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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Avant Financial Advisors
Austin,
Texas
| US$ 139 mi | +US$ 6,39 mi | +5% | 2,02% | – | 68 | 5,88% | 0,9 |
|
| 7427 |
7427
EIG Asset Management
Washington,
District of Columbia
| US$ 139 mi | – | – | 3,35% | – | 1 | – | 0 |
|
| 7428 |
RCM
7428
RMR Capital Management
Tustin,
California
| US$ 139 mi | -US$ 4,22 mi | -3% | 2,59% | 57% | 82 | 12,2% | 1,7 |
|
| 7429 |
7429
Partnership Wealth Management
Towson,
Maryland
| US$ 139 mi | +US$ 9,09 mi | +7% | 8,34% | 67,6% | 71 | 5,63% | 1,8 |
|
| 7430 |
TM
7430
TFJ Management
Somerville,
Massachusetts
| US$ 139 mi | -US$ 9,5 mi | -6% | 4,75% | – | 11 | 18,18% | 0,8 |
|
| 7431 |
7431
Prota Financial
Houston,
Texas
| US$ 139 mi | – | – | 1,83% | – | 67 | – | 0 |
|
| 7432 |
7432
Shum Financial Group
Alameda,
California
| US$ 139 mi | +US$ 4,8 mi | +4% | 2,38% | – | 95 | 4,21% | 1,1 |
|
| 7433 |
7433
Renaissance Capital
Stamford,
Connecticut
| US$ 139 mi | -US$ 39,6 mi | -22% | 5,11% | 392% | 41 | 29,27% | 0,9 |
|
| 7434 |
7434
Aflac Inc
Columbus,
Georgia
| US$ 139 mi | -US$ 22,7 mi | -14% | 14% | 13,4% | 3 | 0% | 3,3 |
|
| 7435 |
7435
Murphy & Mullick Capital Management
Smithtown,
New York
| US$ 139 mi | +US$ 3,91 mi | +3% | 2,88% | – | 857 | 22,87% | 0,7 |
|
| 7436 |
7436
Lakehouse Capital
Sydney NSW,
Australia
| US$ 139 mi | -US$ 25 mi | -15% | 10,2% | 87,4% | 15 | 26,67% | 3,4 |
|
| 7437 |
7437
Nalls Sherbakoff Group
Knoxville,
Tennessee
| US$ 139 mi | -US$ 9,6 mi | -6% | 4,15% | – | 461 | 11,93% | 4,2 |
|
| 7438 |
7438
Persium Advisors
Atlanta,
Georgia
| US$ 139 mi | +US$ 3,83 mi | +3% | 1,9% | – | 70 | 20% | 0,8 |
|
| 7439 |
7439
Leibman Financial Services
Louisville,
Nebraska
| US$ 139 mi | +US$ 6,86 mi | +5% | 3,11% | 59,2% | 55 | 20% | 1,3 |
|
| 7440 |
7440
Clayton Partners
Berkeley,
California
| US$ 138 mi | +US$ 6,6 mi | +5% | 5,9% | 109% | 43 | 27,91% | 2,3 |
|
| 7441 |
7441
Trace Wealth Advisors
Los Angeles,
California
| US$ 138 mi | +US$ 4,64 mi | +3% | 2,96% | – | 72 | 8,33% | 0,8 |
|
| 7442 |
BCM
7442
Beartown Capital Management
Huntington Woods,
Michigan
| US$ 138 mi | – | – | 10,3% | – | 43 | – | 0 |
|
| 7443 |
7443
Polaris Investment Advisors
Framingham,
Massachusetts
| US$ 138 mi | – | – | 3,48% | – | 73 | – | 0 |
|
| 7444 |
7444
Diamant Asset Management
Ridgefield,
Connecticut
| US$ 138 mi | +US$ 2,56 mi | +2% | 4,12% | 66,9% | 73 | 5,48% | 6,1 |
|
| 7445 |
7445
BAM Wealth Management
Lakewood,
Colorado
| US$ 138 mi | +US$ 9,17 mi | +7% | 2,4% | – | 178 | 28,65% | 0,2 |
|
| 7446 |
7446
Elser Financial Planning
Indianapolis,
Indiana
| US$ 138 mi | +US$ 55,3 mi | +67% | 8,73% | – | 82 | 18,29% | 1,1 |
|
| 7447 |
7447
IDG China Venture Capital Fund V Associates
Hong Kong
| US$ 138 mi | -US$ 19,7 mi | -12% | 11,4% | 7,34% | 1 | 0% | 4 |
|
| 7448 |
7448
AllStreet Capital Advisors
Los Angeles,
California
| US$ 138 mi | – | – | 0,57% | – | 66 | – | 0 |
|
| 7449 |
7449
Lane Brothers & Co
Prescott,
Arizona
| US$ 138 mi | – | – | 1,65% | – | 83 | – | 0 |
|
| 7450 |
7450
SageOak Financial
Tulsa,
Oklahoma
| US$ 138 mi | +US$ 2,2 mi | +2% | 1,32% | – | 33 | 3,03% | 0,9 |
|