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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6576 |
6576
Schubert & Co
Mckinney,
Texas
| US$ 148 mi | +US$ 7,9 mi | +6% | 6,15% | 47,3% | 75 | 34,67% | 1,5 |
|
| 6577 |
6577
Lakehouse Capital
Sydney NSW,
Australia
| US$ 148 mi | +US$ 6,2 mi | +4% | 10,7% | 87,4% | 13 | 0% | 3,5 |
|
| 6578 |
6578
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$ 148 mi | +US$ 5,7 mi | +4% | 6,71% | 162% | 37 | 21,62% | 1,3 |
|
| 6579 |
6579
Manuka Financial
Richmond,
Virginia
| US$ 148 mi | – | – | 0% | – | 46 | – | 0 |
|
| 6580 |
BFS
6580
Burr Financial Services
Pleasant Hill,
California
| US$ 148 mi | +US$ 6,99 mi | +5% | 22,2% | 478% | 34 | 32,35% | 0,7 |
|
| 6581 |
MKW
6581
Mullaney, Keating & Wright
Middletown,
Connecticut
| US$ 148 mi | +US$ 4,07 mi | +3% | 1,77% | – | 60 | 6,67% | 0,5 |
|
| 6582 |
6582
Aufman Associates
Sewickley,
Pennsylvania
| US$ 148 mi | -US$ 7,43 mi | -5% | 2,1% | 141% | 65 | 10,77% | 2,9 |
|
| 6583 |
6583
Diametric Capital
Boston,
Massachusetts
| US$ 148 mi | -US$ 54,2 mi | -27% | 17,3% | 175% | 494 | 64,37% | 0,6 |
|
| 6584 |
6584
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$ 148 mi | -US$ 20,4 mi | -12% | 2,01% | 667% | 12 | 16,67% | 2,3 |
|
| 6585 |
PVAMC
6585
PPS&V Asset Management Consultants
Portage,
Michigan
| US$ 148 mi | +US$ 2,22 mi | +2% | 2,87% | 80,7% | 41 | 7,32% | 1,7 |
|
| 6586 |
6586
Peak Retirement Planning
Columbus,
Ohio
| US$ 148 mi | – | – | 1,37% | – | 96 | – | 0 |
|
| 6587 |
6587
Vienna Asset Management
Saratoga,
California
| US$ 148 mi | +US$ 12,5 mi | +9% | 9,58% | – | 55 | 30,91% | 1,2 |
|
| 6588 |
6588
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$ 148 mi | – | – | 2,53% | – | 109 | – | 0 |
|
| 6589 |
6589
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$ 148 mi | +US$ 2,14 mi | +1% | 1,26% | 55,4% | 65 | 7,69% | 0,8 |
|
| 6590 |
6590
Cascade Wealth Advisors
Wenatchee,
Washington
| US$ 148 mi | +US$ 7,79 mi | +6% | 0,07% | – | 50 | 6% | 0,7 |
|
| 6591 |
FA
6591
FF Advisors
Manhattan Beach,
California
| US$ 148 mi | -US$ 7,64 mi | -5% | 0,62% | 59,7% | 89 | 2,25% | 0,9 |
|
| 6592 |
6592
Priebe Wealth Holdings
Maple Grove,
Minnesota
| US$ 148 mi | +US$ 10,3 mi | +7% | 3,29% | – | 72 | 16,67% | 0,7 |
|
| 6593 |
6593
General Motors Holdings
Detroit,
Michigan
| US$ 148 mi | +US$ 16,8 mi | +13% | 74,2% | 21,4% | 5 | 0% | 1,9 |
|
| 6594 |
6594
Financial Symmetry
Raleigh,
North Carolina
| US$ 148 mi | +US$ 4,38 mi | +3% | 3,02% | 68,4% | 48 | 12,5% | 0,8 |
|
| 6595 |
6595
Conscious Wealth Investments
Coral Gables,
Florida
| US$ 147 mi | +US$ 2,12 mi | +1% | 1,67% | – | 51 | 7,84% | 0,9 |
|
| 6596 |
6596
Shearwater Capital
Denver,
Colorado
| US$ 147 mi | +US$ 2,37 mi | +2% | 3,08% | 74,4% | 48 | 8,33% | 2,5 |
|
| 6597 |
6597
Financially Speaking
Greenwood Village,
Colorado
| US$ 147 mi | – | – | 3,37% | – | 181 | – | 0 |
|
| 6598 |
6598
FIG Financial Advisory Services
Oklahoma City,
Oklahoma
| US$ 147 mi | – | – | 3,64% | – | 66 | – | 0 |
|
| 6599 |
6599
Equinox Partners Investment Management
Stamford,
Connecticut
| US$ 147 mi | +US$ 1,42 mi | +1% | 8,63% | 241% | 10 | 20% | 2,5 |
|
| 6600 |
6600
Petra Financial Advisors
Colorado Srpings,
Colorado
| US$ 147 mi | -US$ 4,56 mi | -3% | 1,19% | 129% | 155 | 20,65% | 1,2 |
|