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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Dougherty Wealth Advisers
Wayzata,
Minnesota
| US$ 129 mi | +US$ 3,14 mi | +2% | 0,74% | 76,1% | 113 | 7,08% | 5 |
|
| 6977 |
6977
Impact Investors
San Francisco,
California
| US$ 129 mi | – | – | 1,63% | – | 90 | – | 0 |
|
| 6978 |
6978
Mission Hills Financial Advisory
San Diego,
California
| US$ 129 mi | +US$ 11,3 mi | +10% | 2,02% | – | 35 | 11,43% | 0,2 |
|
| 6979 |
6979
Clark Wealth Partners
O'fallon,
Illinois
| US$ 129 mi | – | – | 0,33% | – | 528 | – | 0 |
|
| 6980 |
6980
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$ 129 mi | -US$ 3 mi | -2% | 1,15% | 74,9% | 47 | 12,77% | 1,4 |
|
| 6981 |
6981
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$ 129 mi | -US$ 67,6 mi | -34% | 1,98% | 88,8% | 15 | 60% | 2,6 |
|
| 6982 |
6982
Traction Financial Partners
Encampment,
Wyoming
| US$ 129 mi | +US$ 1,21 mi | +0,9% | 0,5% | – | 60 | 10% | 0,9 |
|
| 6983 |
6983
FWG Investments
Lexington,
Kentucky
| US$ 129 mi | +US$ 13 mi | +11% | 0,91% | 67,5% | 140 | 23,57% | 0,7 |
|
| 6984 |
RA
6984
Rovida Advisors
Fort Lauderdale,
Florida
| US$ 129 mi | -US$ 189 mi | -60% | 0,54% | 24,8% | 26 | 65,38% | 0,8 |
|
| 6985 |
6985
Aspetuck Financial Management
Westport,
Connecticut
| US$ 128 mi | – | – | 2,74% | – | 201 | – | 0 |
|
| 6986 |
6986
Inman Jager Wealth Management
Hattiesburg,
Mississippi
| US$ 128 mi | – | – | 1,3% | – | 80 | – | 0 |
|
| 6987 |
6987
Mount Vernon Associates
Baltimore,
Maryland
| US$ 128 mi | +US$ 2,27 mi | +2% | 6,07% | 136% | 53 | 5,66% | 7,7 |
|
| 6988 |
6988
Coordinated Financial Services
Denver,
Colorado
| US$ 128 mi | – | – | 0,91% | – | 135 | – | 0,7 |
|
| 6989 |
6989
RCF Management
Denver,
Colorado
| US$ 128 mi | – | – | 1,34% | – | 1 | – | 0 |
|
| 6990 |
6990
Canandaigua National Trust of Florida
Canandaigua,
New York
| US$ 128 mi | +US$ 11,8 mi | +10% | 1,48% | – | 116 | 19,83% | 0,2 |
|
| 6991 |
LI
6991
Latash Investments
Anchorage,
Alaska
| US$ 128 mi | +US$ 19,5 mi | +18% | 22,5% | 110% | 17 | 5,88% | 4,4 |
|
| 6992 |
6992
C.V. Starr & Co
New York
| US$ 128 mi | – | – | 1,74% | – | 6 | – | 1,9 |
|
| 6993 |
6993
Bush Investment Group
Valdosta,
Georgia
| US$ 128 mi | +US$ 3,06 mi | +2% | 0,21% | – | 33 | 6,06% | 0,8 |
|
| 6994 |
TA
6994
TPG Advisors
Northfield,
Illinois
| US$ 128 mi | +US$ 101 mil | +0,1% | 1,42% | – | 91 | 5,49% | 0,5 |
|
| 6995 |
6995
LRT Capital Management
Austin,
Texas
| US$ 128 mi | +US$ 20,4 mi | +19% | 2,26% | 76,2% | 105 | 40,95% | 1,1 |
|
| 6996 |
6996
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 128 mi | -US$ 7,71 mi | -6% | 3,1% | 72,3% | 86 | 45,35% | 1,3 |
|
| 6997 |
6997
Applied Fundamental Research
Cambridge,
Massachusetts
| US$ 128 mi | -US$ 23,6 mi | -16% | 12,4% | 44,6% | 13 | 15,38% | 2,7 |
|
| 6998 |
CCA
6998
Cypress Capital Advisors
Franklin,
Tennessee
| US$ 128 mi | – | – | 0,39% | – | 61 | – | 0 |
|
| 6999 |
6999
Salus Financial Advisors
Colorado Springs,
Colorado
| US$ 128 mi | – | – | 0,34% | – | 33 | – | 0 |
|
| 7000 |
7000
Virtus Investment Advisers
Hartford,
Connecticut
| US$ 128 mi | +US$ 468 mil | +0,4% | 6,27% | 172% | 414 | 31,88% | 0,8 |
|