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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Stieven Capital Advisors
St. Louis,
Missouri
| US$ 385 mi | -US$ 1,2 mi | -0,3% | 5,65% | 117% | 43 | 23,26% | 3,9 |
|
| 3202 |
3202
Independent Solutions Wealth Management
Williamsville,
New York
| US$ 385 mi | -US$ 12,3 mi | -3% | 2,54% | 125% | 231 | 18,61% | 2,5 |
|
| 3203 |
3203
Planning Center Inc
Moline,
Illinois
| US$ 385 mi | -US$ 8,68 mi | -2% | 3,28% | 38,9% | 71 | 14,08% | 1,2 |
|
| 3204 |
FPFS
3204
First Personal Financial Services
Charlotte,
North Carolina
| US$ 384 mi | -US$ 18,2 mi | -5% | 4,75% | 31,5% | 403 | 9,18% | 4,7 |
|
| 3205 |
3205
OneAscent Financial Services
Birmingham,
Alabama
| US$ 384 mi | +US$ 159 mi | +71% | 3,19% | 63,8% | 295 | 66,1% | 0,4 |
|
| 3206 |
3206
Tiger Pacific Capital
New York
| US$ 384 mi | +US$ 17,4 mi | +5% | 8,66% | 84,5% | 12 | 25% | 1,9 |
|
| 3207 |
3207
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$ 384 mi | +US$ 16,7 mi | +5% | 4,64% | 26,4% | 2 | 0% | 2,9 |
|
| 3208 |
3208
Peavine Capital
Reno,
Nevada
| US$ 384 mi | -US$ 40,4 mi | -10% | 3,49% | 30,8% | 11 | 0% | 4,3 |
|
| 3209 |
3209
Cedar Brook Financial Partners
Cleveland,
Ohio
| US$ 383 mi | -US$ 37 mi | -9% | 3,49% | 47% | 427 | 15,69% | 2,8 |
|
| 3210 |
MTC
3210
Matrix Trust Company
Denver,
Colorado
| US$ 383 mi | -US$ 4,66 mi | -1% | 3,48% | 51,4% | 65 | 10,77% | 1,7 |
|
| 3211 |
3211
Capital Advisors Wealth Management
Yakima,
Washington
| US$ 383 mi | -US$ 7,91 mi | -2% | 2,56% | 70,5% | 148 | 14,86% | 1,6 |
|
| 3212 |
3212
ML&R Wealth Management
Austin,
Texas
| US$ 383 mi | -US$ 70,4 mi | -16% | 2,63% | – | 96 | 30,21% | 1,2 |
|
| 3213 |
3213
Investors Research Corp
Atlanta,
Georgia
| US$ 383 mi | -US$ 13,3 mi | -3% | 1,32% | 62,1% | 1.119 | 6,88% | 3,5 |
|
| 3214 |
3214
Hexagon Capital Partners
Rogers,
Arkansas
| US$ 383 mi | +US$ 3,19 mi | +0,8% | 0,43% | 104% | 1.478 | 7,92% | 2 |
|
| 3215 |
3215
ThornTree Capital Partners
Boston,
Massachusetts
| US$ 382 mi | -US$ 38,4 mi | -9% | 7,63% | 217% | 20 | 20% | 1 |
|
| 3216 |
3216
Strategy Asset Managers
Pasadena,
California
| US$ 382 mi | -US$ 68,2 mi | -15% | 2,7% | 115% | 272 | 27,21% | 2,5 |
|
| 3217 |
3217
Cardinal Point Capital Management
Toronto,
Ontario, Canada
| US$ 382 mi | +US$ 49,9 mi | +15% | 2,52% | 65,8% | 77 | 24,68% | 0,6 |
|
| 3218 |
3218
Providence Capital Advisors
Charlotte,
North Carolina
| US$ 382 mi | -US$ 12,2 mi | -3% | 4,84% | 47,4% | 364 | 18,68% | 2,6 |
|
| 3219 |
FBT
3219
First Bank & Trust
Brookings,
South Dakota
| US$ 382 mi | -US$ 12,7 mi | -3% | 2,75% | 85,6% | 202 | 9,41% | 4 |
|
| 3220 |
3220
Savoie Capital
Chicago,
Illinois
| US$ 382 mi | – | – | 1,65% | – | 75 | – | 0 |
|
| 3221 |
3221
CFM Wealth Partners
Austin,
Texas
| US$ 382 mi | -US$ 30,1 mi | -7% | 2,6% | 152% | 167 | 17,96% | 3 |
|
| 3222 |
3222
Battery Management Corp
Boston,
Massachusetts
| US$ 382 mi | -US$ 103 mi | -21% | 3,85% | 45,1% | 7 | 28,57% | 2 |
|
| 3223 |
3223
Noesis Capital Mangement
Boca Raton,
Florida
| US$ 381 mi | -US$ 24,9 mi | -6% | 5,18% | 139% | 105 | 9,52% | 5,2 |
|
| 3224 |
3224
Tobias Financial Advisors
Plantation,
Florida
| US$ 381 mi | +US$ 10 mi | +3% | 3,29% | 44,5% | 99 | 12,12% | 1,4 |
|
| 3225 |
3225
Lincoln Capital
Lincoln,
Nebraska
| US$ 381 mi | -US$ 7,48 mi | -2% | 0,85% | 67,1% | 107 | 3,74% | 5,2 |
|