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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7051 |
ICMP
7051
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$ 131 mi | +US$ 5,73 mi | +5% | 4,43% | 39,7% | 76 | 14,47% | 2,8 |
|
| 7052 |
7052
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 131 mi | -US$ 453 mil | -0,3% | 3,26% | 66,9% | 74 | 6,76% | 5,7 |
|
| 7053 |
7053
Ipsen Advisor Group
Little Rock,
Arkansas
| US$ 131 mi | +US$ 15,1 mi | +13% | 5,28% | – | 101 | 8,91% | 1,9 |
|
| 7054 |
7054
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$ 131 mi | +US$ 11,1 mi | +9% | 7,37% | 83,3% | 94 | 14,89% | 4,7 |
|
| 7055 |
SR
7055
Summer Road
West Palm Beach,
Florida
| US$ 131 mi | +US$ 27,6 mi | +27% | 26,2% | 130% | 27 | 14,81% | 1 |
|
| 7056 |
7056
Bay Capital Advisors
Virginia Beach,
Virginia
| US$ 131 mi | +US$ 11,1 mi | +9% | 10,3% | – | 115 | 7,83% | 0,5 |
|
| 7057 |
SLFPAM
7057
St. Louis Financial Planners Asset Management
Chesterfield,
Missouri
| US$ 131 mi | -US$ 2,64 mi | -2% | 11,4% | 139% | 42 | 54,76% | 0,5 |
|
| 7058 |
7058
Enhancing Capital
Harrisburg,
Pennsylvania
| US$ 131 mi | +US$ 6,15 mi | +5% | 7,93% | – | 94 | 5,32% | 2,5 |
|
| 7059 |
7059
Paragon Capital Management (Utah)
Provo,
Utah
| US$ 131 mi | +US$ 7,27 mi | +6% | 8,75% | 72,3% | 72 | 1,39% | 1,4 |
|
| 7060 |
7060
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$ 131 mi | +US$ 11,4 mi | +10% | 17,1% | 161% | 236 | 14,41% | 2,5 |
|
| 7061 |
7061
Paladin Advisory Group
Clive,
Iowa
| US$ 131 mi | +US$ 5,98 mi | +5% | 8,85% | 71,9% | 262 | 17,18% | 1,8 |
|
| 7062 |
7062
Greater Midwest Financial Group
St. Paul,
Minnesota
| US$ 131 mi | -US$ 12,5 mi | -9% | 16,1% | 157% | 64 | 29,69% | 1 |
|
| 7063 |
7063
Washington Growth Strategies
Washington,
District of Columbia
| US$ 131 mi | +US$ 131 mi | +117.184% | 9,15% | – | 52 | 19,23% | 0,5 |
|
| 7064 |
7064
Index Venture Life Associates VI
St. Helier,
Jersey
| US$ 131 mi | -US$ 12,4 mi | -9% | 8,62% | – | 1 | 0% | 3,5 |
|
| 7065 |
7065
Gentry Private Wealth
Wichita,
Kansas
| US$ 131 mi | +US$ 9,26 mi | +8% | 8,77% | – | 91 | 12,09% | 0,4 |
|
| 7066 |
7066
Mosaic Financial Group
Chicago,
Illinois
| US$ 131 mi | +US$ 7,69 mi | +6% | 8,25% | – | 120 | 9,17% | 1,1 |
|
| 7067 |
LF
7067
Lighthouse Financial
Largo,
Florida
| US$ 131 mi | +US$ 14,7 mi | +13% | 14,8% | – | 72 | 8,33% | 0,5 |
|
| 7068 |
7068
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$ 131 mi | +US$ 16,7 mi | +15% | 11,1% | – | 76 | 15,79% | 0,4 |
|
| 7069 |
7069
JDH Wealth Management
Santa Rosa,
California
| US$ 131 mi | +US$ 14 mi | +12% | 8,4% | – | 53 | 18,87% | 0,4 |
|
| 7070 |
7070
Oppenheimer & Close
New York
| US$ 131 mi | +US$ 9,25 mi | +8% | 12,9% | 149% | 58 | 22,41% | 4,9 |
|
| 7071 |
7071
Saxony Capital Management
St. Louis,
Missouri
| US$ 130 mi | +US$ 16,5 mi | +14% | 9,52% | 90% | 142 | 23,94% | 1 |
|
| 7072 |
7072
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$ 130 mi | +US$ 8,05 mi | +7% | 6,04% | – | 63 | 6,35% | 0,5 |
|
| 7073 |
7073
Astra Wealth Partners
Jersey City,
New Jersey
| US$ 130 mi | +US$ 21,3 mi | +20% | 10,2% | – | 91 | 23,08% | 0,4 |
|
| 7074 |
PS
7074
Pennant Select
Summit,
New Jersey
| US$ 130 mi | +US$ 1,84 mi | +1% | 23,2% | – | 12 | 8,33% | 1,1 |
|
| 7075 |
7075
Bannerman Wealth Management Group
Lewisville,
Texas
| US$ 130 mi | +US$ 7,87 mi | +6% | 8,06% | – | 36 | 5,56% | 0,5 |
|