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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Ashton Thomas Securities
Rochester,
New York
| US$ 716 mi | +US$ 303 mi | +73% | 6,89% | – | 427 | 39,34% | 0,7 |
|
| 2852 |
LWANC
2852
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$ 715 mi | +US$ 46,6 mi | +7% | 6,88% | 71,1% | 189 | 13,76% | 5,8 |
|
| 2853 |
2853
Troluce Capital Advisors
Dorado,
Puerto Rico
| US$ 715 mi | +US$ 293 mi | +69% | 9,16% | 61,1% | 53 | 75,47% | 0,1 |
|
| 2854 |
2854
Hohimer Wealth Management
Seattle,
Washington
| US$ 715 mi | +US$ 152 mi | +27% | 9,83% | 99,7% | 379 | 37,73% | 1,6 |
|
| 2855 |
2855
Berman McAleer
Timonium,
Maryland
| US$ 715 mi | – | – | 6,74% | – | 164 | – | 0 |
|
| 2856 |
ECM
2856
EagleClaw Capital Management
Boston,
Massachusetts
| US$ 715 mi | +US$ 45,3 mi | +7% | 6,12% | 104% | 149 | 5,37% | 6,7 |
|
| 2857 |
2857
Camden National Bank
Camden,
Maine
| US$ 715 mi | +US$ 21 mi | +3% | 5,42% | 48,8% | 173 | 9,25% | 4,2 |
|
| 2858 |
2858
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$ 715 mi | +US$ 52,3 mi | +8% | 6,74% | 61,6% | 198 | 7,07% | 1,9 |
|
| 2859 |
2859
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$ 715 mi | -US$ 40,9 mi | -5% | 6,27% | 52,5% | 171 | 19,88% | 5 |
|
| 2860 |
2860
Auxier Asset Management
Aurora,
Oregon
| US$ 714 mi | +US$ 32,7 mi | +5% | 6,44% | 71,7% | 179 | 5,59% | 8,3 |
|
| 2861 |
2861
Oarsman Capital
Milwaukee,
Wisconsin
| US$ 713 mi | +US$ 75,6 mi | +12% | 7,14% | 70,6% | 272 | 16,54% | 4,2 |
|
| 2862 |
2862
Dean Investment Associates
Beavercreek,
Ohio
| US$ 713 mi | +US$ 33,2 mi | +5% | 6,35% | 63,5% | 216 | 12,04% | 4,5 |
|
| 2863 |
2863
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$ 713 mi | +US$ 18,7 mi | +3% | 4,37% | 106% | 70 | 5,71% | 1,2 |
|
| 2864 |
2864
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$ 712 mi | +US$ 49,4 mi | +7% | 6,62% | – | 4 | 0% | 0,4 |
|
| 2865 |
2865
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$ 712 mi | +US$ 14,6 mi | +2% | 7,98% | 76,8% | 216 | 6,48% | 6,6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| US$ 712 mi | +US$ 58,8 mi | +9% | 7,35% | 62,6% | 192 | 8,33% | 4,6 |
|
| 2867 |
2867
Fortis Capital Management
Bellevue,
Washington
| US$ 712 mi | +US$ 69,1 mi | +11% | 7,11% | 82% | 186 | 11,29% | 2 |
|
| 2868 |
2868
Blueprint Investment Partners
Greensboro,
North Carolina
| US$ 712 mi | +US$ 148 mi | +26% | 7,8% | 91,9% | 125 | 54,4% | 1,1 |
|
| 2869 |
2869
Rule One Partners
Moreland,
Georgia
| US$ 711 mi | +US$ 527 mi | +286% | 7,4% | – | 11 | 18,18% | 0,7 |
|
| 2870 |
2870
Alpine Bank Wealth Management
Grand Junction,
Colorado
| US$ 711 mi | +US$ 48,8 mi | +7% | 6,46% | – | 446 | 12,78% | 0,8 |
|
| 2871 |
2871
Gratus Wealth Advisors
Virginia Beach,
Virginia
| US$ 710 mi | +US$ 49,9 mi | +8% | 6,33% | 65,2% | 137 | 9,49% | 1,5 |
|
| 2872 |
2872
RMG Wealth Management
Platteville,
Wisconsin
| US$ 710 mi | +US$ 59,9 mi | +9% | 5,84% | – | 368 | 17,66% | 0,2 |
|
| 2873 |
2873
Liberty Wealth Management
Oakland,
California
| US$ 710 mi | +US$ 72,3 mi | +11% | 8,15% | 64,2% | 260 | 14,23% | 2,1 |
|
| 2874 |
2874
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$ 710 mi | +US$ 25,6 mi | +4% | 9,34% | 98,7% | 140 | 7,14% | 8,6 |
|
| 2875 |
2875
Cigna Investments
Bloomfield,
Connecticut
| US$ 710 mi | +US$ 122 mi | +21% | 11,6% | 154% | 487 | 10,06% | 6 |
|