% | 0,51% | 54,2% | 36 | 8,33% | 2,9 |
|
| 6544 |
6544
Albert D. Mason Inc
Boston,
Massachusetts
| US$ 150 mi | -US$ 6,49 mi | -4% | 1,2% | 83,4% | 151 | 7,28% | 6 |
|
| 6545 |
6545
Objective Capital Management
Pepper Pike,
Ohio
| US$ 150 mi | -US$ 20,6 mi | -12% | 5,07% | – | 158 | 18,99% | 1,9 |
|
| 6546 |
6546
Nicholson Wealth Management Group
Charlestown,
South Carolina
| US$ 150 mi | +US$ 27,9 mi | +23% | 5,08% | – | 103 | 9,71% | 0,2 |
|
| 6547 |
6547
Lauer Wealth
Valparaiso,
Indiana
| US$ 150 mi | +US$ 20,1 mi | +16% | 11,9% | 89,4% | 46 | 39,13% | 1,1 |
|
| 6548 |
6548
Melfa Wealth Management
Westborough,
Massachusetts
| US$ 150 mi | -US$ 1,96 mi | -1% | 2,65% | 49,9% | 205 | 3,41% | 1,5 |
|
| 6549 |
6549
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$ 150 mi | -US$ 65,5 mi | -30% | 2,33% | 44% | 4 | 0% | 2,8 |
|
| 6550 |
6550
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$ 149 mi | -US$ 261 mi | -64% | 2,15% | 66,5% | 365 | 81,64% | 0,2 |
|