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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8001 |
OFS
8001
Opus Financial Solutions
Downers Grove,
Illinois
| US$ 124 mi | +US$ 17,9 mi | +17% | 8,3% | – | 118 | 18,64% | 0,4 |
|
| 8002 |
BC
8002
Burnham & Co
Grand Rapids,
Michigan
| US$ 124 mi | – | – | 13,1% | – | 197 | – | 0 |
|
| 8003 |
CF
8003
Conquis Financial
Milbrae,
California
| US$ 124 mi | +US$ 3,37 mi | +3% | 10,8% | – | 54 | 0% | 1,4 |
|
| 8004 |
RAM
8004
Robocap Asset Management
London,
United Kingdom
| US$ 124 mi | +US$ 30,5 mi | +33% | 85,1% | 259% | 26 | 26,92% | 2 |
|
| 8005 |
CCA
8005
Corps Capital Advisors
Southlake,
Texas
| US$ 124 mi | +US$ 8,73 mi | +8% | 23,3% | – | 110 | 22,73% | 0,9 |
|
| 8006 |
CWMP
8006
Clarion Wealth Managment Partners
Fairfax,
Virginia
| US$ 124 mi | +US$ 13,5 mi | +12% | 12,3% | – | 92 | 14,13% | 0,9 |
|
| 8007 |
CI
8007
Cria Inc
New York
| US$ 124 mi | -US$ 13,9 mi | -10% | 9,35% | – | 2 | 0% | 0,5 |
|
| 8008 |
WWMP
8008
Wagner Wealth Management (Pennsylvania)
Conyngham,
Pennsylvania
| US$ 124 mi | +US$ 12,4 mi | +11% | 12,9% | – | 117 | 25,64% | 0,4 |
|
| 8009 |
FOTCLOO
8009
Friends of the Cornell Lab of Ornithology
Riverside,
Connecticut
| US$ 124 mi | +US$ 17,9 mi | +17% | 14,4% | – | 5 | 0% | 0,5 |
|
| 8010 |
IWC
8010
Infinity Wealth Counsel
Loveland,
Ohio
| US$ 124 mi | +US$ 14,9 mi | +14% | 8,52% | – | 67 | 8,96% | 1,3 |
|
| 8011 |
DFC
8011
DB Fitzpatrick & Co
Boise,
Idaho
| US$ 124 mi | +US$ 6,93 mi | +6% | 7,7% | 37,1% | 112 | 16,07% | 2,6 |
|
| 8012 |
AAA
8012
AG Asset Advisory
Los Angeles,
California
| US$ 124 mi | +US$ 3,06 mi | +3% | 6,18% | – | 28 | 10,71% | 1,2 |
|
| 8013 |
LSL
8013
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$ 124 mi | +US$ 15,7 mi | +15% | 11,5% | – | 88 | 12,5% | 1,2 |
|
| 8014 |
NIM
8014
Niles Investment Management
Plantation,
Florida
| US$ 123 mi | +US$ 12,1 mi | +11% | 26,3% | – | 39 | 87,18% | 0,1 |
|
| 8015 |
CCAL
8015
City Center Advisors LLC
Troy,
Michigan
| US$ 123 mi | +US$ 15,3 mi | +14% | 17,9% | – | 191 | 29,84% | 1,1 |
|
| 8016 |
WCL
8016
Wealth Care LLC
Merritt Island,
Florida
| US$ 123 mi | +US$ 10,9 mi | +10% | 11% | – | 76 | 15,79% | 0,2 |
|
| 8017 |
BI
8017
Bolthouse Investments
Bakersfield,
California
| US$ 123 mi | +US$ 12,8 mi | +12% | 10,3% | – | 88 | 22,73% | 1,1 |
|
| 8018 |
SRL
8018
Scientech Research LLC
Jersey City,
New Jersey
| US$ 123 mi | +US$ 3,5 mi | +3% | 111% | – | 635 | 94,02% | 0,1 |
|
| 8019 |
AFP
8019
ATLas Financial Planning
Alpharetta,
Georgia
| US$ 123 mi | +US$ 11,8 mi | +11% | 7,25% | – | 72 | 8,33% | 0,5 |
|
| 8020 |
AF
8020
Aldebaran Financial
| US$ 123 mi | +US$ 17,9 mi | +17% | 20,2% | 89,7% | 85 | 14,12% | 5,8 |
|
| 8021 |
WAT
8021
Wealth Advisory Team
Bellevue,
Kentucky
| US$ 123 mi | – | – | 9,46% | – | 39 | – | 0,9 |
|
| 8022 |
PA
8022
Powerhouse Assets
Lincoln,
Massachusetts
| US$ 123 mi | +US$ 7,92 mi | +7% | 11,9% | – | 58 | 6,9% | 0,5 |
|
| 8023 |
AIM
8023
Alamut Investment Management
London,
| US$ 123 mi | +US$ 22,4 mi | +22% | 1,15% | – | 3 | 0% | 0,8 |
|
| 8024 |
BF
8024
Benchmark Financial
Wilmington,
Delaware
| US$ 123 mi | +US$ 11,3 mi | +10% | 8,07% | – | 57 | 14,04% | 0,4 |
|
| 8025 |
FA
8025
Fairlight Advisors
San Francisco,
California
| US$ 123 mi | – | – | 5,67% | – | 30 | – | 0 |
|