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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Collar Capital Management
Appleton,
Wisconsin
| US$ 142 mi | +US$ 23,3 mi | +20% | 12,2% | – | 74 | 13,51% | 0,6 |
|
| 7027 |
7027
Avant Capital
Lafayette,
Louisiana
| US$ 142 mi | +US$ 13,2 mi | +10% | 7,14% | – | 81 | 14,81% | 2,6 |
|
| 7028 |
7028
Nova Wealth Management
Bonita Springs,
Florida
| US$ 142 mi | +US$ 5,83 mi | +4% | 7,96% | – | 770 | 28,18% | 0,6 |
|
| 7029 |
7029
Genesis Wealth Advisors
Braintree,
Massachusetts
| US$ 142 mi | +US$ 8,55 mi | +6% | 6,19% | – | 64 | 4,69% | 5,9 |
|
| 7030 |
7030
Bank of Marin
Novato,
California
| US$ 142 mi | +US$ 9,21 mi | +7% | 7,26% | 80,3% | 134 | 8,96% | 2,5 |
|
| 7031 |
7031
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| US$ 142 mi | +US$ 12,3 mi | +9% | 10,6% | – | 140 | 9,29% | 0,7 |
|
| 7032 |
DQRIM
7032
Dale Q Rice Investment Management
Vancouver,
Washington
| US$ 142 mi | +US$ 21,1 mi | +18% | 19,1% | – | 69 | 5,8% | 0,7 |
|
| 7033 |
7033
Safir Wealth Advisors
Greenland,
New Hampshire
| US$ 142 mi | +US$ 5,27 mi | +4% | 5,81% | 52,1% | 16 | 18,75% | 3,3 |
|
| 7034 |
7034
Daventry Group
New York
| US$ 141 mi | -US$ 103 mi | -42% | 10,9% | 26,2% | 9 | 44,44% | 1,3 |
|
| 7035 |
7035
Comprehensive Money Management Services
Coral Gables,
Florida
| US$ 141 mi | +US$ 9,49 mi | +7% | 7,09% | – | 191 | 6,28% | 0,7 |
|
| 7036 |
7036
Value Base
Tel Aviv,
Israel
| US$ 141 mi | -US$ 33,8 mi | -19% | 14,1% | – | 7 | 0% | 0,7 |
|
| 7037 |
7037
Basepoint Wealth
Cedar Rapids,
Iowa
| US$ 141 mi | +US$ 11,7 mi | +9% | 13,8% | 113% | 108 | 7,41% | 2,7 |
|
| 7038 |
7038
Comprehensive Wealth Management
Lynnwood,
Washington
| US$ 141 mi | +US$ 16,9 mi | +14% | 5,22% | 36,9% | 39 | 0% | 1,5 |
|
| 7039 |
7039
JDH Wealth Management
Santa Rosa,
California
| US$ 141 mi | +US$ 10,3 mi | +8% | 7,9% | – | 51 | 3,92% | 0,7 |
|
| 7040 |
7040
Campion Asset Management
Falls Church,
Virginia
| US$ 141 mi | +US$ 7,6 mi | +6% | 7,41% | 70,2% | 84 | 5,95% | 3,7 |
|
| 7041 |
7041
Flavin Financial Services
Melbourne,
Florida
| US$ 141 mi | +US$ 37,7 mi | +37% | 6,61% | – | 73 | 15,07% | 0,6 |
|
| 7042 |
7042
Gibson Wealth Advisors
Tyler,
Texas
| US$ 141 mi | +US$ 6,17 mi | +5% | 6,64% | – | 41 | 24,39% | 3,2 |
|
| 7043 |
7043
Strategic Value Bank Partners
Cleveland,
Ohio
| US$ 141 mi | -US$ 34,3 mi | -20% | 8,61% | 98,1% | 16 | 18,75% | 2,6 |
|
| 7044 |
7044
Chapman Investment Management
San Anselmo,
California
| US$ 141 mi | -US$ 2,7 mi | -2% | 0,74% | 44% | 32 | 18,75% | 3,7 |
|
| 7045 |
7045
Mosaic Financial Group
Chicago,
Illinois
| US$ 141 mi | +US$ 9,8 mi | +8% | 6,36% | – | 124 | 12,9% | 1,2 |
|
| 7046 |
7046
Disciplined Investors
Waco,
Texas
| US$ 140 mi | +US$ 12,1 mi | +9% | 7,36% | – | 126 | 11,11% | 0,7 |
|
| 7047 |
7047
Illumine Investment Management
Poulsbo,
Washington
| US$ 140 mi | +US$ 14,7 mi | +12% | 13% | – | 94 | 10,64% | 0,7 |
|
| 7048 |
7048
Washington Growth Strategies
Washington,
District of Columbia
| US$ 140 mi | +US$ 9,36 mi | +7% | 8,45% | – | 53 | 3,77% | 0,8 |
|
| 7049 |
7049
Longview Financial Advisors
Huntsville,
Alabama
| US$ 140 mi | +US$ 22,5 mi | +19% | 5,5% | 47,4% | 45 | 11,11% | 1,4 |
|
| 7050 |
7050
WealthGarden F.S.
El Segundo,
California
| US$ 140 mi | +US$ 19,7 mi | +16% | 7,44% | – | 157 | 19,11% | 0,9 |
|