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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7901 |
7901
Global Strategic Management
San Juan,
Puerto Rico
| US$ 130 mi | +US$ 9,11 mi | +8% | 11,6% | – | 27 | 11,11% | 4,3 |
|
| 7902 |
7902
Wolfstich Capital
Medfield,
Massachusetts
| US$ 130 mi | +US$ 15,2 mi | +13% | 7,2% | – | 50 | 72% | 0,7 |
|
| 7903 |
7903
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$ 129 mi | -US$ 43,5 mi | -25% | 25,1% | 23,7% | 3 | 0% | 3,1 |
|
| 7904 |
7904
Whitebark Investors
Incline Village,
Nevada
| US$ 129 mi | +US$ 4,41 mi | +4% | 14,7% | – | 10 | 10% | 1,2 |
|
| 7905 |
7905
Graham Capital Wealth Management
Washington D.c.,
District of Columbia
| US$ 129 mi | +US$ 16,7 mi | +15% | 5,18% | 50,6% | 66 | 22,73% | 1,5 |
|
| 7906 |
SF
7906
Schaeffer Financial
Rockville,
Maryland
| US$ 129 mi | +US$ 10,5 mi | +9% | 9,15% | 52,2% | 28 | 14,29% | 2,3 |
|
| 7907 |
7907
Davis Wealth Advisors
Salem,
New Hampshire
| US$ 129 mi | +US$ 8,93 mi | +7% | 11,6% | – | 82 | 23,17% | 1,1 |
|
| 7908 |
7908
Up Capital Management
Roseville,
California
| US$ 129 mi | +US$ 40,1 mi | +45% | 38% | – | 21 | 19,05% | 0,4 |
|
| 7909 |
7909
Santa Clara Valley Transportation Authority
San Jose,
California
| US$ 129 mi | +US$ 8,88 mi | +7% | 7,25% | – | 4 | 0% | 1,8 |
|
| 7910 |
CAG
7910
Cypress Advisory Group
Scottsdale,
Arizona
| US$ 129 mi | -US$ 2,06 mi | -2% | 2,88% | – | 83 | 12,05% | 1,1 |
|
| 7911 |
7911
S Harris Financial Group
San Antonio,
Texas
| US$ 129 mi | +US$ 19,4 mi | +18% | 12,3% | – | 129 | 20,93% | 0,4 |
|
| 7912 |
7912
CenturyLink Investment Management
Denver,
Colorado
| US$ 129 mi | -US$ 45,9 mi | -26% | 3,15% | – | 3 | 0% | 1,7 |
|
| 7913 |
MCFP
7913
McCarley & Cook Financial Planners
Cincinnati,
Ohio
| US$ 129 mi | +US$ 13,2 mi | +11% | 12,9% | – | 280 | 7,5% | 0,5 |
|
| 7914 |
7914
Sherman Asset Management
Ventura,
California
| US$ 129 mi | +US$ 20,2 mi | +19% | 16,7% | – | 157 | 15,29% | 1,3 |
|
| 7915 |
7915
CrossGen Wealth
Greenville,
North Carolina
| US$ 129 mi | +US$ 14,9 mi | +13% | 10,7% | – | 223 | 14,35% | 0,4 |
|
| 7916 |
7916
Koenig Investment Advisory
Ashland,
Oregon
| US$ 129 mi | +US$ 11 mi | +9% | 6,88% | – | 38 | 7,89% | 0,5 |
|
| 7917 |
7917
Quest 10 Wealth Builders
Fuquay-Varina,
Virginia
| US$ 129 mi | +US$ 14,6 mi | +13% | 13,6% | – | 833 | 15,49% | 1,2 |
|
| 7918 |
7918
Linden Rose Investment
Sugar Land,
Texas
| US$ 129 mi | +US$ 52,5 mi | +69% | 122% | – | 8 | 25% | 0,8 |
|
| 7919 |
7919
Professional Financial Solutions
Falls Chruch,
Virginia
| US$ 129 mi | +US$ 16,3 mi | +14% | 11,1% | – | 41 | 7,32% | 0,5 |
|
| 7920 |
7920
JMN Financial
New Albany,
Ohio
| US$ 129 mi | +US$ 26,8 mi | +26% | 24,5% | – | 266 | 42,86% | 0,3 |
|
| 7921 |
7921
William Howard & Co Financial Advisors
Memphis,
Tennessee
| US$ 129 mi | +US$ 12,8 mi | +11% | 12,5% | – | 55 | 3,64% | 2 |
|
| 7922 |
7922
Ridge Creek Global
Strongsville,
Ohio
| US$ 129 mi | +US$ 10,6 mi | +9% | 14,5% | – | 95 | 11,58% | 0,4 |
|
| 7923 |
7923
AFG Fiduciary Services
Hingham,
Massachusetts
| US$ 128 mi | -US$ 42,6 mi | -25% | 14,4% | 72,4% | 93 | 35,48% | 2,8 |
|
| 7924 |
7924
TenCore Partners
New York
| US$ 128 mi | -US$ 302 mil | -0,2% | 8,09% | 50,4% | 16 | 18,75% | 3,2 |
|
| 7925 |
7925
Safe Harbor Fiduciary
Pensacola,
Florida
| US$ 128 mi | +US$ 23,4 mi | +22% | 23,5% | – | 68 | 27,94% | 1,1 |
|