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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7076 |
JD6
7076
J Digital 6
Chicago,
Illinois
| US$ 169 mi | +US$ 29 mi | +21% | 6,6% | – | 3 | 33,33% | 0,5 |
|
| 7077 |
FWMM
7077
Foundation Wealth Management (Missouri)
Clayton,
Missouri
| US$ 169 mi | +US$ 21,1 mi | +14% | 15,1% | 64% | 52 | 21,15% | 2,2 |
|
| 7078 |
DCM
7078
Davis Capital Management
Jacksonville,
Florida
| US$ 169 mi | +US$ 21,4 mi | +14% | 11,3% | – | 1.286 | 55,44% | 1,2 |
|
| 7079 |
DIG
7079
Daniel Investment Group
Royal Oak,
Michigan
| US$ 169 mi | – | – | 7,08% | – | 33 | – | 0 |
|
| 7080 |
FCM
7080
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$ 169 mi | +US$ 9,09 mi | +6% | 14,8% | 81,3% | 52 | 11,54% | 5,9 |
|
| 7081 |
MSWA
7081
Marshall & Sterling Wealth Advisors
Poughkeepsie,
New York
| US$ 169 mi | +US$ 16 mi | +10% | 11,3% | – | 356 | 8,15% | 1,3 |
|
| 7082 |
PWCM
7082
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$ 169 mi | +US$ 21,5 mi | +15% | 22,2% | 160% | 36 | 5,56% | 2,2 |
|
| 7083 |
SFG
7083
Somnio Financial Group
Glastonbury,
Connecticut
| US$ 169 mi | +US$ 16,6 mi | +11% | 9,79% | – | 14 | 0% | 1,9 |
|
| 7084 |
NDBT
7084
North Dallas Bank & Trust
Dallas,
Texas
| US$ 169 mi | +US$ 20,9 mi | +14% | 17,2% | – | 119 | 13,45% | 0,8 |
|
| 7085 |
GGA
7085
Granite Group Advisors
Stamford,
Connecticut
| US$ 169 mi | +US$ 3,34 mi | +2% | 10,4% | 74% | 96 | 22,92% | 1,6 |
|
| 7086 |
AIM
7086
Athena Investment Management
Orinda,
California
| US$ 169 mi | -US$ 24,1 mi | -13% | 19% | 80,6% | 156 | 17,31% | 3,6 |
|
| 7087 |
BCG
7087
Bravias Capital Group
Iselin,
New Jersey
| US$ 168 mi | +US$ 15,5 mi | +10% | 9,7% | – | 101 | 8,91% | 1,2 |
|
| 7088 |
SFS
7088
Sunrise Financial Services
Burien,
Washington
| US$ 168 mi | +US$ 27,2 mi | +19% | 15,5% | – | 658 | 16,26% | 0,4 |
|
| 7089 |
E3F
7089
Eight 31 Financial
Midland,
Texas
| US$ 168 mi | +US$ 2,61 mi | +2% | 3,56% | – | 75 | 16% | 1,8 |
|
| 7090 |
KLCM
7090
KG&L Capital Management
Saint Francisville,
Louisiana
| US$ 168 mi | +US$ 28,6 mi | +21% | 16,5% | 91,9% | 150 | 23,33% | 3,5 |
|
| 7091 |
CF
7091
CBM Financial
Austin,
Texas
| US$ 168 mi | +US$ 7,82 mi | +5% | 11,5% | – | 18 | 22,22% | 1 |
|
| 7092 |
SIM
7092
Sentry Investment Management
Stevens Point,
Wisconsin
| US$ 168 mi | +US$ 22,2 mi | +15% | 14,9% | 103% | 1 | 0% | 0,5 |
|
| 7093 |
USWIA
7093
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$ 168 mi | +US$ 9,15 mi | +6% | 17,8% | – | 108 | 12,96% | 1,6 |
|
| 7094 |
VFS
7094
Valpey Financial Services
Concord,
New Hampshire
| US$ 168 mi | +US$ 14,2 mi | +9% | 9,77% | – | 77 | 3,9% | 0,9 |
|
| 7095 |
KK
7095
Karl Kapital
San Francisco,
California
| US$ 168 mi | +US$ 23,6 mi | +16% | 26,9% | – | 33 | 57,58% | 0,2 |
|
| 7096 |
RCA
7096
Runnymede Capital Advisors
Dublin,
Ohio
| US$ 168 mi | +US$ 51,4 mi | +44% | 70,2% | – | 81 | 12,35% | 0,5 |
|
| 7097 |
SVWA
7097
Sarver Vrooman Wealth Advisors
Kansas City,
Missouri
| US$ 168 mi | +US$ 5,42 mi | +3% | 2,25% | – | 148 | 8,78% | 1,1 |
|
| 7098 |
IIL
7098
Income Insurance Ltd
Singapore,
| US$ 168 mi | +US$ 20,7 mi | +14% | 28,9% | – | 189 | 15,87% | 0,4 |
|
| 7099 |
PCM
7099
Pincus Capital Management
New York
| US$ 168 mi | +US$ 24,1 mi | +17% | 23% | – | 53 | 7,55% | 0,5 |
|
| 7100 |
E
7100
Evansbrook
Bolingbrook,
Illinois
| US$ 168 mi | +US$ 17,9 mi | +12% | 17,8% | – | 129 | 10,85% | 0,4 |
|