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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
KWMG
2726
King Wealth Management Group
Naples,
Florida
| US$ 320 mi | +US$ 27,8 mi | +10% | 7,19% | 86% | 134 | 12,69% | 3,2 |
|
| 2727 |
2727
First Heartland Consultants
Lake St. Louis,
Missouri
| US$ 320 mi | +US$ 36 mi | +13% | 5,74% | 59,2% | 261 | 16,86% | 2,7 |
|
| 2728 |
2728
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$ 320 mi | +US$ 15,4 mi | +5% | 3,73% | 86,3% | 504 | 10,52% | 3,7 |
|
| 2729 |
2729
Avidian Wealth Enterprises
Houston,
Texas
| US$ 320 mi | +US$ 2,75 mi | +0,9% | 4,43% | 71,7% | 124 | 33,87% | 1,4 |
|
| 2730 |
2730
Exane Asset Management
Paris,
France
| US$ 319 mi | +US$ 88,3 mi | +38% | 6,98% | 74,5% | 197 | 75,13% | 0,3 |
|
| 2731 |
2731
TrustCore Financial Services
Brentwood,
Tennessee
| US$ 319 mi | +US$ 37,1 mi | +13% | 10,5% | 28,3% | 1.059 | 26,53% | 0,6 |
|
| 2732 |
2732
Pathstone Family Office
Englewood,
New Jersey
| US$ 319 mi | +US$ 184 mi | +135% | 7,6% | 38,9% | 264 | 50,38% | 0,8 |
|
| 2733 |
RIM
2733
Regent Investment Management
Louisville,
Kentucky
| US$ 319 mi | +US$ 19,8 mi | +7% | 7,23% | 44% | 211 | 8,06% | 3,6 |
|
| 2734 |
2734
Security National Trust
Wheeling,
West Virginia
| US$ 319 mi | +US$ 17,5 mi | +6% | 7,73% | 58,3% | 398 | 6,28% | 4,3 |
|
| 2735 |
2735
Greenline Partners
New York
| US$ 319 mi | +US$ 13,9 mi | +5% | 5,19% | 69,6% | 69 | 7,25% | 0,7 |
|
| 2736 |
2736
GM Advisory Group
Melville,
New York
| US$ 319 mi | -US$ 17,7 mi | -5% | 2,87% | 53,6% | 133 | 15,79% | 1,8 |
|
| 2737 |
2737
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 319 mi | +US$ 12,1 mi | +4% | 3,26% | 106% | 19 | 21,05% | 2,1 |
|
| 2738 |
2738
Harvest Capital Management
Concord,
New Hampshire
| US$ 319 mi | +US$ 20,8 mi | +7% | 3,7% | 19,5% | 106 | 7,55% | 3 |
|
| 2739 |
2739
Marquette Asset Management
Minneapolis,
Minnesota
| US$ 318 mi | +US$ 19,8 mi | +7% | 5,55% | 69,6% | 105 | 10,48% | 2,8 |
|
| 2740 |
VHMC
2740
Value Holdings Management Company
Hampton Bays,
New York
| US$ 318 mi | +US$ 8,63 mi | +3% | 6,3% | 125% | 36 | 11,11% | 3,5 |
|
| 2741 |
2741
Financial Enhancement Group
Anderson,
Indiana
| US$ 318 mi | +US$ 27,6 mi | +10% | 4,43% | 62,2% | 282 | 15,96% | 0,8 |
|
| 2742 |
2742
Greatmark Investment Partners
Columbus,
Georgia
| US$ 318 mi | +US$ 27,9 mi | +10% | 9,27% | 62% | 127 | 7,87% | 3,5 |
|
| 2743 |
2743
Circle Wealth Management
Summit,
New Jersey
| US$ 317 mi | +US$ 22,8 mi | +8% | 6,43% | 71,8% | 105 | 12,38% | 1,4 |
|
| 2744 |
FPFS
2744
First Personal Financial Services
Charlotte,
North Carolina
| US$ 317 mi | +US$ 17,8 mi | +6% | 6,4% | 31,5% | 708 | 11,86% | 2 |
|
| 2745 |
2745
America First Investment Advisors
Omaha,
Nebraska
| US$ 317 mi | +US$ 9,41 mi | +3% | 3,55% | 78,2% | 100 | 4% | 3,9 |
|
| 2746 |
2746
American Assets Inc
San Diego,
California
| US$ 316 mi | -US$ 11 mi | -3% | 3,36% | 63,2% | 3 | 0% | 3,6 |
|
| 2747 |
2747
Spectrum Management Group
Indianapolis,
Indiana
| US$ 316 mi | +US$ 28,5 mi | +10% | 7,26% | 44% | 256 | 23,44% | 1,4 |
|
| 2748 |
2748
Income Research & Management
Boston,
Massachusetts
| US$ 316 mi | -US$ 8,41 mi | -3% | 0,07% | 1,19% | 27 | 92,59% | 2,6 |
|
| 2749 |
SCM
2749
Sanoor Capital Management
Greenwich,
Connecticut
| US$ 316 mi | +US$ 82,3 mi | +35% | 13% | – | 21 | 66,67% | 0,5 |
|
| 2750 |
2750
StrategIQ Financial Group
Merrillville,
Indiana
| US$ 316 mi | +US$ 26,4 mi | +9% | 3,6% | 12,6% | 189 | 11,64% | 1,7 |
|