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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6551 |
6551
Financial Designs
Claremont,
California
| US$ 144 mi | -US$ 8,21 mi | -5% | 1,02% | 49% | 22 | 18,18% | 0,9 |
|
| 6552 |
6552
Paul R. Ried Financial Group
Bellevue,
Washington
| US$ 144 mi | +US$ 990 mil | +0,7% | 1,2% | – | 31 | 9,68% | 0,2 |
|
| 6553 |
6553
Papamarkou Wellner Asset Management
New York
| US$ 144 mi | -US$ 1,64 mi | -1% | 1,02% | – | 89 | 21,35% | 0,2 |
|
| 6554 |
SWP
6554
Semus Wealth Partners
Boca Raton,
Florida
| US$ 144 mi | -US$ 7,49 mi | -5% | 6,25% | 107% | 124 | 17,74% | 1,7 |
|
| 6555 |
6555
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$ 143 mi | -US$ 14,5 mi | -9% | 6,39% | 157% | 60 | 16,67% | 1 |
|
| 6556 |
6556
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$ 143 mi | -US$ 17,2 mi | -11% | 1,55% | 64,3% | 126 | 24,6% | 2,2 |
|
| 6557 |
6557
SummerHaven Investment Management
Stamford,
Connecticut
| US$ 143 mi | -US$ 18,9 mi | -12% | 9,21% | 150% | 198 | 2,02% | 1,5 |
|
| 6558 |
6558
Index Venture Life Associates VI
St. Helier,
Jersey
| US$ 143 mi | -US$ 23,8 mi | -14% | 14,1% | – | 2 | 50% | 3,3 |
|
| 6559 |
6559
Addis & Hill
Wayne,
Pennsylvania
| US$ 143 mi | +US$ 7,98 mi | +6% | 1,6% | 65,1% | 28 | 17,86% | 1 |
|
| 6560 |
6560
Gould Capital
Tacoma,
Washington
| US$ 143 mi | -US$ 610 mil | -0,4% | 0,85% | 60,1% | 225 | 9,33% | 2,5 |
|
| 6561 |
WF
6561
Williams Financial
North Bennington,
Vermont
| US$ 143 mi | -US$ 17,5 mi | -11% | 0,35% | 33,1% | 26 | 73,08% | 0,7 |
|
| 6562 |
6562
Stegner Investment Associates
Louisville,
Kentucky
| US$ 143 mi | -US$ 8,07 mi | -5% | 5,74% | 84,8% | 27 | 3,7% | 3,2 |
|
| 6563 |
6563
Hager Investment Management Services
New London,
New Hampshire
| US$ 143 mi | -US$ 17,2 mi | -11% | 5,63% | – | 320 | 15,31% | 0,2 |
|
| 6564 |
HFS
6564
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$ 143 mi | +US$ 6,46 mi | +5% | 1,06% | 60,8% | 63 | 19,05% | 1 |
|
| 6565 |
TCM
6565
Thoma Capital Management
Towson,
Maryland
| US$ 143 mi | -US$ 3,05 mi | -2% | 3,1% | – | 64 | 9,38% | 0,2 |
|
| 6566 |
6566
Clay Northam Wealth Management
Huntington Beach,
California
| US$ 143 mi | -US$ 11,9 mi | -8% | 6,34% | 125% | 97 | 12,37% | 2,2 |
|
| 6567 |
6567
Michael S. Ryan Inc
Latham,
New York
| US$ 143 mi | -US$ 3,97 mi | -3% | 2,37% | 63,3% | 52 | 21,15% | 1,3 |
|
| 6568 |
6568
Toronado Partners
San Francisco,
California
| US$ 143 mi | -US$ 15,3 mi | -10% | 14,9% | 158% | 11 | 0% | 2,5 |
|
| 6569 |
6569
Riverchase Wealth Management
Flower Mound,
Texas
| US$ 143 mi | +US$ 9,11 mi | +7% | 0,13% | – | 68 | 7,35% | 0,2 |
|
| 6570 |
6570
Conrad N. Hilton Foundation
Agoura Hills,
California
| US$ 143 mi | -US$ 42,6 mil | -0% | 3,49% | – | 5 | 60% | 0,8 |
|
| 6571 |
6571
Ciovacco Capital Management
Atlanta,
Georgia
| US$ 143 mi | -US$ 32,2 mi | -18% | 5,88% | 88,5% | 20 | 5% | 2 |
|
| 6572 |
6572
Varde Management
Minneapolis,
Minnesota
| US$ 143 mi | +US$ 21 mi | +17% | 1,53% | 149% | 6 | 50% | 1 |
|
| 6573 |
RCWM
6573
Royal Capital Wealth Management
Carmel,
Indiana
| US$ 143 mi | +US$ 63 mil | +0% | 0,02% | 83,8% | 92 | 11,96% | 2,5 |
|
| 6574 |
6574
Keystone Global Partners
Denver,
Colorado
| US$ 143 mi | – | – | 1,49% | – | 200 | – | 0 |
|
| 6575 |
MF
6575
Meridian Financial
Holliston,
Massachusetts
| US$ 143 mi | -US$ 2,27 mi | -2% | 2,34% | 58,5% | 128 | 12,5% | 2,4 |
|