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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 |
8001
Safe Harbor Fiduciary
Pensacola,
Florida
| US$ 113 mi | – | – | 2,72% | – | 230 | – | 0,9 |
|
| 8002 |
8002
Severin Investments
St. Louis,
Missouri
| US$ 113 mi | +US$ 742 mil | +0,7% | 4,77% | – | 198 | 27,78% | 0,7 |
|
| 8003 |
B
8003
Bayban
Bayport,
Minnesota
| US$ 113 mi | – | – | 2,51% | – | 613 | – | 0 |
|
| 8004 |
8004
Cassilly Financial Group
Severna Park,
Maryland
| US$ 113 mi | – | – | 1,5% | – | 62 | – | 0 |
|
| 8005 |
8005
Wealth Advisory Team
Bellevue,
Kentucky
| US$ 113 mi | – | – | 0,81% | – | 39 | – | 0,5 |
|
| 8006 |
8006
Dara Capital US
Miami,
Florida
| US$ 113 mi | – | – | 3,49% | – | 119 | – | 0 |
|
| 8007 |
8007
SeedSafe Financial
Austin,
Texas
| US$ 113 mi | – | – | 2,65% | – | 33 | – | 0 |
|
| 8008 |
8008
Worthington Financial Partners
Worthington,
Ohio
| US$ 113 mi | – | – | 12,5% | – | 96 | – | 0 |
|
| 8009 |
8009
NewCorp Financial Services
Alpharetta,
Georgia
| US$ 113 mi | – | – | 1,3% | – | 49 | – | 0 |
|
| 8010 |
8010
Karl Kapital
San Francisco,
California
| US$ 113 mi | – | – | 3,39% | – | 18 | – | 0 |
|
| 8011 |
8011
Stirlingshire Investments
New York
| US$ 113 mi | – | – | 0,86% | – | 186 | – | 0 |
|
| 8012 |
8012
RM Financial Services
Falmouth,
Maine
| US$ 113 mi | – | – | 6,25% | – | 76 | – | 0 |
|
| 8013 |
IASG
8013
Investment Advisory Services Group
Boca Raton,
Florida
| US$ 113 mi | – | – | 1,51% | – | 31 | – | 0 |
|
| 8014 |
8014
Anchor Capital Management Company
Raleigh,
North Carolina
| US$ 113 mi | -US$ 3,53 mi | -3% | 3,83% | – | 8 | 12,5% | 1,3 |
|
| 8015 |
8015
First Growth Capital
Pikesville,
Maryland
| US$ 113 mi | – | – | 4,45% | – | 121 | – | 0 |
|
| 8016 |
8016
Odyssey Capital Advisors
Bala Cynwyd,
Pennsylvania
| US$ 113 mi | – | – | 2,18% | – | 92 | – | 0 |
|
| 8017 |
8017
Alessandra Capital Management
Torrance,
California
| US$ 113 mi | – | – | 9,39% | – | 104 | – | 0 |
|
| 8018 |
8018
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$ 113 mi | – | – | 2% | – | 47 | – | 1,9 |
|
| 8019 |
8019
DB Fitzpatrick & Co
Boise,
Idaho
| US$ 113 mi | +US$ 1,86 mi | +2% | 1,13% | 42,7% | 111 | 20,72% | 2,3 |
|
| 8020 |
8020
Bolthouse Investments
Bakersfield,
California
| US$ 112 mi | +US$ 2,17 mi | +2% | 2,69% | – | 78 | 15,38% | 0,9 |
|
| 8021 |
NCM
8021
Nitor Capital Management
Englewood Cliffs,
New Jersey
| US$ 112 mi | – | – | 4,26% | – | 24 | – | 0 |
|
| 8022 |
8022
Figure 8 Investment Strategies
Boise,
Idaho
| US$ 112 mi | +US$ 92,2 mil | +0,1% | 4,64% | – | 63 | 7,94% | 0,8 |
|
| 8023 |
8023
Stone Wealth Partners
Lafayette,
Louisiana
| US$ 112 mi | – | – | 4,04% | – | 68 | – | 0 |
|
| 8024 |
8024
WJ Financial Advisors
Killingworth,
Connecticut
| US$ 112 mi | +US$ 9,22 mi | +9% | 3,45% | – | 119 | 12,61% | 0,2 |
|
| 8025 |
8025
BG Investment Services
Hagatna,
Guam
| US$ 112 mi | +US$ 10,8 mi | +11% | 2,07% | – | 48 | 12,5% | 1,4 |
|