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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
7976
Luminus Management
Houston,
Texas
| US$ 114 mi | +US$ 2,94 mi | +3% | 5,44% | 8,7% | 30 | 63,33% | 1 |
|
| 7977 |
7977
Capstone Wealth Management
Billings,
Montana
| US$ 114 mi | – | – | 3,01% | – | 40 | – | 0 |
|
| 7978 |
RCP
7978
RPM Capital Partners
New York
| US$ 114 mi | +US$ 50,5 mi | +79% | 62,4% | 8,37% | 2 | 50% | 1 |
|
| 7979 |
7979
Ativo Capital Management
Chicago,
Illinois
| US$ 114 mi | -US$ 4,43 mi | -4% | 3,64% | 63,2% | 64 | 25% | 1,9 |
|
| 7980 |
DAM
7980
Directional Asset Management
Arlington Heights,
Illinois
| US$ 114 mi | – | – | 5,32% | – | 93 | – | 0 |
|
| 7981 |
7981
Financial Planning Fort Collins
Fort Collins,
Colorado
| US$ 114 mi | – | – | 0,9% | – | 30 | – | 0 |
|
| 7982 |
7982
Alan B. Lancz & Associates
Toledo,
Ohio
| US$ 114 mi | +US$ 3,14 mi | +3% | 6,13% | – | 139 | 10,79% | 3 |
|
| 7983 |
7983
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$ 114 mi | +US$ 2,61 mi | +2% | 2,2% | – | 83 | 8,43% | 0,9 |
|
| 7984 |
SHFC
7984
Safe Harbor Family Capital
Chapel Hill,
North Carolina
| US$ 114 mi | – | – | 1,25% | – | 51 | – | 0 |
|
| 7985 |
7985
Waycross Investment Management
Bellingham,
Washington
| US$ 114 mi | +US$ 15,7 mi | +16% | 3,07% | 49,6% | 50 | 22% | 1,9 |
|
| 7986 |
KL
7986
Keenan LLC
Boston,
Massachusetts
| US$ 114 mi | – | – | 2,59% | – | 41 | – | 0 |
|
| 7987 |
7987
Powerhouse Assets
Lincoln,
Massachusetts
| US$ 114 mi | – | – | 2,22% | – | 54 | – | 0 |
|
| 7988 |
7988
LWM Advisors
El Dorado Hills,
California
| US$ 114 mi | +US$ 2,37 mi | +2% | 1,62% | – | 30 | 6,67% | 0,9 |
|
| 7989 |
7989
Cannon Capital Management
Salt Lake City,
Utah
| US$ 114 mi | – | – | 2% | – | 27 | – | 0 |
|
| 7990 |
7990
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| US$ 114 mi | – | – | 1,91% | – | 33 | – | 0 |
|
| 7991 |
7991
CrossGen Wealth
Greenville,
North Carolina
| US$ 114 mi | – | – | 2,47% | – | 198 | – | 0 |
|
| 7992 |
7992
Broyhill Asset Management
Charlotte,
North Carolina
| US$ 114 mi | -US$ 592 mil | -0,5% | 6,01% | – | 87 | 16,09% | 0,8 |
|
| 7993 |
7993
QP Wealth Management
Eatontown,
New Jersey
| US$ 113 mi | – | – | 7,97% | – | 105 | – | 1,8 |
|
| 7994 |
7994
Empery Asset Management
New York
| US$ 113 mi | – | – | 6,18% | – | 31 | – | 1,3 |
|
| 7995 |
7995
Kane Co Wealth Management
Johnston,
Iowa
| US$ 113 mi | – | – | 2,39% | – | 50 | – | 0 |
|
| 7996 |
7996
Gallo Partners
Bloomfield,
New Jersey
| US$ 113 mi | -US$ 20,7 mi | -15% | 7,45% | – | 71 | 76,06% | 0,2 |
|
| 7997 |
7997
Larry Mathis Financial Planning
Phoenix,
Arizona
| US$ 113 mi | – | – | 3,93% | – | 157 | – | 0 |
|
| 7998 |
7998
Hudson Oak Wealth Advisory
Hoboken,
New Jersey
| US$ 113 mi | – | – | 1,67% | – | 55 | – | 0 |
|
| 7999 |
7999
Carter Financial
La Jolla,
California
| US$ 113 mi | – | – | 1,98% | – | 24 | – | 0 |
|
| 8000 |
8000
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$ 113 mi | +US$ 9,44 mi | +9% | 1,59% | 50,9% | 47 | 17,02% | 3,9 |
|