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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
Roan Capital Partners
Johnson City,
Tennessee
| US$ 121 mi | +US$ 12,3 mi | +11% | 8,34% | – | 89 | 25,84% | 0,2 |
|
| 8077 |
8077
KDK Private Wealth Management
Houston,
Texas
| US$ 121 mi | +US$ 11,3 mi | +10% | 9,05% | – | 62 | 11,29% | 1,4 |
|
| 8078 |
8078
Mission Financial Group
Las Vegas,
Nevada
| US$ 121 mi | – | – | 13,5% | – | 158 | – | 3,3 |
|
| 8079 |
8079
Viaable
Wayne,
Pennsylvania
| US$ 121 mi | – | – | 2,91% | – | 36 | – | 0 |
|
| 8080 |
8080
Morangie Management
Vero Beach,
Florida
| US$ 120 mi | +US$ 11,8 mi | +11% | 15,3% | – | 35 | 5,71% | 1,3 |
|
| 8081 |
8081
Helium Advisors
Everett,
Washington
| US$ 120 mi | +US$ 15,3 mi | +15% | 15,1% | – | 110 | 18,18% | 1 |
|
| 8082 |
8082
Mirabaud Asset Management
London,
United Kingdom
| US$ 120 mi | -US$ 1,16 mi | -1% | 25,5% | – | 53 | 47,17% | 1,2 |
|
| 8083 |
8083
RHL Group
Holly,
Michigan
| US$ 120 mi | +US$ 3,1 mi | +3% | 15,9% | – | 297 | 28,96% | 0,3 |
|
| 8084 |
8084
Blom & Howell Financial Planning
Modesto,
California
| US$ 120 mi | +US$ 18,2 mi | +18% | 16,3% | – | 67 | 8,96% | 0,4 |
|
| 8085 |
PC
8085
Payne Capital
Lake Oswego,
Oregon
| US$ 120 mi | +US$ 11,1 mi | +10% | 11,1% | – | 59 | 6,78% | 0,6 |
|
| 8086 |
8086
Blue Line Capital
Chicago,
Illinois
| US$ 120 mi | +US$ 31,5 mi | +36% | 30,3% | – | 98 | 40,82% | 0,3 |
|
| 8087 |
8087
Investment Management Corporation
Roanoke,
Virginia
| US$ 120 mi | +US$ 3,37 mi | +3% | 11,2% | – | 56 | 17,86% | 1,1 |
|
| 8088 |
8088
January Capital Advisors
San Francisco,
California
| US$ 120 mi | +US$ 45,5 mi | +61% | 13,1% | – | 58 | 15,52% | 1,4 |
|
| 8089 |
8089
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$ 120 mi | +US$ 11,5 mi | +11% | 13,6% | 161% | 220 | 10% | 3,8 |
|
| 8090 |
8090
Grand Central Investment Group
Tampa,
Florida
| US$ 120 mi | -US$ 15,6 mi | -12% | 8,09% | – | 45 | 13,33% | 3,2 |
|
| 8091 |
8091
ETF Store
Overland Park,
Kansas
| US$ 120 mi | +US$ 16,9 mi | +16% | 11,6% | 61% | 119 | 20,17% | 2,6 |
|
| 8092 |
8092
Heffernan Advisory
Flagstaff,
Arizona
| US$ 120 mi | +US$ 11,7 mi | +11% | 9,52% | – | 43 | 44,19% | 0,3 |
|
| 8093 |
8093
Mann Financial Group
Detroit Lakes,
Minnesota
| US$ 120 mi | +US$ 13,3 mi | +13% | 10,8% | – | 35 | 14,29% | 0,7 |
|
| 8094 |
8094
Baer Investment Advisory
Corte Madera,
California
| US$ 119 mi | +US$ 19,4 mi | +19% | 15,5% | – | 43 | 11,63% | 0,9 |
|
| 8095 |
8095
1015 Capital Partners
Pottstown,
Pennsylvania
| US$ 119 mi | +US$ 16,5 mi | +16% | 20,8% | – | 630 | 8,57% | 0,5 |
|
| 8096 |
8096
Ankerstar Wealth
Leander,
Texas
| US$ 119 mi | +US$ 24,5 mi | +26% | 9,27% | – | 1.068 | 17,88% | 0,4 |
|
| 8097 |
8097
Red Mountain Financial
Fort Collins,
Colorado
| US$ 119 mi | +US$ 13 mi | +12% | 7,21% | – | 88 | 17,05% | 1,8 |
|
| 8098 |
8098
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$ 119 mi | -US$ 12,9 mi | -10% | 12% | 58,1% | 61 | 11,48% | 3,1 |
|
| 8099 |
8099
Bannerstone Capital Management
Wayzata,
Minnesota
| US$ 119 mi | +US$ 11,5 mi | +11% | 36,5% | – | 127 | 34,65% | 0,3 |
|
| 8100 |
8100
Oakmont Advisory Group
Albuquerque,
New Mexico
| US$ 119 mi | +US$ 20,9 mi | +21% | 11,5% | – | 513 | 77,58% | 0,1 |
|