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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 |
7051
Channing Global Advisors
Miami,
Florida
| US$ 156 mi | +US$ 11,9 mi | +8% | 9,87% | 128% | 47 | 19,15% | 2,4 |
|
| 7052 |
7052
Atlantic Private Wealth
Chapel Hill,
North Carolina
| US$ 156 mi | +US$ 1,58 mi | +1% | 1,74% | 55,7% | 413 | 47,22% | 0,9 |
|
| 7053 |
7053
Stonekeep Investments
Sante Fe,
New Mexico
| US$ 156 mi | -US$ 1,43 mi | -0,9% | 0,78% | – | 66 | 9,09% | 1,3 |
|
| 7054 |
7054
Lakeside Advisors
Seattle,
Washington
| US$ 156 mi | -US$ 1,69 mi | -1% | 1,04% | 83,7% | 65 | 7,69% | 3,5 |
|
| 7055 |
7055
Avory & Company
Miami,
Florida
| US$ 156 mi | -US$ 9,7 mi | -6% | 0,85% | 74,9% | 45 | 33,33% | 1,7 |
|
| 7056 |
7056
LifeSteps Financial
Claremont,
California
| US$ 156 mi | +US$ 570 mil | +0,4% | 2,01% | 98,4% | 91 | 3,3% | 4,1 |
|
| 7057 |
7057
Invariant Investment Management
Camp Hill,
Pennsylvania
| US$ 156 mi | – | – | 1,74% | – | 71 | – | 0 |
|
| 7058 |
7058
Cultivar Capital
Denton,
Texas
| US$ 156 mi | +US$ 6,26 mi | +4% | 2,13% | 38,3% | 47 | 21,28% | 1,3 |
|
| 7059 |
7059
MidAtlantic Capital Management
Richmond,
Virginia
| US$ 156 mi | +US$ 9,7 mi | +7% | 1,48% | 61,2% | 239 | 66,95% | 0,6 |
|
| 7060 |
7060
Schulz Wealth
Mansfield,
Texas
| US$ 156 mi | +US$ 4,81 mi | +3% | 2,33% | – | 65 | 6,15% | 1,8 |
|
| 7061 |
7061
Palouse Capital Management
Spokane,
Washington
| US$ 156 mi | -US$ 1,17 mi | -0,7% | 3,54% | 67,8% | 164 | 19,51% | 2,2 |
|
| 7062 |
7062
Grantvest Financial Group
Matawan,
New Jersey
| US$ 156 mi | +US$ 11,2 mi | +8% | 1,38% | – | 168 | 11,31% | 0,8 |
|
| 7063 |
7063
SFI Advisors
Montclair,
New Jersey
| US$ 156 mi | -US$ 996 mil | -0,6% | 1,98% | 95,9% | 69 | 14,49% | 2 |
|
| 7064 |
7064
Five Pine Wealth Management
Coeur D Alene,
Idaho
| US$ 156 mi | +US$ 7,97 mi | +5% | 1,38% | – | 42 | 0% | 0,9 |
|
| 7065 |
7065
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$ 156 mi | +US$ 2,19 mi | +1% | 2,62% | 61% | 93 | 12,9% | 6,6 |
|
| 7066 |
7066
Code Waechter
Tampa,
Florida
| US$ 156 mi | +US$ 2,51 mi | +2% | 1,94% | – | 119 | 15,13% | 1 |
|
| 7067 |
7067
Whipplewood Advisors
Littleton,
Colorado
| US$ 156 mi | +US$ 3,6 mi | +2% | 0,73% | – | 509 | 43,61% | 0,5 |
|
| 7068 |
7068
Sippican Capital Advisors
Boston,
Massachusetts
| US$ 156 mi | +US$ 4,36 mi | +3% | 4,49% | 81,1% | 117 | 5,98% | 6 |
|
| 7069 |
AIFAIM
7069
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$ 156 mi | +US$ 2,85 mi | +2% | 1,79% | 79,1% | 154 | 7,14% | 3,4 |
|
| 7070 |
7070
Bridger Management
New York
| US$ 156 mi | -US$ 30,1 mi | -16% | 8,05% | 103% | 35 | 51,43% | 1,8 |
|
| 7071 |
7071
SLT Holdings
Scottsdale,
Arizona
| US$ 155 mi | +US$ 806 mil | +0,5% | 2,51% | – | 173 | 38,73% | 0,5 |
|
| 7072 |
DT
7072
DBA Trading
Fort Lauderdale,
Florida
| US$ 155 mi | – | – | 12,5% | – | 39 | – | 0 |
|
| 7073 |
7073
Ball & Co Wealth Management
Franklin,
Tennessee
| US$ 155 mi | +US$ 5,01 mi | +3% | 5,06% | – | 92 | 21,74% | 0,8 |
|
| 7074 |
7074
BNB Wealth Management
Silver Spring,
Maryland
| US$ 155 mi | – | – | 3,35% | – | 88 | – | 0 |
|
| 7075 |
7075
Silver Oak Wealth Advisors Services
Los Angeles,
California
| US$ 155 mi | +US$ 3,28 mi | +2% | 1,13% | – | 37 | 2,7% | 0,9 |
|