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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$ 175 mi | +US$ 14 mi | +9% | 6,06% | 63,2% | 120 | 12,5% | 1,6 |
|
| 3052 |
3052
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$ 174 mi | -US$ 10,3 mi | -6% | 6% | 64% | 138 | 10,87% | 2,1 |
|
| 3053 |
3053
Bank of Stockton
Stockton,
California
| US$ 174 mi | +US$ 10,7 mi | +7% | 4,42% | 99,2% | 101 | 4,95% | 2 |
|
| 3054 |
3054
Advisory Alpha
Holland,
Michigan
| US$ 174 mi | +US$ 27,9 mi | +19% | 0,7% | 50,3% | 55 | 7,27% | 1,3 |
|
| 3055 |
3055
Vantage Wealth
Pasadena,
California
| US$ 174 mi | +US$ 10 mi | +6% | 4,36% | 56,1% | 26 | 0% | 2,2 |
|
| 3056 |
P
3056
PhaseCapital
New York
| US$ 174 mi | +US$ 54,5 mi | +46% | 0,62% | 25,1% | 11 | 36,36% | 0,7 |
|
| 3057 |
3057
CT Financial Advisors
Chadds Ford,
Pennsylvania
| US$ 174 mi | +US$ 14,5 mi | +9% | 4,26% | – | 680 | 8,09% | 1,4 |
|
| 3058 |
3058
Focused Wealth Management
Newburgh,
New York
| US$ 174 mi | +US$ 16,4 mi | +10% | 5,82% | 73,9% | 792 | 12,88% | 1,8 |
|
| 3059 |
3059
InvenTrust Properties
Downers Grove,
Illinois
| US$ 174 mi | -US$ 3,39 mi | -2% | 2,63% | 7,56% | 22 | 9,09% | 0,7 |
|
| 3060 |
3060
Birchview Capital
Burlington,
Vermont
| US$ 174 mi | +US$ 18,3 mi | +12% | 15,5% | 327% | 46 | 21,74% | 0,8 |
|
| 3061 |
LWM
3061
LBA Wealth Management
Jacksonville,
Florida
| US$ 174 mi | +US$ 15 mi | +9% | 2,48% | 19,2% | 431 | 22,97% | 1,2 |
|
| 3062 |
3062
VY Capital Management Company
Dubai,
United Arab Emirates
| US$ 173 mi | – | – | 9,23% | – | 10 | – | 0 |
|
| 3063 |
COC
3063
Commonwealth Opportunity Capital
Los Angeles,
California
| US$ 173 mi | -US$ 48,7 mi | -22% | 3,19% | – | 14 | 85,71% | 0,3 |
|
| 3064 |
3064
SC XII Management
Menlo Park,
California
| US$ 173 mi | -US$ 82 mi | -32% | 16% | 73,4% | 3 | 0% | 1,3 |
|
| 3065 |
3065
Bank Pictet & Cie (Asia)
Singapore
| US$ 173 mi | +US$ 37,4 mi | +28% | 8,65% | 30,4% | 59 | 44,07% | 0,3 |
|
| 3066 |
3066
Clarius Group LLC
Seattle,
Washington
| US$ 173 mi | – | – | 4,31% | 92,1% | 79 | – | 0 |
|
| 3067 |
3067
Nepsis Inc
Minneapolis,
Minnesota
| US$ 172 mi | +US$ 4,44 mi | +3% | 7,62% | 131% | 35 | 20% | 1,2 |
|
| 3068 |
3068
Interactive Financial Advisors
New Lenox,
Illinois
| US$ 172 mi | -US$ 4,03 mi | -2% | 1,86% | 47,6% | 124 | 14,52% | 1,5 |
|
| 3069 |
3069
Guinness Atkinson Asset Management
Pasadena,
California
| US$ 172 mi | +US$ 15,3 mi | +10% | 10,1% | 132% | 72 | 13,89% | 2 |
|
| 3070 |
3070
FCA Corp
Houston,
Texas
| US$ 172 mi | +US$ 89 mil | +0,1% | 2,7% | 57,4% | 144 | 29,86% | 1,6 |
|
| 3071 |
KCM
3071
Karp Capital Management
Sausalito,
California
| US$ 172 mi | +US$ 25,6 mi | +18% | 5,44% | 21,3% | 368 | 76,9% | 0,9 |
|
| 3072 |
ACM
3072
ADI Capital Management
New York
| US$ 172 mi | -US$ 9,26 mi | -5% | 7,13% | 113% | 17 | 47,06% | 0,5 |
|
| 3073 |
3073
Capital Planning Advisors
Roseville,
California
| US$ 172 mi | +US$ 19,4 mi | +13% | 8,56% | 64,2% | 112 | 16,96% | 0,8 |
|
| 3074 |
3074
First Washington Corp
Seattle,
Washington
| US$ 172 mi | +US$ 5,96 mi | +4% | 6,62% | 142% | 96 | 13,54% | 1,9 |
|
| 3075 |
3075
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$ 172 mi | +US$ 9,8 mi | +6% | 6,88% | 92% | 147 | 14,29% | 1,4 |
|